View Financial HealthSchaffer 配当と自社株買い配当金 基準チェック /46Schaffer配当を支払う会社であり、現在の利回りは4.77%で、収益によって十分にカバーされています。主要情報4.8%配当利回り-1.0%バイバック利回り総株主利回り3.7%将来の配当利回りn/a配当成長11.6%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向74%最近の配当と自社株買いの更新Declared Dividend • Aug 22Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 4th September 2025 Payment date: 19th September 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.分析記事 • Feb 21Schaffer (ASX:SFC) Has Announced A Dividend Of A$0.45Schaffer Corporation Limited's ( ASX:SFC ) investors are due to receive a payment of A$0.45 per share on 14th of March...分析記事 • Aug 26Schaffer's (ASX:SFC) Dividend Will Be A$0.45Schaffer Corporation Limited ( ASX:SFC ) has announced that it will pay a dividend of A$0.45 per share on the 20th of...お知らせ • Aug 23Schaffer Corporation Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024Schaffer Corporation Limited announced ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2024, payable on September 20, 2024 with record date of September 9, 2024 and ex date of September 5, 2024.Declared Dividend • Aug 23Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Feb 29Upcoming dividend of AU$0.45 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (2.0%).すべての更新を表示Recent updatesRecent Insider Transactions • Apr 09Chairman & MD recently bought AU$56k worth of stockOn the 1st of April, John Schaffer bought around 3k shares on-market at roughly AU$18.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth AU$60k. This was John's only on-market trade for the last 12 months.Reported Earnings • Feb 20First half 2026 earnings released: EPS: AU$0.37 (vs AU$0.94 in 1H 2025)First half 2026 results: EPS: AU$0.37 (down from AU$0.94 in 1H 2025). Revenue: AU$93.5m (down 17% from 1H 2025). Net income: AU$4.98m (down 61% from 1H 2025). Profit margin: 5.3% (down from 11% in 1H 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.New Risk • Feb 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.8% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.4% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (7.8% net profit margin).Recent Insider Transactions • Jan 19Non-Executive Independent Director recently bought AU$60k worth of stockOn the 13th of January, David Schwartz bought around 3k shares on-market at roughly AU$20.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$98k. Insiders have collectively bought AU$287k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Nov 28Non-Executive Independent Director recently bought AU$98k worth of stockOn the 20th of November, David Schwartz bought around 5k shares on-market at roughly AU$19.50 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. Insiders have collectively bought AU$264k more in shares than they have sold in the last 12 months.お知らせ • Oct 14Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025. Location: at pagoda resort & spa, 112 melville parade, como,western australia Australia分析記事 • Sep 30Weak Statutory Earnings May Not Tell The Whole Story For Schaffer (ASX:SFC)Schaffer Corporation Limited's ( ASX:SFC ) recent weak earnings report didn't cause a big stock movement. However, we...Reported Earnings • Sep 28Full year 2025 earnings released: EPS: AU$1.79 (vs AU$1.99 in FY 2024)Full year 2025 results: EPS: AU$1.79 (down from AU$1.99 in FY 2024). Revenue: AU$229.7m (up 1.5% from FY 2024). Net income: AU$24.3m (down 10% from FY 2024). Profit margin: 11% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.お知らせ • Sep 28Schaffer Corporation Limited Withdraws Profit Guidance for its Automotive Leather Division for the First-Half of Financial Year 2026Schaffer Corporation Limited announced that it has withdrawn the first-half financial year 2026 profit guidance for its Automotive Leather division. This withdrawal is a direct result of a cyber incident experienced by one of the Automotive Leather division's major customers, Jaguar Land Rover (JLR), which has led to a halt in their production and continued uncertainty regarding the timing of its resumption. In early September 2025, JLR publicly announced that it had experienced a major cyber-attack that had impacted multiple systems forcing a halt to production across all its manufacturing plants.Recent Insider Transactions • Aug 28Non-Executive Independent Director recently bought AU$103k worth of stockOn the 22nd of August, David Schwartz bought around 5k shares on-market at roughly AU$20.60 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. Insiders have collectively bought AU$323k more in shares than they have sold in the last 12 months.お知らせ • Aug 22+ 1 more updateSchaffer Corporation Limited Announces the Appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather DivisionSchaffer Corporation Limited announced the appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather division. Mr. Leib is a valued member of the leadership team, having served as the division's Chief Financial Officer for the past eight years. He will work alongside Mr. Dan Birks, who continues in his role as General Manager.Declared Dividend • Aug 22Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 4th September 2025 Payment date: 19th September 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.Reported Earnings • Aug 20Full year 2025 earnings released: EPS: AU$1.79 (vs AU$1.99 in FY 2024)Full year 2025 results: EPS: AU$1.79 (down from AU$1.99 in FY 2024). Revenue: AU$229.7m (up 1.5% from FY 2024). Net income: AU$24.3m (down 10% from FY 2024). Profit margin: 11% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.分析記事 • Feb 21Schaffer (ASX:SFC) Has Announced A Dividend Of A$0.45Schaffer Corporation Limited's ( ASX:SFC ) investors are due to receive a payment of A$0.45 per share on 14th of March...Reported Earnings • Feb 21First half 2025 earnings released: EPS: AU$0.94 (vs AU$0.65 in 1H 2024)First half 2025 results: EPS: AU$0.94 (up from AU$0.65 in 1H 2024). Revenue: AU$112.3m (flat on 1H 2024). Net income: AU$12.7m (up 44% from 1H 2024). Profit margin: 11% (up from 7.8% in 1H 2024). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.Recent Insider Transactions • Jan 15Non-Executive Independent Director recently bought AU$63k worth of stockOn the 8th of January, David Schwartz bought around 3k shares on-market at roughly AU$21.11 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. Insiders have collectively bought AU$369k more in shares than they have sold in the last 12 months.お知らせ • Oct 08Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024. Location: pagoda resort & spa, 112 melville parade, como, western australia, Australia分析記事 • Oct 07There May Be Underlying Issues With The Quality Of Schaffer's (ASX:SFC) EarningsDespite posting some strong earnings, the market for Schaffer Corporation Limited's ( ASX:SFC ) stock hasn't moved...Reported Earnings • Sep 27Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Sep 25Schaffer Corporation Limited to Report First Half, 2025 Results on Feb 19, 2025Schaffer Corporation Limited announced that they will report first half, 2025 results on Feb 19, 2025Recent Insider Transactions • Sep 13Non-Executive Independent Director recently bought AU$113k worth of stockOn the 10th of September, David Schwartz bought around 5k shares on-market at roughly AU$21.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$149k. Insiders have collectively bought AU$360k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Aug 28Non-Executive Independent Director recently bought AU$149k worth of stockOn the 26th of August, David Schwartz bought around 7k shares on-market at roughly AU$21.97 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. Insiders have collectively bought AU$247k more in shares than they have sold in the last 12 months.分析記事 • Aug 26Schaffer's (ASX:SFC) Dividend Will Be A$0.45Schaffer Corporation Limited ( ASX:SFC ) has announced that it will pay a dividend of A$0.45 per share on the 20th of...New Risk • Aug 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.2% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.お知らせ • Aug 23Schaffer Corporation Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024Schaffer Corporation Limited announced ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2024, payable on September 20, 2024 with record date of September 9, 2024 and ex date of September 5, 2024.Declared Dividend • Aug 23Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Upcoming Dividend • Feb 29Upcoming dividend of AU$0.45 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.65 (vs AU$0.38 in 1H 2023)First half 2024 results: EPS: AU$0.65 (up from AU$0.38 in 1H 2023). Revenue: AU$112.9m (up 35% from 1H 2023). Net income: AU$8.84m (up 72% from 1H 2023). Profit margin: 7.8% (up from 6.2% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Declared Dividend • Feb 24First half dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 7th March 2024 Payment date: 15th March 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.5% EPS decline seen over the last 5 years.New Risk • Feb 22New major risk - Revenue and earnings growthEarnings have declined by 6.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.6% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (8.1% net profit margin).Recent Insider Transactions • Dec 09Chairman & MD recently bought AU$81k worth of stockOn the 4th of December, John Schaffer bought around 4k shares on-market at roughly AU$18.06 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. This was John's only on-market trade for the last 12 months.お知らせ • Sep 22+ 1 more updateSchaffer Corporation Limited, Annual General Meeting, Nov 15, 2023Schaffer Corporation Limited, Annual General Meeting, Nov 15, 2023.Upcoming Dividend • Aug 31Upcoming dividend of AU$0.45 per share at 5.1% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 22 September 2023. Payout ratio is on the higher end at 90% but the company is not cash flow positive. Trailing yield: 5.1%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.2%).分析記事 • Aug 27Schaffer (ASX:SFC) Is Due To Pay A Dividend Of A$0.45The board of Schaffer Corporation Limited ( ASX:SFC ) has announced that it will pay a dividend of A$0.45 per share on...お知らせ • Aug 23Schaffer Corporation Limited Announces Fully Franked Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023Schaffer Corporation Limited announced fully franked ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2023, payable on September 22, 2023 with record date of September 8, 2023 and ex date of September 7, 2023.Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$1.00 (vs AU$1.91 in FY 2022)Full year 2023 results: EPS: AU$1.00 (down from AU$1.91 in FY 2022). Revenue: AU$183.6m (up 7.8% from FY 2022). Net income: AU$13.6m (down 48% from FY 2022). Profit margin: 7.4% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. 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 4% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 02Upcoming dividend of AU$0.45 per share at 4.6% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 17 March 2023. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.5%).Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.38 (vs AU$0.47 in 1H 2022)First half 2023 results: EPS: AU$0.38 (down from AU$0.47 in 1H 2022). Revenue: AU$83.5m (up 14% from 1H 2022). Net income: AU$5.13m (down 21% from 1H 2022). Profit margin: 6.2% (down from 8.8% in 1H 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 23Schaffer Corporation Limited, Annual General Meeting, Nov 16, 2022Schaffer Corporation Limited, Annual General Meeting, Nov 16, 2022, at 11:30 W. Australia Standard Time. Location: at Pagoda Resort and Spa, 112 Melville Parade Como Western Australia Australia Agenda: To provide a further update on the outlook for the 2023 financial year.Recent Insider Transactions • Sep 10Chairman & MD recently bought AU$151k worth of stockOn the 7th of September, John Schaffer bought around 8k shares on-market at roughly AU$18.00 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. This was John's only on-market trade for the last 12 months.Upcoming Dividend • Sep 01Upcoming dividend of AU$0.45 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 23 September 2022. Payout ratio is a comfortable 47% and the cash payout ratio is 84%. Trailing yield: 5.0%. Lower than top quartile of Australian dividend payers (6.6%). Higher than average of industry peers (2.3%).分析記事 • Aug 26Schaffer (ASX:SFC) Has Affirmed Its Dividend Of A$0.45Schaffer Corporation Limited's ( ASX:SFC ) investors are due to receive a payment of A$0.45 per share on 23rd of...Reported Earnings • Aug 25Full year 2022 earnings released: EPS: AU$1.91 (vs AU$2.85 in FY 2021)Full year 2022 results: EPS: AU$1.91 (down from AU$2.85 in FY 2021). Revenue: AU$170.4m (down 13% from FY 2021). Net income: AU$26.2m (down 33% from FY 2021). Profit margin: 15% (down from 20% in FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.お知らせ • Aug 24Schaffer Corporation Limited Announces Dividend for the Six Months Ended June 30, 2022, Payable on September 23, 2022Schaffer Corporation Limited announced dividend for the six months ended June 30, 2022. For the six months, the company reported dividend of AUD 0.45000000 with Record Date 9 September, 2022; Ex Date 8 September, 2022 and Payment Date to be 23 September, 2022.Recent Insider Transactions • May 03Non-Executive Independent Director recently bought AU$203k worth of stockOn the 26th of April, David Schwartz bought around 10k shares on-market at roughly AU$20.31 per share. In the last 3 months, they made an even bigger purchase worth AU$364k. Insiders have collectively bought AU$1.1m more in shares than they have sold in the last 12 months.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Mar 05Non-Executive Independent Director recently bought AU$193k worth of stockOn the 2nd of March, David Schwartz bought around 10k shares on-market at roughly AU$19.98 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$471k more in shares than they have sold in the last 12 months.Reported Earnings • Feb 25First half 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst half 2022 results: EPS: AU$0.47 (down from AU$1.70 in 1H 2021). Revenue: AU$73.2m (down 28% from 1H 2021). Net income: AU$6.46m (down 72% from 1H 2021). Profit margin: 8.8% (down from 23% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Earnings per share (EPS) exceeded analyst estimates by 3.9%. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.分析記事 • Feb 25Schaffer (ASX:SFC) Has Re-Affirmed Its Dividend Of AU$0.45The board of Schaffer Corporation Limited ( ASX:SFC ) has announced that it will pay a dividend of AU$0.45 per share on...お知らせ • Feb 24Schaffer Corporation Limited Declares Ordinary Dividend for the Six Months Ended December 31, 2021, Payable on March 11, 2022Schaffer Corporation Limited declared ordinary dividend of AUD 0.45000000 for the six months ended December 31, 2021. The record date is on March 4, 2022, ex date is on March 3, 2022 and payable date is on March 11, 2022.Reported Earnings • Sep 18Full year 2021 earnings released: EPS AU$2.85 (vs AU$1.72 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$196.3m (up 26% from FY 2020). Net income: AU$38.8m (up 65% from FY 2020). Profit margin: 20% (up from 15% in FY 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 26Upcoming dividend of AU$0.45 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 17 September 2021. Trailing yield: 4.1%. Lower than top quartile of Australian dividend payers (5.0%). Higher than average of industry peers (2.0%).Recent Insider Transactions • Aug 25Non-Executive Independent Director recently bought AU$204k worth of stockOn the 23rd of August, David Schwartz bought around 10k shares on-market at roughly AU$21.44 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$334k more in shares than they have sold in the last 12 months.分析記事 • Aug 20Schaffer (ASX:SFC) Is Paying Out A Larger Dividend Than Last YearSchaffer Corporation Limited's ( ASX:SFC ) dividend will be increasing to AU$0.45 on 17th of September. This will take...分析記事 • May 10Schaffer (ASX:SFC) Shareholders Will Want The ROCE Trajectory To ContinueFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Apr 19Is Schaffer (ASX:SFC) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Mar 11Should You Be Adding Schaffer (ASX:SFC) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Is New 90 Day High Low • Mar 02New 90-day high: AU$20.22The company is up 13% from its price of AU$17.85 on 02 December 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 12% over the same period.分析記事 • Feb 27Should You Buy Schaffer Corporation Limited (ASX:SFC) For Its Upcoming Dividend?Some investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...Upcoming Dividend • Feb 25Upcoming Dividend of AU$0.45 Per ShareWill be paid on the 12th of March to those who are registered shareholders by the 4th of March. The trailing yield of 4.0% is below the top quartile of Australian dividend payers (5.2%), but it is higher than industry peers (1.7%).分析記事 • Feb 20Non-Executive Independent Director David Schwartz Just Bought A Handful Of Shares In Schaffer Corporation Limited (ASX:SFC)Even if it's not a huge purchase, we think it was good to see that David Schwartz, the Non-Executive Independent...Reported Earnings • Feb 20First half 2021 earnings released: EPS AU$1.70 (vs AU$1.02 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$102.1m (up 10% from 1H 2020). Net income: AU$23.1m (up 66% from 1H 2020). Profit margin: 23% (up from 15% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 18% per year.Recent Insider Transactions • Feb 20Non-Executive Independent Director recently bought AU$93k worth of stockOn the 12th of February, David Schwartz bought around 5k shares on-market at roughly AU$18.59 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.分析記事 • Feb 15Should You Buy Schaffer Corporation Limited (ASX:SFC) For Its Dividend?Is Schaffer Corporation Limited ( ASX:SFC ) a good dividend stock? How can we tell? Dividend paying companies with...Is New 90 Day High Low • Feb 03New 90-day high: AU$18.95The company is up 20% from its price of AU$15.80 on 05 November 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 6.0% over the same period.分析記事 • Feb 01Did You Participate In Any Of Schaffer's (ASX:SFC) Incredible 373% Return?When you buy a stock there is always a possibility that it could drop 100%. But when you pick a company that is really...分析記事 • Jan 19Will the Promising Trends At Schaffer (ASX:SFC) Continue?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...分析記事 • Jan 03We're Not So Sure You Should Rely on Schaffer's (ASX:SFC) Statutory EarningsIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...分析記事 • Dec 20Schaffer Corporation Limited's (ASX:SFC) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Most readers would already be aware that Schaffer's (ASX:SFC) stock increased significantly by 18% over the past three...分析記事 • Dec 08Schaffer (ASX:SFC) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Dec 04New 90-day high: AU$17.95The company is up 11% from its price of AU$16.20 on 04 September 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Auto Components industry, which is up 9.0% over the same period.分析記事 • Nov 26How Does Schaffer's (ASX:SFC) CEO Salary Compare to Peers?John Schaffer has been the CEO of Schaffer Corporation Limited (ASX:SFC) since 1987, and this article will examine the...Is New 90 Day High Low • Nov 18New 90-day high: AU$17.55The company is up 17% from its price of AU$14.95 on 20 August 2020. The Australian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 15% over the same period.Reported Earnings • Sep 19Full year earnings released - EPS AU$1.72Over the last 12 months the company has reported total profits of AU$23.6m, up 2.8% from the prior year. Total revenue was AU$155.6m over the last 12 months, down 24% from the prior year. Profit margins were 15%, which is higher than the 11% margin from last year. The increase in margin was driven by lower expenses.決済の安定と成長配当データの取得安定した配当: SFCの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: SFCの配当金は過去10年間にわたって増加しています。配当利回り対市場Schaffer 配当利回り対市場SFC 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (SFC)4.8%市場下位25% (AU)2.8%市場トップ25% (AU)6.9%業界平均 (Auto Components)3.6%アナリスト予想 (SFC) (最長3年)n/a注目すべき配当: SFCの配当金 ( 4.77% ) はAustralian市場の配当金支払者の下位 25% ( 2.79% ) よりも高くなっています。高配当: SFCの配当金 ( 4.77% ) はAustralian市場の配当金支払者の上位 25% ( 6.89% ) と比較すると低いです。株主への利益配当収益カバレッジ: SFCの配当金は、合理的な 配当性向 ( 74.2% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: SFCは合理的な 現金配当性向 ( 70.2% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。高配当企業の発掘7D1Y7D1Y7D1YAU 市場の強力な配当支払い企業。View Management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2026/05/26 23:54終値2026/05/26 00:00収益2025/12/31年間収益2025/06/30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Schaffer Corporation Limited 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。0
Declared Dividend • Aug 22Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 4th September 2025 Payment date: 19th September 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
分析記事 • Feb 21Schaffer (ASX:SFC) Has Announced A Dividend Of A$0.45Schaffer Corporation Limited's ( ASX:SFC ) investors are due to receive a payment of A$0.45 per share on 14th of March...
分析記事 • Aug 26Schaffer's (ASX:SFC) Dividend Will Be A$0.45Schaffer Corporation Limited ( ASX:SFC ) has announced that it will pay a dividend of A$0.45 per share on the 20th of...
お知らせ • Aug 23Schaffer Corporation Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024Schaffer Corporation Limited announced ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2024, payable on September 20, 2024 with record date of September 9, 2024 and ex date of September 5, 2024.
Declared Dividend • Aug 23Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Feb 29Upcoming dividend of AU$0.45 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (2.0%).
Recent Insider Transactions • Apr 09Chairman & MD recently bought AU$56k worth of stockOn the 1st of April, John Schaffer bought around 3k shares on-market at roughly AU$18.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth AU$60k. This was John's only on-market trade for the last 12 months.
Reported Earnings • Feb 20First half 2026 earnings released: EPS: AU$0.37 (vs AU$0.94 in 1H 2025)First half 2026 results: EPS: AU$0.37 (down from AU$0.94 in 1H 2025). Revenue: AU$93.5m (down 17% from 1H 2025). Net income: AU$4.98m (down 61% from 1H 2025). Profit margin: 5.3% (down from 11% in 1H 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.8% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.4% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (7.8% net profit margin).
Recent Insider Transactions • Jan 19Non-Executive Independent Director recently bought AU$60k worth of stockOn the 13th of January, David Schwartz bought around 3k shares on-market at roughly AU$20.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$98k. Insiders have collectively bought AU$287k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Nov 28Non-Executive Independent Director recently bought AU$98k worth of stockOn the 20th of November, David Schwartz bought around 5k shares on-market at roughly AU$19.50 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. Insiders have collectively bought AU$264k more in shares than they have sold in the last 12 months.
お知らせ • Oct 14Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025. Location: at pagoda resort & spa, 112 melville parade, como,western australia Australia
分析記事 • Sep 30Weak Statutory Earnings May Not Tell The Whole Story For Schaffer (ASX:SFC)Schaffer Corporation Limited's ( ASX:SFC ) recent weak earnings report didn't cause a big stock movement. However, we...
Reported Earnings • Sep 28Full year 2025 earnings released: EPS: AU$1.79 (vs AU$1.99 in FY 2024)Full year 2025 results: EPS: AU$1.79 (down from AU$1.99 in FY 2024). Revenue: AU$229.7m (up 1.5% from FY 2024). Net income: AU$24.3m (down 10% from FY 2024). Profit margin: 11% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Sep 28Schaffer Corporation Limited Withdraws Profit Guidance for its Automotive Leather Division for the First-Half of Financial Year 2026Schaffer Corporation Limited announced that it has withdrawn the first-half financial year 2026 profit guidance for its Automotive Leather division. This withdrawal is a direct result of a cyber incident experienced by one of the Automotive Leather division's major customers, Jaguar Land Rover (JLR), which has led to a halt in their production and continued uncertainty regarding the timing of its resumption. In early September 2025, JLR publicly announced that it had experienced a major cyber-attack that had impacted multiple systems forcing a halt to production across all its manufacturing plants.
Recent Insider Transactions • Aug 28Non-Executive Independent Director recently bought AU$103k worth of stockOn the 22nd of August, David Schwartz bought around 5k shares on-market at roughly AU$20.60 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. Insiders have collectively bought AU$323k more in shares than they have sold in the last 12 months.
お知らせ • Aug 22+ 1 more updateSchaffer Corporation Limited Announces the Appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather DivisionSchaffer Corporation Limited announced the appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather division. Mr. Leib is a valued member of the leadership team, having served as the division's Chief Financial Officer for the past eight years. He will work alongside Mr. Dan Birks, who continues in his role as General Manager.
Declared Dividend • Aug 22Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 4th September 2025 Payment date: 19th September 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
Reported Earnings • Aug 20Full year 2025 earnings released: EPS: AU$1.79 (vs AU$1.99 in FY 2024)Full year 2025 results: EPS: AU$1.79 (down from AU$1.99 in FY 2024). Revenue: AU$229.7m (up 1.5% from FY 2024). Net income: AU$24.3m (down 10% from FY 2024). Profit margin: 11% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.
分析記事 • Feb 21Schaffer (ASX:SFC) Has Announced A Dividend Of A$0.45Schaffer Corporation Limited's ( ASX:SFC ) investors are due to receive a payment of A$0.45 per share on 14th of March...
Reported Earnings • Feb 21First half 2025 earnings released: EPS: AU$0.94 (vs AU$0.65 in 1H 2024)First half 2025 results: EPS: AU$0.94 (up from AU$0.65 in 1H 2024). Revenue: AU$112.3m (flat on 1H 2024). Net income: AU$12.7m (up 44% from 1H 2024). Profit margin: 11% (up from 7.8% in 1H 2024). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.
Recent Insider Transactions • Jan 15Non-Executive Independent Director recently bought AU$63k worth of stockOn the 8th of January, David Schwartz bought around 3k shares on-market at roughly AU$21.11 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. Insiders have collectively bought AU$369k more in shares than they have sold in the last 12 months.
お知らせ • Oct 08Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024. Location: pagoda resort & spa, 112 melville parade, como, western australia, Australia
分析記事 • Oct 07There May Be Underlying Issues With The Quality Of Schaffer's (ASX:SFC) EarningsDespite posting some strong earnings, the market for Schaffer Corporation Limited's ( ASX:SFC ) stock hasn't moved...
Reported Earnings • Sep 27Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Sep 25Schaffer Corporation Limited to Report First Half, 2025 Results on Feb 19, 2025Schaffer Corporation Limited announced that they will report first half, 2025 results on Feb 19, 2025
Recent Insider Transactions • Sep 13Non-Executive Independent Director recently bought AU$113k worth of stockOn the 10th of September, David Schwartz bought around 5k shares on-market at roughly AU$21.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$149k. Insiders have collectively bought AU$360k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Aug 28Non-Executive Independent Director recently bought AU$149k worth of stockOn the 26th of August, David Schwartz bought around 7k shares on-market at roughly AU$21.97 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. Insiders have collectively bought AU$247k more in shares than they have sold in the last 12 months.
分析記事 • Aug 26Schaffer's (ASX:SFC) Dividend Will Be A$0.45Schaffer Corporation Limited ( ASX:SFC ) has announced that it will pay a dividend of A$0.45 per share on the 20th of...
New Risk • Aug 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.2% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
お知らせ • Aug 23Schaffer Corporation Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024Schaffer Corporation Limited announced ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2024, payable on September 20, 2024 with record date of September 9, 2024 and ex date of September 5, 2024.
Declared Dividend • Aug 23Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Upcoming Dividend • Feb 29Upcoming dividend of AU$0.45 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.65 (vs AU$0.38 in 1H 2023)First half 2024 results: EPS: AU$0.65 (up from AU$0.38 in 1H 2023). Revenue: AU$112.9m (up 35% from 1H 2023). Net income: AU$8.84m (up 72% from 1H 2023). Profit margin: 7.8% (up from 6.2% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Declared Dividend • Feb 24First half dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 7th March 2024 Payment date: 15th March 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.5% EPS decline seen over the last 5 years.
New Risk • Feb 22New major risk - Revenue and earnings growthEarnings have declined by 6.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.6% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (8.1% net profit margin).
Recent Insider Transactions • Dec 09Chairman & MD recently bought AU$81k worth of stockOn the 4th of December, John Schaffer bought around 4k shares on-market at roughly AU$18.06 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. This was John's only on-market trade for the last 12 months.
お知らせ • Sep 22+ 1 more updateSchaffer Corporation Limited, Annual General Meeting, Nov 15, 2023Schaffer Corporation Limited, Annual General Meeting, Nov 15, 2023.
Upcoming Dividend • Aug 31Upcoming dividend of AU$0.45 per share at 5.1% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 22 September 2023. Payout ratio is on the higher end at 90% but the company is not cash flow positive. Trailing yield: 5.1%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.2%).
分析記事 • Aug 27Schaffer (ASX:SFC) Is Due To Pay A Dividend Of A$0.45The board of Schaffer Corporation Limited ( ASX:SFC ) has announced that it will pay a dividend of A$0.45 per share on...
お知らせ • Aug 23Schaffer Corporation Limited Announces Fully Franked Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023Schaffer Corporation Limited announced fully franked ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2023, payable on September 22, 2023 with record date of September 8, 2023 and ex date of September 7, 2023.
Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$1.00 (vs AU$1.91 in FY 2022)Full year 2023 results: EPS: AU$1.00 (down from AU$1.91 in FY 2022). Revenue: AU$183.6m (up 7.8% from FY 2022). Net income: AU$13.6m (down 48% from FY 2022). Profit margin: 7.4% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. 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 4% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 02Upcoming dividend of AU$0.45 per share at 4.6% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 17 March 2023. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.5%).
Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.38 (vs AU$0.47 in 1H 2022)First half 2023 results: EPS: AU$0.38 (down from AU$0.47 in 1H 2022). Revenue: AU$83.5m (up 14% from 1H 2022). Net income: AU$5.13m (down 21% from 1H 2022). Profit margin: 6.2% (down from 8.8% in 1H 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 23Schaffer Corporation Limited, Annual General Meeting, Nov 16, 2022Schaffer Corporation Limited, Annual General Meeting, Nov 16, 2022, at 11:30 W. Australia Standard Time. Location: at Pagoda Resort and Spa, 112 Melville Parade Como Western Australia Australia Agenda: To provide a further update on the outlook for the 2023 financial year.
Recent Insider Transactions • Sep 10Chairman & MD recently bought AU$151k worth of stockOn the 7th of September, John Schaffer bought around 8k shares on-market at roughly AU$18.00 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. This was John's only on-market trade for the last 12 months.
Upcoming Dividend • Sep 01Upcoming dividend of AU$0.45 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 23 September 2022. Payout ratio is a comfortable 47% and the cash payout ratio is 84%. Trailing yield: 5.0%. Lower than top quartile of Australian dividend payers (6.6%). Higher than average of industry peers (2.3%).
分析記事 • Aug 26Schaffer (ASX:SFC) Has Affirmed Its Dividend Of A$0.45Schaffer Corporation Limited's ( ASX:SFC ) investors are due to receive a payment of A$0.45 per share on 23rd of...
Reported Earnings • Aug 25Full year 2022 earnings released: EPS: AU$1.91 (vs AU$2.85 in FY 2021)Full year 2022 results: EPS: AU$1.91 (down from AU$2.85 in FY 2021). Revenue: AU$170.4m (down 13% from FY 2021). Net income: AU$26.2m (down 33% from FY 2021). Profit margin: 15% (down from 20% in FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Aug 24Schaffer Corporation Limited Announces Dividend for the Six Months Ended June 30, 2022, Payable on September 23, 2022Schaffer Corporation Limited announced dividend for the six months ended June 30, 2022. For the six months, the company reported dividend of AUD 0.45000000 with Record Date 9 September, 2022; Ex Date 8 September, 2022 and Payment Date to be 23 September, 2022.
Recent Insider Transactions • May 03Non-Executive Independent Director recently bought AU$203k worth of stockOn the 26th of April, David Schwartz bought around 10k shares on-market at roughly AU$20.31 per share. In the last 3 months, they made an even bigger purchase worth AU$364k. Insiders have collectively bought AU$1.1m more in shares than they have sold in the last 12 months.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Mar 05Non-Executive Independent Director recently bought AU$193k worth of stockOn the 2nd of March, David Schwartz bought around 10k shares on-market at roughly AU$19.98 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$471k more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 25First half 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst half 2022 results: EPS: AU$0.47 (down from AU$1.70 in 1H 2021). Revenue: AU$73.2m (down 28% from 1H 2021). Net income: AU$6.46m (down 72% from 1H 2021). Profit margin: 8.8% (down from 23% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Earnings per share (EPS) exceeded analyst estimates by 3.9%. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
分析記事 • Feb 25Schaffer (ASX:SFC) Has Re-Affirmed Its Dividend Of AU$0.45The board of Schaffer Corporation Limited ( ASX:SFC ) has announced that it will pay a dividend of AU$0.45 per share on...
お知らせ • Feb 24Schaffer Corporation Limited Declares Ordinary Dividend for the Six Months Ended December 31, 2021, Payable on March 11, 2022Schaffer Corporation Limited declared ordinary dividend of AUD 0.45000000 for the six months ended December 31, 2021. The record date is on March 4, 2022, ex date is on March 3, 2022 and payable date is on March 11, 2022.
Reported Earnings • Sep 18Full year 2021 earnings released: EPS AU$2.85 (vs AU$1.72 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$196.3m (up 26% from FY 2020). Net income: AU$38.8m (up 65% from FY 2020). Profit margin: 20% (up from 15% in FY 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 26Upcoming dividend of AU$0.45 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 17 September 2021. Trailing yield: 4.1%. Lower than top quartile of Australian dividend payers (5.0%). Higher than average of industry peers (2.0%).
Recent Insider Transactions • Aug 25Non-Executive Independent Director recently bought AU$204k worth of stockOn the 23rd of August, David Schwartz bought around 10k shares on-market at roughly AU$21.44 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$334k more in shares than they have sold in the last 12 months.
分析記事 • Aug 20Schaffer (ASX:SFC) Is Paying Out A Larger Dividend Than Last YearSchaffer Corporation Limited's ( ASX:SFC ) dividend will be increasing to AU$0.45 on 17th of September. This will take...
分析記事 • May 10Schaffer (ASX:SFC) Shareholders Will Want The ROCE Trajectory To ContinueFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Apr 19Is Schaffer (ASX:SFC) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Mar 11Should You Be Adding Schaffer (ASX:SFC) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Is New 90 Day High Low • Mar 02New 90-day high: AU$20.22The company is up 13% from its price of AU$17.85 on 02 December 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 12% over the same period.
分析記事 • Feb 27Should You Buy Schaffer Corporation Limited (ASX:SFC) For Its Upcoming Dividend?Some investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...
Upcoming Dividend • Feb 25Upcoming Dividend of AU$0.45 Per ShareWill be paid on the 12th of March to those who are registered shareholders by the 4th of March. The trailing yield of 4.0% is below the top quartile of Australian dividend payers (5.2%), but it is higher than industry peers (1.7%).
分析記事 • Feb 20Non-Executive Independent Director David Schwartz Just Bought A Handful Of Shares In Schaffer Corporation Limited (ASX:SFC)Even if it's not a huge purchase, we think it was good to see that David Schwartz, the Non-Executive Independent...
Reported Earnings • Feb 20First half 2021 earnings released: EPS AU$1.70 (vs AU$1.02 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$102.1m (up 10% from 1H 2020). Net income: AU$23.1m (up 66% from 1H 2020). Profit margin: 23% (up from 15% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 18% per year.
Recent Insider Transactions • Feb 20Non-Executive Independent Director recently bought AU$93k worth of stockOn the 12th of February, David Schwartz bought around 5k shares on-market at roughly AU$18.59 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.
分析記事 • Feb 15Should You Buy Schaffer Corporation Limited (ASX:SFC) For Its Dividend?Is Schaffer Corporation Limited ( ASX:SFC ) a good dividend stock? How can we tell? Dividend paying companies with...
Is New 90 Day High Low • Feb 03New 90-day high: AU$18.95The company is up 20% from its price of AU$15.80 on 05 November 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 6.0% over the same period.
分析記事 • Feb 01Did You Participate In Any Of Schaffer's (ASX:SFC) Incredible 373% Return?When you buy a stock there is always a possibility that it could drop 100%. But when you pick a company that is really...
分析記事 • Jan 19Will the Promising Trends At Schaffer (ASX:SFC) Continue?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
分析記事 • Jan 03We're Not So Sure You Should Rely on Schaffer's (ASX:SFC) Statutory EarningsIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...
分析記事 • Dec 20Schaffer Corporation Limited's (ASX:SFC) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Most readers would already be aware that Schaffer's (ASX:SFC) stock increased significantly by 18% over the past three...
分析記事 • Dec 08Schaffer (ASX:SFC) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Dec 04New 90-day high: AU$17.95The company is up 11% from its price of AU$16.20 on 04 September 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Auto Components industry, which is up 9.0% over the same period.
分析記事 • Nov 26How Does Schaffer's (ASX:SFC) CEO Salary Compare to Peers?John Schaffer has been the CEO of Schaffer Corporation Limited (ASX:SFC) since 1987, and this article will examine the...
Is New 90 Day High Low • Nov 18New 90-day high: AU$17.55The company is up 17% from its price of AU$14.95 on 20 August 2020. The Australian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 15% over the same period.
Reported Earnings • Sep 19Full year earnings released - EPS AU$1.72Over the last 12 months the company has reported total profits of AU$23.6m, up 2.8% from the prior year. Total revenue was AU$155.6m over the last 12 months, down 24% from the prior year. Profit margins were 15%, which is higher than the 11% margin from last year. The increase in margin was driven by lower expenses.