View ValuationGoodfellow 将来の成長Future 基準チェック /06現在、 Goodfellowの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Trade Distributors 収益成長13.3%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Sarah Prichard was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 03Goodfellow Inc., Annual General Meeting, May 12, 2026Goodfellow Inc., Annual General Meeting, May 12, 2026. Location: quebec, delson Canadaお知らせ • Feb 20Goodfellow Inc. Declares Dividend, Payable on March 19, 2026The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.15 per share payable on March 19, 2026, to shareholders of record at the close of business on March 5, 2026. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.お知らせ • Feb 13Goodfellow Inc. announces Semi-Annual dividend, payable on March 24, 2026Goodfellow Inc. announced Semi-Annual dividend of CAD 0.1200 per share payable on March 24, 2026, ex-date on March 17, 2026 and record date on March 17, 2026.お知らせ • Oct 15Goodfellow Inc. Declares an Eligible Dividend Payable on November 11, 2025The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.35 per share payable on November 11, 2025 to shareholders of record at the close of business on October 28, 2025. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.お知らせ • Jul 11Goodfellow Inc. Appoints Suzanne Blanchet to Its Board of Directors, Effective July 10, 2025Goodfellow Inc. announced the appointment of Suzanne Blanchet to its Board of Directors, effective July 10, 2025. Suzanne Blanchet (D.h.c., ICD.D) is a seasoned executive and accomplished board director, recognized for her strategic leadership and expertise in industrial sectors. She currently serves on the boards of several public and private companies, including GDI Integrated Facility Services Inc., Velan Inc. (Chair of the Audit Committee), Solmax (Chair of the Audit Committee), EBI Environnement Inc. (Chair of the Audit Committee), and BCI Foods Inc. (Chair of the Board of Directors). Until 2023, she was a director of Resolute Forest Products, where she chaired the Environment, Health and Safety Committee. She also served as Chair of the Réseau des Femmes d’affaires du Québec (RFAQ), a non-profit organization dedicated to the development of women-owned businesses, and remained a board member until 2024. From 1978 to 2017, Suzanne built a distinguished career at Cascades Inc., where she held several leadership roles, most notably as President of Cascades Tissue Group from 1997 to 2014. Under her leadership, the Tissue Group experienced significant growth in Canada and the United States, becoming the fourth-largest tissue paper manufacturer in North America. From 2014 until her retirement in 2017, she served as Senior Vice-President, Corporate Development, where she led the company’s innovation strategy and oversaw the development and implementation of Cascades’ ESG plan. Suzanne holds a degree in accounting from the Université du Québec à Trois-Rivières and is a certified corporate director (ICD.D). She has received several honors, including the Golden Stevie Award for Executive of the Year in Canada in 2013. In 2015, the Université du Québec en Outaouais awarded her an honorary doctorate in recognition of her outstanding contribution as a pioneer in sustainable development and her innovative approaches within the pulp and paper industry.お知らせ • Mar 04Goodfellow Inc., Annual General Meeting, May 14, 2025Goodfellow Inc., Annual General Meeting, May 14, 2025. Location: quebec, delson Canadaお知らせ • Feb 20Goodfellow Inc. Declares Dividend, Payable on March 19, 2025The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.25 per share payable on March 19, 2025, to shareholders of record at the close of business on March 5, 2025.Declared Dividend • Oct 14Dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 23rd October 2024 Payment date: 6th November 2024 Dividend yield will be 6.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 35% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Oct 11Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to €9.05. The fair value is estimated to be €11.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Earnings per share has declined by 39%.Reported Earnings • Oct 10Third quarter 2024 earnings released: EPS: CA$0.68 (vs CA$0.73 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.68 (down from CA$0.73 in 3Q 2023). Revenue: CA$139.7m (flat on 3Q 2023). Net income: CA$5.75m (down 7.1% from 3Q 2023). Profit margin: 4.1% (down from 4.4% in 3Q 2023).お知らせ • Oct 10Goodfellow Inc. Declares a Dividend, Payable on November 6, 2024The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.25 per share payable on November 6, 2024 to shareholders of record at the close of business on October 23, 2024.Reported Earnings • Jul 11Second quarter 2024 earnings released: EPS: CA$0.62 (vs CA$0.77 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.62 (down from CA$0.77 in 2Q 2023). Revenue: CA$140.3m (down 1.4% from 2Q 2023). Net income: CA$5.31m (down 19% from 2Q 2023). Profit margin: 3.8% (down from 4.6% in 2Q 2023).お知らせ • Jul 11Goodfellow Inc. Appoints Marie-Hélène Nolet to Its Board of DirectorsGoodfellow Inc. announced the appointment of Marie-Hélène Nolet to its Board of Directors, effective immediately. Marie-Hélène Nolet is an accomplished C-Suite executive and a professional Board member, committed to pursuing transformation and long-term sustainability. She is recognized for her expertise in management, corporate governance, investments, partnerships and strategic planning. Marie-Hélène was Chief Operating Officer at Desjardins Capital and also held important leaderships roles within the Venture Capital, Marketing & Public Affairs, and Advisory Services divisions at the Business Development Bank of Canada. Marie-Hélène started her career in mergers and acquisitions at PwC and in investments at GTI Capital and Hydro-Quebec CapiTech. She also worked for Cesky Mobile, a mobile operator in the Czech Republic. Marie-Hélène currently serves as Chair of the Board of Directors of Aéroports de Montréal and is an ambassador of the Laurent Duvernay-Tardif Foundation. She previously chaired the Board of Directors of the Canadian Club of Montreal. Over the past 25 years, she served on the boards of the Jeune Chambre de commerce de Montréal; Fédération des chambres de commerce du Québec; Fondation de la Jeune Chambre de commerce de Montréal; O Vertigo; and the Montreal Clinical Research Institute’s Foundation. Marie-Hélène holds a Bachelor’s degree in Finance and Entrepreneurship from McGill University. She is a CFA charterholder and a graduate of the Institute of Corporate Directors’ Education Program as well as an Institute-certified Director.Reported Earnings • Apr 12First quarter 2024 earnings released: CA$0.01 loss per share (vs CA$0.025 loss in 1Q 2023)First quarter 2024 results: CA$0.01 loss per share (improved from CA$0.025 loss in 1Q 2023). Revenue: CA$105.3m (flat on 1Q 2023). Net loss: CA$108.0k (loss narrowed 49% from 1Q 2023).お知らせ • Mar 02Goodfellow Inc., Annual General Meeting, May 16, 2024Goodfellow Inc., Annual General Meeting, May 16, 2024. Location: Delson, QC Quebec CanadaDeclared Dividend • Feb 26Final dividend of CA$0.50 announcedShareholders will receive a dividend of CA$0.50. Ex-date: 4th March 2024 Payment date: 19th March 2024 Dividend yield will be 8.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 42% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 21Full year 2023 earnings released: EPS: CA$1.72 (vs CA$3.82 in FY 2022)Full year 2023 results: EPS: CA$1.72 (down from CA$3.82 in FY 2022). Revenue: CA$512.8m (down 19% from FY 2022). Net income: CA$14.7m (down 55% from FY 2022). Profit margin: 2.9% (down from 5.2% in FY 2022). The decrease in margin was driven by lower revenue.お知らせ • Feb 20Goodfellow Inc. Declares Dividend, Payable on March 19, 2024The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.50 per share payable on March 19, 2024, to shareholders of record at the close of business on March 5, 2024. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the direction of the Board of Directors.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €10.60, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 14x in the Trade Distributors industry in Germany.お知らせ • Oct 06Goodfellow Inc. Declares Dividend, Payable on November 2, 2023The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.50 per share payable on November 2, 2023 to shareholders of record at the close of business on October 19, 2023. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.Reported Earnings • Oct 05Third quarter 2023 earnings released: EPS: CA$0.72 (vs CA$1.24 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.72 (down from CA$1.24 in 3Q 2022). Revenue: CA$139.2m (down 17% from 3Q 2022). Net income: CA$6.19m (down 42% from 3Q 2022). Profit margin: 4.4% (down from 6.3% in 3Q 2022). The decrease in margin was driven by lower revenue.New Risk • Jul 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 6.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.8% net profit margin). Market cap is less than US$100m (€78.9m market cap, or US$86.8m).Reported Earnings • Jul 10Second quarter 2023 earnings released: EPS: CA$0.77 (vs CA$1.47 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.77 (down from CA$1.47 in 2Q 2022). Revenue: CA$142.3m (down 23% from 2Q 2022). Net income: CA$6.58m (down 48% from 2Q 2022). Profit margin: 4.6% (down from 6.8% in 2Q 2022). The decrease in margin was driven by lower revenue. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Goodfellow は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測DB:O3Z - アナリストの将来予測と過去の財務データ ( )CAD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数2/28/202654161014N/A11/30/2025543703N/A8/31/20255306913N/A5/31/20255288-112N/A2/28/202551511-18-3N/A11/30/202451013-17-1N/A8/31/202451113-96N/A5/31/2024510141420N/A2/29/2024512152428N/A11/30/2023513153943N/A8/31/2023537175156N/A5/31/2023565215358N/A2/28/2023608274449N/A11/30/2022631332126N/A8/31/20226253848N/A5/31/20226253824N/A2/28/202262639-7-5N/A11/30/2021616383233N/A8/31/20215963489N/A5/31/202156630-10-9N/A2/28/2021485202223N/A11/30/2020454141011N/A8/31/202043983940N/A5/31/202043042829N/A2/29/202045031112N/A11/30/20194503N/A13N/A8/31/20194553N/A13N/A5/31/20194572N/A18N/A2/28/20194672N/A11N/A11/30/20184753N/A12N/A8/31/20184905N/A7N/A5/31/20185014N/A0N/A2/28/20185072N/A18N/A11/30/2017524-2N/A40N/A8/31/2017527-15N/A35N/A5/31/2017543-20N/A22N/A2/28/2017570-17N/A11N/A11/30/2016565-12N/A-34N/A8/31/20165701N/A-34N/A5/31/20165627N/A-21N/A2/29/20165508N/A-2N/A11/30/20155399N/A4N/A8/31/20155178N/A15N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: O3Zの予測収益成長が 貯蓄率 ( 1.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: O3Zの収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: O3Zの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: O3Zの収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: O3Zの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: O3Zの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/11 05:55終値2026/06/11 00:00収益2026/02/28年間収益2025/11/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Goodfellow Inc. 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
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Sarah Prichard was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 03Goodfellow Inc., Annual General Meeting, May 12, 2026Goodfellow Inc., Annual General Meeting, May 12, 2026. Location: quebec, delson Canada
お知らせ • Feb 20Goodfellow Inc. Declares Dividend, Payable on March 19, 2026The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.15 per share payable on March 19, 2026, to shareholders of record at the close of business on March 5, 2026. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.
お知らせ • Feb 13Goodfellow Inc. announces Semi-Annual dividend, payable on March 24, 2026Goodfellow Inc. announced Semi-Annual dividend of CAD 0.1200 per share payable on March 24, 2026, ex-date on March 17, 2026 and record date on March 17, 2026.
お知らせ • Oct 15Goodfellow Inc. Declares an Eligible Dividend Payable on November 11, 2025The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.35 per share payable on November 11, 2025 to shareholders of record at the close of business on October 28, 2025. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.
お知らせ • Jul 11Goodfellow Inc. Appoints Suzanne Blanchet to Its Board of Directors, Effective July 10, 2025Goodfellow Inc. announced the appointment of Suzanne Blanchet to its Board of Directors, effective July 10, 2025. Suzanne Blanchet (D.h.c., ICD.D) is a seasoned executive and accomplished board director, recognized for her strategic leadership and expertise in industrial sectors. She currently serves on the boards of several public and private companies, including GDI Integrated Facility Services Inc., Velan Inc. (Chair of the Audit Committee), Solmax (Chair of the Audit Committee), EBI Environnement Inc. (Chair of the Audit Committee), and BCI Foods Inc. (Chair of the Board of Directors). Until 2023, she was a director of Resolute Forest Products, where she chaired the Environment, Health and Safety Committee. She also served as Chair of the Réseau des Femmes d’affaires du Québec (RFAQ), a non-profit organization dedicated to the development of women-owned businesses, and remained a board member until 2024. From 1978 to 2017, Suzanne built a distinguished career at Cascades Inc., where she held several leadership roles, most notably as President of Cascades Tissue Group from 1997 to 2014. Under her leadership, the Tissue Group experienced significant growth in Canada and the United States, becoming the fourth-largest tissue paper manufacturer in North America. From 2014 until her retirement in 2017, she served as Senior Vice-President, Corporate Development, where she led the company’s innovation strategy and oversaw the development and implementation of Cascades’ ESG plan. Suzanne holds a degree in accounting from the Université du Québec à Trois-Rivières and is a certified corporate director (ICD.D). She has received several honors, including the Golden Stevie Award for Executive of the Year in Canada in 2013. In 2015, the Université du Québec en Outaouais awarded her an honorary doctorate in recognition of her outstanding contribution as a pioneer in sustainable development and her innovative approaches within the pulp and paper industry.
お知らせ • Mar 04Goodfellow Inc., Annual General Meeting, May 14, 2025Goodfellow Inc., Annual General Meeting, May 14, 2025. Location: quebec, delson Canada
お知らせ • Feb 20Goodfellow Inc. Declares Dividend, Payable on March 19, 2025The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.25 per share payable on March 19, 2025, to shareholders of record at the close of business on March 5, 2025.
Declared Dividend • Oct 14Dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 23rd October 2024 Payment date: 6th November 2024 Dividend yield will be 6.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 35% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Oct 11Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to €9.05. The fair value is estimated to be €11.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Earnings per share has declined by 39%.
Reported Earnings • Oct 10Third quarter 2024 earnings released: EPS: CA$0.68 (vs CA$0.73 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.68 (down from CA$0.73 in 3Q 2023). Revenue: CA$139.7m (flat on 3Q 2023). Net income: CA$5.75m (down 7.1% from 3Q 2023). Profit margin: 4.1% (down from 4.4% in 3Q 2023).
お知らせ • Oct 10Goodfellow Inc. Declares a Dividend, Payable on November 6, 2024The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.25 per share payable on November 6, 2024 to shareholders of record at the close of business on October 23, 2024.
Reported Earnings • Jul 11Second quarter 2024 earnings released: EPS: CA$0.62 (vs CA$0.77 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.62 (down from CA$0.77 in 2Q 2023). Revenue: CA$140.3m (down 1.4% from 2Q 2023). Net income: CA$5.31m (down 19% from 2Q 2023). Profit margin: 3.8% (down from 4.6% in 2Q 2023).
お知らせ • Jul 11Goodfellow Inc. Appoints Marie-Hélène Nolet to Its Board of DirectorsGoodfellow Inc. announced the appointment of Marie-Hélène Nolet to its Board of Directors, effective immediately. Marie-Hélène Nolet is an accomplished C-Suite executive and a professional Board member, committed to pursuing transformation and long-term sustainability. She is recognized for her expertise in management, corporate governance, investments, partnerships and strategic planning. Marie-Hélène was Chief Operating Officer at Desjardins Capital and also held important leaderships roles within the Venture Capital, Marketing & Public Affairs, and Advisory Services divisions at the Business Development Bank of Canada. Marie-Hélène started her career in mergers and acquisitions at PwC and in investments at GTI Capital and Hydro-Quebec CapiTech. She also worked for Cesky Mobile, a mobile operator in the Czech Republic. Marie-Hélène currently serves as Chair of the Board of Directors of Aéroports de Montréal and is an ambassador of the Laurent Duvernay-Tardif Foundation. She previously chaired the Board of Directors of the Canadian Club of Montreal. Over the past 25 years, she served on the boards of the Jeune Chambre de commerce de Montréal; Fédération des chambres de commerce du Québec; Fondation de la Jeune Chambre de commerce de Montréal; O Vertigo; and the Montreal Clinical Research Institute’s Foundation. Marie-Hélène holds a Bachelor’s degree in Finance and Entrepreneurship from McGill University. She is a CFA charterholder and a graduate of the Institute of Corporate Directors’ Education Program as well as an Institute-certified Director.
Reported Earnings • Apr 12First quarter 2024 earnings released: CA$0.01 loss per share (vs CA$0.025 loss in 1Q 2023)First quarter 2024 results: CA$0.01 loss per share (improved from CA$0.025 loss in 1Q 2023). Revenue: CA$105.3m (flat on 1Q 2023). Net loss: CA$108.0k (loss narrowed 49% from 1Q 2023).
お知らせ • Mar 02Goodfellow Inc., Annual General Meeting, May 16, 2024Goodfellow Inc., Annual General Meeting, May 16, 2024. Location: Delson, QC Quebec Canada
Declared Dividend • Feb 26Final dividend of CA$0.50 announcedShareholders will receive a dividend of CA$0.50. Ex-date: 4th March 2024 Payment date: 19th March 2024 Dividend yield will be 8.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 42% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 21Full year 2023 earnings released: EPS: CA$1.72 (vs CA$3.82 in FY 2022)Full year 2023 results: EPS: CA$1.72 (down from CA$3.82 in FY 2022). Revenue: CA$512.8m (down 19% from FY 2022). Net income: CA$14.7m (down 55% from FY 2022). Profit margin: 2.9% (down from 5.2% in FY 2022). The decrease in margin was driven by lower revenue.
お知らせ • Feb 20Goodfellow Inc. Declares Dividend, Payable on March 19, 2024The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.50 per share payable on March 19, 2024, to shareholders of record at the close of business on March 5, 2024. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the direction of the Board of Directors.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €10.60, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 14x in the Trade Distributors industry in Germany.
お知らせ • Oct 06Goodfellow Inc. Declares Dividend, Payable on November 2, 2023The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.50 per share payable on November 2, 2023 to shareholders of record at the close of business on October 19, 2023. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.
Reported Earnings • Oct 05Third quarter 2023 earnings released: EPS: CA$0.72 (vs CA$1.24 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.72 (down from CA$1.24 in 3Q 2022). Revenue: CA$139.2m (down 17% from 3Q 2022). Net income: CA$6.19m (down 42% from 3Q 2022). Profit margin: 4.4% (down from 6.3% in 3Q 2022). The decrease in margin was driven by lower revenue.
New Risk • Jul 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 6.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.8% net profit margin). Market cap is less than US$100m (€78.9m market cap, or US$86.8m).
Reported Earnings • Jul 10Second quarter 2023 earnings released: EPS: CA$0.77 (vs CA$1.47 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.77 (down from CA$1.47 in 2Q 2022). Revenue: CA$142.3m (down 23% from 2Q 2022). Net income: CA$6.58m (down 48% from 2Q 2022). Profit margin: 4.6% (down from 6.8% in 2Q 2022). The decrease in margin was driven by lower revenue.