View Future GrowthEnaex 過去の業績過去 基準チェック /56Enaexは、平均年間13.6%の収益成長を遂げていますが、 Chemicals業界の収益は、年間 減少しています。収益は、平均年間1.3% 11.7%収益成長率で 成長しています。 Enaexの自己資本利益率は19%であり、純利益率は8.5%です。主要情報13.59%収益成長率14.53%EPS成長率Chemicals 業界の成長13.08%収益成長率11.73%株主資本利益率19.05%ネット・マージン8.54%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 27First quarter 2026 earnings released: EPS: US$0.44 (vs US$0.39 in 1Q 2025)First quarter 2026 results: EPS: US$0.44 (up from US$0.39 in 1Q 2025). Revenue: US$611.7m (up 25% from 1Q 2025). Net income: US$50.6m (up 20% from 1Q 2025). Profit margin: 8.3% (down from 8.6% in 1Q 2025). 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 increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 11Full year 2025 earnings released: EPS: US$1.65 (vs US$1.42 in FY 2024)Full year 2025 results: EPS: US$1.65 (up from US$1.42 in FY 2024). Revenue: US$2.16b (up 13% from FY 2024). Net income: US$186.5m (up 16% from FY 2024). Profit margin: 8.6% (up from 8.4% 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 7% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 27Enaex S.A. to Report Q4, 2025 Results on Mar 02, 2026Enaex S.A. announced that they will report Q4, 2025 results on Mar 02, 2026Reported Earnings • Nov 26Third quarter 2025 earnings released: EPS: US$0.46 (vs US$0.37 in 3Q 2024)Third quarter 2025 results: EPS: US$0.46 (up from US$0.37 in 3Q 2024). Revenue: US$555.6m (up 11% from 3Q 2024). Net income: US$51.3m (up 23% from 3Q 2024). Profit margin: 9.2% (up from 8.3% 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 6% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 29First quarter 2025 earnings released: EPS: US$0.39 (vs US$0.34 in 1Q 2024)First quarter 2025 results: EPS: US$0.39 (up from US$0.34 in 1Q 2024). Revenue: US$490.5m (up 10% from 1Q 2024). Net income: US$42.2m (up 7.5% from 1Q 2024). Profit margin: 8.6% (down from 8.8% 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 9% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 08Full year 2024 earnings released: EPS: US$1.42 (vs US$1.36 in FY 2023)Full year 2024 results: EPS: US$1.42 (up from US$1.36 in FY 2023). Revenue: US$1.92b (up 3.7% from FY 2023). Net income: US$160.4m (up 4.4% from FY 2023). Profit margin: 8.4% (up from 8.3% 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 13% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.すべての更新を表示Recent updatesReported Earnings • May 27First quarter 2026 earnings released: EPS: US$0.44 (vs US$0.39 in 1Q 2025)First quarter 2026 results: EPS: US$0.44 (up from US$0.39 in 1Q 2025). Revenue: US$611.7m (up 25% from 1Q 2025). Net income: US$50.6m (up 20% from 1Q 2025). Profit margin: 8.3% (down from 8.6% in 1Q 2025). 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 increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Apr 23Upcoming dividend of US$0.34 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 06 May 2026. Payout ratio is a comfortable 54% and the cash payout ratio is 86%. Trailing yield: 2.9%. Lower than top quartile of Chilean dividend payers (6.5%). Lower than average of industry peers (3.7%).お知らせ • Apr 07Enaex S.A., Annual General Meeting, Apr 21, 2026Enaex S.A., Annual General Meeting, Apr 21, 2026. Location: 4253 el trovador street, ground floor, las condes, santiago ChileReported Earnings • Mar 11Full year 2025 earnings released: EPS: US$1.65 (vs US$1.42 in FY 2024)Full year 2025 results: EPS: US$1.65 (up from US$1.42 in FY 2024). Revenue: US$2.16b (up 13% from FY 2024). Net income: US$186.5m (up 16% from FY 2024). Profit margin: 8.6% (up from 8.4% 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 7% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 29What Enaex S.A.'s (SNSE:ENAEX) P/E Is Not Telling YouWhen close to half the companies in Chile have price-to-earnings ratios (or "P/E's") below 13x, you may consider Enaex...お知らせ • Jan 27Enaex S.A. to Report Q4, 2025 Results on Mar 02, 2026Enaex S.A. announced that they will report Q4, 2025 results on Mar 02, 2026Buy Or Sell Opportunity • Jan 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to CL$24,653. The fair value is estimated to be CL$20,423, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.2%.分析記事 • Jan 07Estimating The Intrinsic Value Of Enaex S.A. (SNSE:ENAEX)Key Insights Enaex's estimated fair value is CL$20,756 based on 2 Stage Free Cash Flow to Equity Enaex's CL$24,200...Reported Earnings • Nov 26Third quarter 2025 earnings released: EPS: US$0.46 (vs US$0.37 in 3Q 2024)Third quarter 2025 results: EPS: US$0.46 (up from US$0.37 in 3Q 2024). Revenue: US$555.6m (up 11% from 3Q 2024). Net income: US$51.3m (up 23% from 3Q 2024). Profit margin: 9.2% (up from 8.3% 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 6% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Nov 10Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 17 November 2025. Payment date: 20 November 2025. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Chilean dividend payers (7.5%). Lower than average of industry peers (3.8%).分析記事 • Sep 10Does Enaex (SNSE:ENAEX) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Upcoming Dividend • Aug 16Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 22 August 2025. Payment date: 27 August 2025. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Chilean dividend payers (8.0%). Lower than average of industry peers (8.0%).分析記事 • Aug 15Enaex S.A.'s (SNSE:ENAEX) Earnings Haven't Escaped The Attention Of InvestorsSNSE:ENAEX 1 Year Share Price vs Fair Value Explore Enaex's Fair Values from the Community and select yours Enaex...分析記事 • Jun 17Calculating The Intrinsic Value Of Enaex S.A. (SNSE:ENAEX)Key Insights The projected fair value for Enaex is CL$20,920 based on 2 Stage Free Cash Flow to Equity Current share...Buy Or Sell Opportunity • Jun 04Now 21% undervaluedOver the last 90 days, the stock has risen 21% to CL$18,444. The fair value is estimated to be CL$23,310, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 9.2%.Reported Earnings • May 29First quarter 2025 earnings released: EPS: US$0.39 (vs US$0.34 in 1Q 2024)First quarter 2025 results: EPS: US$0.39 (up from US$0.34 in 1Q 2024). Revenue: US$490.5m (up 10% from 1Q 2024). Net income: US$42.2m (up 7.5% from 1Q 2024). Profit margin: 8.6% (down from 8.8% 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 9% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 19Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 26 May 2025. Payment date: 29 May 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. The company last paid an ordinary dividend in January 2015. The average dividend yield among industry peers is 6.8%.分析記事 • May 14Here's Why Enaex (SNSE:ENAEX) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Apr 23Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 30 April 2025. Payment date: 06 May 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. The company last paid an ordinary dividend in January 2015. The average dividend yield among industry peers is 7.3%.分析記事 • Apr 23Enaex S.A.'s (SNSE:ENAEX) Share Price Matching Investor OpinionWhen close to half the companies in Chile have price-to-earnings ratios (or "P/E's") below 10x, you may consider Enaex...お知らせ • Mar 31Enaex S.A., Annual General Meeting, Apr 24, 2025Enaex S.A., Annual General Meeting, Apr 24, 2025. Location: calle el trovador n 4253, piso zocalo las condes, santiago Chile分析記事 • Mar 29Enaex (SNSE:ENAEX) Is Investing Its Capital With Increasing EfficiencyThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Reported Earnings • Mar 08Full year 2024 earnings released: EPS: US$1.42 (vs US$1.36 in FY 2023)Full year 2024 results: EPS: US$1.42 (up from US$1.36 in FY 2023). Revenue: US$1.92b (up 3.7% from FY 2023). Net income: US$160.4m (up 4.4% from FY 2023). Profit margin: 8.4% (up from 8.3% 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 13% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 29Third quarter 2024 earnings released: EPS: US$0.37 (vs US$0.42 in 3Q 2023)Third quarter 2024 results: EPS: US$0.37 (down from US$0.42 in 3Q 2023). Revenue: US$502.1m (up 9.8% from 3Q 2023). Net income: US$41.6m (down 13% from 3Q 2023). Profit margin: 8.3% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Nov 12Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 21 November 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Chilean dividend payers (9.1%). Lower than average of industry peers (11%).Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: US$0.33 (vs US$0.28 in 2Q 2023)Second quarter 2024 results: EPS: US$0.33 (up from US$0.28 in 2Q 2023). Revenue: US$466.0m (up 4.7% from 2Q 2023). Net income: US$36.8m (up 18% from 2Q 2023). Profit margin: 7.9% (up from 7.0% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 24% per year.Upcoming Dividend • Aug 09Upcoming dividend of US$0.15 per shareEligible shareholders must have bought the stock before 16 August 2024. Payment date: 21 August 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Chilean dividend payers (9.7%). Lower than average of industry peers (13%).Reported Earnings • May 30First quarter 2024 earnings released: EPS: US$0.34 (vs US$0.30 in 1Q 2023)First quarter 2024 results: EPS: US$0.34 (up from US$0.30 in 1Q 2023). Revenue: US$444.9m (down 9.3% from 1Q 2023). Net income: US$39.2m (up 16% from 1Q 2023). Profit margin: 8.8% (up from 6.9% 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 24% per year whereas the company’s share price has increased by 20% per year.Upcoming Dividend • May 20Upcoming dividend of US$0.096 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of Chilean dividend payers (11%). Lower than average of industry peers (11%).Buy Or Sell Opportunity • Apr 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to CL$13,848. The fair value is estimated to be CL$11,418, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 26%.Upcoming Dividend • Apr 26Upcoming dividend of US$0.29 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 07 May 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 5.4%. Lower than top quartile of Chilean dividend payers (12%). Lower than average of industry peers (11%).Buy Or Sell Opportunity • Apr 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to CL$13,503. The fair value is estimated to be CL$11,212, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 26%.Reported Earnings • Mar 06Full year 2023 earnings released: EPS: US$1.36 (vs US$1.37 in FY 2022)Full year 2023 results: EPS: US$1.36 (down from US$1.37 in FY 2022). Revenue: US$1.85b (down 5.2% from FY 2022). Net income: US$153.7m (down 3.4% from FY 2022). Profit margin: 8.3% (up from 8.2% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 29Third quarter 2023 earnings released: EPS: US$0.42 (vs US$0.36 in 3Q 2022)Third quarter 2023 results: EPS: US$0.42 (up from US$0.36 in 3Q 2022). Revenue: US$457.2m (down 7.4% from 3Q 2022). Net income: US$47.9m (up 19% from 3Q 2022). Profit margin: 11% (up from 8.2% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Nov 13Upcoming dividend of US$0.25 per share at 6.2% yieldEligible shareholders must have bought the stock before 20 November 2023. Payment date: 23 November 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.2%. Lower than top quartile of Chilean dividend payers (13%). Lower than average of industry peers (10%).New Risk • Sep 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 46% 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Aug 11Upcoming dividend of US$0.13 per share at 5.6% yieldEligible shareholders must have bought the stock before 18 August 2023. Payment date: 23 August 2023. Payout ratio is a comfortable 56% and the cash payout ratio is 99%. Trailing yield: 5.6%. Lower than top quartile of Chilean dividend payers (12%). Lower than average of industry peers (17%).分析記事 • Jul 13Enaex (SNSE:ENAEX) Knows How To Allocate Capital EffectivelyIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Jun 07Is Enaex (SNSE:ENAEX) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • May 30First quarter 2023 earnings released: EPS: US$0.30 (vs US$0.30 in 1Q 2022)First quarter 2023 results: EPS: US$0.30. Revenue: US$490.2m (up 16% from 1Q 2022). Net income: US$33.8m (down 3.4% from 1Q 2022). Profit margin: 6.9% (down from 8.3% in 1Q 2022). The decrease in margin was driven by higher expenses.Upcoming Dividend • May 15Upcoming dividend of US$0.083 per share at 5.6% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 57% but the company is paying out more than the cash it is generating. Trailing yield: 5.6%. Lower than top quartile of Chilean dividend payers (13%). Lower than average of industry peers (21%).Upcoming Dividend • Apr 20Upcoming dividend of US$0.27 per share at 5.7% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 03 May 2023. Payout ratio is a comfortable 57% but the company is paying out more than the cash it is generating. Trailing yield: 5.7%. Lower than top quartile of Chilean dividend payers (13%). Lower than average of industry peers (17%).Reported Earnings • Mar 02Full year 2022 earnings released: EPS: US$1.37 (vs US$0.79 in FY 2021)Full year 2022 results: EPS: US$1.37 (up from US$0.79 in FY 2021). Revenue: US$1.95b (up 52% from FY 2021). Net income: US$159.2m (up 71% from FY 2021). Profit margin: 8.2% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 30Third quarter 2022 earnings released: EPS: US$0.36 (vs US$0.22 in 3Q 2021)Third quarter 2022 results: EPS: US$0.36 (up from US$0.22 in 3Q 2021). Revenue: US$493.8m (up 46% from 3Q 2021). Net income: US$40.5m (up 63% from 3Q 2021). Profit margin: 8.2% (up from 7.3% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Nov 16Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 21 November 2022. Payment date: 24 November 2022. Payout ratio is a comfortable 52% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of Chilean dividend payers (13%). Lower than average of industry peers (12%).Board Change • Nov 16No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. No independent directors (8 non-independent directors). Director Cristina Bitar was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: US$0.42 (vs US$0.21 in 2Q 2021)Second quarter 2022 results: EPS: US$0.42 (up from US$0.21 in 2Q 2021). Revenue: US$535.6m (up 70% from 2Q 2021). Net income: US$49.3m (up 104% from 2Q 2021). Profit margin: 9.2% (up from 7.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 15Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 22 August 2022. Payment date: 25 August 2022. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 5.1%. Lower than top quartile of Chilean dividend payers (14%). Lower than average of industry peers (10%).Reported Earnings • Jun 02First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: US$0.30 (up from US$0.17 in 1Q 2021). Revenue: US$423.3m (up 62% from 1Q 2021). Net income: US$35.0m (up 74% from 1Q 2021). Profit margin: 8.3% (up from 7.7% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 23%. 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 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 13Upcoming dividend of US$0.085 per shareEligible shareholders must have bought the stock before 20 May 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of Chilean dividend payers (11%). Lower than average of industry peers (9.6%).Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. No independent directors (8 non-independent directors). Director Cristina Bitar was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Upcoming Dividend • Apr 21Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 28 April 2022. Payment date: 03 May 2022. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Lower than top quartile of Chilean dividend payers (9.5%). Lower than average of industry peers (9.2%).Reported Earnings • Mar 03Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: US$0.79 (up from US$0.66 in FY 2020). Revenue: US$1.29b (up 56% from FY 2020). Net income: US$93.3m (up 15% from FY 2020). Profit margin: 7.3% (down from 9.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 23%. 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 5% per year, which means it is significantly lagging earnings.分析記事 • Jan 06Does Enaex (SNSE:ENAEX) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Nov 15Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 22 November 2021. Payment date: 25 November 2021. Trailing yield: 4.5%. Lower than top quartile of Chilean dividend payers (9.1%). Lower than average of industry peers (5.1%).Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS US$0.21 (vs US$0.15 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: US$316.0m (up 91% from 2Q 2020). Net income: US$24.1m (up 27% from 2Q 2020). Profit margin: 7.6% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses. 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 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 17Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 23 August 2021. Payment date: 26 August 2021. Trailing yield: 4.0%. Lower than top quartile of Chilean dividend payers (7.4%). In line with average of industry peers (4.0%).分析記事 • Jun 08A Look At The Fair Value Of Enaex S.A. (SNSE:ENAEX)Today we will run through one way of estimating the intrinsic value of Enaex S.A. ( SNSE:ENAEX ) by taking the forecast...Upcoming Dividend • May 17Upcoming dividend of US$0.049 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 27 May 2021. Trailing yield: 3.1%. Lower than top quartile of Chilean dividend payers (5.7%). Lower than average of industry peers (3.7%).分析記事 • May 03These Return Metrics Don't Make Enaex (SNSE:ENAEX) Look Too StrongWhen researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...Upcoming Dividend • Apr 21Upcoming dividend of US$0.16 per shareEligible shareholders must have bought the stock before 28 April 2021. Payment date: 04 May 2021. Trailing yield: 3.1%. Lower than top quartile of Chilean dividend payers (5.8%). Lower than average of industry peers (3.9%).分析記事 • Apr 14We Think Enaex (SNSE:ENAEX) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Mar 08Investors Who Bought Enaex (SNSE:ENAEX) Shares A Year Ago Are Now Up 37%If you want to compound wealth in the stock market, you can do so by buying an index fund. But investors can boost...Reported Earnings • Feb 28Full year 2020 earnings released: EPS US$0.66 (vs US$0.67 in FY 2019)The company reported a solid full year result with improved revenues, although earnings and profit margins were flat. Full year 2020 results: Revenue: US$824.9m (up 7.6% from FY 2019). Net income: US$81.1m (flat on FY 2019). Profit margin: 9.8% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.Is New 90 Day High Low • Feb 25New 90-day high: CL$8,644The company is up 21% from its price of CL$7,153 on 27 November 2020. The Chilean market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period.分析記事 • Feb 16Should You Buy Enaex S.A. (SNSE:ENAEX) For Its Dividend?Is Enaex S.A. ( SNSE:ENAEX ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...分析記事 • Jan 29Returns On Capital At Enaex (SNSE:ENAEX) Paint An Interesting PictureIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Is New 90 Day High Low • Jan 29New 90-day high: CL$7,888The company is up 12% from its price of CL$7,043 on 30 October 2020. The Chilean market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 20% over the same period.分析記事 • Jan 12Does Enaex (SNSE:ENAEX) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Jan 11New 90-day high: CL$7,305The company is up 2.0% from its price of CL$7,153 on 13 October 2020. The Chilean market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 26% over the same period.分析記事 • Dec 07Enaex (SNSE:ENAEX) Share Prices Have Dropped 19% In The Last Three YearsNo-one enjoys it when they lose money on a stock. But when the market is down, you're bound to have some losers. While...Is New 90 Day High Low • Dec 01New 90-day high: CL$7,290The company is up 2.0% from its price of CL$7,137 on 01 September 2020. The Chilean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 11% over the same period.分析記事 • Nov 19Read This Before Considering Enaex S.A. (SNSE:ENAEX) For Its Upcoming US$0.11 DividendSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...Upcoming Dividend • Nov 16Upcoming Dividend of US$0.11 Per ShareWill be paid on the 26th of November to those who are registered shareholders by the 23rd of November. The trailing yield of 4.3% is below the top quartile of Chilean dividend payers (6.1%), but is in line with industry peers (4.0%).Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS US$0.17The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: US$236.0m (up 24% from 3Q 2019). Net income: US$20.4m (down 3.6% from 3Q 2019). Profit margin: 8.7% (down from 11% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Jul 20Enaex S.A. (SNSE:ENAEX) entered into an agreement to acquire 51% stake in Explosives and Rock Fragmentation Division from Sasol South Africa Limited.Enaex S.A. (SNSE:ENAEX) entered into an agreement to acquire 51% stake in Explosives and Rock Fragmentation Division from Sasol South Africa Limited on November 11, 2019. Under the terms of the transaction, Enaex will be the controlling partner of the new firm. On February 11, 2020, Competition Commission of South Africa approved the transaction. As of February 24, 2020, the transaction is expected to close on June 30, 2020.収支内訳Enaex 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:ENAEX 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 262,284195224031 Dec 252,163187213030 Sep 252,068182189030 Jun 252,015172188031 Mar 251,962163185031 Dec 241,916160184030 Sep 241,869158190030 Jun 241,824165184031 Mar 241,803159183031 Dec 231,848154183030 Sep 231,890147177030 Jun 231,927140176031 Mar 232,017158172031 Dec 221,950159165030 Sep 221,822149155030 Jun 221,667133149031 Mar 221,447108144031 Dec 211,28593139030 Sep 211,16293134030 Jun 211,05989131031 Mar 2190884123031 Dec 2082581116030 Sep 2077280113030 Jun 2072681107031 Mar 2075781112031 Dec 1976782116030 Sep 1979882150030 Jun 1980480145031 Mar 1979079136031 Dec 1878379127030 Sep 187517790030 Jun 187297884031 Mar 187328281031 Dec 177058082030 Sep 176898266030 Jun 176867975031 Mar 176718073031 Dec 166928571030 Sep 167228876030 Jun 167629971031 Mar 1678210272031 Dec 1576210563030 Sep 1573210361030 Jun 1568997530質の高い収益: ENAEXは 高品質の収益 を持っています。利益率の向上: ENAEXの現在の純利益率 (8.5%)は、昨年(8.3%)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: ENAEXの収益は過去 5 年間で年間13.6%増加しました。成長の加速: ENAEXの過去 1 年間の収益成長率 ( 19.3% ) は、5 年間の平均 ( 年間13.6%を上回っています。収益対業界: ENAEXの過去 1 年間の収益成長率 ( 19.3% ) はChemicals業界-13.1%を上回りました。株主資本利益率高いROE: ENAEXの 自己資本利益率 ( 19% ) は 低い 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7D1Y7D1Y7D1YMaterials 、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2026/06/04 23:40終値2026/06/04 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Enaex 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。1 アナリスト機関Alex SadzawkaBTG Pactual
Reported Earnings • May 27First quarter 2026 earnings released: EPS: US$0.44 (vs US$0.39 in 1Q 2025)First quarter 2026 results: EPS: US$0.44 (up from US$0.39 in 1Q 2025). Revenue: US$611.7m (up 25% from 1Q 2025). Net income: US$50.6m (up 20% from 1Q 2025). Profit margin: 8.3% (down from 8.6% in 1Q 2025). 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 increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: US$1.65 (vs US$1.42 in FY 2024)Full year 2025 results: EPS: US$1.65 (up from US$1.42 in FY 2024). Revenue: US$2.16b (up 13% from FY 2024). Net income: US$186.5m (up 16% from FY 2024). Profit margin: 8.6% (up from 8.4% 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 7% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 27Enaex S.A. to Report Q4, 2025 Results on Mar 02, 2026Enaex S.A. announced that they will report Q4, 2025 results on Mar 02, 2026
Reported Earnings • Nov 26Third quarter 2025 earnings released: EPS: US$0.46 (vs US$0.37 in 3Q 2024)Third quarter 2025 results: EPS: US$0.46 (up from US$0.37 in 3Q 2024). Revenue: US$555.6m (up 11% from 3Q 2024). Net income: US$51.3m (up 23% from 3Q 2024). Profit margin: 9.2% (up from 8.3% 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 6% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 29First quarter 2025 earnings released: EPS: US$0.39 (vs US$0.34 in 1Q 2024)First quarter 2025 results: EPS: US$0.39 (up from US$0.34 in 1Q 2024). Revenue: US$490.5m (up 10% from 1Q 2024). Net income: US$42.2m (up 7.5% from 1Q 2024). Profit margin: 8.6% (down from 8.8% 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 9% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 08Full year 2024 earnings released: EPS: US$1.42 (vs US$1.36 in FY 2023)Full year 2024 results: EPS: US$1.42 (up from US$1.36 in FY 2023). Revenue: US$1.92b (up 3.7% from FY 2023). Net income: US$160.4m (up 4.4% from FY 2023). Profit margin: 8.4% (up from 8.3% 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 13% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 27First quarter 2026 earnings released: EPS: US$0.44 (vs US$0.39 in 1Q 2025)First quarter 2026 results: EPS: US$0.44 (up from US$0.39 in 1Q 2025). Revenue: US$611.7m (up 25% from 1Q 2025). Net income: US$50.6m (up 20% from 1Q 2025). Profit margin: 8.3% (down from 8.6% in 1Q 2025). 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 increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Apr 23Upcoming dividend of US$0.34 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 06 May 2026. Payout ratio is a comfortable 54% and the cash payout ratio is 86%. Trailing yield: 2.9%. Lower than top quartile of Chilean dividend payers (6.5%). Lower than average of industry peers (3.7%).
お知らせ • Apr 07Enaex S.A., Annual General Meeting, Apr 21, 2026Enaex S.A., Annual General Meeting, Apr 21, 2026. Location: 4253 el trovador street, ground floor, las condes, santiago Chile
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: US$1.65 (vs US$1.42 in FY 2024)Full year 2025 results: EPS: US$1.65 (up from US$1.42 in FY 2024). Revenue: US$2.16b (up 13% from FY 2024). Net income: US$186.5m (up 16% from FY 2024). Profit margin: 8.6% (up from 8.4% 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 7% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 29What Enaex S.A.'s (SNSE:ENAEX) P/E Is Not Telling YouWhen close to half the companies in Chile have price-to-earnings ratios (or "P/E's") below 13x, you may consider Enaex...
お知らせ • Jan 27Enaex S.A. to Report Q4, 2025 Results on Mar 02, 2026Enaex S.A. announced that they will report Q4, 2025 results on Mar 02, 2026
Buy Or Sell Opportunity • Jan 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to CL$24,653. The fair value is estimated to be CL$20,423, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.2%.
分析記事 • Jan 07Estimating The Intrinsic Value Of Enaex S.A. (SNSE:ENAEX)Key Insights Enaex's estimated fair value is CL$20,756 based on 2 Stage Free Cash Flow to Equity Enaex's CL$24,200...
Reported Earnings • Nov 26Third quarter 2025 earnings released: EPS: US$0.46 (vs US$0.37 in 3Q 2024)Third quarter 2025 results: EPS: US$0.46 (up from US$0.37 in 3Q 2024). Revenue: US$555.6m (up 11% from 3Q 2024). Net income: US$51.3m (up 23% from 3Q 2024). Profit margin: 9.2% (up from 8.3% 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 6% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Nov 10Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 17 November 2025. Payment date: 20 November 2025. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Chilean dividend payers (7.5%). Lower than average of industry peers (3.8%).
分析記事 • Sep 10Does Enaex (SNSE:ENAEX) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Upcoming Dividend • Aug 16Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 22 August 2025. Payment date: 27 August 2025. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Chilean dividend payers (8.0%). Lower than average of industry peers (8.0%).
分析記事 • Aug 15Enaex S.A.'s (SNSE:ENAEX) Earnings Haven't Escaped The Attention Of InvestorsSNSE:ENAEX 1 Year Share Price vs Fair Value Explore Enaex's Fair Values from the Community and select yours Enaex...
分析記事 • Jun 17Calculating The Intrinsic Value Of Enaex S.A. (SNSE:ENAEX)Key Insights The projected fair value for Enaex is CL$20,920 based on 2 Stage Free Cash Flow to Equity Current share...
Buy Or Sell Opportunity • Jun 04Now 21% undervaluedOver the last 90 days, the stock has risen 21% to CL$18,444. The fair value is estimated to be CL$23,310, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 9.2%.
Reported Earnings • May 29First quarter 2025 earnings released: EPS: US$0.39 (vs US$0.34 in 1Q 2024)First quarter 2025 results: EPS: US$0.39 (up from US$0.34 in 1Q 2024). Revenue: US$490.5m (up 10% from 1Q 2024). Net income: US$42.2m (up 7.5% from 1Q 2024). Profit margin: 8.6% (down from 8.8% 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 9% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 19Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 26 May 2025. Payment date: 29 May 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. The company last paid an ordinary dividend in January 2015. The average dividend yield among industry peers is 6.8%.
分析記事 • May 14Here's Why Enaex (SNSE:ENAEX) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Apr 23Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 30 April 2025. Payment date: 06 May 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. The company last paid an ordinary dividend in January 2015. The average dividend yield among industry peers is 7.3%.
分析記事 • Apr 23Enaex S.A.'s (SNSE:ENAEX) Share Price Matching Investor OpinionWhen close to half the companies in Chile have price-to-earnings ratios (or "P/E's") below 10x, you may consider Enaex...
お知らせ • Mar 31Enaex S.A., Annual General Meeting, Apr 24, 2025Enaex S.A., Annual General Meeting, Apr 24, 2025. Location: calle el trovador n 4253, piso zocalo las condes, santiago Chile
分析記事 • Mar 29Enaex (SNSE:ENAEX) Is Investing Its Capital With Increasing EfficiencyThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Reported Earnings • Mar 08Full year 2024 earnings released: EPS: US$1.42 (vs US$1.36 in FY 2023)Full year 2024 results: EPS: US$1.42 (up from US$1.36 in FY 2023). Revenue: US$1.92b (up 3.7% from FY 2023). Net income: US$160.4m (up 4.4% from FY 2023). Profit margin: 8.4% (up from 8.3% 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 13% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 29Third quarter 2024 earnings released: EPS: US$0.37 (vs US$0.42 in 3Q 2023)Third quarter 2024 results: EPS: US$0.37 (down from US$0.42 in 3Q 2023). Revenue: US$502.1m (up 9.8% from 3Q 2023). Net income: US$41.6m (down 13% from 3Q 2023). Profit margin: 8.3% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Nov 12Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 21 November 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Chilean dividend payers (9.1%). Lower than average of industry peers (11%).
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: US$0.33 (vs US$0.28 in 2Q 2023)Second quarter 2024 results: EPS: US$0.33 (up from US$0.28 in 2Q 2023). Revenue: US$466.0m (up 4.7% from 2Q 2023). Net income: US$36.8m (up 18% from 2Q 2023). Profit margin: 7.9% (up from 7.0% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 24% per year.
Upcoming Dividend • Aug 09Upcoming dividend of US$0.15 per shareEligible shareholders must have bought the stock before 16 August 2024. Payment date: 21 August 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Chilean dividend payers (9.7%). Lower than average of industry peers (13%).
Reported Earnings • May 30First quarter 2024 earnings released: EPS: US$0.34 (vs US$0.30 in 1Q 2023)First quarter 2024 results: EPS: US$0.34 (up from US$0.30 in 1Q 2023). Revenue: US$444.9m (down 9.3% from 1Q 2023). Net income: US$39.2m (up 16% from 1Q 2023). Profit margin: 8.8% (up from 6.9% 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 24% per year whereas the company’s share price has increased by 20% per year.
Upcoming Dividend • May 20Upcoming dividend of US$0.096 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of Chilean dividend payers (11%). Lower than average of industry peers (11%).
Buy Or Sell Opportunity • Apr 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to CL$13,848. The fair value is estimated to be CL$11,418, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 26%.
Upcoming Dividend • Apr 26Upcoming dividend of US$0.29 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 07 May 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 5.4%. Lower than top quartile of Chilean dividend payers (12%). Lower than average of industry peers (11%).
Buy Or Sell Opportunity • Apr 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to CL$13,503. The fair value is estimated to be CL$11,212, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 26%.
Reported Earnings • Mar 06Full year 2023 earnings released: EPS: US$1.36 (vs US$1.37 in FY 2022)Full year 2023 results: EPS: US$1.36 (down from US$1.37 in FY 2022). Revenue: US$1.85b (down 5.2% from FY 2022). Net income: US$153.7m (down 3.4% from FY 2022). Profit margin: 8.3% (up from 8.2% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 29Third quarter 2023 earnings released: EPS: US$0.42 (vs US$0.36 in 3Q 2022)Third quarter 2023 results: EPS: US$0.42 (up from US$0.36 in 3Q 2022). Revenue: US$457.2m (down 7.4% from 3Q 2022). Net income: US$47.9m (up 19% from 3Q 2022). Profit margin: 11% (up from 8.2% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Nov 13Upcoming dividend of US$0.25 per share at 6.2% yieldEligible shareholders must have bought the stock before 20 November 2023. Payment date: 23 November 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.2%. Lower than top quartile of Chilean dividend payers (13%). Lower than average of industry peers (10%).
New Risk • Sep 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 46% 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Aug 11Upcoming dividend of US$0.13 per share at 5.6% yieldEligible shareholders must have bought the stock before 18 August 2023. Payment date: 23 August 2023. Payout ratio is a comfortable 56% and the cash payout ratio is 99%. Trailing yield: 5.6%. Lower than top quartile of Chilean dividend payers (12%). Lower than average of industry peers (17%).
分析記事 • Jul 13Enaex (SNSE:ENAEX) Knows How To Allocate Capital EffectivelyIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Jun 07Is Enaex (SNSE:ENAEX) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • May 30First quarter 2023 earnings released: EPS: US$0.30 (vs US$0.30 in 1Q 2022)First quarter 2023 results: EPS: US$0.30. Revenue: US$490.2m (up 16% from 1Q 2022). Net income: US$33.8m (down 3.4% from 1Q 2022). Profit margin: 6.9% (down from 8.3% in 1Q 2022). The decrease in margin was driven by higher expenses.
Upcoming Dividend • May 15Upcoming dividend of US$0.083 per share at 5.6% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 57% but the company is paying out more than the cash it is generating. Trailing yield: 5.6%. Lower than top quartile of Chilean dividend payers (13%). Lower than average of industry peers (21%).
Upcoming Dividend • Apr 20Upcoming dividend of US$0.27 per share at 5.7% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 03 May 2023. Payout ratio is a comfortable 57% but the company is paying out more than the cash it is generating. Trailing yield: 5.7%. Lower than top quartile of Chilean dividend payers (13%). Lower than average of industry peers (17%).
Reported Earnings • Mar 02Full year 2022 earnings released: EPS: US$1.37 (vs US$0.79 in FY 2021)Full year 2022 results: EPS: US$1.37 (up from US$0.79 in FY 2021). Revenue: US$1.95b (up 52% from FY 2021). Net income: US$159.2m (up 71% from FY 2021). Profit margin: 8.2% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 30Third quarter 2022 earnings released: EPS: US$0.36 (vs US$0.22 in 3Q 2021)Third quarter 2022 results: EPS: US$0.36 (up from US$0.22 in 3Q 2021). Revenue: US$493.8m (up 46% from 3Q 2021). Net income: US$40.5m (up 63% from 3Q 2021). Profit margin: 8.2% (up from 7.3% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Nov 16Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 21 November 2022. Payment date: 24 November 2022. Payout ratio is a comfortable 52% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of Chilean dividend payers (13%). Lower than average of industry peers (12%).
Board Change • Nov 16No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. No independent directors (8 non-independent directors). Director Cristina Bitar was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: US$0.42 (vs US$0.21 in 2Q 2021)Second quarter 2022 results: EPS: US$0.42 (up from US$0.21 in 2Q 2021). Revenue: US$535.6m (up 70% from 2Q 2021). Net income: US$49.3m (up 104% from 2Q 2021). Profit margin: 9.2% (up from 7.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 15Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 22 August 2022. Payment date: 25 August 2022. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 5.1%. Lower than top quartile of Chilean dividend payers (14%). Lower than average of industry peers (10%).
Reported Earnings • Jun 02First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: US$0.30 (up from US$0.17 in 1Q 2021). Revenue: US$423.3m (up 62% from 1Q 2021). Net income: US$35.0m (up 74% from 1Q 2021). Profit margin: 8.3% (up from 7.7% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 23%. 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 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 13Upcoming dividend of US$0.085 per shareEligible shareholders must have bought the stock before 20 May 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of Chilean dividend payers (11%). Lower than average of industry peers (9.6%).
Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. No independent directors (8 non-independent directors). Director Cristina Bitar was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Upcoming Dividend • Apr 21Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 28 April 2022. Payment date: 03 May 2022. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Lower than top quartile of Chilean dividend payers (9.5%). Lower than average of industry peers (9.2%).
Reported Earnings • Mar 03Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: US$0.79 (up from US$0.66 in FY 2020). Revenue: US$1.29b (up 56% from FY 2020). Net income: US$93.3m (up 15% from FY 2020). Profit margin: 7.3% (down from 9.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 23%. 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 5% per year, which means it is significantly lagging earnings.
分析記事 • Jan 06Does Enaex (SNSE:ENAEX) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Nov 15Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 22 November 2021. Payment date: 25 November 2021. Trailing yield: 4.5%. Lower than top quartile of Chilean dividend payers (9.1%). Lower than average of industry peers (5.1%).
Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS US$0.21 (vs US$0.15 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: US$316.0m (up 91% from 2Q 2020). Net income: US$24.1m (up 27% from 2Q 2020). Profit margin: 7.6% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses. 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 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 17Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 23 August 2021. Payment date: 26 August 2021. Trailing yield: 4.0%. Lower than top quartile of Chilean dividend payers (7.4%). In line with average of industry peers (4.0%).
分析記事 • Jun 08A Look At The Fair Value Of Enaex S.A. (SNSE:ENAEX)Today we will run through one way of estimating the intrinsic value of Enaex S.A. ( SNSE:ENAEX ) by taking the forecast...
Upcoming Dividend • May 17Upcoming dividend of US$0.049 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 27 May 2021. Trailing yield: 3.1%. Lower than top quartile of Chilean dividend payers (5.7%). Lower than average of industry peers (3.7%).
分析記事 • May 03These Return Metrics Don't Make Enaex (SNSE:ENAEX) Look Too StrongWhen researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...
Upcoming Dividend • Apr 21Upcoming dividend of US$0.16 per shareEligible shareholders must have bought the stock before 28 April 2021. Payment date: 04 May 2021. Trailing yield: 3.1%. Lower than top quartile of Chilean dividend payers (5.8%). Lower than average of industry peers (3.9%).
分析記事 • Apr 14We Think Enaex (SNSE:ENAEX) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Mar 08Investors Who Bought Enaex (SNSE:ENAEX) Shares A Year Ago Are Now Up 37%If you want to compound wealth in the stock market, you can do so by buying an index fund. But investors can boost...
Reported Earnings • Feb 28Full year 2020 earnings released: EPS US$0.66 (vs US$0.67 in FY 2019)The company reported a solid full year result with improved revenues, although earnings and profit margins were flat. Full year 2020 results: Revenue: US$824.9m (up 7.6% from FY 2019). Net income: US$81.1m (flat on FY 2019). Profit margin: 9.8% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.
Is New 90 Day High Low • Feb 25New 90-day high: CL$8,644The company is up 21% from its price of CL$7,153 on 27 November 2020. The Chilean market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period.
分析記事 • Feb 16Should You Buy Enaex S.A. (SNSE:ENAEX) For Its Dividend?Is Enaex S.A. ( SNSE:ENAEX ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
分析記事 • Jan 29Returns On Capital At Enaex (SNSE:ENAEX) Paint An Interesting PictureIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Is New 90 Day High Low • Jan 29New 90-day high: CL$7,888The company is up 12% from its price of CL$7,043 on 30 October 2020. The Chilean market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 20% over the same period.
分析記事 • Jan 12Does Enaex (SNSE:ENAEX) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Jan 11New 90-day high: CL$7,305The company is up 2.0% from its price of CL$7,153 on 13 October 2020. The Chilean market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 26% over the same period.
分析記事 • Dec 07Enaex (SNSE:ENAEX) Share Prices Have Dropped 19% In The Last Three YearsNo-one enjoys it when they lose money on a stock. But when the market is down, you're bound to have some losers. While...
Is New 90 Day High Low • Dec 01New 90-day high: CL$7,290The company is up 2.0% from its price of CL$7,137 on 01 September 2020. The Chilean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 11% over the same period.
分析記事 • Nov 19Read This Before Considering Enaex S.A. (SNSE:ENAEX) For Its Upcoming US$0.11 DividendSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...
Upcoming Dividend • Nov 16Upcoming Dividend of US$0.11 Per ShareWill be paid on the 26th of November to those who are registered shareholders by the 23rd of November. The trailing yield of 4.3% is below the top quartile of Chilean dividend payers (6.1%), but is in line with industry peers (4.0%).
Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS US$0.17The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: US$236.0m (up 24% from 3Q 2019). Net income: US$20.4m (down 3.6% from 3Q 2019). Profit margin: 8.7% (down from 11% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Jul 20Enaex S.A. (SNSE:ENAEX) entered into an agreement to acquire 51% stake in Explosives and Rock Fragmentation Division from Sasol South Africa Limited.Enaex S.A. (SNSE:ENAEX) entered into an agreement to acquire 51% stake in Explosives and Rock Fragmentation Division from Sasol South Africa Limited on November 11, 2019. Under the terms of the transaction, Enaex will be the controlling partner of the new firm. On February 11, 2020, Competition Commission of South Africa approved the transaction. As of February 24, 2020, the transaction is expected to close on June 30, 2020.