View ValuationDerichebourg 将来の成長Future 基準チェック /16Derichebourg利益と収益がそれぞれ年間17%と6.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.7% 18.1%なると予測されています。主要情報17.0%収益成長率18.15%EPS成長率Commercial Services 収益成長17.2%収益成長率6.6%将来の株主資本利益率12.72%アナリストカバレッジLow最終更新日03 Jun 2026今後の成長に関する最新情報お知らせ • May 21Derichebourg SA Provides Earnings Guidance for the Second Half of 2021 to 2022Derichebourg SA provided earnings guidance for the second half of 2021 to 2022. For the period the company expected that the Group plans to continue its investment policy and at the end of the half-year or the beginning of fiscal 2021-2022 is to: Increase its WEEE (waste electrical and electronic equipment) processing capacity in France. Increase its lead ingot production capacity. The pre-notification file relating to the prospective acquisition of Ecore is currently being reviewed by the competent antitrust authorities. Growth in revenue from services activities (utilities and multiservices) is also expected.すべての更新を表示Recent updatesNew Risk • Jun 04New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 54% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Rene Dangel was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Jan 07+ 1 more updateDerichebourg SA to Report Fiscal Year 2026 Results on Dec 03, 2026Derichebourg SA announced that they will report fiscal year 2026 results on Dec 03, 2026お知らせ • Dec 31Derichebourg SA, Annual General Meeting, Feb 05, 2026Derichebourg SA, Annual General Meeting, Feb 05, 2026. Location: palais brongniart, 16 place de la bourse, paris FranceBoard Change • Dec 30Less 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. 7 non-independent directors. Independent Director Rene Dangel 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 • Sep 03Derichebourg SA to Report Fiscal Year 2025 Results on Dec 04, 2025Derichebourg SA announced that they will report fiscal year 2025 results After-Market on Dec 04, 2025Board Change • Dec 30Less 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. 7 non-independent directors. Independent Director Rene Dangel 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 • Dec 26Derichebourg SA, Annual General Meeting, Jan 29, 2025Derichebourg SA, Annual General Meeting, Jan 29, 2025. Location: 100 boulevard pereire, paris FranceNew Risk • Jun 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.7% Last year net profit margin: 4.2% 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 High level of debt (48% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.7% net profit margin).お知らせ • Apr 17Derichebourg SA to Report First Half, 2024 Results on May 29, 2024Derichebourg SA announced that they will report first half, 2024 results on May 29, 2024Upcoming Dividend • Feb 07Upcoming dividend of €0.16 per share at 3.4% yieldEligible shareholders must have bought the stock before 14 February 2024. Payment date: 16 February 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.3%).お知らせ • Jan 31Derichebourg Sa Approves Dividend, Payable on or After February 16, 2024Derichebourg SA announced shareholders’ combined general meeting held on January 30, 2024, approved payment of a dividend of €0.16 per share, with the ex-dividend date scheduled for February 14, 2024 and payment on or after February 16, 2024.New Risk • Dec 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (78% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results.お知らせ • Dec 07Derichebourg SA, Annual General Meeting, Jan 30, 2024Derichebourg SA, Annual General Meeting, Jan 30, 2024. Agenda: To consider the dividend.Reported Earnings • Dec 07Full year 2023 earnings releasedFull year 2023 results: Revenue: €3.62b (down 31% from FY 2022). Net income: €131.3m (down 45% from FY 2022). Profit margin: 3.6% (down from 4.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 07Derichebourg SA Proposes DividendThe Board of Directors of Derichebourg SA announced to propose to the General Meeting of January 30, 2024 the payment of a dividend payment of €0.16 per share.お知らせ • Aug 16Derichebourg SA to Report Q3, 2023 Results on Aug 17, 2023Derichebourg SA announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Aug 17, 2023Reported Earnings • May 25First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.82b (down 28% from 1H 2022). Net income: €65.9m (down 44% from 1H 2022). Profit margin: 3.6% (down from 4.6% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in Germany are expected to grow by 6.1%.お知らせ • May 20Derichebourg SA to Report Q2, 2023 Results on May 22, 2023Derichebourg SA announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on May 22, 2023Upcoming Dividend • Feb 07Upcoming dividend of €0.32 per share at 4.7% yieldEligible shareholders must have bought the stock before 14 February 2023. Payment date: 16 February 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.6%).Reported Earnings • Dec 10Full year 2022 earnings releasedFull year 2022 results: Revenue: €5.28b (up 46% from FY 2021). Net income: €237.6m (up 37% from FY 2021). Profit margin: 4.5% (down from 4.8% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 3.0% p.a. on average during the next 2 years, while revenues in the Commercial Services industry in Germany are expected to grow by 5.8%.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Rene Dangel was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €4.41, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 11x in the Commercial Services industry in Germany. Total returns to shareholders of 26% over the past three years.Reported Earnings • May 28First half 2022 earnings releasedFirst half 2022 results: Revenue: €2.55b (up 54% from 1H 2021). Net income: €117.8m (up 60% from 1H 2021). Profit margin: 4.6% (up from 4.5% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.4%, compared to a 16% growth forecast for the industry in Germany.お知らせ • May 20Derichebourg SA (ENXTPA:DBG) agreed to acquire 14.7% in Elior Group SA (ENXTPA:ELIOR) from Bim SAS and Gilles Cojan.Derichebourg SA (ENXTPA:DBG) agreed to acquire 14.7% in Elior Group SA (ENXTPA:ELIOR) from Bim SAS and Gilles Cojan for on May 19, 2022. Derichebourg will acquire 14.7% of Elior’s share capital from BIM and Gilles Cojan at a price of €5.65 per Elior share with a potential earn-out clause up to €1.35 per share based on Elior’s share price evolution between January 1st, 2023 and December 31st, 2024. Following this investment, Derichebourg will ask for two seats at Elior’s Board of Directors. The transaction is subject to close on June 30th, 2022.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. 4 independent directors (5 non-independent directors). Independent director Catherine Claverie was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 18% share price gain to €9.11, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Commercial Services industry in Europe. Total returns to shareholders of 161% over the past three years.Upcoming Dividend • Jan 28Upcoming dividend of €0.32 per shareEligible shareholders must have bought the stock before 04 February 2022. Payment date: 08 February 2022. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (3.5%).Reported Earnings • Dec 08Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €3.62b (up 47% from FY 2020). Net income: €174.0m (up €152.7m from FY 2020). Profit margin: 4.8% (up from 0.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 12%, compared to a 24% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to €9.69, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Commercial Services industry in Europe. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.49 per share.Reported Earnings • May 22First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.65b (up 27% from 1H 2020). Net income: €73.6m (up 229% from 1H 2020). Profit margin: 4.5% (up from 1.7% in 1H 2020). The increase in margin was driven by higher revenue.お知らせ • May 21Derichebourg SA Provides Earnings Guidance for the Second Half of 2021 to 2022Derichebourg SA provided earnings guidance for the second half of 2021 to 2022. For the period the company expected that the Group plans to continue its investment policy and at the end of the half-year or the beginning of fiscal 2021-2022 is to: Increase its WEEE (waste electrical and electronic equipment) processing capacity in France. Increase its lead ingot production capacity. The pre-notification file relating to the prospective acquisition of Ecore is currently being reviewed by the competent antitrust authorities. Growth in revenue from services activities (utilities and multiservices) is also expected.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to €6.86, the stock is trading at a trailing P/E ratio of 53x, up from the previous P/E ratio of 44.8x. This compares to an average P/E of 19x in the Commercial Services industry in Germany. Total return to shareholders over the past three years is a loss of 6.1%.Is New 90 Day High Low • Feb 13New 90-day high: €6.86The company is up 162% from its price of €2.62 on 05 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.32 per share.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 23% share price gain to €6.20, the stock is trading at a trailing P/E ratio of 45.9x, up from the previous P/E ratio of 37.2x. This compares to an average P/E of 21x in the Commercial Services industry in Europe. Total return to shareholders over the past three years is a loss of 22%.Is New 90 Day High Low • Dec 23New 90-day high: €4.79The company is up 98% from its price of €2.42 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.81 per share.Valuation Update With 7 Day Price Move • Dec 10Market bids up stock over the past weekAfter last week's 57% share price gain to €4.13, the stock is trading at a trailing P/E ratio of 15.7x, up from the previous P/E ratio of 10x. This compares to an average P/E of 20x in the Commercial Services industry in Europe. Total return to shareholders over the past three years is a loss of 50%.Analyst Estimate Surprise Post Earnings • Dec 05Revenue misses expectationsRevenue missed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 10%, compared to a 6.2% growth forecast for the Commercial Services industry in Germany.Is New 90 Day High Low • Dec 05New 90-day high: €4.13The company is up 73% from its price of €2.39 on 01 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.25 per share.Is New 90 Day High Low • Oct 07New 90-day high: €2.59The company is up 3.0% from its price of €2.51 on 09 July 2020. The German market is also up 3.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Commercial Services industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.13 per share.お知らせ • Sep 25Youssef Ahizoune agreed to acquire 51% stake in household waste collection and service delivery activities in Morocco from Derichebourg (ENXTPA:DBG).Youssef Ahizoune agreed to acquire 51% stake in household waste collection and service delivery activities in Morocco from Derichebourg (ENXTPA:DBG) on September 24, 2019. Derichebourg will exit Morocco unit with this transaction. This sale is not expected to have a significant impact on the financial results of Derichebourg.業績と収益の成長予測DB:PNU - アナリストの将来予測と過去の財務データ ( )EUR 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9/30/20284,13220414832249/30/20273,94017713529549/30/20263,72815111227343/31/20263,469132131244N/A12/31/20253,403127130237N/A9/30/20253,337122129231N/A6/30/20253,454114151248N/A3/31/20253,572107174266N/A12/31/20243,58991178297N/A9/30/20243,60675182328N/A6/30/20243,57086159321N/A3/31/20243,53397136314N/A12/31/20233,577114103274N/A9/30/20233,62113170234N/A6/30/20234,547165N/AN/AN/A3/31/20234,083173228392N/A12/31/20224,216196254400N/A9/30/20224,348218279409N/A6/30/20224,433221259369N/A3/31/20224,052212246328N/A12/31/20213,834193251327N/A9/30/20213,616174257325N/A6/30/20213,214123218281N/A3/31/20212,81273180237N/A12/31/20202,63847143207N/A9/30/20202,46421106176N/A6/30/20202,5483469153N/A3/31/20202,6314832129N/A12/31/20192,66852N/A147N/A9/30/20192,70556N/A165N/A6/30/20192,77160N/A182N/A3/31/20192,83764N/A199N/A12/31/20182,87866N/A184N/A9/30/20182,92068N/A170N/A6/30/20182,88574N/A148N/A3/31/20182,84979N/A125N/A12/31/20172,79078N/A153N/A9/30/20172,73176N/A181N/A6/30/20172,60462N/A190N/A3/31/20172,47847N/A199N/A12/31/20162,31333N/A165N/A9/30/20162,14818N/A130N/A3/31/20162,16719N/A128N/A12/31/20152,26025N/A137N/A9/30/20152,35331N/A147N/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: PNUの予測収益成長率 (年間17% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: PNUの収益 ( 17% ) German市場 ( 17% ) よりも低い成長が予測されています。高成長収益: PNUの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: PNUの収益 ( 6.6% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: PNUの収益 ( 6.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: PNUの 自己資本利益率 は、3年後には低くなると予測されています ( 12.7 %)。成長企業の発掘7D1Y7D1Y7D1YCommercial-services 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2026/06/17 17:34終値2026/06/17 00:00収益2026/03/31年間収益2025/09/30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Derichebourg SA 4 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。10 アナリスト機関Charles Henri de MortemartBNP ParibasLouis BoujardCaixa Banco BPIArnaud PalliezCIC Market Solutions (ESN)7 その他のアナリストを表示
お知らせ • May 21Derichebourg SA Provides Earnings Guidance for the Second Half of 2021 to 2022Derichebourg SA provided earnings guidance for the second half of 2021 to 2022. For the period the company expected that the Group plans to continue its investment policy and at the end of the half-year or the beginning of fiscal 2021-2022 is to: Increase its WEEE (waste electrical and electronic equipment) processing capacity in France. Increase its lead ingot production capacity. The pre-notification file relating to the prospective acquisition of Ecore is currently being reviewed by the competent antitrust authorities. Growth in revenue from services activities (utilities and multiservices) is also expected.
New Risk • Jun 04New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 54% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Rene Dangel was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Jan 07+ 1 more updateDerichebourg SA to Report Fiscal Year 2026 Results on Dec 03, 2026Derichebourg SA announced that they will report fiscal year 2026 results on Dec 03, 2026
お知らせ • Dec 31Derichebourg SA, Annual General Meeting, Feb 05, 2026Derichebourg SA, Annual General Meeting, Feb 05, 2026. Location: palais brongniart, 16 place de la bourse, paris France
Board Change • Dec 30Less 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. 7 non-independent directors. Independent Director Rene Dangel 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 • Sep 03Derichebourg SA to Report Fiscal Year 2025 Results on Dec 04, 2025Derichebourg SA announced that they will report fiscal year 2025 results After-Market on Dec 04, 2025
Board Change • Dec 30Less 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. 7 non-independent directors. Independent Director Rene Dangel 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 • Dec 26Derichebourg SA, Annual General Meeting, Jan 29, 2025Derichebourg SA, Annual General Meeting, Jan 29, 2025. Location: 100 boulevard pereire, paris France
New Risk • Jun 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.7% Last year net profit margin: 4.2% 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 High level of debt (48% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.7% net profit margin).
お知らせ • Apr 17Derichebourg SA to Report First Half, 2024 Results on May 29, 2024Derichebourg SA announced that they will report first half, 2024 results on May 29, 2024
Upcoming Dividend • Feb 07Upcoming dividend of €0.16 per share at 3.4% yieldEligible shareholders must have bought the stock before 14 February 2024. Payment date: 16 February 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.3%).
お知らせ • Jan 31Derichebourg Sa Approves Dividend, Payable on or After February 16, 2024Derichebourg SA announced shareholders’ combined general meeting held on January 30, 2024, approved payment of a dividend of €0.16 per share, with the ex-dividend date scheduled for February 14, 2024 and payment on or after February 16, 2024.
New Risk • Dec 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (78% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results.
お知らせ • Dec 07Derichebourg SA, Annual General Meeting, Jan 30, 2024Derichebourg SA, Annual General Meeting, Jan 30, 2024. Agenda: To consider the dividend.
Reported Earnings • Dec 07Full year 2023 earnings releasedFull year 2023 results: Revenue: €3.62b (down 31% from FY 2022). Net income: €131.3m (down 45% from FY 2022). Profit margin: 3.6% (down from 4.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 07Derichebourg SA Proposes DividendThe Board of Directors of Derichebourg SA announced to propose to the General Meeting of January 30, 2024 the payment of a dividend payment of €0.16 per share.
お知らせ • Aug 16Derichebourg SA to Report Q3, 2023 Results on Aug 17, 2023Derichebourg SA announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Aug 17, 2023
Reported Earnings • May 25First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.82b (down 28% from 1H 2022). Net income: €65.9m (down 44% from 1H 2022). Profit margin: 3.6% (down from 4.6% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in Germany are expected to grow by 6.1%.
お知らせ • May 20Derichebourg SA to Report Q2, 2023 Results on May 22, 2023Derichebourg SA announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on May 22, 2023
Upcoming Dividend • Feb 07Upcoming dividend of €0.32 per share at 4.7% yieldEligible shareholders must have bought the stock before 14 February 2023. Payment date: 16 February 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.6%).
Reported Earnings • Dec 10Full year 2022 earnings releasedFull year 2022 results: Revenue: €5.28b (up 46% from FY 2021). Net income: €237.6m (up 37% from FY 2021). Profit margin: 4.5% (down from 4.8% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 3.0% p.a. on average during the next 2 years, while revenues in the Commercial Services industry in Germany are expected to grow by 5.8%.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Rene Dangel was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €4.41, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 11x in the Commercial Services industry in Germany. Total returns to shareholders of 26% over the past three years.
Reported Earnings • May 28First half 2022 earnings releasedFirst half 2022 results: Revenue: €2.55b (up 54% from 1H 2021). Net income: €117.8m (up 60% from 1H 2021). Profit margin: 4.6% (up from 4.5% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.4%, compared to a 16% growth forecast for the industry in Germany.
お知らせ • May 20Derichebourg SA (ENXTPA:DBG) agreed to acquire 14.7% in Elior Group SA (ENXTPA:ELIOR) from Bim SAS and Gilles Cojan.Derichebourg SA (ENXTPA:DBG) agreed to acquire 14.7% in Elior Group SA (ENXTPA:ELIOR) from Bim SAS and Gilles Cojan for on May 19, 2022. Derichebourg will acquire 14.7% of Elior’s share capital from BIM and Gilles Cojan at a price of €5.65 per Elior share with a potential earn-out clause up to €1.35 per share based on Elior’s share price evolution between January 1st, 2023 and December 31st, 2024. Following this investment, Derichebourg will ask for two seats at Elior’s Board of Directors. The transaction is subject to close on June 30th, 2022.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. 4 independent directors (5 non-independent directors). Independent director Catherine Claverie was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 18% share price gain to €9.11, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Commercial Services industry in Europe. Total returns to shareholders of 161% over the past three years.
Upcoming Dividend • Jan 28Upcoming dividend of €0.32 per shareEligible shareholders must have bought the stock before 04 February 2022. Payment date: 08 February 2022. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (3.5%).
Reported Earnings • Dec 08Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €3.62b (up 47% from FY 2020). Net income: €174.0m (up €152.7m from FY 2020). Profit margin: 4.8% (up from 0.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 12%, compared to a 24% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to €9.69, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Commercial Services industry in Europe. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.49 per share.
Reported Earnings • May 22First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.65b (up 27% from 1H 2020). Net income: €73.6m (up 229% from 1H 2020). Profit margin: 4.5% (up from 1.7% in 1H 2020). The increase in margin was driven by higher revenue.
お知らせ • May 21Derichebourg SA Provides Earnings Guidance for the Second Half of 2021 to 2022Derichebourg SA provided earnings guidance for the second half of 2021 to 2022. For the period the company expected that the Group plans to continue its investment policy and at the end of the half-year or the beginning of fiscal 2021-2022 is to: Increase its WEEE (waste electrical and electronic equipment) processing capacity in France. Increase its lead ingot production capacity. The pre-notification file relating to the prospective acquisition of Ecore is currently being reviewed by the competent antitrust authorities. Growth in revenue from services activities (utilities and multiservices) is also expected.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to €6.86, the stock is trading at a trailing P/E ratio of 53x, up from the previous P/E ratio of 44.8x. This compares to an average P/E of 19x in the Commercial Services industry in Germany. Total return to shareholders over the past three years is a loss of 6.1%.
Is New 90 Day High Low • Feb 13New 90-day high: €6.86The company is up 162% from its price of €2.62 on 05 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.32 per share.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 23% share price gain to €6.20, the stock is trading at a trailing P/E ratio of 45.9x, up from the previous P/E ratio of 37.2x. This compares to an average P/E of 21x in the Commercial Services industry in Europe. Total return to shareholders over the past three years is a loss of 22%.
Is New 90 Day High Low • Dec 23New 90-day high: €4.79The company is up 98% from its price of €2.42 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.81 per share.
Valuation Update With 7 Day Price Move • Dec 10Market bids up stock over the past weekAfter last week's 57% share price gain to €4.13, the stock is trading at a trailing P/E ratio of 15.7x, up from the previous P/E ratio of 10x. This compares to an average P/E of 20x in the Commercial Services industry in Europe. Total return to shareholders over the past three years is a loss of 50%.
Analyst Estimate Surprise Post Earnings • Dec 05Revenue misses expectationsRevenue missed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 10%, compared to a 6.2% growth forecast for the Commercial Services industry in Germany.
Is New 90 Day High Low • Dec 05New 90-day high: €4.13The company is up 73% from its price of €2.39 on 01 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.25 per share.
Is New 90 Day High Low • Oct 07New 90-day high: €2.59The company is up 3.0% from its price of €2.51 on 09 July 2020. The German market is also up 3.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Commercial Services industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.13 per share.
お知らせ • Sep 25Youssef Ahizoune agreed to acquire 51% stake in household waste collection and service delivery activities in Morocco from Derichebourg (ENXTPA:DBG).Youssef Ahizoune agreed to acquire 51% stake in household waste collection and service delivery activities in Morocco from Derichebourg (ENXTPA:DBG) on September 24, 2019. Derichebourg will exit Morocco unit with this transaction. This sale is not expected to have a significant impact on the financial results of Derichebourg.