View ValuationClover 将来の成長Future 基準チェック /06 Cloverは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Chemicals 収益成長29.4%収益成長率4.2%将来の株主資本利益率11.40%アナリストカバレッジLow最終更新日19 Nov 2025今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Mar 06+ 1 more updateClover Corporation Limited to Report Fiscal Year 2026 Results on Sep 23, 2026Clover Corporation Limited announced that they will report fiscal year 2026 results on Sep 23, 2026お知らせ • Sep 23Clover Corporation Limited, Annual General Meeting, Nov 18, 2025Clover Corporation Limited, Annual General Meeting, Nov 18, 2025.Board Change • Aug 18Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Non-Executive Director Fiona Pearse was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 18+ 1 more updateClover Corporation Limited to Report First Half, 2025 Results on Mar 19, 2025Clover Corporation Limited announced that they will report first half, 2025 results on Mar 19, 2025Board Change • Feb 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Toni Brendish was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Sep 26Dividend of AU$0.0075 announcedShareholders will receive a dividend of AU$0.0075. Ex-date: 21st October 2024 Payment date: 18th November 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.5%.Reported Earnings • Sep 25Full year 2024 earnings released: EPS: AU$0.009 (vs AU$0.037 in FY 2023)Full year 2024 results: EPS: AU$0.009 (down from AU$0.037 in FY 2023). Revenue: AU$62.2m (down 22% from FY 2023). Net income: AU$1.52m (down 76% from FY 2023). Profit margin: 2.4% (down from 7.8% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 33% per year.New Risk • Jul 22New major risk - Revenue and earnings growthEarnings have declined by 16% 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 16% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (3.1% net profit margin). Market cap is less than US$100m (AU$81.0m market cap, or US$54.0m).Buy Or Sell Opportunity • May 29Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 40% to AU$0.50. The fair value is estimated to be AU$0.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 118% in the next 2 years.Buy Or Sell Opportunity • May 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to AU$0.51. The fair value is estimated to be AU$0.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 118% in the next 2 years.Buy Or Sell Opportunity • Apr 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 39% to AU$0.51. The fair value is estimated to be AU$0.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 118% in the next 2 years.Recent Insider Transactions • Apr 05Independent Non-Executive Chairman recently bought AU$100k worth of stockOn the 3rd of April, Rupert Harrington bought around 200k shares on-market at roughly AU$0.50 per share. This transaction amounted to 38% 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 Rupert's only on-market trade for the last 12 months.Buy Or Sell Opportunity • Mar 25Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to AU$0.51. The fair value is estimated to be AU$0.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 118% in the next 2 years.Reported Earnings • Mar 22First half 2024 earnings released: AU$0.004 loss per share (vs AU$0.022 profit in 1H 2023)First half 2024 results: AU$0.004 loss per share (down from AU$0.022 profit in 1H 2023). Revenue: AU$27.3m (down 39% from 1H 2023). Net loss: AU$643.0k (down 118% from profit in 1H 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 20Clover Corporation Limited Declares Payment of Final Dividend for the Financial Year 2023Clover Corporation Limited announced that the payment of its financial year 2023 final dividend, being 0.75 cent per share fully franked, has now been made.Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Toni Brendish was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 18Clover Corporation Limited, Annual General Meeting, Nov 23, 2023Clover Corporation Limited, Annual General Meeting, Nov 23, 2023.New Risk • Oct 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$157.0m (US$99.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • Sep 26Full year 2023 earnings released: EPS: AU$0.037 (vs AU$0.043 in FY 2022)Full year 2023 results: EPS: AU$0.037 (down from AU$0.043 in FY 2022). Revenue: AU$79.9m (up 13% from FY 2022). Net income: AU$6.21m (down 13% from FY 2022). Profit margin: 7.8% (down from 10% 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 17% per year whereas the company’s share price has fallen by 20% per year.お知らせ • Sep 26Clover Corporation Limited Declares Fully Franked Final Dividend for the Financial Year Ended 31 July 2023, Payable on 20 November 2023The Directors of Clover Corporation Limited declared a final dividend for the financial year ended 31 July 2023 of 0.75 cent per share (2022: final 1.0 cent per share) fully franked at 30%, payable on 20 November 2023, but not recognised as a liability at the end of the financial period. The record date for this dividend will be 31 October 2023. Ex-dividend date is 30 October 2023.Reported Earnings • Mar 15First half 2023 earnings released: EPS: AU$0.022 (vs AU$0.012 in 1H 2022)First half 2023 results: EPS: AU$0.022 (up from AU$0.012 in 1H 2022). Revenue: AU$44.4m (up 49% from 1H 2022). Net income: AU$3.64m (up 81% from 1H 2022). Profit margin: 8.2% (up from 6.8% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Oct 18Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 25 October 2022. Payment date: 22 November 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Australian dividend payers (7.1%). Lower than average of industry peers (2.9%).Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improved over the past weekAfter last week's 25% share price gain to AU$1.28, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 12x in the Chemicals industry globally. Total loss to shareholders of 49% over the past three years.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to AU$1.03, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Chemicals industry in Australia. Total loss to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$0.54 per share.Reported Earnings • Mar 19First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.012 (down from AU$0.015 in 1H 2021). Revenue: AU$29.7m (up 1.0% from 1H 2021). Net income: AU$2.01m (down 20% from 1H 2021). Profit margin: 6.8% (down from 8.5% in 1H 2021). Revenue missed analyst estimates by 6.2%. Over the next year, revenue is forecast to grow 19%, compared to a 16% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 11% per year.Buying Opportunity • Mar 10Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be AU$1.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Reported Earnings • Sep 21Full year 2021 earnings released: EPS AU$0.036 (vs AU$0.075 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$60.5m (down 32% from FY 2020). Net income: AU$6.00m (down 52% from FY 2020). Profit margin: 9.9% (down from 14% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to AU$1.77, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Chemicals industry globally. Total returns to shareholders of 16% over the past three years.Executive Departure • May 14CFO & Company Secretary has left the companyOn the 6th of May, Paul Sherman's tenure as CFO & Company Secretary ended after 4.4 years in the role. We don't have any record of a personal shareholding under Paul's name. A total of 3 executives have left over the last 12 months.Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to AU$1.53, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 16x in the Chemicals industry globally. Total returns to shareholders of 27% over the past three years.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 36% share price gain to AU$1.82, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 18x in the Chemicals industry globally. Total returns to shareholders of 112% over the past three years.Reported Earnings • Mar 18First half 2021 earnings released: EPS AU$0.015 (vs AU$0.028 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$29.4m (down 22% from 1H 2020). Net income: AU$2.51m (down 46% from 1H 2020). Profit margin: 8.5% (down from 12% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 23% per year.Is New 90 Day High Low • Feb 11New 90-day low: AU$1.45The company is down 19% from its price of AU$1.78 on 13 November 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.97 per share.Is New 90 Day High Low • Jan 12New 90-day low: AU$1.47The company is down 27% from its price of AU$2.02 on 15 October 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.96 per share.Is New 90 Day High Low • Dec 15New 90-day low: AU$1.62The company is down 32% from its price of AU$2.40 on 16 September 2020. The Australian market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.98 per share.Recent Insider Transactions • Dec 11CEO, MD & Director recently sold AU$404k worth of stockOn the 9th of December, Peter Davey sold around 227k shares on-market at roughly AU$1.78 per share. This was the largest sale by an insider in the last 3 months. Peter has been a seller over the last 12 months, reducing personal holdings by AU$796k.Recent Insider Transactions • Oct 24Independent Chairman recently bought AU$99k worth of stockOn the 22nd of October, Rupert Harrington bought around 57k shares on-market at roughly AU$1.74 per share. This was the largest purchase by an insider in the last 3 months. This was Rupert's only on-market trade for the last 12 months.Is New 90 Day High Low • Oct 15New 90-day low: AU$2.00The company is down 11% from its price of AU$2.26 on 17 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.86 per share.Is New 90 Day High Low • Sep 21New 90-day low: AU$2.10The company is down 7.0% from its price of AU$2.27 on 23 June 2020. The Australian market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.86 per share.Reported Earnings • Sep 19Full year earnings releasedOver the last 12 months the company has reported total profits of AU$12.5m, up 24% from the prior year. Total revenue was AU$88.3m over the last 12 months, up 15% from the prior year. Profit margins were 14%, which is higher than the 13% margin from last year. The increase in margin was driven by higher revenue.業績と収益の成長予測CHIA:CLV - アナリストの将来予測と過去の財務データ ( )AUD 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7/31/2028101N/A8917/31/202795N/A7917/31/202689N/A121311/31/202692934N/A10/31/202589856N/A7/31/202586778N/A4/30/20257961314N/A1/31/20257251920N/A10/31/20246731214N/A7/31/202462168N/A4/30/202462247N/A1/31/202463225N/A10/31/202371446N/A7/31/202380657N/A4/30/202383745N/A1/31/202385934N/A10/31/202278845N/A7/31/202271756N/A4/30/202266635N/A1/31/202261613N/A10/31/202161646N/A7/31/202161668N/A4/30/20217081112N/A1/31/202180101617N/A10/31/202084111112N/A7/31/2020881267N/A4/30/2020841134N/A1/31/2020801000N/A10/31/20197810N/A3N/A7/31/20197710N/A5N/A4/30/2019719N/A4N/A1/31/2019669N/A4N/A10/31/2018658N/A4N/A7/31/2018638N/A4N/A4/30/2018617N/A2N/A1/31/2018596N/A-1N/A10/31/2017545N/A-1N/A7/31/2017484N/A-1N/A4/30/2017453N/A1N/A1/31/2017432N/A3N/A10/31/2016432N/A2N/A7/31/2016432N/A0N/A4/30/2016381N/A1N/A1/31/2016340N/A3N/A10/31/2015320N/A3N/A7/31/2015300N/A3N/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: CLVの予測収益成長が 貯蓄率 ( 3.6% ) 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: CLVの収益がAustralian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: CLV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: CLVの収益 ( 4.2% ) Australian市場 ( 6.4% ) よりも低い成長が予測されています。高い収益成長: CLVの収益 ( 4.2% ) 20%よりも低い成長が予測されています。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: CLVの 自己資本利益率 は、3年後には低くなると予測されています ( 11.4 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 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2026/05/09 10:52終値2026/05/08 00:00収益2026/01/31年間収益2025/07/31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Clover Corporation Limited 1 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。2 アナリスト機関Sam PittmanTaylor Collison LimitedApoorv SehgalUBS Investment Bank
お知らせ • Mar 06+ 1 more updateClover Corporation Limited to Report Fiscal Year 2026 Results on Sep 23, 2026Clover Corporation Limited announced that they will report fiscal year 2026 results on Sep 23, 2026
お知らせ • Sep 23Clover Corporation Limited, Annual General Meeting, Nov 18, 2025Clover Corporation Limited, Annual General Meeting, Nov 18, 2025.
Board Change • Aug 18Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Non-Executive Director Fiona Pearse was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 18+ 1 more updateClover Corporation Limited to Report First Half, 2025 Results on Mar 19, 2025Clover Corporation Limited announced that they will report first half, 2025 results on Mar 19, 2025
Board Change • Feb 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Toni Brendish was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Sep 26Dividend of AU$0.0075 announcedShareholders will receive a dividend of AU$0.0075. Ex-date: 21st October 2024 Payment date: 18th November 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.5%.
Reported Earnings • Sep 25Full year 2024 earnings released: EPS: AU$0.009 (vs AU$0.037 in FY 2023)Full year 2024 results: EPS: AU$0.009 (down from AU$0.037 in FY 2023). Revenue: AU$62.2m (down 22% from FY 2023). Net income: AU$1.52m (down 76% from FY 2023). Profit margin: 2.4% (down from 7.8% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 33% per year.
New Risk • Jul 22New major risk - Revenue and earnings growthEarnings have declined by 16% 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 16% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (3.1% net profit margin). Market cap is less than US$100m (AU$81.0m market cap, or US$54.0m).
Buy Or Sell Opportunity • May 29Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 40% to AU$0.50. The fair value is estimated to be AU$0.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 118% in the next 2 years.
Buy Or Sell Opportunity • May 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to AU$0.51. The fair value is estimated to be AU$0.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 118% in the next 2 years.
Buy Or Sell Opportunity • Apr 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 39% to AU$0.51. The fair value is estimated to be AU$0.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 118% in the next 2 years.
Recent Insider Transactions • Apr 05Independent Non-Executive Chairman recently bought AU$100k worth of stockOn the 3rd of April, Rupert Harrington bought around 200k shares on-market at roughly AU$0.50 per share. This transaction amounted to 38% 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 Rupert's only on-market trade for the last 12 months.
Buy Or Sell Opportunity • Mar 25Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to AU$0.51. The fair value is estimated to be AU$0.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 118% in the next 2 years.
Reported Earnings • Mar 22First half 2024 earnings released: AU$0.004 loss per share (vs AU$0.022 profit in 1H 2023)First half 2024 results: AU$0.004 loss per share (down from AU$0.022 profit in 1H 2023). Revenue: AU$27.3m (down 39% from 1H 2023). Net loss: AU$643.0k (down 118% from profit in 1H 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 20Clover Corporation Limited Declares Payment of Final Dividend for the Financial Year 2023Clover Corporation Limited announced that the payment of its financial year 2023 final dividend, being 0.75 cent per share fully franked, has now been made.
Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Toni Brendish was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 18Clover Corporation Limited, Annual General Meeting, Nov 23, 2023Clover Corporation Limited, Annual General Meeting, Nov 23, 2023.
New Risk • Oct 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$157.0m (US$99.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • Sep 26Full year 2023 earnings released: EPS: AU$0.037 (vs AU$0.043 in FY 2022)Full year 2023 results: EPS: AU$0.037 (down from AU$0.043 in FY 2022). Revenue: AU$79.9m (up 13% from FY 2022). Net income: AU$6.21m (down 13% from FY 2022). Profit margin: 7.8% (down from 10% 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 17% per year whereas the company’s share price has fallen by 20% per year.
お知らせ • Sep 26Clover Corporation Limited Declares Fully Franked Final Dividend for the Financial Year Ended 31 July 2023, Payable on 20 November 2023The Directors of Clover Corporation Limited declared a final dividend for the financial year ended 31 July 2023 of 0.75 cent per share (2022: final 1.0 cent per share) fully franked at 30%, payable on 20 November 2023, but not recognised as a liability at the end of the financial period. The record date for this dividend will be 31 October 2023. Ex-dividend date is 30 October 2023.
Reported Earnings • Mar 15First half 2023 earnings released: EPS: AU$0.022 (vs AU$0.012 in 1H 2022)First half 2023 results: EPS: AU$0.022 (up from AU$0.012 in 1H 2022). Revenue: AU$44.4m (up 49% from 1H 2022). Net income: AU$3.64m (up 81% from 1H 2022). Profit margin: 8.2% (up from 6.8% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Oct 18Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 25 October 2022. Payment date: 22 November 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Australian dividend payers (7.1%). Lower than average of industry peers (2.9%).
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improved over the past weekAfter last week's 25% share price gain to AU$1.28, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 12x in the Chemicals industry globally. Total loss to shareholders of 49% over the past three years.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to AU$1.03, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Chemicals industry in Australia. Total loss to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$0.54 per share.
Reported Earnings • Mar 19First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.012 (down from AU$0.015 in 1H 2021). Revenue: AU$29.7m (up 1.0% from 1H 2021). Net income: AU$2.01m (down 20% from 1H 2021). Profit margin: 6.8% (down from 8.5% in 1H 2021). Revenue missed analyst estimates by 6.2%. Over the next year, revenue is forecast to grow 19%, compared to a 16% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 11% per year.
Buying Opportunity • Mar 10Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be AU$1.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Reported Earnings • Sep 21Full year 2021 earnings released: EPS AU$0.036 (vs AU$0.075 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$60.5m (down 32% from FY 2020). Net income: AU$6.00m (down 52% from FY 2020). Profit margin: 9.9% (down from 14% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to AU$1.77, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Chemicals industry globally. Total returns to shareholders of 16% over the past three years.
Executive Departure • May 14CFO & Company Secretary has left the companyOn the 6th of May, Paul Sherman's tenure as CFO & Company Secretary ended after 4.4 years in the role. We don't have any record of a personal shareholding under Paul's name. A total of 3 executives have left over the last 12 months.
Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to AU$1.53, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 16x in the Chemicals industry globally. Total returns to shareholders of 27% over the past three years.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 36% share price gain to AU$1.82, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 18x in the Chemicals industry globally. Total returns to shareholders of 112% over the past three years.
Reported Earnings • Mar 18First half 2021 earnings released: EPS AU$0.015 (vs AU$0.028 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$29.4m (down 22% from 1H 2020). Net income: AU$2.51m (down 46% from 1H 2020). Profit margin: 8.5% (down from 12% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 23% per year.
Is New 90 Day High Low • Feb 11New 90-day low: AU$1.45The company is down 19% from its price of AU$1.78 on 13 November 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.97 per share.
Is New 90 Day High Low • Jan 12New 90-day low: AU$1.47The company is down 27% from its price of AU$2.02 on 15 October 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.96 per share.
Is New 90 Day High Low • Dec 15New 90-day low: AU$1.62The company is down 32% from its price of AU$2.40 on 16 September 2020. The Australian market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.98 per share.
Recent Insider Transactions • Dec 11CEO, MD & Director recently sold AU$404k worth of stockOn the 9th of December, Peter Davey sold around 227k shares on-market at roughly AU$1.78 per share. This was the largest sale by an insider in the last 3 months. Peter has been a seller over the last 12 months, reducing personal holdings by AU$796k.
Recent Insider Transactions • Oct 24Independent Chairman recently bought AU$99k worth of stockOn the 22nd of October, Rupert Harrington bought around 57k shares on-market at roughly AU$1.74 per share. This was the largest purchase by an insider in the last 3 months. This was Rupert's only on-market trade for the last 12 months.
Is New 90 Day High Low • Oct 15New 90-day low: AU$2.00The company is down 11% from its price of AU$2.26 on 17 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.86 per share.
Is New 90 Day High Low • Sep 21New 90-day low: AU$2.10The company is down 7.0% from its price of AU$2.27 on 23 June 2020. The Australian market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.86 per share.
Reported Earnings • Sep 19Full year earnings releasedOver the last 12 months the company has reported total profits of AU$12.5m, up 24% from the prior year. Total revenue was AU$88.3m over the last 12 months, up 15% from the prior year. Profit margins were 14%, which is higher than the 13% margin from last year. The increase in margin was driven by higher revenue.