View ValuationCrest Nicholson Holdings 将来の成長Future 基準チェック /36Crest Nicholson Holdings利益と収益がそれぞれ年間77%と3.8%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2.9% 77.4%なると予測されています。主要情報77.0%収益成長率77.37%EPS成長率Consumer Durables 収益成長22.4%収益成長率3.8%将来の株主資本利益率2.95%アナリストカバレッジGood最終更新日20 Jul 2026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 updatesReported Earnings • Jul 19First half 2026 earnings released: UK£0.10 loss per share (vs UK£0.026 profit in 1H 2025)First half 2026 results: UK£0.10 loss per share (down from UK£0.026 profit in 1H 2025). Revenue: UK£197.6m (down 21% from 1H 2025). Net loss: UK£25.9m (down 487% from profit in 1H 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 31 percentage points per year, which is a significant difference in performance.お知らせ • Jul 16+ 1 more updateCrest Nicholson Holdings plc Proposes No Interim Dividend for the Year Ended 31 October 2026Crest Nicholson Holdings plc announced that no interim dividend is proposed for the year ended 31 October 2026 (Interim dividend for the year ended 31 October 2025: 1.3 pence per share).お知らせ • Feb 18Crest Nicholson Holdings plc to Report Q2, 2026 Results on Jun 11, 2026Crest Nicholson Holdings plc announced that they will report Q2, 2026 results on Jun 11, 2026お知らせ • Feb 17Crest Nicholson Holdings plc, Annual General Meeting, Mar 25, 2026Crest Nicholson Holdings plc, Annual General Meeting, Mar 25, 2026. Location: 500 dashwood lang road, bourne business park, addlestone, surrey kt15 2hj, United Kingdomお知らせ • Oct 28Crest Nicholson Holdings plc Announces Directorate ChangesCrest Nicholson Holdings plc announced the appointment of Gillian Kent as Non-Executive Director with effect from 1 November 2025. Gillian will join the Audit and Risk, Remuneration and Nomination Committees. Gillian has had a far reaching career of over 25 years in digital businesses with functional experience in building markets and brands for products and services. She was Chief Executive of Propertyfinder, the real estate portal and spent 15 years with Microsoft, including three years as Managing Director of MSN UK. Gillian also has extensive experience as a non-executive director and remuneration committee chair. Her current non-executive director roles include THG plc where she chairs the risk committee and Mothercare Plc where she chairs the remuneration committee. Previous non-executive roles include Marlowe plc, Dignity plc, SIG Plc, Ascential Plc, National Accident Helpline Group Plc (NAHL Plc) and Pendragon Plc. The Company also announced that Octavia Morley will step down from the Board at the next AGM which will be held in March 2026. Gillian Kent will take on the roles of Senior Independent Director and Chair of the Remuneration Committee at that time.お知らせ • Sep 22+ 3 more updatesCrest Nicholson Holdings plc(LSE:CRST) dropped from FTSE 350 Index (GBP)Crest Nicholson Holdings plc(LSE:CRST) dropped from FTSE 350 Index (GBP)お知らせ • Jun 12Crest Nicholson Holdings plc Announces Interim Dividend, Payable on October 10, 2025Crest Nicholson Holdings plc Board declared an interim dividend of 1.3 pence per share, payable on 10 October 2025 to shareholders on the register on 19 September 2025.お知らせ • Mar 18Crest Nicholson Holdings plc to Report Fiscal Year 2025 Results on Jan 29, 2026Crest Nicholson Holdings plc announced that they will report fiscal year 2025 results on Jan 29, 2026お知らせ • Mar 17Crest Nicholson Holdings plc to Report First Half, 2025 Results on Jun 12, 2025Crest Nicholson Holdings plc announced that they will report first half, 2025 results on Jun 12, 2025お知らせ • Feb 21Crest Nicholson Holdings plc, Annual General Meeting, Mar 26, 2025Crest Nicholson Holdings plc, Annual General Meeting, Mar 26, 2025. Location: 500 dashwood lang road, bourne business park, surrey kt15 2hj, addlestone United Kingdomお知らせ • Aug 13Bellway p.l.c. (LSE:BWY) cancelled the acquisition of Crest Nicholson Holdings plc (LSE:CRST).Bellway p.l.c. (LSE:BWY) submitted non-binding offer to acquire Crest Nicholson Holdings plc (LSE:CRST) for approximately £670 million on July 3, 2024. The consideration consists of common equity of Bellway p.l.c. at a ratio of 0.099 per common equity of Crest Nicholson Holdings plc. A total dividend at £0.04 per share will be paid by Bellway p.l.c. The Revised Proposal is subject to a number of pre-conditions, including completion of satisfactory due diligence. The Board of Crest Nicholson has confirmed to Bellway that the Revised Proposal is at a value that it would be minded to recommend unanimously to Crest Nicholson's shareholders. In order to enable satisfactory due diligence to take place, Bellway has requested, and the Board of Crest Nicholson and the Panel on Takeovers and Mergers consented to, an extension to the PUSU Deadline. Bellway is required, by no later than August 8, 2024 either to announce a firm intention to make an offer for Crest Nicholson. As of August 8, 2024, the deadline to make an offer has been extended to August 20, 2024. Robert Redshaw, Ram Anand, Robert Johnson and Irina Dzuteska of Citigroup Global Markets Limited and Heraclis Economides, Derek Shakespeare, Simon Hollingsworth and Oliver Hardy of Numis Securities Limited acted as financial advisor to Bellway. Robert Mayhew, Osman Akkaya, Stuart Jempson and Mark Gunalan of Barclays Bank PLC and Philip Yates, Sam Barnett, Will Soutar and Thomas Bective of Jefferies International Limited acted as financial advisor to Crest Nicholson Holdings. Bellway p.l.c. (LSE:BWY) cancelled the acquisition of Crest Nicholson Holdings plc (LSE:CRST) on August 13, 2024. The Board of Crest Nicholson Holdings notes the recent announcement by Bellway confirming that it does not intend to make a firm offer for Crest Nicholson.お知らせ • Jul 11Bellway p.l.c. (LSE:BWY) submitted non-binding offer to acquire Crest Nicholson Holdings plc (LSE:CRST) for approximately £670 million.Bellway p.l.c. (LSE:BWY) submitted non-binding offer to acquire Crest Nicholson Holdings plc (LSE:CRST) for approximately £670 million on July 3, 2024. The consideration consists of common equity of Bellway p.l.c. at a ratio of 0.099 per common equity of Crest Nicholson Holdings plc. A total dividend at £0.04 per share will be paid by Bellway p.l.c. The Revised Proposal is subject to a number of pre-conditions, including completion of satisfactory due diligence. The Board of Crest Nicholson has confirmed to Bellway that the Revised Proposal is at a value that it would be minded to recommend unanimously to Crest Nicholson's shareholders. In order to enable satisfactory due diligence to take place, Bellway has requested, and the Board of Crest Nicholson and the Panel on Takeovers and Mergers consented to, an extension to the PUSU Deadline. Bellway is required, by no later than August 8, 2024 either to announce a firm intention to make an offer for Crest Nicholson under Rule 2.7 of the Code or to announce that it does not intend to make an offer for Crest Nicholson, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline may only be extended with the agreement of Crest Nicholson and the Panel in accordance with Rule 2.6(c) of the Code. There can be no certainty that a firm offer will ultimately be made for Crest Nicholson by Bellway, even if the pre-conditions are satisfied or waived. Bellway reserves the right to waive any pre-condition to the making of an offer. A further announcement will be made as and when appropriate. Robert Redshaw, Ram Anand, Robert Johnson and Irina Dzuteska of Citigroup Global Markets Limited and Heraclis Economides, Derek Shakespeare, Simon Hollingsworth and Oliver Hardy of Numis Securities Limited acted as financial advisor to Bellway. Robert Mayhew, Osman Akkaya, Stuart Jempson and Mark Gunalan of Barclays Bank PLC and Philip Yates, Sam Barnett, Will Soutar and Thomas Bective of Jefferies International Limited acted as financial advisor to Crest Nicholson Holdings.お知らせ • Jul 07Crest Nicholson Reportedly Rejects Rival Bid from Avant HomesAvant Homes Holdings Limited has made a secret all-share takeover offer for local peer Crest Nicholson Holdings plc (LSE:CRST), which the latter has rejected, Sky News reported on July 5, 2024 citing insiders. The proposal, which was allegedly submitted in June, would have made Avant's owner, investment firm Elliott Advisors, the largest shareholder in the enlarged entity, the people were quoted as saying. Elliott and Crest refused to comment when contacted by the media. Avant's approach follows Crest Nicholson's rejection of a GBP 650 million (USD 831.3 million/EUR 767.9 million) revised unsolicited takeover proposal from local peer Bellway plc as being significantly undervaluing. Under the UK takeover rules, Bellway has until July 11 to make a firm offer or walk away. Shares in Crest Nicholson were trading up 5.15% to 257 pence in the early afternoon in London on July 5, 2024, valuing the company at GBP 660 million.お知らせ • Jun 15Bellway p.l.c. (LSE:BWY) terminated the acquisition of Crest Nicholson Holdings plc (LSE:CRST) for approximately £670 million.Bellway p.l.c. (LSE:BWY) proposed to acquire Crest Nicholson Holdings plc (LSE:CRST) for approximately £670 million on May 7, 2024. The consideration consists of common equity of Bellway p.l.c. at a ratio of 0.093 per common equity of Crest Nicholson Holdings plc. As part of consideration, an undisclosed value is paid towards common equity of Crest Nicholson Holdings plc. Crest Nicholson shareholders would hold 17.1% of the enlarged group's issued and to be issued share capital. The transaction is subject to approval of merger agreement by target board. The deal has been rejected by the board due to inadequate offer price. Citigroup Global Markets Limited and Numis Securities Limited acted as financial advisor to Bellway p.l.c. (LSE:BWY). Bellway p.l.c. (LSE:BWY) terminated the acquisition of Crest Nicholson Holdings plc (LSE:CRST) on May 7, 2024.お知らせ • Apr 09Crest Nicholson Holdings plc Appoints Martyn Clark as Member of the Board on 3 June 2024Crest Nicholson Holdings plc appointed Martyn Clark as member of the Board on 3 June 2024.Upcoming Dividend • Mar 14Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 23 April 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 7.7%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (4.4%).お知らせ • Jan 25+ 1 more updateCrest Nicholson Holdings plc to Report Fiscal Year 2024 Results on Jan 21, 2025Crest Nicholson Holdings plc announced that they will report fiscal year 2024 results on Jan 21, 2025Declared Dividend • Jan 25Final dividend of UK£0.12 announcedShareholders will receive a dividend of UK£0.12. Ex-date: 21st March 2024 Payment date: 23rd April 2024 Dividend yield will be 7.6%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (243% earnings payout ratio) and 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 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 170% to bring the payout ratio under control. EPS is expected to grow by 141% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Jan 24Full year 2023 earnings released: EPS: UK£0.07 (vs UK£0.10 in FY 2022)Full year 2023 results: EPS: UK£0.07 (down from UK£0.10 in FY 2022). Revenue: UK£657.5m (down 28% from FY 2022). Net income: UK£17.9m (down 32% from FY 2022). Profit margin: 2.7% (down from 2.9% in FY 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Jan 23+ 1 more updateCrest Nicholson Holdings plc Announces Retirement of Peter Truscott as Member of the BoardCrest Nicholson Holdings plc announced the retirement of Peter Truscott as Chief Executive and member of the Board. During his time, Peter repositioned the Group's strategy, led the business through the pandemic and restructured operations to adapt to changing market conditions. Martyn Clark is currently the Chief Commercial Officer at Persimmon Plc. He has been with Persimmon for nine years in senior roles in the South Division including Regional Chairman before his appointment as Chief Commercial Officer in 2022. Prior to that he spent 28 years at Bloor Homes.お知らせ • Nov 25Crest Nicholson Holdings plc Directorate Change, Effect from 1 January 2024Crest Nicholson Holdings plc announced the appointment of Dr Maggie Semple OBE as Non-Executive Director with effect from 1 January 2024. Maggie is currently a non-executive director at Phoenix Group Holdings PLC and is the owner of three businesses: The Experience Corps Limited, Maggie Semple Ltd. and I-Cubed Group Ltd. She has wide-ranging experience as a non-executive director in a number of different organisations, such as Her Majesty's Court Service, the Criminal Cases Review Commission, the Ministry of Justice (Chair of Audit, Risk & Compliance) and McDonald's Restaurants.お知らせ • Nov 14Crest Nicholson Holdings plc Announces Group Finance Director ChangesCrest Nicholson Holdings plc announced William Floydd joined the Company as Group Finance Director designate. This follows the announcement on 11 July 2023 of Duncan Cooper's intention to resign as Group Finance Director. Duncan Cooper will be leaving the Group on 13 December 2023.お知らせ • Nov 04Crest Nicholson Holdings plc Announces the Resignation of Lucinda Bell as Non-Executive Director, effective from December 31, 2023Crest Nicholson Holdings plc announced that Lucinda Bell has notified the Board of her intention to step down as Non-Executive Director having completed six years with the Company. Lucinda will resign from the Board on 31 December 2023. Her replacement will be announced in due course.お知らせ • Nov 01+ 1 more updateCrest Nicholson Holdings plc to Report Fiscal Year 2023 Results on Jan 23, 2024Crest Nicholson Holdings plc announced that they will report fiscal year 2023 results on Jan 23, 2024お知らせ • Oct 13Crest Nicholson Holdings plc Appoints William Floydd as Group Finance Director Designate with Effect from 13 November 2023Crest Nicholson Holdings plc announced the appointment of William Floydd as Group Finance Director designate with effect from 13 November 2023. Bill will join the Board of the Company from that date. He will succeed Duncan Cooper, who is stepping down from his role as Group Finance Director as announced on 11 July 2023, following a short handover period. Bill is a chartered accountant. His most recent roles were as chief financial officer at Watches of Switzerland Group PLC, Rank Group PLC and Experian Group PLC, UK and Ireland Region.Upcoming Dividend • Sep 14Upcoming dividend of UK£0.055 per share at 9.5% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 13 October 2023. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 9.5%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (5.3%).Buying Opportunity • Aug 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be €2.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 15% in 2 years. Earnings is forecast to decline by 50% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €2.48, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Consumer Durables industry in Germany. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.53 per share.お知らせ • Jul 12Crest Nicholson Holdings plc Announces Resignation of Duncan Cooper, Group Finance DirectorCrest Nicholson Holdings plc announced that it has received notice from Duncan Cooper, Group Finance Director, that he will step down from the Board and the role of Group Finance Director to take up the role of Chief Financial Officer at another larger listed company. Duncan joined the Group in 2019 and has been instrumental in the Group's transformation during that period. He has been a highly valued member of the Board throughout the last four years, and a strong and dynamic leader of business. Duncan will continue in the role until January 2024 to ensure a smooth completion of the Group's year end audit, and a transition to his replacement. The Board is commencing a process to appoint a successor.お知らせ • Jun 09Crest Nicholson Holdings plc Declares an Interim Dividend, Payable on 13 October 2023The board of Crest Nicholson Holdings plc has declared an interim dividend of 5.5 pence per share, payable on 13 October 2023 to shareholders on the register on 22 September 2023. The dividend represents approximately one third of the dividend expected to be paid in respect of the financial year ending 31 October 2023.Reported Earnings • Jun 08First half 2023 earnings released: EPS: UK£0.082 (vs UK£0.17 loss in 1H 2022)First half 2023 results: EPS: UK£0.082 (up from UK£0.17 loss in 1H 2022). Revenue: UK£282.7m (down 22% from 1H 2022). Net income: UK£21.1m (up UK£63.3m from 1H 2022). Profit margin: 7.5% (up from net loss in 1H 2022). The move to profitability was driven by lower expenses. Revenue is expected to decline by 2.2% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €3.08, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Consumer Durables industry in Germany. Total returns to shareholders of 33% over the past three years.Upcoming Dividend • Mar 09Upcoming dividend of UK£0.12 per share at 7.3% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 05 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.3%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (4.0%).Reported Earnings • Jan 18Full year 2022 earnings released: EPS: UK£0.10 (vs UK£0.28 in FY 2021)Full year 2022 results: EPS: UK£0.10 (down from UK£0.28 in FY 2021). Revenue: UK£913.6m (up 16% from FY 2021). Net income: UK£26.4m (down 63% from FY 2021). Profit margin: 2.9% (down from 9.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.お知らせ • Jan 17Crest Nicholson Holdings plc Proposes Final Dividend for the Financial Year Ended 31 October 2022, Expected to Be Paid on 5 April 2023The board of Crest Nicholson Holdings plc proposed to pay a final dividend of 11.5 pence per share for the financial year ended 31 October 2022 which, subject to shareholder approval, is expected to be paid on 5 April 2023 to shareholders on the Register of Members on 17 March 2023. This is in addition to the 5.5 pence per share interim dividend that was paid in October 2022.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director David Arnold was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director David Arnold was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Oct 11Independent Non-Executive Chairman recently bought €109k worth of stockOn the 4th of October, Iain G. Ferguson bought around 50k shares on-market at roughly €2.19 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €224k. This was Iain G.'s only on-market trade for the last 12 months.Recent Insider Transactions • Oct 05Group Finance Director & Director recently bought €71k worth of stockOn the 30th of September, Duncan Cooper bought around 34k shares on-market at roughly €2.05 per share. This transaction increased Duncan's direct individual holding by 2x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €224k. Duncan has been a buyer over the last 12 months, purchasing a net total of €105k worth in shares.Board Change • Oct 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director David Arnold was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Sep 21CEO & Director recently bought €224k worth of stockOn the 12th of September, Peter Truscott bought around 85k shares on-market at roughly €2.64 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of €335k worth in shares.Upcoming Dividend • Sep 15Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 13 October 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 6.8%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.9%).Reported Earnings • Jun 15First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£29.0m from profit in 1H 2021). Profit margin: (down from 8.9% in 1H 2021). Over the next year, revenue is forecast to grow 9.1%, compared to a 5.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Jun 14Crest Nicholson Holdings plc Declares Interim Dividend, Payable on 13 October 2022Crest Nicholson Holdings plc declared an interim dividend of 5.5 pence per share, payable on 13 October 2022 to shareholders on the register on 23 September 2022. The dividend represents approximately one third of the dividend expected to be paid in respect of the financial year ending 31 October 2022.お知らせ • Jun 08Crest Nicholson Holdings plc, Annual General Meeting, Mar 23, 2023Crest Nicholson Holdings plc, Annual General Meeting, Mar 23, 2023.お知らせ • May 28Crest Nicholson Holdings plc Announces Directorate ChangeCrest Nicholson Holdings plc announces a directorate change and restructure of the Executive Leadership Team. In January 2020, the Group outlined an updated strategy to improve financial performance and restore Crest Nicholson to being one of the UK's leading housebuilders. This plan was conceived on delivering a reset in operational efficiency and standards, a significantly strengthened balance sheet and assembling an experienced, diverse leadership team to implement this change in direction. In recognising the significant progress that has been achieved in transforming the Group's operations and the acquisition of a skilled management team to deliver the next phase of its strategy, the Board and Tom Nicholson, Chief Operating Officer, have agreed that now is the right time for Tom to leave the organisation.Buying Opportunity • May 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be €3.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.お知らせ • May 17Crest Nicholson Holdings plc to Report Fiscal Year 2022 Results on Jan 17, 2023Crest Nicholson Holdings plc announced that they will report fiscal year 2022 results on Jan 17, 2023Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director David Arnold was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 10Upcoming dividend of UK£0.095 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 08 April 2022. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of German dividend payers (3.5%). Higher than average of industry peers (2.4%).Recent Insider Transactions • Jan 30CEO & Director recently bought €111k worth of stockOn the 27th of January, Peter Truscott bought around 30k shares on-market at roughly €3.70 per share. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.Reported Earnings • Jan 20Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£0.28 (up from UK£0.042 loss in FY 2020). Revenue: UK£786.6m (up 16% from FY 2020). Net income: UK£70.9m (up UK£81.6m from FY 2020). Profit margin: 9.0% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 12%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Sep 24Crest Nicholson Holdings Unsponsored ADR to Be Deleted from Other OTCCrest Nicholson Holdings plc Unsponsored ADR (United Kingdom) will be deleted from Other OTC effective from September 23, 2021, due to ADR /GDR Program Terminated.Upcoming Dividend • Sep 16Upcoming dividend of UK£0.041 per shareEligible shareholders must have bought the stock before 23 September 2021. Payment date: 14 October 2021. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (2.1%).Executive Departure • Jul 13Independent Non-Executive Director Sharon Flood has left the companyOn the 30th of June, Sharon Flood's tenure as Independent Non-Executive Director ended after 6.3 years in the role. As of March 2021, Sharon still personally held 22.88k shares (€110k worth at the time). Sharon is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.08 years.Recent Insider Transactions • Jul 01General Counsel & Company Secretary recently sold €99k worth of stockOn the 28th of June, Kevin Maguire sold around 20k shares on-market at roughly €4.95 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €262k more than they sold in the last 12 months.Reported Earnings • Jun 27First half 2021 earnings released: EPS UK£0.11 (vs UK£0.16 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£324.5m (up 35% from 1H 2020). Net income: UK£29.0m (up UK£69.5m from 1H 2020). Profit margin: 8.9% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Mar 02New 90-day high: €3.98The company is up 14% from its price of €3.49 on 02 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables 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 €3.83 per share.お知らせ • Feb 23Crest Nicholson Holdings plc to Report First Half, 2021 Results on Jun 23, 2021Crest Nicholson Holdings plc announced that they will report first half, 2021 results on Jun 23, 2021Reported Earnings • Feb 19Full year 2020 earnings released: UK£0.042 loss per share (vs UK£0.32 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£677.9m (down 38% from FY 2019). Net loss: UK£10.7m (down 113% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 19Revenue beats expectationsRevenue exceeded analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 16%, compared to a 7.2% growth forecast for the Consumer Durables industry in Germany.Is New 90 Day High Low • Jan 29New 90-day high: €3.66The company is up 52% from its price of €2.41 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.47 per share.Reported Earnings • Jan 27Full year 2020 earnings released: UK£0.042 loss per share (vs UK£0.32 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£677.9m (down 38% from FY 2019). Net loss: UK£10.7m (down 113% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Jan 27Revenue beats expectationsRevenue exceeded analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 9.9%, compared to a 6.9% growth forecast for the Consumer Durables industry in Germany.お知らせ • Jan 26Crest Nicholson Holdings plc to Report Fiscal Year 2020 Results on Jan 26, 2021Crest Nicholson Holdings plc announced that they will report fiscal year 2020 results on Jan 26, 2021Is New 90 Day High Low • Dec 29New 90-day high: €3.63The company is up 72% from its price of €2.11 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables 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 €3.58 per share.Is New 90 Day High Low • Dec 05New 90-day high: €3.59The company is up 66% from its price of €2.17 on 04 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 Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.13 per share.Is New 90 Day High Low • Nov 05New 90-day high: €2.92The company is up 41% from its price of €2.07 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.80 per share.Is New 90 Day High Low • Oct 08New 90-day high: €2.62The company is up 13% from its price of €2.33 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.60 per share.お知らせ • Oct 06Crest Nicholson Holdings Plc's Ordinary Shares to Be Deleted from Other OTCCrest Nicholson Holdings plc's ordinary shares (United Kingdom) will be deleted from other OTC effective from October 06, 2020 due to inactive security.Recent Insider Transactions • Sep 24CEO & Director recently bought €81k worth of stockOn the 21st of September, Peter Truscott bought around 44k shares on-market at roughly €1.84 per share. In the last 3 months, they made an even bigger purchase worth €201k. Despite this recent buy, Peter has been a net seller over the last 12 months, reducing personal holdings by €10k.Is New 90 Day High Low • Sep 23New 90-day low: €1.82The company is down 24% from its price of €2.39 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.84 per share.業績と収益の成長予測DB:C38 - アナリストの将来予測と過去の財務データ ( )GBP 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10/31/202857914-8-6910/31/20275425-19-9910/31/2026502-12-64-1794/30/2026559-30-41-40N/A1/31/2026585-14-26-26N/A10/31/20256112-12-12N/A7/31/2025611-36-44-43N/A4/30/2025610-75-76-75N/A1/31/2025614-90-72-71N/A10/31/2024618-105-69-68N/A7/31/2024625-66-61-59N/A4/30/2024632-27-52-51N/A1/31/2024645-4-110-108N/A10/31/202365818-167-166N/A7/31/202374554-118-116N/A4/30/202383290-68-67N/A1/31/202387358-8-7N/A10/31/2022914265252N/A7/31/2022870136464N/A4/30/202282607777N/A1/31/202280735102102N/A10/31/202178771126127N/A7/31/202177565178178N/A4/30/202176259229230N/A1/31/202172024172172N/A10/31/2020678-11114114N/A7/31/2020751-106970N/A4/30/2020825-102427N/A1/31/202095536N/A76N/A10/31/20191,08683N/A125N/A7/31/20191,121106N/A110N/A4/30/20191,155130N/A95N/A1/31/20191,138133N/A79N/A10/31/20181,121137N/A62N/A7/31/20181,106151N/A47N/A4/30/20181,091165N/A31N/A1/31/20181,067167N/A27N/A10/31/20171,043169N/A23N/A7/31/20171,026164N/A39N/A4/30/20171,009160N/A55N/A1/31/20171,003158N/A104N/A10/31/2016997157N/A154N/A7/31/2016938147N/A115N/A4/30/2016880136N/A76N/A1/31/2016842130N/A50N/A10/31/2015805124N/A24N/A7/31/2015767119N/A27N/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: C38は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: C38今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: C38今後 3 年以内に収益を上げることが予想されます。収益対市場: C38の収益 ( 3.8% ) German市場 ( 7.2% ) よりも低い成長が予測されています。高い収益成長: C38の収益 ( 3.8% ) 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: C38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 ( 2.9 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 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2026/07/28 02:13終値2026/07/28 00:00収益2026/04/30年間収益2025/10/31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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Crest Nicholson Holdings plc 9 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。20 アナリスト機関Emily BiddulphBarclaysRajesh PatkiBarclaysPaul Daniel CheckettsBarclays17 その他のアナリストを表示
Reported Earnings • Jul 19First half 2026 earnings released: UK£0.10 loss per share (vs UK£0.026 profit in 1H 2025)First half 2026 results: UK£0.10 loss per share (down from UK£0.026 profit in 1H 2025). Revenue: UK£197.6m (down 21% from 1H 2025). Net loss: UK£25.9m (down 487% from profit in 1H 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 31 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 16+ 1 more updateCrest Nicholson Holdings plc Proposes No Interim Dividend for the Year Ended 31 October 2026Crest Nicholson Holdings plc announced that no interim dividend is proposed for the year ended 31 October 2026 (Interim dividend for the year ended 31 October 2025: 1.3 pence per share).
お知らせ • Feb 18Crest Nicholson Holdings plc to Report Q2, 2026 Results on Jun 11, 2026Crest Nicholson Holdings plc announced that they will report Q2, 2026 results on Jun 11, 2026
お知らせ • Feb 17Crest Nicholson Holdings plc, Annual General Meeting, Mar 25, 2026Crest Nicholson Holdings plc, Annual General Meeting, Mar 25, 2026. Location: 500 dashwood lang road, bourne business park, addlestone, surrey kt15 2hj, United Kingdom
お知らせ • Oct 28Crest Nicholson Holdings plc Announces Directorate ChangesCrest Nicholson Holdings plc announced the appointment of Gillian Kent as Non-Executive Director with effect from 1 November 2025. Gillian will join the Audit and Risk, Remuneration and Nomination Committees. Gillian has had a far reaching career of over 25 years in digital businesses with functional experience in building markets and brands for products and services. She was Chief Executive of Propertyfinder, the real estate portal and spent 15 years with Microsoft, including three years as Managing Director of MSN UK. Gillian also has extensive experience as a non-executive director and remuneration committee chair. Her current non-executive director roles include THG plc where she chairs the risk committee and Mothercare Plc where she chairs the remuneration committee. Previous non-executive roles include Marlowe plc, Dignity plc, SIG Plc, Ascential Plc, National Accident Helpline Group Plc (NAHL Plc) and Pendragon Plc. The Company also announced that Octavia Morley will step down from the Board at the next AGM which will be held in March 2026. Gillian Kent will take on the roles of Senior Independent Director and Chair of the Remuneration Committee at that time.
お知らせ • Sep 22+ 3 more updatesCrest Nicholson Holdings plc(LSE:CRST) dropped from FTSE 350 Index (GBP)Crest Nicholson Holdings plc(LSE:CRST) dropped from FTSE 350 Index (GBP)
お知らせ • Jun 12Crest Nicholson Holdings plc Announces Interim Dividend, Payable on October 10, 2025Crest Nicholson Holdings plc Board declared an interim dividend of 1.3 pence per share, payable on 10 October 2025 to shareholders on the register on 19 September 2025.
お知らせ • Mar 18Crest Nicholson Holdings plc to Report Fiscal Year 2025 Results on Jan 29, 2026Crest Nicholson Holdings plc announced that they will report fiscal year 2025 results on Jan 29, 2026
お知らせ • Mar 17Crest Nicholson Holdings plc to Report First Half, 2025 Results on Jun 12, 2025Crest Nicholson Holdings plc announced that they will report first half, 2025 results on Jun 12, 2025
お知らせ • Feb 21Crest Nicholson Holdings plc, Annual General Meeting, Mar 26, 2025Crest Nicholson Holdings plc, Annual General Meeting, Mar 26, 2025. Location: 500 dashwood lang road, bourne business park, surrey kt15 2hj, addlestone United Kingdom
お知らせ • Aug 13Bellway p.l.c. (LSE:BWY) cancelled the acquisition of Crest Nicholson Holdings plc (LSE:CRST).Bellway p.l.c. (LSE:BWY) submitted non-binding offer to acquire Crest Nicholson Holdings plc (LSE:CRST) for approximately £670 million on July 3, 2024. The consideration consists of common equity of Bellway p.l.c. at a ratio of 0.099 per common equity of Crest Nicholson Holdings plc. A total dividend at £0.04 per share will be paid by Bellway p.l.c. The Revised Proposal is subject to a number of pre-conditions, including completion of satisfactory due diligence. The Board of Crest Nicholson has confirmed to Bellway that the Revised Proposal is at a value that it would be minded to recommend unanimously to Crest Nicholson's shareholders. In order to enable satisfactory due diligence to take place, Bellway has requested, and the Board of Crest Nicholson and the Panel on Takeovers and Mergers consented to, an extension to the PUSU Deadline. Bellway is required, by no later than August 8, 2024 either to announce a firm intention to make an offer for Crest Nicholson. As of August 8, 2024, the deadline to make an offer has been extended to August 20, 2024. Robert Redshaw, Ram Anand, Robert Johnson and Irina Dzuteska of Citigroup Global Markets Limited and Heraclis Economides, Derek Shakespeare, Simon Hollingsworth and Oliver Hardy of Numis Securities Limited acted as financial advisor to Bellway. Robert Mayhew, Osman Akkaya, Stuart Jempson and Mark Gunalan of Barclays Bank PLC and Philip Yates, Sam Barnett, Will Soutar and Thomas Bective of Jefferies International Limited acted as financial advisor to Crest Nicholson Holdings. Bellway p.l.c. (LSE:BWY) cancelled the acquisition of Crest Nicholson Holdings plc (LSE:CRST) on August 13, 2024. The Board of Crest Nicholson Holdings notes the recent announcement by Bellway confirming that it does not intend to make a firm offer for Crest Nicholson.
お知らせ • Jul 11Bellway p.l.c. (LSE:BWY) submitted non-binding offer to acquire Crest Nicholson Holdings plc (LSE:CRST) for approximately £670 million.Bellway p.l.c. (LSE:BWY) submitted non-binding offer to acquire Crest Nicholson Holdings plc (LSE:CRST) for approximately £670 million on July 3, 2024. The consideration consists of common equity of Bellway p.l.c. at a ratio of 0.099 per common equity of Crest Nicholson Holdings plc. A total dividend at £0.04 per share will be paid by Bellway p.l.c. The Revised Proposal is subject to a number of pre-conditions, including completion of satisfactory due diligence. The Board of Crest Nicholson has confirmed to Bellway that the Revised Proposal is at a value that it would be minded to recommend unanimously to Crest Nicholson's shareholders. In order to enable satisfactory due diligence to take place, Bellway has requested, and the Board of Crest Nicholson and the Panel on Takeovers and Mergers consented to, an extension to the PUSU Deadline. Bellway is required, by no later than August 8, 2024 either to announce a firm intention to make an offer for Crest Nicholson under Rule 2.7 of the Code or to announce that it does not intend to make an offer for Crest Nicholson, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline may only be extended with the agreement of Crest Nicholson and the Panel in accordance with Rule 2.6(c) of the Code. There can be no certainty that a firm offer will ultimately be made for Crest Nicholson by Bellway, even if the pre-conditions are satisfied or waived. Bellway reserves the right to waive any pre-condition to the making of an offer. A further announcement will be made as and when appropriate. Robert Redshaw, Ram Anand, Robert Johnson and Irina Dzuteska of Citigroup Global Markets Limited and Heraclis Economides, Derek Shakespeare, Simon Hollingsworth and Oliver Hardy of Numis Securities Limited acted as financial advisor to Bellway. Robert Mayhew, Osman Akkaya, Stuart Jempson and Mark Gunalan of Barclays Bank PLC and Philip Yates, Sam Barnett, Will Soutar and Thomas Bective of Jefferies International Limited acted as financial advisor to Crest Nicholson Holdings.
お知らせ • Jul 07Crest Nicholson Reportedly Rejects Rival Bid from Avant HomesAvant Homes Holdings Limited has made a secret all-share takeover offer for local peer Crest Nicholson Holdings plc (LSE:CRST), which the latter has rejected, Sky News reported on July 5, 2024 citing insiders. The proposal, which was allegedly submitted in June, would have made Avant's owner, investment firm Elliott Advisors, the largest shareholder in the enlarged entity, the people were quoted as saying. Elliott and Crest refused to comment when contacted by the media. Avant's approach follows Crest Nicholson's rejection of a GBP 650 million (USD 831.3 million/EUR 767.9 million) revised unsolicited takeover proposal from local peer Bellway plc as being significantly undervaluing. Under the UK takeover rules, Bellway has until July 11 to make a firm offer or walk away. Shares in Crest Nicholson were trading up 5.15% to 257 pence in the early afternoon in London on July 5, 2024, valuing the company at GBP 660 million.
お知らせ • Jun 15Bellway p.l.c. (LSE:BWY) terminated the acquisition of Crest Nicholson Holdings plc (LSE:CRST) for approximately £670 million.Bellway p.l.c. (LSE:BWY) proposed to acquire Crest Nicholson Holdings plc (LSE:CRST) for approximately £670 million on May 7, 2024. The consideration consists of common equity of Bellway p.l.c. at a ratio of 0.093 per common equity of Crest Nicholson Holdings plc. As part of consideration, an undisclosed value is paid towards common equity of Crest Nicholson Holdings plc. Crest Nicholson shareholders would hold 17.1% of the enlarged group's issued and to be issued share capital. The transaction is subject to approval of merger agreement by target board. The deal has been rejected by the board due to inadequate offer price. Citigroup Global Markets Limited and Numis Securities Limited acted as financial advisor to Bellway p.l.c. (LSE:BWY). Bellway p.l.c. (LSE:BWY) terminated the acquisition of Crest Nicholson Holdings plc (LSE:CRST) on May 7, 2024.
お知らせ • Apr 09Crest Nicholson Holdings plc Appoints Martyn Clark as Member of the Board on 3 June 2024Crest Nicholson Holdings plc appointed Martyn Clark as member of the Board on 3 June 2024.
Upcoming Dividend • Mar 14Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 23 April 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 7.7%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (4.4%).
お知らせ • Jan 25+ 1 more updateCrest Nicholson Holdings plc to Report Fiscal Year 2024 Results on Jan 21, 2025Crest Nicholson Holdings plc announced that they will report fiscal year 2024 results on Jan 21, 2025
Declared Dividend • Jan 25Final dividend of UK£0.12 announcedShareholders will receive a dividend of UK£0.12. Ex-date: 21st March 2024 Payment date: 23rd April 2024 Dividend yield will be 7.6%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (243% earnings payout ratio) and 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 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 170% to bring the payout ratio under control. EPS is expected to grow by 141% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Jan 24Full year 2023 earnings released: EPS: UK£0.07 (vs UK£0.10 in FY 2022)Full year 2023 results: EPS: UK£0.07 (down from UK£0.10 in FY 2022). Revenue: UK£657.5m (down 28% from FY 2022). Net income: UK£17.9m (down 32% from FY 2022). Profit margin: 2.7% (down from 2.9% in FY 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Jan 23+ 1 more updateCrest Nicholson Holdings plc Announces Retirement of Peter Truscott as Member of the BoardCrest Nicholson Holdings plc announced the retirement of Peter Truscott as Chief Executive and member of the Board. During his time, Peter repositioned the Group's strategy, led the business through the pandemic and restructured operations to adapt to changing market conditions. Martyn Clark is currently the Chief Commercial Officer at Persimmon Plc. He has been with Persimmon for nine years in senior roles in the South Division including Regional Chairman before his appointment as Chief Commercial Officer in 2022. Prior to that he spent 28 years at Bloor Homes.
お知らせ • Nov 25Crest Nicholson Holdings plc Directorate Change, Effect from 1 January 2024Crest Nicholson Holdings plc announced the appointment of Dr Maggie Semple OBE as Non-Executive Director with effect from 1 January 2024. Maggie is currently a non-executive director at Phoenix Group Holdings PLC and is the owner of three businesses: The Experience Corps Limited, Maggie Semple Ltd. and I-Cubed Group Ltd. She has wide-ranging experience as a non-executive director in a number of different organisations, such as Her Majesty's Court Service, the Criminal Cases Review Commission, the Ministry of Justice (Chair of Audit, Risk & Compliance) and McDonald's Restaurants.
お知らせ • Nov 14Crest Nicholson Holdings plc Announces Group Finance Director ChangesCrest Nicholson Holdings plc announced William Floydd joined the Company as Group Finance Director designate. This follows the announcement on 11 July 2023 of Duncan Cooper's intention to resign as Group Finance Director. Duncan Cooper will be leaving the Group on 13 December 2023.
お知らせ • Nov 04Crest Nicholson Holdings plc Announces the Resignation of Lucinda Bell as Non-Executive Director, effective from December 31, 2023Crest Nicholson Holdings plc announced that Lucinda Bell has notified the Board of her intention to step down as Non-Executive Director having completed six years with the Company. Lucinda will resign from the Board on 31 December 2023. Her replacement will be announced in due course.
お知らせ • Nov 01+ 1 more updateCrest Nicholson Holdings plc to Report Fiscal Year 2023 Results on Jan 23, 2024Crest Nicholson Holdings plc announced that they will report fiscal year 2023 results on Jan 23, 2024
お知らせ • Oct 13Crest Nicholson Holdings plc Appoints William Floydd as Group Finance Director Designate with Effect from 13 November 2023Crest Nicholson Holdings plc announced the appointment of William Floydd as Group Finance Director designate with effect from 13 November 2023. Bill will join the Board of the Company from that date. He will succeed Duncan Cooper, who is stepping down from his role as Group Finance Director as announced on 11 July 2023, following a short handover period. Bill is a chartered accountant. His most recent roles were as chief financial officer at Watches of Switzerland Group PLC, Rank Group PLC and Experian Group PLC, UK and Ireland Region.
Upcoming Dividend • Sep 14Upcoming dividend of UK£0.055 per share at 9.5% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 13 October 2023. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 9.5%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (5.3%).
Buying Opportunity • Aug 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be €2.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 15% in 2 years. Earnings is forecast to decline by 50% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €2.48, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Consumer Durables industry in Germany. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.53 per share.
お知らせ • Jul 12Crest Nicholson Holdings plc Announces Resignation of Duncan Cooper, Group Finance DirectorCrest Nicholson Holdings plc announced that it has received notice from Duncan Cooper, Group Finance Director, that he will step down from the Board and the role of Group Finance Director to take up the role of Chief Financial Officer at another larger listed company. Duncan joined the Group in 2019 and has been instrumental in the Group's transformation during that period. He has been a highly valued member of the Board throughout the last four years, and a strong and dynamic leader of business. Duncan will continue in the role until January 2024 to ensure a smooth completion of the Group's year end audit, and a transition to his replacement. The Board is commencing a process to appoint a successor.
お知らせ • Jun 09Crest Nicholson Holdings plc Declares an Interim Dividend, Payable on 13 October 2023The board of Crest Nicholson Holdings plc has declared an interim dividend of 5.5 pence per share, payable on 13 October 2023 to shareholders on the register on 22 September 2023. The dividend represents approximately one third of the dividend expected to be paid in respect of the financial year ending 31 October 2023.
Reported Earnings • Jun 08First half 2023 earnings released: EPS: UK£0.082 (vs UK£0.17 loss in 1H 2022)First half 2023 results: EPS: UK£0.082 (up from UK£0.17 loss in 1H 2022). Revenue: UK£282.7m (down 22% from 1H 2022). Net income: UK£21.1m (up UK£63.3m from 1H 2022). Profit margin: 7.5% (up from net loss in 1H 2022). The move to profitability was driven by lower expenses. Revenue is expected to decline by 2.2% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €3.08, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Consumer Durables industry in Germany. Total returns to shareholders of 33% over the past three years.
Upcoming Dividend • Mar 09Upcoming dividend of UK£0.12 per share at 7.3% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 05 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.3%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (4.0%).
Reported Earnings • Jan 18Full year 2022 earnings released: EPS: UK£0.10 (vs UK£0.28 in FY 2021)Full year 2022 results: EPS: UK£0.10 (down from UK£0.28 in FY 2021). Revenue: UK£913.6m (up 16% from FY 2021). Net income: UK£26.4m (down 63% from FY 2021). Profit margin: 2.9% (down from 9.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
お知らせ • Jan 17Crest Nicholson Holdings plc Proposes Final Dividend for the Financial Year Ended 31 October 2022, Expected to Be Paid on 5 April 2023The board of Crest Nicholson Holdings plc proposed to pay a final dividend of 11.5 pence per share for the financial year ended 31 October 2022 which, subject to shareholder approval, is expected to be paid on 5 April 2023 to shareholders on the Register of Members on 17 March 2023. This is in addition to the 5.5 pence per share interim dividend that was paid in October 2022.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director David Arnold was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director David Arnold was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Oct 11Independent Non-Executive Chairman recently bought €109k worth of stockOn the 4th of October, Iain G. Ferguson bought around 50k shares on-market at roughly €2.19 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €224k. This was Iain G.'s only on-market trade for the last 12 months.
Recent Insider Transactions • Oct 05Group Finance Director & Director recently bought €71k worth of stockOn the 30th of September, Duncan Cooper bought around 34k shares on-market at roughly €2.05 per share. This transaction increased Duncan's direct individual holding by 2x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €224k. Duncan has been a buyer over the last 12 months, purchasing a net total of €105k worth in shares.
Board Change • Oct 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director David Arnold was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Sep 21CEO & Director recently bought €224k worth of stockOn the 12th of September, Peter Truscott bought around 85k shares on-market at roughly €2.64 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of €335k worth in shares.
Upcoming Dividend • Sep 15Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 13 October 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 6.8%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.9%).
Reported Earnings • Jun 15First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£29.0m from profit in 1H 2021). Profit margin: (down from 8.9% in 1H 2021). Over the next year, revenue is forecast to grow 9.1%, compared to a 5.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 14Crest Nicholson Holdings plc Declares Interim Dividend, Payable on 13 October 2022Crest Nicholson Holdings plc declared an interim dividend of 5.5 pence per share, payable on 13 October 2022 to shareholders on the register on 23 September 2022. The dividend represents approximately one third of the dividend expected to be paid in respect of the financial year ending 31 October 2022.
お知らせ • Jun 08Crest Nicholson Holdings plc, Annual General Meeting, Mar 23, 2023Crest Nicholson Holdings plc, Annual General Meeting, Mar 23, 2023.
お知らせ • May 28Crest Nicholson Holdings plc Announces Directorate ChangeCrest Nicholson Holdings plc announces a directorate change and restructure of the Executive Leadership Team. In January 2020, the Group outlined an updated strategy to improve financial performance and restore Crest Nicholson to being one of the UK's leading housebuilders. This plan was conceived on delivering a reset in operational efficiency and standards, a significantly strengthened balance sheet and assembling an experienced, diverse leadership team to implement this change in direction. In recognising the significant progress that has been achieved in transforming the Group's operations and the acquisition of a skilled management team to deliver the next phase of its strategy, the Board and Tom Nicholson, Chief Operating Officer, have agreed that now is the right time for Tom to leave the organisation.
Buying Opportunity • May 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be €3.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
お知らせ • May 17Crest Nicholson Holdings plc to Report Fiscal Year 2022 Results on Jan 17, 2023Crest Nicholson Holdings plc announced that they will report fiscal year 2022 results on Jan 17, 2023
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director David Arnold was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 10Upcoming dividend of UK£0.095 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 08 April 2022. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of German dividend payers (3.5%). Higher than average of industry peers (2.4%).
Recent Insider Transactions • Jan 30CEO & Director recently bought €111k worth of stockOn the 27th of January, Peter Truscott bought around 30k shares on-market at roughly €3.70 per share. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.
Reported Earnings • Jan 20Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£0.28 (up from UK£0.042 loss in FY 2020). Revenue: UK£786.6m (up 16% from FY 2020). Net income: UK£70.9m (up UK£81.6m from FY 2020). Profit margin: 9.0% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 12%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Sep 24Crest Nicholson Holdings Unsponsored ADR to Be Deleted from Other OTCCrest Nicholson Holdings plc Unsponsored ADR (United Kingdom) will be deleted from Other OTC effective from September 23, 2021, due to ADR /GDR Program Terminated.
Upcoming Dividend • Sep 16Upcoming dividend of UK£0.041 per shareEligible shareholders must have bought the stock before 23 September 2021. Payment date: 14 October 2021. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (2.1%).
Executive Departure • Jul 13Independent Non-Executive Director Sharon Flood has left the companyOn the 30th of June, Sharon Flood's tenure as Independent Non-Executive Director ended after 6.3 years in the role. As of March 2021, Sharon still personally held 22.88k shares (€110k worth at the time). Sharon is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.08 years.
Recent Insider Transactions • Jul 01General Counsel & Company Secretary recently sold €99k worth of stockOn the 28th of June, Kevin Maguire sold around 20k shares on-market at roughly €4.95 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €262k more than they sold in the last 12 months.
Reported Earnings • Jun 27First half 2021 earnings released: EPS UK£0.11 (vs UK£0.16 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£324.5m (up 35% from 1H 2020). Net income: UK£29.0m (up UK£69.5m from 1H 2020). Profit margin: 8.9% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Mar 02New 90-day high: €3.98The company is up 14% from its price of €3.49 on 02 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables 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 €3.83 per share.
お知らせ • Feb 23Crest Nicholson Holdings plc to Report First Half, 2021 Results on Jun 23, 2021Crest Nicholson Holdings plc announced that they will report first half, 2021 results on Jun 23, 2021
Reported Earnings • Feb 19Full year 2020 earnings released: UK£0.042 loss per share (vs UK£0.32 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£677.9m (down 38% from FY 2019). Net loss: UK£10.7m (down 113% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 19Revenue beats expectationsRevenue exceeded analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 16%, compared to a 7.2% growth forecast for the Consumer Durables industry in Germany.
Is New 90 Day High Low • Jan 29New 90-day high: €3.66The company is up 52% from its price of €2.41 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.47 per share.
Reported Earnings • Jan 27Full year 2020 earnings released: UK£0.042 loss per share (vs UK£0.32 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£677.9m (down 38% from FY 2019). Net loss: UK£10.7m (down 113% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Jan 27Revenue beats expectationsRevenue exceeded analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 9.9%, compared to a 6.9% growth forecast for the Consumer Durables industry in Germany.
お知らせ • Jan 26Crest Nicholson Holdings plc to Report Fiscal Year 2020 Results on Jan 26, 2021Crest Nicholson Holdings plc announced that they will report fiscal year 2020 results on Jan 26, 2021
Is New 90 Day High Low • Dec 29New 90-day high: €3.63The company is up 72% from its price of €2.11 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables 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 €3.58 per share.
Is New 90 Day High Low • Dec 05New 90-day high: €3.59The company is up 66% from its price of €2.17 on 04 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 Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.13 per share.
Is New 90 Day High Low • Nov 05New 90-day high: €2.92The company is up 41% from its price of €2.07 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.80 per share.
Is New 90 Day High Low • Oct 08New 90-day high: €2.62The company is up 13% from its price of €2.33 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.60 per share.
お知らせ • Oct 06Crest Nicholson Holdings Plc's Ordinary Shares to Be Deleted from Other OTCCrest Nicholson Holdings plc's ordinary shares (United Kingdom) will be deleted from other OTC effective from October 06, 2020 due to inactive security.
Recent Insider Transactions • Sep 24CEO & Director recently bought €81k worth of stockOn the 21st of September, Peter Truscott bought around 44k shares on-market at roughly €1.84 per share. In the last 3 months, they made an even bigger purchase worth €201k. Despite this recent buy, Peter has been a net seller over the last 12 months, reducing personal holdings by €10k.
Is New 90 Day High Low • Sep 23New 90-day low: €1.82The company is down 24% from its price of €2.39 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.84 per share.