Campine(CAMB)株式概要カンピーヌNVは、ベルギー国内および国際的な循環金属および特殊化学品事業に従事している。 詳細CAMB ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績5/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より24%で取引されている 過去1年間で収益は154.3%増加しました リスク分析高いレベルの非現金収入 Belgian市場と比較した過去 3 か月間の株価の変動不安定な配当実績 すべてのリスクチェックを見るCAMB Community Fair Values Create NarrativeSee what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€257.0052.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-4m2b2016201920222025202620282031Revenue €2.4bEarnings €175.8mAdvancedSet Fair ValueView all narrativesCampine NV 競合他社SCR-SibelcoSymbol: ENXTBR:094426466Market cap: €1.6bViohalcoSymbol: ENXTBR:VIOMarket cap: €5.3bSociedad Minera CoronaSymbol: BVL:MINCORI1Market cap: S/1.4bNexa Resources AtacochaASymbol: BVL:ATACOAC1Market cap: S/1.3b価格と性能株価の高値、安値、推移の概要Campine過去の株価現在の株価€257.0052週高値€285.0052週安値€169.00ベータ0.481ヶ月の変化19.53%3ヶ月変化26.60%1年変化25.37%3年間の変化335.59%5年間の変化745.39%IPOからの変化2,744.86%最新ニュースDeclared Dividend • May 13Dividend of €7.00 announcedShareholders will receive a dividend of €7.00. Ex-date: 10th June 2026 Payment date: 12th June 2026 Dividend yield will be 3.2%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 52% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 83% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Apr 30Additional Considerations Required While Assessing Campine's (EBR:CAMB) Strong EarningsCampine NV's ( EBR:CAMB ) robust earnings report didn't manage to move the market for its stock. Our analysis suggests...Reported Earnings • Apr 28Full year 2025 earnings released: EPS: €37.75 (vs €14.84 in FY 2024)Full year 2025 results: EPS: €37.75 (up from €14.84 in FY 2024). Revenue: €766.0m (up 110% from FY 2024). Net income: €56.6m (up 154% from FY 2024). Profit margin: 7.4% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 55% per year.Buy Or Sell Opportunity • Mar 31Now 21% overvaluedOver the last 90 days, the stock has fallen 7.1% to €195. The fair value is estimated to be €161, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 52%.Reported Earnings • Mar 29Full year 2025 earnings released: EPS: €37.75 (vs €14.84 in FY 2024)Full year 2025 results: EPS: €37.75 (up from €14.84 in FY 2024). Revenue: €768.2m (up 110% from FY 2024). Net income: €56.6m (up 154% from FY 2024). Profit margin: 7.4% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 51% per year.お知らせ • Mar 28Campine NV Proposes to Pay A Gross Dividend Based on the 2025 ResultsCampine NV Board of Directors proposes to the General Meeting a gross dividend of €10 per share, more than doubling last year’s dividend. The total dividend distribution based on the 2025 results amounts to €15 million. In determining the dividend level, the Board considered that part of the net result includes exceptional non-cash accounting elements, which is why the distribution is slightly below the usual one-third of net profit.最新情報をもっと見るRecent updatesDeclared Dividend • May 13Dividend of €7.00 announcedShareholders will receive a dividend of €7.00. Ex-date: 10th June 2026 Payment date: 12th June 2026 Dividend yield will be 3.2%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 52% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 83% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Apr 30Additional Considerations Required While Assessing Campine's (EBR:CAMB) Strong EarningsCampine NV's ( EBR:CAMB ) robust earnings report didn't manage to move the market for its stock. Our analysis suggests...Reported Earnings • Apr 28Full year 2025 earnings released: EPS: €37.75 (vs €14.84 in FY 2024)Full year 2025 results: EPS: €37.75 (up from €14.84 in FY 2024). Revenue: €766.0m (up 110% from FY 2024). Net income: €56.6m (up 154% from FY 2024). Profit margin: 7.4% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 55% per year.Buy Or Sell Opportunity • Mar 31Now 21% overvaluedOver the last 90 days, the stock has fallen 7.1% to €195. The fair value is estimated to be €161, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 52%.Reported Earnings • Mar 29Full year 2025 earnings released: EPS: €37.75 (vs €14.84 in FY 2024)Full year 2025 results: EPS: €37.75 (up from €14.84 in FY 2024). Revenue: €768.2m (up 110% from FY 2024). Net income: €56.6m (up 154% from FY 2024). Profit margin: 7.4% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 51% per year.お知らせ • Mar 28Campine NV Proposes to Pay A Gross Dividend Based on the 2025 ResultsCampine NV Board of Directors proposes to the General Meeting a gross dividend of €10 per share, more than doubling last year’s dividend. The total dividend distribution based on the 2025 results amounts to €15 million. In determining the dividend level, the Board considered that part of the net result includes exceptional non-cash accounting elements, which is why the distribution is slightly below the usual one-third of net profit.New Risk • Mar 19New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Share price has been volatile over the past 3 months (6.3% average weekly change).分析記事 • Jan 14Even With A 28% Surge, Cautious Investors Are Not Rewarding Campine NV's (EBR:CAMB) Performance CompletelyThose holding Campine NV ( EBR:CAMB ) shares would be relieved that the share price has rebounded 28% in the last...Buy Or Sell Opportunity • Jan 02Now 23% overvaluedOver the last 90 days, the stock has fallen 1.7% to €228. The fair value is estimated to be €185, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 35%.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €170, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 16x in the Metals and Mining industry in Europe. Total returns to shareholders of 315% over the past three years.分析記事 • Dec 13A Look At The Fair Value Of Campine NV (EBR:CAMB)Key Insights The projected fair value for Campine is €183 based on 2 Stage Free Cash Flow to Equity Campine's €180...分析記事 • Nov 14Market Cool On Campine NV's (EBR:CAMB) Earnings Pushing Shares 26% LowerCampine NV ( EBR:CAMB ) shares have had a horrible month, losing 26% after a relatively good period beforehand. Of...分析記事 • Oct 29Campine (EBR:CAMB) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Oct 14Now 39% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €285. The fair value is estimated to be €205, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 35%.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €237, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 15x in the Metals and Mining industry in Europe. Total returns to shareholders of 512% over the past three years.分析記事 • Sep 07Campine's (EBR:CAMB) Promising Earnings May Rest On Soft FoundationsCampine NV ( EBR:CAMB ) announced strong profits, but the stock was stagnant. Our analysis suggests that this might be...Buy Or Sell Opportunity • Sep 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €255. The fair value is estimated to be €212, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 35%.New Risk • Sep 01New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.5% average weekly change). High level of non-cash earnings (24% accrual ratio).分析記事 • Jul 15Subdued Growth No Barrier To Campine NV (EBR:CAMB) With Shares Advancing 26%Campine NV ( EBR:CAMB ) shares have continued their recent momentum with a 26% gain in the last month alone. The annual...Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €265, the stock trades at a trailing P/E ratio of 17.9x. Average trailing P/E is 13x in the Metals and Mining industry in Europe. Total returns to shareholders of 611% over the past three years.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €259, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 13x in the Metals and Mining industry in Europe. Total returns to shareholders of 575% over the past three years.Declared Dividend • Jun 04Dividend of €3.15 announcedShareholders will receive a dividend of €3.15. Ex-date: 11th June 2025 Payment date: 13th June 2025 Dividend yield will be 1.5%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 46% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jun 03Campine NV announces Annual dividend, payable on June 13, 2025Campine NV announced Annual dividend of EUR 3.1500 per share payable on June 13, 2025, ex-date on June 11, 2025 and record date on June 12, 2025.お知らせ • May 29ampine NV (ENXTBR:CAMB) entered into an binding offer to acquire Two battery recycling plant and One semi-finished lead speciality of Ecobat from Ecobat, LLC.Campine NV (ENXTBR:CAMB) entered into an binding offer to acquire Two battery recycling plant and One semi-finished lead speciality of Ecobat from Ecobat, LLC on May 27, 2025. The deal would comprise the recycling facilities in Bazoches-les-Gallerandes (100 km south of Paris) and Pont Sainte Maxence (50 km north of Paris), which would add 70.000 tons of battery recycling capacity resulting in 40.000 tons of lead-metal alloys. A 3rd factory, producing semi-finished lead products located in Estrees St Denis (north of Paris) is an integrated downstream operation making amongst others anodes for the Zinc and Copper industries. The consolidated revenue of the French target assets amounted to about €100 million in 2024 and generated a positive EBITDA. Campine expects to sustain these revenues and implement synergies to optimise profits after the acquisition. The contemplated transaction is subject to the information and consultation of the works councils of Ecobat Resources affiliates in France and subject to customary merger control and FDI approvals. The closing could be expected earliest in July. Rothschild & Co acted as financial advisor and White & Case acted as legal advisor to Ecobat on the transaction.分析記事 • May 29Campine NV's (EBR:CAMB) 29% Price Boost Is Out Of Tune With EarningsCampine NV ( EBR:CAMB ) shares have continued their recent momentum with a 29% gain in the last month alone. The last...Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €209, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 12x in the Metals and Mining industry in Europe. Total returns to shareholders of 380% over the past three years.分析記事 • May 22We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Campine NV's (EBR:CAMB) CEO For NowKey Insights Campine will host its Annual General Meeting on 28th of May CEO Wim De Vos' total compensation includes...Reported Earnings • Apr 29Full year 2024 earnings released: EPS: €14.84 (vs €9.10 in FY 2023)Full year 2024 results: EPS: €14.84 (up from €9.10 in FY 2023). Revenue: €365.5m (up 13% from FY 2023). Net income: €22.3m (up 63% from FY 2023). Profit margin: 6.1% (up from 4.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Apr 04New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.9% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (2.8% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change).分析記事 • Mar 28Improved Earnings Required Before Campine NV (EBR:CAMB) Stock's 27% Jump Looks JustifiedCampine NV ( EBR:CAMB ) shares have continued their recent momentum with a 27% gain in the last month alone. The last...お知らせ • Mar 13Campine NV, Annual General Meeting, May 28, 2025Campine NV, Annual General Meeting, May 28, 2025, at 11:00 Romance Standard Time.Reported Earnings • Mar 13Full year 2024 earnings released: EPS: €14.84 (vs €9.10 in FY 2023)Full year 2024 results: EPS: €14.84 (up from €9.10 in FY 2023). Revenue: €368.2m (up 14% from FY 2023). Net income: €22.3m (up 63% from FY 2023). Profit margin: 6.0% (up from 4.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 12Campine NV Proposes to Pay A Gross DividendCampine NV proposed to the general meeting to pay a gross dividend of €4.5 per share, which is 50% higher than last year. The total dividend based on the 2024 results is amounting to a total of €6.75 mio. This dividend reflects the policy to distribute about 1/3 of the net result.分析記事 • Mar 05The Trend Of High Returns At Campine (EBR:CAMB) Has Us Very InterestedWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Jan 06There's Reason For Concern Over Campine NV's (EBR:CAMB) Massive 26% Price JumpDespite an already strong run, Campine NV ( EBR:CAMB ) shares have been powering on, with a gain of 26% in the last...Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €117, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 11x in the Metals and Mining industry in Europe. Total returns to shareholders of 245% over the past three years.お知らせ • Dec 13Campine NV Provides Consolidated Financial Guidance for the Year 2024Campine NV provided consolidated financial guidance for the year 2024. Campine’s 2024 total consolidated revenues are expected to be approximately €360 million, up 12% from the €322 million in 2023. The increased revenues are mainly related to the high antimony metal prices.お知らせ • Nov 07Campine Announces Board ChangesCampine announced that on its last meeting, the board of directors of Campine elected Dina Brughmans as new chair to succeed Patrick De Groote, who retires at the end of this year. Dina Brughmans joined the board of Campine as an independent non-executive director in 2018 and has been active as well in the audit committee as in Campine’s remuneration committee. The nomination will be effective 1/1/2025, as Mr. De Groote expressed his will to retire from the board and consequently steps down on 31/12/2024. Mr. De Groote has been on the board of Campine for 17 years and was one of the main driving forces to transform the company into what it became today. He was elected chairman of the board in 2016 and was instrumental in implementing a new business plan, amongst others including a change in management leadership. His contribution to the success of Campine is numerous and the list of achievements too long to highlight. During his term as chairman, Campine knew a period of growth and prosperity.分析記事 • Oct 03Is Campine (EBR:CAMB) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Sep 09Campine's (EBR:CAMB) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Campine NV ( EBR:CAMB ) last week didn't sink the stock price. However, we...Reported Earnings • Sep 06First half 2024 earnings released: EPS: €7.41 (vs €6.29 in 1H 2023)First half 2024 results: EPS: €7.41 (up from €6.29 in 1H 2023). Revenue: €169.2m (down 2.1% from 1H 2023). Net income: €11.1m (up 18% from 1H 2023). Profit margin: 6.6% (up from 5.5% in 1H 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €83.50, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 15x in the Metals and Mining industry in Europe. Total returns to shareholders of 174% over the past three years.お知らせ • Aug 21Campine NV to Report First Half, 2024 Results on Sep 02, 2024Campine NV announced that they will report first half, 2024 results on Sep 02, 2024Upcoming Dividend • Jun 05Upcoming dividend of €2.10 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Belgian dividend payers (6.8%). In line with average of industry peers (3.8%).Declared Dividend • May 08Dividend of €2.10 announcedShareholders will receive a dividend of €2.10. Ex-date: 12th June 2024 Payment date: 14th June 2024 Dividend yield will be 2.9%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 45% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 24Full year 2023 earnings released: EPS: €9.10 (vs €10.54 in FY 2022)Full year 2023 results: EPS: €9.10 (down from €10.54 in FY 2022). Revenue: €322.2m (up 1.4% from FY 2022). Net income: €13.7m (down 14% from FY 2022). Profit margin: 4.2% (down from 5.0% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 33% per year.分析記事 • Apr 17Campine NV's (EBR:CAMB) Shares Not Telling The Full StoryWith a price-to-earnings (or "P/E") ratio of 7.7x Campine NV ( EBR:CAMB ) may be sending bullish signals at the moment...Reported Earnings • Mar 20Full year 2023 earnings released: EPS: €9.10 (vs €10.54 in FY 2022)Full year 2023 results: EPS: €9.10 (down from €10.54 in FY 2022). Revenue: €324.1m (up 2.0% from FY 2022). Net income: €13.7m (down 14% from FY 2022). Profit margin: 4.2% (down from 5.0% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Mar 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). 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 • Jan 27Campine NV, Annual General Meeting, May 22, 2024Campine NV, Annual General Meeting, May 22, 2024, at 11:00 Central European Standard Time.Reported Earnings • Aug 30First half 2023 earnings released: EPS: €6.29 (vs €5.39 in 1H 2022)First half 2023 results: EPS: €6.29 (up from €5.39 in 1H 2022). Revenue: €172.9m (up 11% from 1H 2022). Net income: €9.43m (up 17% from 1H 2022). Profit margin: 5.5% (up from 5.2% in 1H 2022). Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 45% per year.Upcoming Dividend • May 31Upcoming dividend of €1.75 per share at 4.1% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 09 June 2023. Trailing yield: 4.1%. Lower than top quartile of Belgian dividend payers (6.8%). Lower than average of industry peers (9.0%).分析記事 • Apr 24Campine (EBR:CAMB) Is Paying Out Less In Dividends Than Last YearCampine NV's ( EBR:CAMB ) dividend is being reduced from last year's payment covering the same period to €1.75 on the...お知らせ • Jan 05Campine NV Provides Consolidated Earnings Guidance for the Year 2022Campine NV provided consolidated earnings guidance for the year 2022. For the year, the company expected revenue to be approximately EUR 315 million, up 40% from the EUR 226 million in 2021. The increased sales are related to the high metal prices in 2022 and the consolidation of 6 months of sales from the 2 new battery breaker plants in France and plastics recycling company C2P.分析記事 • Jan 05Many Would Be Envious Of Campine's (EBR:CAMB) Excellent Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to €53.00, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 5x in the Metals and Mining industry in Europe. Total returns to shareholders of 101% over the past three years.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Non-Executive Independent Director Ann De Schepper was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Sep 29Campine (EBR:CAMB) Is Aiming To Keep Up Its Impressive ReturnsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Reported Earnings • Aug 29First half 2022 earnings released: EPS: €5.39 (vs €4.40 in 1H 2021)First half 2022 results: EPS: €5.39 (up from €4.40 in 1H 2021). Revenue: €156.9m (up 47% from 1H 2021). Net income: €8.08m (up 23% from 1H 2021). Profit margin: 5.2% (down from 6.2% in 1H 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 02Estimating The Intrinsic Value Of Campine NV (EBR:CAMB)Today we will run through one way of estimating the intrinsic value of Campine NV ( EBR:CAMB ) by estimating the...Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €47.60, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 5x in the Metals and Mining industry in Europe. Total returns to shareholders of 79% over the past three years.お知らせ • Jul 08Campine NV (ENXTBR:CAMB) acquired C2P S.A.S. and two lead battery recycling plants from Recylex S.A. (ENXTPA:RX) for €0.75 million.Campine NV (ENXTBR:CAMB) acquired C2P S.A.S. and two lead battery recycling plants from Recylex S.A. (ENXTPA:RX) for €0.75 million on July 6, 2022. The transaction is completely debt free and none of the Recylex debt-liabilities is transferred to Campine. As a result of the transaction, Campine will maintain employment in the 3 factories. The 2021 yearly sales revenue of the acquired assets amounts to about €88 million. The transaction was approved by the commercial court of Paris on July 6, 2022.Campine NV (ENXTBR:CAMB) completed the acquisition of C2P S.A.S. and two lead battery recycling plants from Recylex S.A. (ENXTPA:RX) on July 6, 2022.Upcoming Dividend • Jun 01Upcoming dividend of €1.96 per shareEligible shareholders must have bought the stock before 08 June 2022. Payment date: 10 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 5.8%. Within top quartile of Belgian dividend payers (5.7%). Lower than average of industry peers (7.5%).Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Non-Executive Independent Director Ann De Schepper was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 03Full year 2021 earnings released: EPS: €9.01 (vs €1.86 in FY 2020)Full year 2021 results: EPS: €9.01 (up from €1.86 in FY 2020). Revenue: €226.6m (up 35% from FY 2020). Net income: €13.5m (up 385% from FY 2020). Profit margin: 6.0% (up from 1.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 31Campine NV, Annual General Meeting, May 25, 2022Campine NV, Annual General Meeting, May 25, 2022, at 11:00 Central European Standard Time. Location: Grand Hotel Casselbergh, Hoogstraat 6, 8000 Brugge Brugge Belgium Agenda: To consider Reading and discussion about the report of the board of directors, the annual accounts and consolidated annual accounts of the financial year closed on 31 December 2021; to consider Reading of and discussion about the auditor’s report on the above-mentioned accounts; to consider Approval of the annual accounts of the financial year closed on 31 December 2021; to consider Approval of the appropriation of the result of the financial year closed on 31 December 2021; to consider Approval of the Remuneration Policy of the company; to consider Approval of the remuneration report of the financial year closed on 31 December 2021; to consider; to consider Discharge to the board members for the financial year closed on 31 December 2021; to consider Discharge to the auditor for the financial year closed on 31 December 2021; and to consider Appointment of Mr Hans-Rudolf Orgs as director.分析記事 • Mar 01Why The 41% Return On Capital At Campine (EBR:CAMB) Should Have Your AttentionDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Reported Earnings • Mar 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €9.01 (up from €1.86 in FY 2020). Revenue: €227.7m (up 36% from FY 2020). Net income: €13.5m (up 385% from FY 2020). Profit margin: 5.9% (up from 1.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 09Campine's (EBR:CAMB) Promising Earnings May Rest On Soft FoundationsCampine NV's ( EBR:CAMB ) stock was strong after they reported robust earnings. However, our analysis suggests that...Reported Earnings • Sep 06First half 2021 earnings released: EPS €4.40 (vs €0.07 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €106.5m (up 28% from 1H 2020). Net income: €6.60m (up €6.49m from 1H 2020). Profit margin: 6.2% (up from 0.1% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improved over the past weekAfter last week's 23% share price gain to €40.20, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 11x in the Metals and Mining industry in Europe. Total returns to shareholders of 53% over the past three years.Upcoming Dividend • Jun 03Upcoming dividend of €0.46 per shareEligible shareholders must have bought the stock before 09 June 2021. Payment date: 11 June 2021. Trailing yield: 2.2%. Lower than top quartile of Belgian dividend payers (4.4%). Lower than average of industry peers (4.3%).分析記事 • May 05We Think Campine (EBR:CAMB) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Mar 25Full year 2020 earnings released: EPS €1.86 (vs €5.34 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €166.9m (down 13% from FY 2019). Net income: €2.78m (down 65% from FY 2019). Profit margin: 1.7% (down from 4.2% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Mar 22What To Know Before Buying Campine NV (EBR:CAMB) For Its DividendCould Campine NV ( EBR:CAMB ) be an attractive dividend share to own for the long haul? Investors are often drawn to...Is New 90 Day High Low • Mar 04New 90-day high: €29.00The company is up 17% from its price of €24.80 on 03 December 2020. The Belgian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 7.0% over the same period.分析記事 • Feb 28Did You Participate In Any Of Campine's (EBR:CAMB) Fantastic 207% Return ?When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...Is New 90 Day High Low • Feb 11New 90-day high: €28.80The company is up 35% from its price of €21.40 on 12 November 2020. The Belgian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 11% over the same period.分析記事 • Feb 07Should We Be Excited About The Trends Of Returns At Campine (EBR:CAMB)?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...分析記事 • Jan 11Are Robust Financials Driving The Recent Rally In Campine NV's (EBR:CAMB) Stock?Campine's (EBR:CAMB) stock is up by a considerable 29% over the past three months. Given the company's impressive...Is New 90 Day High Low • Jan 07New 90-day high: €25.00The company is up 19% from its price of €21.00 on 09 October 2020. The Belgian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 18% over the same period.分析記事 • Dec 14Is Campine NV (EBR:CAMB) An Attractive Dividend Stock?Today we'll take a closer look at Campine NV ( EBR:CAMB ) from a dividend investor's perspective. Owning a strong...分析記事 • Nov 26What We Learned About Campine's (EBR:CAMB) CEO CompensationWim De Vos is the CEO of Campine NV (EBR:CAMB), and in this article, we analyze the executive's compensation package...Is New 90 Day High Low • Nov 05New 90-day low: €19.40The company is down 16% from its price of €23.00 on 06 August 2020. The Belgian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 3.0% over the same period.Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total profits of €5.79m, up 65% from the prior year. Total revenue was €172.5m over the last 12 months, down 14% from the prior year.分析記事 • Jun 28Is Campine NV's (EBR:CAMB) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Campine's's (EBR:CAMB) stock is up by a considerable 12% over the past three months. Given that the market rewards...株主還元CAMBBE Metals and MiningBE 市場7D11.3%4.5%-0.2%1Y25.4%79.9%21.2%株主還元を見る業界別リターン: CAMB過去 1 年間で79.9 % の収益を上げたBelgian Metals and Mining業界を下回りました。リターン対市場: CAMB過去 1 年間で21.2 % の収益を上げたBelgian市場を上回りました。価格変動Is CAMB's price volatile compared to industry and market?CAMB volatilityCAMB Average Weekly Movement5.6%Metals and Mining Industry Average Movement8.3%Market Average Movement4.1%10% most volatile stocks in BE Market7.1%10% least volatile stocks in BE Market2.6%安定した株価: CAMBの株価は、 Belgian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: CAMBの weekly volatility ( 6% ) は過去 1 年間安定していますが、依然としてBelgianの株式の 75% よりも高くなっています。会社概要設立従業員CEO(最高経営責任者ウェブサイト1912307Wim De Voswww.campine.comカンピーヌNVは、ベルギー国内および国際的に循環金属および特殊化学品事業に従事している。同社は鉛と鉛合金の生産と販売、鉛、錫、貴金属、アンチモンの回収、処理、精製を行い、新しい原料や再利用可能な原料を生産し、リサイクル電池を提供している。また、難燃剤、重合触媒、顔料試薬として使用される三酸化アンチモン、PET触媒、顔料原料の製造、各種ポリマーおよびプラスチックマスターバッチの製造も行っている。以前はCompagnie Métallurgique de la Campine SAとして知られ、1992年にCampine NVに社名を変更した。カンピーヌNV は1912 年に設立され、ベルギーのベールセに本社を置いている。カンピーヌNVはF.W. Hempel Metallurgical Gmbhの子会社として運営されている。もっと見るCampine NV 基礎のまとめCampine の収益と売上を時価総額と比較するとどうか。CAMB 基礎統計学時価総額€385.50m収益(TTM)€56.62m売上高(TTM)€766.04m6.8xPER(株価収益率0.5xP/SレシオCAMB は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計CAMB 損益計算書(TTM)収益€766.04m売上原価€626.37m売上総利益€139.67mその他の費用€83.04m収益€56.62m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益(EPS)37.75グロス・マージン18.23%純利益率7.39%有利子負債/自己資本比率9.9%CAMB の長期的なパフォーマンスは?過去の実績と比較を見る配当金3.9%現在の配当利回り26%配当性向CAMB 配当は確実ですか?CAMB 配当履歴とベンチマークを見るCAMB 、いつまでに購入すれば配当金を受け取れますか?Campine 配当日配当落ち日Jun 10 2026配当支払日Jun 12 2026配当落ちまでの日数11 days配当支払日までの日数13 daysCAMB 配当は確実ですか?CAMB 配当履歴とベンチマークを見るView Valuation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2026/05/29 11:14終値2026/05/29 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Campine NV 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 • May 13Dividend of €7.00 announcedShareholders will receive a dividend of €7.00. Ex-date: 10th June 2026 Payment date: 12th June 2026 Dividend yield will be 3.2%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 52% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 83% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Apr 30Additional Considerations Required While Assessing Campine's (EBR:CAMB) Strong EarningsCampine NV's ( EBR:CAMB ) robust earnings report didn't manage to move the market for its stock. Our analysis suggests...
Reported Earnings • Apr 28Full year 2025 earnings released: EPS: €37.75 (vs €14.84 in FY 2024)Full year 2025 results: EPS: €37.75 (up from €14.84 in FY 2024). Revenue: €766.0m (up 110% from FY 2024). Net income: €56.6m (up 154% from FY 2024). Profit margin: 7.4% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 55% per year.
Buy Or Sell Opportunity • Mar 31Now 21% overvaluedOver the last 90 days, the stock has fallen 7.1% to €195. The fair value is estimated to be €161, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 52%.
Reported Earnings • Mar 29Full year 2025 earnings released: EPS: €37.75 (vs €14.84 in FY 2024)Full year 2025 results: EPS: €37.75 (up from €14.84 in FY 2024). Revenue: €768.2m (up 110% from FY 2024). Net income: €56.6m (up 154% from FY 2024). Profit margin: 7.4% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 51% per year.
お知らせ • Mar 28Campine NV Proposes to Pay A Gross Dividend Based on the 2025 ResultsCampine NV Board of Directors proposes to the General Meeting a gross dividend of €10 per share, more than doubling last year’s dividend. The total dividend distribution based on the 2025 results amounts to €15 million. In determining the dividend level, the Board considered that part of the net result includes exceptional non-cash accounting elements, which is why the distribution is slightly below the usual one-third of net profit.
Declared Dividend • May 13Dividend of €7.00 announcedShareholders will receive a dividend of €7.00. Ex-date: 10th June 2026 Payment date: 12th June 2026 Dividend yield will be 3.2%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 52% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 83% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Apr 30Additional Considerations Required While Assessing Campine's (EBR:CAMB) Strong EarningsCampine NV's ( EBR:CAMB ) robust earnings report didn't manage to move the market for its stock. Our analysis suggests...
Reported Earnings • Apr 28Full year 2025 earnings released: EPS: €37.75 (vs €14.84 in FY 2024)Full year 2025 results: EPS: €37.75 (up from €14.84 in FY 2024). Revenue: €766.0m (up 110% from FY 2024). Net income: €56.6m (up 154% from FY 2024). Profit margin: 7.4% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 55% per year.
Buy Or Sell Opportunity • Mar 31Now 21% overvaluedOver the last 90 days, the stock has fallen 7.1% to €195. The fair value is estimated to be €161, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 52%.
Reported Earnings • Mar 29Full year 2025 earnings released: EPS: €37.75 (vs €14.84 in FY 2024)Full year 2025 results: EPS: €37.75 (up from €14.84 in FY 2024). Revenue: €768.2m (up 110% from FY 2024). Net income: €56.6m (up 154% from FY 2024). Profit margin: 7.4% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 51% per year.
お知らせ • Mar 28Campine NV Proposes to Pay A Gross Dividend Based on the 2025 ResultsCampine NV Board of Directors proposes to the General Meeting a gross dividend of €10 per share, more than doubling last year’s dividend. The total dividend distribution based on the 2025 results amounts to €15 million. In determining the dividend level, the Board considered that part of the net result includes exceptional non-cash accounting elements, which is why the distribution is slightly below the usual one-third of net profit.
New Risk • Mar 19New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Share price has been volatile over the past 3 months (6.3% average weekly change).
分析記事 • Jan 14Even With A 28% Surge, Cautious Investors Are Not Rewarding Campine NV's (EBR:CAMB) Performance CompletelyThose holding Campine NV ( EBR:CAMB ) shares would be relieved that the share price has rebounded 28% in the last...
Buy Or Sell Opportunity • Jan 02Now 23% overvaluedOver the last 90 days, the stock has fallen 1.7% to €228. The fair value is estimated to be €185, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 35%.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €170, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 16x in the Metals and Mining industry in Europe. Total returns to shareholders of 315% over the past three years.
分析記事 • Dec 13A Look At The Fair Value Of Campine NV (EBR:CAMB)Key Insights The projected fair value for Campine is €183 based on 2 Stage Free Cash Flow to Equity Campine's €180...
分析記事 • Nov 14Market Cool On Campine NV's (EBR:CAMB) Earnings Pushing Shares 26% LowerCampine NV ( EBR:CAMB ) shares have had a horrible month, losing 26% after a relatively good period beforehand. Of...
分析記事 • Oct 29Campine (EBR:CAMB) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Oct 14Now 39% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €285. The fair value is estimated to be €205, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 35%.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €237, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 15x in the Metals and Mining industry in Europe. Total returns to shareholders of 512% over the past three years.
分析記事 • Sep 07Campine's (EBR:CAMB) Promising Earnings May Rest On Soft FoundationsCampine NV ( EBR:CAMB ) announced strong profits, but the stock was stagnant. Our analysis suggests that this might be...
Buy Or Sell Opportunity • Sep 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €255. The fair value is estimated to be €212, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 35%.
New Risk • Sep 01New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.5% average weekly change). High level of non-cash earnings (24% accrual ratio).
分析記事 • Jul 15Subdued Growth No Barrier To Campine NV (EBR:CAMB) With Shares Advancing 26%Campine NV ( EBR:CAMB ) shares have continued their recent momentum with a 26% gain in the last month alone. The annual...
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €265, the stock trades at a trailing P/E ratio of 17.9x. Average trailing P/E is 13x in the Metals and Mining industry in Europe. Total returns to shareholders of 611% over the past three years.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €259, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 13x in the Metals and Mining industry in Europe. Total returns to shareholders of 575% over the past three years.
Declared Dividend • Jun 04Dividend of €3.15 announcedShareholders will receive a dividend of €3.15. Ex-date: 11th June 2025 Payment date: 13th June 2025 Dividend yield will be 1.5%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 46% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 03Campine NV announces Annual dividend, payable on June 13, 2025Campine NV announced Annual dividend of EUR 3.1500 per share payable on June 13, 2025, ex-date on June 11, 2025 and record date on June 12, 2025.
お知らせ • May 29ampine NV (ENXTBR:CAMB) entered into an binding offer to acquire Two battery recycling plant and One semi-finished lead speciality of Ecobat from Ecobat, LLC.Campine NV (ENXTBR:CAMB) entered into an binding offer to acquire Two battery recycling plant and One semi-finished lead speciality of Ecobat from Ecobat, LLC on May 27, 2025. The deal would comprise the recycling facilities in Bazoches-les-Gallerandes (100 km south of Paris) and Pont Sainte Maxence (50 km north of Paris), which would add 70.000 tons of battery recycling capacity resulting in 40.000 tons of lead-metal alloys. A 3rd factory, producing semi-finished lead products located in Estrees St Denis (north of Paris) is an integrated downstream operation making amongst others anodes for the Zinc and Copper industries. The consolidated revenue of the French target assets amounted to about €100 million in 2024 and generated a positive EBITDA. Campine expects to sustain these revenues and implement synergies to optimise profits after the acquisition. The contemplated transaction is subject to the information and consultation of the works councils of Ecobat Resources affiliates in France and subject to customary merger control and FDI approvals. The closing could be expected earliest in July. Rothschild & Co acted as financial advisor and White & Case acted as legal advisor to Ecobat on the transaction.
分析記事 • May 29Campine NV's (EBR:CAMB) 29% Price Boost Is Out Of Tune With EarningsCampine NV ( EBR:CAMB ) shares have continued their recent momentum with a 29% gain in the last month alone. The last...
Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €209, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 12x in the Metals and Mining industry in Europe. Total returns to shareholders of 380% over the past three years.
分析記事 • May 22We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Campine NV's (EBR:CAMB) CEO For NowKey Insights Campine will host its Annual General Meeting on 28th of May CEO Wim De Vos' total compensation includes...
Reported Earnings • Apr 29Full year 2024 earnings released: EPS: €14.84 (vs €9.10 in FY 2023)Full year 2024 results: EPS: €14.84 (up from €9.10 in FY 2023). Revenue: €365.5m (up 13% from FY 2023). Net income: €22.3m (up 63% from FY 2023). Profit margin: 6.1% (up from 4.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Apr 04New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.9% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (2.8% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change).
分析記事 • Mar 28Improved Earnings Required Before Campine NV (EBR:CAMB) Stock's 27% Jump Looks JustifiedCampine NV ( EBR:CAMB ) shares have continued their recent momentum with a 27% gain in the last month alone. The last...
お知らせ • Mar 13Campine NV, Annual General Meeting, May 28, 2025Campine NV, Annual General Meeting, May 28, 2025, at 11:00 Romance Standard Time.
Reported Earnings • Mar 13Full year 2024 earnings released: EPS: €14.84 (vs €9.10 in FY 2023)Full year 2024 results: EPS: €14.84 (up from €9.10 in FY 2023). Revenue: €368.2m (up 14% from FY 2023). Net income: €22.3m (up 63% from FY 2023). Profit margin: 6.0% (up from 4.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 12Campine NV Proposes to Pay A Gross DividendCampine NV proposed to the general meeting to pay a gross dividend of €4.5 per share, which is 50% higher than last year. The total dividend based on the 2024 results is amounting to a total of €6.75 mio. This dividend reflects the policy to distribute about 1/3 of the net result.
分析記事 • Mar 05The Trend Of High Returns At Campine (EBR:CAMB) Has Us Very InterestedWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • Jan 06There's Reason For Concern Over Campine NV's (EBR:CAMB) Massive 26% Price JumpDespite an already strong run, Campine NV ( EBR:CAMB ) shares have been powering on, with a gain of 26% in the last...
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €117, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 11x in the Metals and Mining industry in Europe. Total returns to shareholders of 245% over the past three years.
お知らせ • Dec 13Campine NV Provides Consolidated Financial Guidance for the Year 2024Campine NV provided consolidated financial guidance for the year 2024. Campine’s 2024 total consolidated revenues are expected to be approximately €360 million, up 12% from the €322 million in 2023. The increased revenues are mainly related to the high antimony metal prices.
お知らせ • Nov 07Campine Announces Board ChangesCampine announced that on its last meeting, the board of directors of Campine elected Dina Brughmans as new chair to succeed Patrick De Groote, who retires at the end of this year. Dina Brughmans joined the board of Campine as an independent non-executive director in 2018 and has been active as well in the audit committee as in Campine’s remuneration committee. The nomination will be effective 1/1/2025, as Mr. De Groote expressed his will to retire from the board and consequently steps down on 31/12/2024. Mr. De Groote has been on the board of Campine for 17 years and was one of the main driving forces to transform the company into what it became today. He was elected chairman of the board in 2016 and was instrumental in implementing a new business plan, amongst others including a change in management leadership. His contribution to the success of Campine is numerous and the list of achievements too long to highlight. During his term as chairman, Campine knew a period of growth and prosperity.
分析記事 • Oct 03Is Campine (EBR:CAMB) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Sep 09Campine's (EBR:CAMB) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Campine NV ( EBR:CAMB ) last week didn't sink the stock price. However, we...
Reported Earnings • Sep 06First half 2024 earnings released: EPS: €7.41 (vs €6.29 in 1H 2023)First half 2024 results: EPS: €7.41 (up from €6.29 in 1H 2023). Revenue: €169.2m (down 2.1% from 1H 2023). Net income: €11.1m (up 18% from 1H 2023). Profit margin: 6.6% (up from 5.5% in 1H 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €83.50, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 15x in the Metals and Mining industry in Europe. Total returns to shareholders of 174% over the past three years.
お知らせ • Aug 21Campine NV to Report First Half, 2024 Results on Sep 02, 2024Campine NV announced that they will report first half, 2024 results on Sep 02, 2024
Upcoming Dividend • Jun 05Upcoming dividend of €2.10 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Belgian dividend payers (6.8%). In line with average of industry peers (3.8%).
Declared Dividend • May 08Dividend of €2.10 announcedShareholders will receive a dividend of €2.10. Ex-date: 12th June 2024 Payment date: 14th June 2024 Dividend yield will be 2.9%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 45% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 24Full year 2023 earnings released: EPS: €9.10 (vs €10.54 in FY 2022)Full year 2023 results: EPS: €9.10 (down from €10.54 in FY 2022). Revenue: €322.2m (up 1.4% from FY 2022). Net income: €13.7m (down 14% from FY 2022). Profit margin: 4.2% (down from 5.0% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 33% per year.
分析記事 • Apr 17Campine NV's (EBR:CAMB) Shares Not Telling The Full StoryWith a price-to-earnings (or "P/E") ratio of 7.7x Campine NV ( EBR:CAMB ) may be sending bullish signals at the moment...
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: €9.10 (vs €10.54 in FY 2022)Full year 2023 results: EPS: €9.10 (down from €10.54 in FY 2022). Revenue: €324.1m (up 2.0% from FY 2022). Net income: €13.7m (down 14% from FY 2022). Profit margin: 4.2% (down from 5.0% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Mar 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). 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 • Jan 27Campine NV, Annual General Meeting, May 22, 2024Campine NV, Annual General Meeting, May 22, 2024, at 11:00 Central European Standard Time.
Reported Earnings • Aug 30First half 2023 earnings released: EPS: €6.29 (vs €5.39 in 1H 2022)First half 2023 results: EPS: €6.29 (up from €5.39 in 1H 2022). Revenue: €172.9m (up 11% from 1H 2022). Net income: €9.43m (up 17% from 1H 2022). Profit margin: 5.5% (up from 5.2% in 1H 2022). Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 45% per year.
Upcoming Dividend • May 31Upcoming dividend of €1.75 per share at 4.1% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 09 June 2023. Trailing yield: 4.1%. Lower than top quartile of Belgian dividend payers (6.8%). Lower than average of industry peers (9.0%).
分析記事 • Apr 24Campine (EBR:CAMB) Is Paying Out Less In Dividends Than Last YearCampine NV's ( EBR:CAMB ) dividend is being reduced from last year's payment covering the same period to €1.75 on the...
お知らせ • Jan 05Campine NV Provides Consolidated Earnings Guidance for the Year 2022Campine NV provided consolidated earnings guidance for the year 2022. For the year, the company expected revenue to be approximately EUR 315 million, up 40% from the EUR 226 million in 2021. The increased sales are related to the high metal prices in 2022 and the consolidation of 6 months of sales from the 2 new battery breaker plants in France and plastics recycling company C2P.
分析記事 • Jan 05Many Would Be Envious Of Campine's (EBR:CAMB) Excellent Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to €53.00, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 5x in the Metals and Mining industry in Europe. Total returns to shareholders of 101% over the past three years.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Non-Executive Independent Director Ann De Schepper was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Sep 29Campine (EBR:CAMB) Is Aiming To Keep Up Its Impressive ReturnsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Reported Earnings • Aug 29First half 2022 earnings released: EPS: €5.39 (vs €4.40 in 1H 2021)First half 2022 results: EPS: €5.39 (up from €4.40 in 1H 2021). Revenue: €156.9m (up 47% from 1H 2021). Net income: €8.08m (up 23% from 1H 2021). Profit margin: 5.2% (down from 6.2% in 1H 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 02Estimating The Intrinsic Value Of Campine NV (EBR:CAMB)Today we will run through one way of estimating the intrinsic value of Campine NV ( EBR:CAMB ) by estimating the...
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €47.60, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 5x in the Metals and Mining industry in Europe. Total returns to shareholders of 79% over the past three years.
お知らせ • Jul 08Campine NV (ENXTBR:CAMB) acquired C2P S.A.S. and two lead battery recycling plants from Recylex S.A. (ENXTPA:RX) for €0.75 million.Campine NV (ENXTBR:CAMB) acquired C2P S.A.S. and two lead battery recycling plants from Recylex S.A. (ENXTPA:RX) for €0.75 million on July 6, 2022. The transaction is completely debt free and none of the Recylex debt-liabilities is transferred to Campine. As a result of the transaction, Campine will maintain employment in the 3 factories. The 2021 yearly sales revenue of the acquired assets amounts to about €88 million. The transaction was approved by the commercial court of Paris on July 6, 2022.Campine NV (ENXTBR:CAMB) completed the acquisition of C2P S.A.S. and two lead battery recycling plants from Recylex S.A. (ENXTPA:RX) on July 6, 2022.
Upcoming Dividend • Jun 01Upcoming dividend of €1.96 per shareEligible shareholders must have bought the stock before 08 June 2022. Payment date: 10 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 5.8%. Within top quartile of Belgian dividend payers (5.7%). Lower than average of industry peers (7.5%).
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Non-Executive Independent Director Ann De Schepper was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 03Full year 2021 earnings released: EPS: €9.01 (vs €1.86 in FY 2020)Full year 2021 results: EPS: €9.01 (up from €1.86 in FY 2020). Revenue: €226.6m (up 35% from FY 2020). Net income: €13.5m (up 385% from FY 2020). Profit margin: 6.0% (up from 1.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 31Campine NV, Annual General Meeting, May 25, 2022Campine NV, Annual General Meeting, May 25, 2022, at 11:00 Central European Standard Time. Location: Grand Hotel Casselbergh, Hoogstraat 6, 8000 Brugge Brugge Belgium Agenda: To consider Reading and discussion about the report of the board of directors, the annual accounts and consolidated annual accounts of the financial year closed on 31 December 2021; to consider Reading of and discussion about the auditor’s report on the above-mentioned accounts; to consider Approval of the annual accounts of the financial year closed on 31 December 2021; to consider Approval of the appropriation of the result of the financial year closed on 31 December 2021; to consider Approval of the Remuneration Policy of the company; to consider Approval of the remuneration report of the financial year closed on 31 December 2021; to consider; to consider Discharge to the board members for the financial year closed on 31 December 2021; to consider Discharge to the auditor for the financial year closed on 31 December 2021; and to consider Appointment of Mr Hans-Rudolf Orgs as director.
分析記事 • Mar 01Why The 41% Return On Capital At Campine (EBR:CAMB) Should Have Your AttentionDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Reported Earnings • Mar 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €9.01 (up from €1.86 in FY 2020). Revenue: €227.7m (up 36% from FY 2020). Net income: €13.5m (up 385% from FY 2020). Profit margin: 5.9% (up from 1.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 09Campine's (EBR:CAMB) Promising Earnings May Rest On Soft FoundationsCampine NV's ( EBR:CAMB ) stock was strong after they reported robust earnings. However, our analysis suggests that...
Reported Earnings • Sep 06First half 2021 earnings released: EPS €4.40 (vs €0.07 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €106.5m (up 28% from 1H 2020). Net income: €6.60m (up €6.49m from 1H 2020). Profit margin: 6.2% (up from 0.1% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improved over the past weekAfter last week's 23% share price gain to €40.20, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 11x in the Metals and Mining industry in Europe. Total returns to shareholders of 53% over the past three years.
Upcoming Dividend • Jun 03Upcoming dividend of €0.46 per shareEligible shareholders must have bought the stock before 09 June 2021. Payment date: 11 June 2021. Trailing yield: 2.2%. Lower than top quartile of Belgian dividend payers (4.4%). Lower than average of industry peers (4.3%).
分析記事 • May 05We Think Campine (EBR:CAMB) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Mar 25Full year 2020 earnings released: EPS €1.86 (vs €5.34 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €166.9m (down 13% from FY 2019). Net income: €2.78m (down 65% from FY 2019). Profit margin: 1.7% (down from 4.2% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Mar 22What To Know Before Buying Campine NV (EBR:CAMB) For Its DividendCould Campine NV ( EBR:CAMB ) be an attractive dividend share to own for the long haul? Investors are often drawn to...
Is New 90 Day High Low • Mar 04New 90-day high: €29.00The company is up 17% from its price of €24.80 on 03 December 2020. The Belgian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 7.0% over the same period.
分析記事 • Feb 28Did You Participate In Any Of Campine's (EBR:CAMB) Fantastic 207% Return ?When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...
Is New 90 Day High Low • Feb 11New 90-day high: €28.80The company is up 35% from its price of €21.40 on 12 November 2020. The Belgian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 11% over the same period.
分析記事 • Feb 07Should We Be Excited About The Trends Of Returns At Campine (EBR:CAMB)?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
分析記事 • Jan 11Are Robust Financials Driving The Recent Rally In Campine NV's (EBR:CAMB) Stock?Campine's (EBR:CAMB) stock is up by a considerable 29% over the past three months. Given the company's impressive...
Is New 90 Day High Low • Jan 07New 90-day high: €25.00The company is up 19% from its price of €21.00 on 09 October 2020. The Belgian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 18% over the same period.
分析記事 • Dec 14Is Campine NV (EBR:CAMB) An Attractive Dividend Stock?Today we'll take a closer look at Campine NV ( EBR:CAMB ) from a dividend investor's perspective. Owning a strong...
分析記事 • Nov 26What We Learned About Campine's (EBR:CAMB) CEO CompensationWim De Vos is the CEO of Campine NV (EBR:CAMB), and in this article, we analyze the executive's compensation package...
Is New 90 Day High Low • Nov 05New 90-day low: €19.40The company is down 16% from its price of €23.00 on 06 August 2020. The Belgian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 3.0% over the same period.
Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total profits of €5.79m, up 65% from the prior year. Total revenue was €172.5m over the last 12 months, down 14% from the prior year.
分析記事 • Jun 28Is Campine NV's (EBR:CAMB) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Campine's's (EBR:CAMB) stock is up by a considerable 12% over the past three months. Given that the market rewards...