View Future GrowthIngevec 過去の業績過去 基準チェック /66Ingevecは、平均年間16.1%の収益成長を遂げていますが、 Construction業界の収益は、年間 成長しています。収益は、平均年間16.1% 8.2%収益成長率で 成長しています。 Ingevecの自己資本利益率は20%であり、純利益率は6.5%です。主要情報16.08%収益成長率16.06%EPS成長率Construction 業界の成長9.12%収益成長率8.21%株主資本利益率20.04%ネット・マージン6.52%前回の決算情報31 Mar 2026最近の業績更新分析記事 • May 17Ingevec's (SNSE:INGEVEC) Earnings May Just Be The Starting PointIngevec S.A. ( SNSE:INGEVEC ) just reported healthy earnings but the stock price didn't move much. Our analysis...Reported Earnings • May 11First quarter 2026 earnings released: EPS: CL$4.70 (vs CL$3.10 in 1Q 2025)First quarter 2026 results: EPS: CL$4.70 (up from CL$3.10 in 1Q 2025). Revenue: CL$84.6b (up 36% from 1Q 2025). Net income: CL$5.05b (up 50% from 1Q 2025). Profit margin: 6.0% (up from 5.4% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 09Full year 2025 earnings released: EPS: CL$17.30 (vs CL$11.30 in FY 2024)Full year 2025 results: EPS: CL$17.30 (up from CL$11.30 in FY 2024). Revenue: CL$290.1b (up 20% from FY 2024). Net income: CL$18.7b (up 53% from FY 2024). Profit margin: 6.4% (up from 5.0% 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 20% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 10Third quarter 2025 earnings released: EPS: CL$6.05 (vs CL$2.82 in 3Q 2024)Third quarter 2025 results: EPS: CL$6.05 (up from CL$2.82 in 3Q 2024). Revenue: CL$74.2b (up 26% from 3Q 2024). Net income: CL$6.53b (up 115% from 3Q 2024). Profit margin: 8.8% (up from 5.2% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: CL$3.87 (vs CL$2.96 in 2Q 2024)Second quarter 2025 results: EPS: CL$3.87 (up from CL$2.96 in 2Q 2024). Revenue: CL$68.6b (up 19% from 2Q 2024). Net income: CL$4.18b (up 31% from 2Q 2024). Profit margin: 6.1% (up from 5.5% in 2Q 2024). 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 32% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 16We Think Ingevec's (SNSE:INGEVEC) Solid Earnings Are UnderstatedIngevec S.A.'s ( SNSE:INGEVEC ) recent earnings report didn't offer any surprises, with the shares unchanged over the...すべての更新を表示Recent updates分析記事 • May 17Ingevec's (SNSE:INGEVEC) Earnings May Just Be The Starting PointIngevec S.A. ( SNSE:INGEVEC ) just reported healthy earnings but the stock price didn't move much. Our analysis...Reported Earnings • May 11First quarter 2026 earnings released: EPS: CL$4.70 (vs CL$3.10 in 1Q 2025)First quarter 2026 results: EPS: CL$4.70 (up from CL$3.10 in 1Q 2025). Revenue: CL$84.6b (up 36% from 1Q 2025). Net income: CL$5.05b (up 50% from 1Q 2025). Profit margin: 6.0% (up from 5.4% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Apr 27Upcoming dividend of CL$5.20 per shareEligible shareholders must have bought the stock before 04 May 2026. Payment date: 08 May 2026. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Chilean dividend payers (6.5%). Lower than average of industry peers (2.1%).New Risk • Mar 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chilean stocks, typically moving 4.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Share price has been volatile over the past 3 months (4.3% average weekly change).Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CL$214, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 13x in the Construction industry in Chile. Total returns to shareholders of 367% over the past three years.Reported Earnings • Mar 09Full year 2025 earnings released: EPS: CL$17.30 (vs CL$11.30 in FY 2024)Full year 2025 results: EPS: CL$17.30 (up from CL$11.30 in FY 2024). Revenue: CL$290.1b (up 20% from FY 2024). Net income: CL$18.7b (up 53% from FY 2024). Profit margin: 6.4% (up from 5.0% 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 20% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 05Ingevec S.A., Annual General Meeting, Apr 08, 2026Ingevec S.A., Annual General Meeting, Apr 08, 2026. Location: 5550 apoquindo avenue 13th floor, las condes, santiago Chile分析記事 • Jan 31The Market Lifts Ingevec S.A. (SNSE:INGEVEC) Shares 26% But It Can Do MoreDespite an already strong run, Ingevec S.A. ( SNSE:INGEVEC ) shares have been powering on, with a gain of 26% in the...分析記事 • Jan 27Ingevec (SNSE:INGEVEC) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Nov 29Ingevec S.A. (SNSE:INGEVEC) Stock Rockets 26% But Many Are Still Ignoring The CompanyIngevec S.A. ( SNSE:INGEVEC ) shares have continued their recent momentum with a 26% gain in the last month alone. The...New Risk • Nov 24New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.分析記事 • Nov 11Ingevec (SNSE:INGEVEC) Might Have The Makings Of A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Reported Earnings • Nov 10Third quarter 2025 earnings released: EPS: CL$6.05 (vs CL$2.82 in 3Q 2024)Third quarter 2025 results: EPS: CL$6.05 (up from CL$2.82 in 3Q 2024). Revenue: CL$74.2b (up 26% from 3Q 2024). Net income: CL$6.53b (up 115% from 3Q 2024). Profit margin: 8.8% (up from 5.2% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Sep 06Ingevec S.A.'s (SNSE:INGEVEC) Shares Leap 25% Yet They're Still Not Telling The Full StoryIngevec S.A. ( SNSE:INGEVEC ) shareholders would be excited to see that the share price has had a great month, posting...Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: CL$3.87 (vs CL$2.96 in 2Q 2024)Second quarter 2025 results: EPS: CL$3.87 (up from CL$2.96 in 2Q 2024). Revenue: CL$68.6b (up 19% from 2Q 2024). Net income: CL$4.18b (up 31% from 2Q 2024). Profit margin: 6.1% (up from 5.5% in 2Q 2024). 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 32% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Aug 07Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 1 independent director (8 non-independent directors). Independent Director Gustavo Alcalde Lemarié was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.分析記事 • May 16We Think Ingevec's (SNSE:INGEVEC) Solid Earnings Are UnderstatedIngevec S.A.'s ( SNSE:INGEVEC ) recent earnings report didn't offer any surprises, with the shares unchanged over the...Reported Earnings • May 12First quarter 2025 earnings released: EPS: CL$3.10 (vs CL$3.00 in 1Q 2024)First quarter 2025 results: EPS: CL$3.10 (up from CL$3.00 in 1Q 2024). Revenue: CL$62.0b (up 14% from 1Q 2024). Net income: CL$3.36b (up 5.5% from 1Q 2024). Profit margin: 5.4% (down from 5.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 12Upcoming dividend of CL$3.40 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Chilean dividend payers (7.4%). In line with average of industry peers (3.5%).Declared Dividend • Apr 27Dividend increased to CL$3.40Dividend of CL$3.40 is 17% higher than last year. Ex-date: 19th May 2025 Payment date: 23rd May 2025 Dividend yield will be 3.6%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.8% 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 02Why Investors Shouldn't Be Surprised By Ingevec S.A.'s (SNSE:INGEVEC) 33% Share Price SurgeIngevec S.A. ( SNSE:INGEVEC ) shares have continued their recent momentum with a 33% gain in the last month alone. The...New Risk • Apr 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chilean stocks, typically moving 3.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (72% net debt to equity). Share price has been volatile over the past 3 months (3.4% average weekly change).Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CL$88.82, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 9x in the Construction industry in South America. Total returns to shareholders of 109% over the past three years.お知らせ • Mar 06Ingevec S.A., Annual General Meeting, Apr 24, 2025Ingevec S.A., Annual General Meeting, Apr 24, 2025. Location: apoquindo 5550 13th floor, las condes, santiago Chile分析記事 • Jan 18Ingevec S.A.'s (SNSE:INGEVEC) Subdued P/E Might Signal An OpportunityWhen close to half the companies in Chile have price-to-earnings ratios (or "P/E's") above 10x, you may consider...Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: CL$2.82 (vs CL$2.07 in 3Q 2023)Third quarter 2024 results: EPS: CL$2.82 (up from CL$2.07 in 3Q 2023). Revenue: CL$58.9b (down 14% from 3Q 2023). Net income: CL$3.04b (up 36% from 3Q 2023). Profit margin: 5.2% (up from 3.2% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.Upcoming Dividend • May 10Upcoming dividend of CL$2.90 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 5.1%. Lower than top quartile of Chilean dividend payers (10%). Higher than average of industry peers (3.7%).Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: CL$3.00 (vs CL$2.70 in 1Q 2023)First quarter 2024 results: EPS: CL$3.00 (up from CL$2.70 in 1Q 2023). Revenue: CL$54.4b (down 23% from 1Q 2023). Net income: CL$3.19b (up 7.3% from 1Q 2023). Profit margin: 5.9% (up from 4.2% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.New Risk • Mar 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 3.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (3.0x net interest cover). 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 (4.0% average weekly change). Market cap is less than US$100m (CL$55.4b market cap, or US$56.3m).Reported Earnings • Mar 10Full year 2023 earnings released: EPS: CL$9.70 (vs CL$9.30 in FY 2022)Full year 2023 results: EPS: CL$9.70 (up from CL$9.30 in FY 2022). Revenue: CL$279.8b (up 2.8% from FY 2022). Net income: CL$10.4b (up 3.7% from FY 2022). Profit margin: 3.7% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.分析記事 • Jan 26Even With A 26% Surge, Cautious Investors Are Not Rewarding Ingevec S.A.'s (SNSE:INGEVEC) Performance CompletelyIngevec S.A. ( SNSE:INGEVEC ) shareholders would be excited to see that the share price has had a great month, posting...Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CL$46.97, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 5x in the Construction industry in Chile. Total loss to shareholders of 34% over the past three years.Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: CL$2.07 (vs CL$2.24 in 3Q 2022)Third quarter 2023 results: EPS: CL$2.07 (down from CL$2.24 in 3Q 2022). Revenue: CL$68.8b (down 4.9% from 3Q 2022). Net income: CL$2.23b (down 7.7% from 3Q 2022). Profit margin: 3.2% (down from 3.3% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.New Risk • Sep 07New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 3.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (3.0x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (CL$64.7b market cap, or US$74.0m).Reported Earnings • Aug 21Second quarter 2023 earnings released: EPS: CL$2.68 (vs CL$2.49 in 2Q 2022)Second quarter 2023 results: EPS: CL$2.68 (up from CL$2.49 in 2Q 2022). Revenue: CL$71.8b (up 4.1% from 2Q 2022). Net income: CL$2.89b (up 7.4% from 2Q 2022). Profit margin: 4.0% (up from 3.9% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CL$62.09, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 6x in the Construction industry in South America. Total loss to shareholders of 22% over the past three years.分析記事 • Jun 14These 4 Measures Indicate That Ingevec (SNSE:INGEVEC) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Mar 12Full year 2022 earnings released: EPS: CL$9.30 (vs CL$8.60 in FY 2021)Full year 2022 results: EPS: CL$9.30 (up from CL$8.60 in FY 2021). Revenue: CL$272.2b (up 27% from FY 2021). Net income: CL$10.1b (up 8.3% from FY 2021). Profit margin: 3.7% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.分析記事 • Feb 16A Look At The Intrinsic Value Of Ingevec S.A. (SNSE:INGEVEC)How far off is Ingevec S.A. ( SNSE:INGEVEC ) from its intrinsic value? Using the most recent financial data, we'll take...Buying Opportunity • Dec 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.3%. The fair value is estimated to be CL$55.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 13%.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 1 independent director (6 non-independent directors). Independent Director Gustavo Alcalde Lemarié was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to CL$52.69, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 7x in the Construction industry in Chile. Total loss to shareholders of 34% over the past three years.分析記事 • Sep 02Slowing Rates Of Return At Ingevec (SNSE:INGEVEC) Leave Little Room For ExcitementIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Aug 07Second quarter 2022 earnings released: EPS: CL$2.49 (vs CL$2.08 in 2Q 2021)Second quarter 2022 results: EPS: CL$2.49 (up from CL$2.08 in 2Q 2021). Revenue: CL$69.0b (up 41% from 2Q 2021). Net income: CL$2.69b (up 20% from 2Q 2021). Profit margin: 3.9% (down from 4.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.Reported Earnings • May 08First quarter 2022 earnings released: EPS: CL$2.70 (vs CL$2.20 in 1Q 2021)First quarter 2022 results: EPS: CL$2.70 (up from CL$2.20 in 1Q 2021). Revenue: CL$60.9b (up 36% from 1Q 2021). Net income: CL$2.95b (up 24% from 1Q 2021). Profit margin: 4.8% (down from 5.3% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 27Upcoming dividend of CL$4.30 per shareEligible shareholders must have bought the stock before 02 May 2022. Payment date: 05 May 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 8.9%. Lower than top quartile of Chilean dividend payers (9.7%). Higher than average of industry peers (3.9%).Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 1 independent director (6 non-independent directors). Independent Director Gustavo Alcalde Lemarié was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 06Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CL$8.60 (up from CL$5.20 in FY 2020). Revenue: CL$215.3b (up 69% from FY 2020). Net income: CL$9.29b (up 65% from FY 2020). Profit margin: 4.3% (down from 4.4% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.分析記事 • Jan 11These 4 Measures Indicate That Ingevec (SNSE:INGEVEC) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Dec 11The Returns At Ingevec (SNSE:INGEVEC) Aren't GrowingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to CL$55.89, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 7x in the Construction industry in Chile. Total loss to shareholders of 27% over the past three years.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS CL$2.21 (vs CL$0.97 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CL$58.0b (up 282% from 3Q 2020). Net income: CL$2.39b (up 129% from 3Q 2020). Profit margin: 4.1% (down from 6.9% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS CL$2.08 (vs CL$0.06 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CL$49.1b (up 120% from 2Q 2020). Net income: CL$2.24b (up CL$2.17b from 2Q 2020). Profit margin: 4.6% (up from 0.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.分析記事 • Jun 02Here's What's Concerning About Ingevec's (SNSE:INGEVEC) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • May 14First quarter 2021 earnings released: EPS CL$2.20 (vs CL$1.72 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: CL$44.9b (down 3.3% from 1Q 2020). Net income: CL$2.39b (up 28% from 1Q 2020). Profit margin: 5.3% (up from 4.0% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 4% per year.Upcoming Dividend • May 10Upcoming dividend of CL$1.56 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 20 May 2021. Trailing yield: 1.9%. Lower than top quartile of Chilean dividend payers (5.4%). Lower than average of industry peers (2.6%).分析記事 • May 06Calculating The Fair Value Of Ingevec S.A. (SNSE:INGEVEC)Today we will run through one way of estimating the intrinsic value of Ingevec S.A. ( SNSE:INGEVEC ) by taking the...Upcoming Dividend • Apr 16Upcoming dividend of CL$1.56 per shareEligible shareholders must have bought the stock before 23 April 2021. Payment date: 28 April 2021. Trailing yield: 4.2%. Lower than top quartile of Chilean dividend payers (5.9%). Higher than average of industry peers (2.6%).分析記事 • Apr 12Does Ingevec (SNSE:INGEVEC) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Mar 06Full year 2020 earnings released: EPS CL$5.20 (vs CL$7.80 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CL$127.3b (down 29% from FY 2019). Net income: CL$5.62b (down 33% from FY 2019). Profit margin: 4.4% (down from 4.7% 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 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Mar 04New 90-day high: CL$90.00The company is up 8.0% from its price of CL$83.19 on 03 December 2020. The Chilean market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 28% over the same period.分析記事 • Mar 01Here’s What’s Happening With Returns At Ingevec (SNSE:INGEVEC)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Feb 10Is Ingevec S.A.'s (SNSE:INGEVEC) ROE Of 9.7% Impressive?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...分析記事 • Jan 26Key Things To Consider Before Buying Ingevec S.A. (SNSE:INGEVEC) For Its DividendDividend paying stocks like Ingevec S.A. ( SNSE:INGEVEC ) tend to be popular with investors, and for good reason - some...分析記事 • Jan 11Does Ingevec (SNSE:INGEVEC) Have A Healthy Balance Sheet?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 • Dec 23Did You Participate In Any Of Ingevec's (SNSE:INGEVEC) Incredible 423% Return?It hasn't been the best quarter for Ingevec S.A. ( SNSE:INGEVEC ) shareholders, since the share price has fallen 11% in...Is New 90 Day High Low • Dec 23New 90-day low: CL$79.78The company is down 11% from its price of CL$90.00 on 23 September 2020. The Chilean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is down 7.0% over the same period.分析記事 • Dec 01We Wouldn't Rely On Ingevec's (SNSE:INGEVEC) Statutory Earnings As A GuideMany investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...Reported Earnings • Nov 09Third quarter 2020 earnings released: EPS CL$0.97The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2020 results: Revenue: CL$15.2b (down 68% from 3Q 2019). Net income: CL$1.04b (down 48% from 3Q 2019). Profit margin: 6.9% (up from 4.2% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.Is New 90 Day High Low • Oct 30New 90-day low: CL$82.25The company is down 9.0% from its price of CL$90.00 on 31 July 2020. The Chilean market is also down 9.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Construction industry, which is down 12% over the same period.Is New 90 Day High Low • Oct 08New 90-day low: CL$85.20The company is down 5.0% from its price of CL$89.41 on 10 July 2020. The Chilean market is down 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 10.0% over the same period.収支内訳Ingevec の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史SNSE:INGEVEC 収益、費用、利益 ( )CLP Millions日付収益収益G+A経費研究開発費31 Mar 26312,69220,37910,704031 Dec 25290,11918,68910,441030 Sep 25276,63816,89810,209030 Jun 25261,32313,41110,045031 Mar 25250,43112,4259,929031 Dec 24242,80112,2509,841030 Sep 24239,17511,7599,863030 Jun 24249,10710,9489,710031 Mar 24263,21810,6489,681031 Dec 23279,76810,4319,624030 Sep 23281,54110,0949,239030 Jun 23285,06510,2829,046031 Mar 23282,25210,0828,844031 Dec 22272,24510,0628,785030 Sep 22265,60510,3438,706030 Jun 22251,28510,3088,481031 Mar 22231,3329,8558,241031 Dec 21215,2779,2947,862030 Sep 21195,3549,6617,933030 Jun 21152,5068,3197,467031 Mar 21125,7706,1457,198031 Dec 20127,3085,6207,527030 Sep 20129,2425,3876,678030 Jun 20161,5056,3437,109031 Mar 20183,5858,4987,849031 Dec 19179,4598,4277,895030 Sep 19180,4668,3198,283030 Jun 19174,2768,0087,834031 Mar 19169,6377,3817,611031 Dec 18165,9497,1137,319030 Sep 18161,6776,5367,120030 Jun 18158,2446,5187,142031 Mar 18158,1236,1956,874031 Dec 17155,5465,8646,738030 Sep 17154,5515,0666,991030 Jun 17163,4484,1447,265031 Mar 17170,2453,7047,068031 Dec 16178,5343,5696,950030 Sep 16185,1273,4177,142030 Jun 16177,2373,3916,567031 Mar 16163,5163,3976,328031 Dec 15156,0373,3196,220030 Sep 15139,225-8185,649030 Jun 15133,591-1,3995,5930質の高い収益: INGEVECは 高品質の収益 を持っています。利益率の向上: INGEVECの現在の純利益率 (6.5%)は、昨年(5%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: INGEVECの収益は過去 5 年間で年間16.1%増加しました。成長の加速: INGEVECの過去 1 年間の収益成長率 ( 64% ) は、5 年間の平均 ( 年間16.1%を上回っています。収益対業界: INGEVECの過去 1 年間の収益成長率 ( 64% ) はConstruction業界22.2%を上回りました。株主資本利益率高いROE: INGEVECの 自己資本利益率 ( 20% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health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2026/05/24 00:54終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ingevec S.A. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
分析記事 • May 17Ingevec's (SNSE:INGEVEC) Earnings May Just Be The Starting PointIngevec S.A. ( SNSE:INGEVEC ) just reported healthy earnings but the stock price didn't move much. Our analysis...
Reported Earnings • May 11First quarter 2026 earnings released: EPS: CL$4.70 (vs CL$3.10 in 1Q 2025)First quarter 2026 results: EPS: CL$4.70 (up from CL$3.10 in 1Q 2025). Revenue: CL$84.6b (up 36% from 1Q 2025). Net income: CL$5.05b (up 50% from 1Q 2025). Profit margin: 6.0% (up from 5.4% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 09Full year 2025 earnings released: EPS: CL$17.30 (vs CL$11.30 in FY 2024)Full year 2025 results: EPS: CL$17.30 (up from CL$11.30 in FY 2024). Revenue: CL$290.1b (up 20% from FY 2024). Net income: CL$18.7b (up 53% from FY 2024). Profit margin: 6.4% (up from 5.0% 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 20% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 10Third quarter 2025 earnings released: EPS: CL$6.05 (vs CL$2.82 in 3Q 2024)Third quarter 2025 results: EPS: CL$6.05 (up from CL$2.82 in 3Q 2024). Revenue: CL$74.2b (up 26% from 3Q 2024). Net income: CL$6.53b (up 115% from 3Q 2024). Profit margin: 8.8% (up from 5.2% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: CL$3.87 (vs CL$2.96 in 2Q 2024)Second quarter 2025 results: EPS: CL$3.87 (up from CL$2.96 in 2Q 2024). Revenue: CL$68.6b (up 19% from 2Q 2024). Net income: CL$4.18b (up 31% from 2Q 2024). Profit margin: 6.1% (up from 5.5% in 2Q 2024). 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 32% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 16We Think Ingevec's (SNSE:INGEVEC) Solid Earnings Are UnderstatedIngevec S.A.'s ( SNSE:INGEVEC ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
分析記事 • May 17Ingevec's (SNSE:INGEVEC) Earnings May Just Be The Starting PointIngevec S.A. ( SNSE:INGEVEC ) just reported healthy earnings but the stock price didn't move much. Our analysis...
Reported Earnings • May 11First quarter 2026 earnings released: EPS: CL$4.70 (vs CL$3.10 in 1Q 2025)First quarter 2026 results: EPS: CL$4.70 (up from CL$3.10 in 1Q 2025). Revenue: CL$84.6b (up 36% from 1Q 2025). Net income: CL$5.05b (up 50% from 1Q 2025). Profit margin: 6.0% (up from 5.4% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Apr 27Upcoming dividend of CL$5.20 per shareEligible shareholders must have bought the stock before 04 May 2026. Payment date: 08 May 2026. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Chilean dividend payers (6.5%). Lower than average of industry peers (2.1%).
New Risk • Mar 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chilean stocks, typically moving 4.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Share price has been volatile over the past 3 months (4.3% average weekly change).
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CL$214, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 13x in the Construction industry in Chile. Total returns to shareholders of 367% over the past three years.
Reported Earnings • Mar 09Full year 2025 earnings released: EPS: CL$17.30 (vs CL$11.30 in FY 2024)Full year 2025 results: EPS: CL$17.30 (up from CL$11.30 in FY 2024). Revenue: CL$290.1b (up 20% from FY 2024). Net income: CL$18.7b (up 53% from FY 2024). Profit margin: 6.4% (up from 5.0% 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 20% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 05Ingevec S.A., Annual General Meeting, Apr 08, 2026Ingevec S.A., Annual General Meeting, Apr 08, 2026. Location: 5550 apoquindo avenue 13th floor, las condes, santiago Chile
分析記事 • Jan 31The Market Lifts Ingevec S.A. (SNSE:INGEVEC) Shares 26% But It Can Do MoreDespite an already strong run, Ingevec S.A. ( SNSE:INGEVEC ) shares have been powering on, with a gain of 26% in the...
分析記事 • Jan 27Ingevec (SNSE:INGEVEC) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Nov 29Ingevec S.A. (SNSE:INGEVEC) Stock Rockets 26% But Many Are Still Ignoring The CompanyIngevec S.A. ( SNSE:INGEVEC ) shares have continued their recent momentum with a 26% gain in the last month alone. The...
New Risk • Nov 24New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
分析記事 • Nov 11Ingevec (SNSE:INGEVEC) Might Have The Makings Of A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Reported Earnings • Nov 10Third quarter 2025 earnings released: EPS: CL$6.05 (vs CL$2.82 in 3Q 2024)Third quarter 2025 results: EPS: CL$6.05 (up from CL$2.82 in 3Q 2024). Revenue: CL$74.2b (up 26% from 3Q 2024). Net income: CL$6.53b (up 115% from 3Q 2024). Profit margin: 8.8% (up from 5.2% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Sep 06Ingevec S.A.'s (SNSE:INGEVEC) Shares Leap 25% Yet They're Still Not Telling The Full StoryIngevec S.A. ( SNSE:INGEVEC ) shareholders would be excited to see that the share price has had a great month, posting...
Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: CL$3.87 (vs CL$2.96 in 2Q 2024)Second quarter 2025 results: EPS: CL$3.87 (up from CL$2.96 in 2Q 2024). Revenue: CL$68.6b (up 19% from 2Q 2024). Net income: CL$4.18b (up 31% from 2Q 2024). Profit margin: 6.1% (up from 5.5% in 2Q 2024). 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 32% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Aug 07Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 1 independent director (8 non-independent directors). Independent Director Gustavo Alcalde Lemarié was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
分析記事 • May 16We Think Ingevec's (SNSE:INGEVEC) Solid Earnings Are UnderstatedIngevec S.A.'s ( SNSE:INGEVEC ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Reported Earnings • May 12First quarter 2025 earnings released: EPS: CL$3.10 (vs CL$3.00 in 1Q 2024)First quarter 2025 results: EPS: CL$3.10 (up from CL$3.00 in 1Q 2024). Revenue: CL$62.0b (up 14% from 1Q 2024). Net income: CL$3.36b (up 5.5% from 1Q 2024). Profit margin: 5.4% (down from 5.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 12Upcoming dividend of CL$3.40 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Chilean dividend payers (7.4%). In line with average of industry peers (3.5%).
Declared Dividend • Apr 27Dividend increased to CL$3.40Dividend of CL$3.40 is 17% higher than last year. Ex-date: 19th May 2025 Payment date: 23rd May 2025 Dividend yield will be 3.6%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.8% 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 02Why Investors Shouldn't Be Surprised By Ingevec S.A.'s (SNSE:INGEVEC) 33% Share Price SurgeIngevec S.A. ( SNSE:INGEVEC ) shares have continued their recent momentum with a 33% gain in the last month alone. The...
New Risk • Apr 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chilean stocks, typically moving 3.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (72% net debt to equity). Share price has been volatile over the past 3 months (3.4% average weekly change).
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CL$88.82, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 9x in the Construction industry in South America. Total returns to shareholders of 109% over the past three years.
お知らせ • Mar 06Ingevec S.A., Annual General Meeting, Apr 24, 2025Ingevec S.A., Annual General Meeting, Apr 24, 2025. Location: apoquindo 5550 13th floor, las condes, santiago Chile
分析記事 • Jan 18Ingevec S.A.'s (SNSE:INGEVEC) Subdued P/E Might Signal An OpportunityWhen close to half the companies in Chile have price-to-earnings ratios (or "P/E's") above 10x, you may consider...
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: CL$2.82 (vs CL$2.07 in 3Q 2023)Third quarter 2024 results: EPS: CL$2.82 (up from CL$2.07 in 3Q 2023). Revenue: CL$58.9b (down 14% from 3Q 2023). Net income: CL$3.04b (up 36% from 3Q 2023). Profit margin: 5.2% (up from 3.2% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.
Upcoming Dividend • May 10Upcoming dividend of CL$2.90 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 5.1%. Lower than top quartile of Chilean dividend payers (10%). Higher than average of industry peers (3.7%).
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: CL$3.00 (vs CL$2.70 in 1Q 2023)First quarter 2024 results: EPS: CL$3.00 (up from CL$2.70 in 1Q 2023). Revenue: CL$54.4b (down 23% from 1Q 2023). Net income: CL$3.19b (up 7.3% from 1Q 2023). Profit margin: 5.9% (up from 4.2% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
New Risk • Mar 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 3.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (3.0x net interest cover). 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 (4.0% average weekly change). Market cap is less than US$100m (CL$55.4b market cap, or US$56.3m).
Reported Earnings • Mar 10Full year 2023 earnings released: EPS: CL$9.70 (vs CL$9.30 in FY 2022)Full year 2023 results: EPS: CL$9.70 (up from CL$9.30 in FY 2022). Revenue: CL$279.8b (up 2.8% from FY 2022). Net income: CL$10.4b (up 3.7% from FY 2022). Profit margin: 3.7% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
分析記事 • Jan 26Even With A 26% Surge, Cautious Investors Are Not Rewarding Ingevec S.A.'s (SNSE:INGEVEC) Performance CompletelyIngevec S.A. ( SNSE:INGEVEC ) shareholders would be excited to see that the share price has had a great month, posting...
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CL$46.97, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 5x in the Construction industry in Chile. Total loss to shareholders of 34% over the past three years.
Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: CL$2.07 (vs CL$2.24 in 3Q 2022)Third quarter 2023 results: EPS: CL$2.07 (down from CL$2.24 in 3Q 2022). Revenue: CL$68.8b (down 4.9% from 3Q 2022). Net income: CL$2.23b (down 7.7% from 3Q 2022). Profit margin: 3.2% (down from 3.3% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
New Risk • Sep 07New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 3.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (3.0x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (CL$64.7b market cap, or US$74.0m).
Reported Earnings • Aug 21Second quarter 2023 earnings released: EPS: CL$2.68 (vs CL$2.49 in 2Q 2022)Second quarter 2023 results: EPS: CL$2.68 (up from CL$2.49 in 2Q 2022). Revenue: CL$71.8b (up 4.1% from 2Q 2022). Net income: CL$2.89b (up 7.4% from 2Q 2022). Profit margin: 4.0% (up from 3.9% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CL$62.09, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 6x in the Construction industry in South America. Total loss to shareholders of 22% over the past three years.
分析記事 • Jun 14These 4 Measures Indicate That Ingevec (SNSE:INGEVEC) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Mar 12Full year 2022 earnings released: EPS: CL$9.30 (vs CL$8.60 in FY 2021)Full year 2022 results: EPS: CL$9.30 (up from CL$8.60 in FY 2021). Revenue: CL$272.2b (up 27% from FY 2021). Net income: CL$10.1b (up 8.3% from FY 2021). Profit margin: 3.7% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
分析記事 • Feb 16A Look At The Intrinsic Value Of Ingevec S.A. (SNSE:INGEVEC)How far off is Ingevec S.A. ( SNSE:INGEVEC ) from its intrinsic value? Using the most recent financial data, we'll take...
Buying Opportunity • Dec 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.3%. The fair value is estimated to be CL$55.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 13%.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 1 independent director (6 non-independent directors). Independent Director Gustavo Alcalde Lemarié was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to CL$52.69, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 7x in the Construction industry in Chile. Total loss to shareholders of 34% over the past three years.
分析記事 • Sep 02Slowing Rates Of Return At Ingevec (SNSE:INGEVEC) Leave Little Room For ExcitementIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Aug 07Second quarter 2022 earnings released: EPS: CL$2.49 (vs CL$2.08 in 2Q 2021)Second quarter 2022 results: EPS: CL$2.49 (up from CL$2.08 in 2Q 2021). Revenue: CL$69.0b (up 41% from 2Q 2021). Net income: CL$2.69b (up 20% from 2Q 2021). Profit margin: 3.9% (down from 4.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
Reported Earnings • May 08First quarter 2022 earnings released: EPS: CL$2.70 (vs CL$2.20 in 1Q 2021)First quarter 2022 results: EPS: CL$2.70 (up from CL$2.20 in 1Q 2021). Revenue: CL$60.9b (up 36% from 1Q 2021). Net income: CL$2.95b (up 24% from 1Q 2021). Profit margin: 4.8% (down from 5.3% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 27Upcoming dividend of CL$4.30 per shareEligible shareholders must have bought the stock before 02 May 2022. Payment date: 05 May 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 8.9%. Lower than top quartile of Chilean dividend payers (9.7%). Higher than average of industry peers (3.9%).
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 1 independent director (6 non-independent directors). Independent Director Gustavo Alcalde Lemarié was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 06Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CL$8.60 (up from CL$5.20 in FY 2020). Revenue: CL$215.3b (up 69% from FY 2020). Net income: CL$9.29b (up 65% from FY 2020). Profit margin: 4.3% (down from 4.4% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
分析記事 • Jan 11These 4 Measures Indicate That Ingevec (SNSE:INGEVEC) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Dec 11The Returns At Ingevec (SNSE:INGEVEC) Aren't GrowingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to CL$55.89, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 7x in the Construction industry in Chile. Total loss to shareholders of 27% over the past three years.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS CL$2.21 (vs CL$0.97 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CL$58.0b (up 282% from 3Q 2020). Net income: CL$2.39b (up 129% from 3Q 2020). Profit margin: 4.1% (down from 6.9% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS CL$2.08 (vs CL$0.06 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CL$49.1b (up 120% from 2Q 2020). Net income: CL$2.24b (up CL$2.17b from 2Q 2020). Profit margin: 4.6% (up from 0.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
分析記事 • Jun 02Here's What's Concerning About Ingevec's (SNSE:INGEVEC) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • May 14First quarter 2021 earnings released: EPS CL$2.20 (vs CL$1.72 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: CL$44.9b (down 3.3% from 1Q 2020). Net income: CL$2.39b (up 28% from 1Q 2020). Profit margin: 5.3% (up from 4.0% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 4% per year.
Upcoming Dividend • May 10Upcoming dividend of CL$1.56 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 20 May 2021. Trailing yield: 1.9%. Lower than top quartile of Chilean dividend payers (5.4%). Lower than average of industry peers (2.6%).
分析記事 • May 06Calculating The Fair Value Of Ingevec S.A. (SNSE:INGEVEC)Today we will run through one way of estimating the intrinsic value of Ingevec S.A. ( SNSE:INGEVEC ) by taking the...
Upcoming Dividend • Apr 16Upcoming dividend of CL$1.56 per shareEligible shareholders must have bought the stock before 23 April 2021. Payment date: 28 April 2021. Trailing yield: 4.2%. Lower than top quartile of Chilean dividend payers (5.9%). Higher than average of industry peers (2.6%).
分析記事 • Apr 12Does Ingevec (SNSE:INGEVEC) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Mar 06Full year 2020 earnings released: EPS CL$5.20 (vs CL$7.80 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CL$127.3b (down 29% from FY 2019). Net income: CL$5.62b (down 33% from FY 2019). Profit margin: 4.4% (down from 4.7% 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 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Mar 04New 90-day high: CL$90.00The company is up 8.0% from its price of CL$83.19 on 03 December 2020. The Chilean market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 28% over the same period.
分析記事 • Mar 01Here’s What’s Happening With Returns At Ingevec (SNSE:INGEVEC)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Feb 10Is Ingevec S.A.'s (SNSE:INGEVEC) ROE Of 9.7% Impressive?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
分析記事 • Jan 26Key Things To Consider Before Buying Ingevec S.A. (SNSE:INGEVEC) For Its DividendDividend paying stocks like Ingevec S.A. ( SNSE:INGEVEC ) tend to be popular with investors, and for good reason - some...
分析記事 • Jan 11Does Ingevec (SNSE:INGEVEC) Have A Healthy Balance Sheet?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 • Dec 23Did You Participate In Any Of Ingevec's (SNSE:INGEVEC) Incredible 423% Return?It hasn't been the best quarter for Ingevec S.A. ( SNSE:INGEVEC ) shareholders, since the share price has fallen 11% in...
Is New 90 Day High Low • Dec 23New 90-day low: CL$79.78The company is down 11% from its price of CL$90.00 on 23 September 2020. The Chilean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is down 7.0% over the same period.
分析記事 • Dec 01We Wouldn't Rely On Ingevec's (SNSE:INGEVEC) Statutory Earnings As A GuideMany investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
Reported Earnings • Nov 09Third quarter 2020 earnings released: EPS CL$0.97The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2020 results: Revenue: CL$15.2b (down 68% from 3Q 2019). Net income: CL$1.04b (down 48% from 3Q 2019). Profit margin: 6.9% (up from 4.2% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.
Is New 90 Day High Low • Oct 30New 90-day low: CL$82.25The company is down 9.0% from its price of CL$90.00 on 31 July 2020. The Chilean market is also down 9.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Construction industry, which is down 12% over the same period.
Is New 90 Day High Low • Oct 08New 90-day low: CL$85.20The company is down 5.0% from its price of CL$89.41 on 10 July 2020. The Chilean market is down 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 10.0% over the same period.