North West（3NW）株式概要ノースウエスト・カンパニーは子会社を通じて、カナダ北部、アラスカ地方、南太平洋、カリブ海地域で食品と日用品の小売とサービスを行っている。 詳細3NW ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績3/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より66.3%で取引されている 3.16%の安定した配当金を支払う リスク分析過去5年間で収益は年間1.9%減少しました。 すべてのリスクチェックを見る3NW Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€32.407.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue CA$3.1bEarnings CA$165.9mAdvancedSet Fair ValueView all narrativesThe North West Company Inc. 競合他社Hawesko HoldingSymbol: XTRA:HAWMarket cap: €178.3mWASGAU Produktions & HandelsSymbol: DB:MSHMarket cap: €57.4mRami Levi Chain Stores Hashikma Marketing 2006Symbol: TASE:RMLIMarket cap: ₪5.3bWeis MarketsSymbol: NYSE:WMKMarket cap: US$1.8b価格と性能株価の高値、安値、推移の概要North West過去の株価現在の株価CA$32.4052週高値CA$36.2052週安値CA$27.20ベータ0.491ヶ月の変化2.53%3ヶ月変化-4.14%1年変化-8.47%3年間の変化26.56%5年間の変化32.79%IPOからの変化54.29%最新ニュースお知らせ • Apr 14The North West Company Inc., Annual General Meeting, Jun 10, 2026The North West Company Inc., Annual General Meeting, Jun 10, 2026.お知らせ • Apr 08+ 1 more updateThe North West Company Inc. Announces Appointment of Paul Soubry to Its Board of Directors, Effective April 8, 2026The North West Company Inc. announced the appointment of Paul Soubry to its Board of Directors effective April 8, 2026. Mr. Soubry was President and Chief Executive Officer of NFI Group Inc. (“NFI”) from January 2009 to January 2026. He holds a Bachelor of Commerce (Honours) degree from the University of Manitoba and completed the executive development program at Harvard Business School. Mr. Soubry has a sales, marketing, business development and operations background in businesses held by both trade and private equity owners, with substantial experience in business transformations and LEAN operational practices. Prior to joining NFI, Mr. Soubry worked for StandardAero for 24 years where he held a variety of increasingly senior positions including being named President in 2001, Chief Operating Officer in 2006, and Chief Executive Officer in 2007. Mr. Soubry currently serves on the Board of True North Sports and Entertainment Limited/Winnipeg Jets Hockey Club and The Wawanesa Mutual Insurance Company. In 2003, Mr. Soubry was named one of the recipients of “Canada’s Top 40 under 40” award, was inducted in to the Canadian Manufacturers and Exporters Hall of Fame in 2014, and was recognized as Canada’s 2016 CEO of the Year by the Financial Post. Mr. Soubry is a member of the Institute of Corporate Directors and a graduate of the Directors Education Program and was awarded an Honourary Doctorate of Laws from the University of Manitoba in 2022.お知らせ • Dec 10The North West Company Inc. Announces a Quarterly Dividend, Payable on January 15, 2026The North West Company Inc. announced that the Board of Directors has declared a quarterly dividend of $0.41 to shareholders of record on December 31, 2025, to be paid on January 15, 2026.お知らせ • Dec 03The North West Company Inc. to Report Q3, 2026 Results on Dec 09, 2025The North West Company Inc. announced that they will report Q3, 2026 results After-Market on Dec 09, 2025お知らせ • Sep 09the North West Company Inc. Declares Quarterly Dividend, Payable on October 15, 2025The North West Company Inc. announced that the Board of Directors declared a quarterly dividend of $0.41, an increase of $0.01 or 2.5% per share, to shareholders of record on September 29, 2025, to be paid on October 15, 2025.お知らせ • Aug 30The North West Company Inc. to Report Q2, 2026 Results on Sep 08, 2025The North West Company Inc. announced that they will report Q2, 2026 results After-Market on Sep 08, 2025最新情報をもっと見るRecent updatesお知らせ • Apr 14The North West Company Inc., Annual General Meeting, Jun 10, 2026The North West Company Inc., Annual General Meeting, Jun 10, 2026.お知らせ • Apr 08+ 1 more updateThe North West Company Inc. Announces Appointment of Paul Soubry to Its Board of Directors, Effective April 8, 2026The North West Company Inc. announced the appointment of Paul Soubry to its Board of Directors effective April 8, 2026. Mr. Soubry was President and Chief Executive Officer of NFI Group Inc. (“NFI”) from January 2009 to January 2026. He holds a Bachelor of Commerce (Honours) degree from the University of Manitoba and completed the executive development program at Harvard Business School. Mr. Soubry has a sales, marketing, business development and operations background in businesses held by both trade and private equity owners, with substantial experience in business transformations and LEAN operational practices. Prior to joining NFI, Mr. Soubry worked for StandardAero for 24 years where he held a variety of increasingly senior positions including being named President in 2001, Chief Operating Officer in 2006, and Chief Executive Officer in 2007. Mr. Soubry currently serves on the Board of True North Sports and Entertainment Limited/Winnipeg Jets Hockey Club and The Wawanesa Mutual Insurance Company. In 2003, Mr. Soubry was named one of the recipients of “Canada’s Top 40 under 40” award, was inducted in to the Canadian Manufacturers and Exporters Hall of Fame in 2014, and was recognized as Canada’s 2016 CEO of the Year by the Financial Post. Mr. Soubry is a member of the Institute of Corporate Directors and a graduate of the Directors Education Program and was awarded an Honourary Doctorate of Laws from the University of Manitoba in 2022.お知らせ • Dec 10The North West Company Inc. Announces a Quarterly Dividend, Payable on January 15, 2026The North West Company Inc. announced that the Board of Directors has declared a quarterly dividend of $0.41 to shareholders of record on December 31, 2025, to be paid on January 15, 2026.お知らせ • Dec 03The North West Company Inc. to Report Q3, 2026 Results on Dec 09, 2025The North West Company Inc. announced that they will report Q3, 2026 results After-Market on Dec 09, 2025お知らせ • Sep 09the North West Company Inc. Declares Quarterly Dividend, Payable on October 15, 2025The North West Company Inc. announced that the Board of Directors declared a quarterly dividend of $0.41, an increase of $0.01 or 2.5% per share, to shareholders of record on September 29, 2025, to be paid on October 15, 2025.お知らせ • Aug 30The North West Company Inc. to Report Q2, 2026 Results on Sep 08, 2025The North West Company Inc. announced that they will report Q2, 2026 results After-Market on Sep 08, 2025お知らせ • Aug 01The North West Company Inc. Appoints Gregg Saretsky as A Director of North West, Effective August 1, 2025The North West Company Inc. announced the appointment of Gregg Saretsky as a director of North West, effective August 1, 2025. Gregg Saretsky is a seasoned corporate director with deep experience in the global aviation industry. He currently serves on the board of directors of InterGlobe Aviation Limited, India's largest airline, and on the board of directors of Southwest Airlines. From 2010 to 2018, Mr. Saretsky served as President and Chief Executive Officer of WestJet Airlines Ltd., and he previously held senior-level commercial and operational roles at Alaska Air Group Inc. and, prior to its acquisition by Air Canada, Canadian Airlines International Ltd. Mr. Saretsky earned a B.Sc. and an M.B.A. from the University of British Columbia.お知らせ • Jun 11The North West Company Inc. Declares Quarterly Dividend, Payable on July 15, 2025The North West Company Inc. announced that the Board of Directors has declared a quarterly dividend of $0.40 to shareholders of record on June 27, 2025, to be paid on July 15, 2025.お知らせ • Apr 15The North West Company Inc., Annual General Meeting, Jun 11, 2025The North West Company Inc., Annual General Meeting, Jun 11, 2025.お知らせ • Dec 10The North West Company Inc. Declares Quarterly Dividend, Payable on January 15, 2025The North West Company Inc. has declared a quarterly dividend of $0.40 per share to shareholders of record on December 31, 2024, to be paid on January 15, 2025.お知らせ • Nov 26The North West Company Inc. to Report Q3, 2025 Results on Dec 09, 2024The North West Company Inc. announced that they will report Q3, 2025 results After-Market on Dec 09, 2024Upcoming Dividend • Sep 23Upcoming dividend of CA$0.40 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 15 October 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.9%).Declared Dividend • Sep 09Second quarter dividend of CA$0.40 announcedShareholders will receive a dividend of CA$0.40. Ex-date: 27th September 2024 Payment date: 15th October 2024 Dividend yield will be 3.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 06Second quarter 2025 earnings released: EPS: CA$0.74 (vs CA$0.77 in 2Q 2024)Second quarter 2025 results: EPS: CA$0.74 (down from CA$0.77 in 2Q 2024). Revenue: CA$646.5m (up 4.6% from 2Q 2024). Net income: CA$35.3m (down 4.0% from 2Q 2024). Profit margin: 5.5% (down from 6.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Sep 05The North West Company Inc. Announces Increase in the Quarterly Dividend, Payable on October 15, 2024The North West Company Inc. announced that the Board of Directors has declared a quarterly dividend of $0.40, an increase of $0.01 or 2.6% per share, to shareholders of record on September 30, 2024, to be paid on October 15, 2024.お知らせ • Aug 27The North West Company Inc. to Report Q2, 2025 Results on Sep 04, 2024The North West Company Inc. announced that they will report Q2, 2025 results After-Market on Sep 04, 2024Declared Dividend • Jun 09First quarter dividend of CA$0.39 announcedShareholders will receive a dividend of CA$0.39. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 4.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 06First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: CA$617.5m (up 4.0% from 1Q 2024). Net income: CA$25.5m (up 22% from 1Q 2024). Profit margin: 4.1% (up from 3.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe.お知らせ • Jun 06The North West Company Inc. Announces Quarterly Dividend, Payable on July 15, 2024The North West Company Inc. has declared a quarterly dividend of $0.39 to shareholders of record on June 28, 2024, to be paid on July 15, 2024.Declared Dividend • Apr 14Fourth quarter dividend of CA$0.39 announcedShareholders will receive a dividend of CA$0.39. Ex-date: 17th April 2024 Payment date: 29th April 2024 Dividend yield will be 4.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (83% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 8.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 11Full year 2024 earnings released: EPS: CA$2.71 (vs CA$2.55 in FY 2023)Full year 2024 results: EPS: CA$2.71 (up from CA$2.55 in FY 2023). Revenue: CA$2.47b (up 5.1% from FY 2023). Net income: CA$129.4m (up 5.9% from FY 2023). Profit margin: 5.2% (in line with FY 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Apr 10The North West Company Inc. Declares Quarterly Dividend, Payable on April 29, 2024The North West Company Inc. announced that the Board of Directors has declared a dividend of $0.39 per share to be paid on April 29, 2024 to shareholders of record on April 18, 2024.お知らせ • Apr 06The North West Company Inc., Annual General Meeting, Jun 05, 2024The North West Company Inc., Annual General Meeting, Jun 05, 2024.お知らせ • Mar 23The North West Company Inc. to Report Q4, 2024 Results on Apr 10, 2024The North West Company Inc. announced that they will report Q4, 2024 results on Apr 10, 2024お知らせ • Feb 14Frank Coleman to Retire as Director of The North West Company Inc. in June 2024The North West Company Inc. announced the resignation of Frank Coleman as Director of the company. Mr. Coleman has been a Director of North West since 1999 and was scheduled to retire in June 2024 in connection with the Company’s Board of Directors mandatory retirement policy. Mr. Coleman, who is the President and CEO of the Coleman Group of Companies, cited personal reasons not related to North West, including directing more of his time to his business interests and other commitments, for his resignation at this time.Board Change • Feb 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. 5 experienced directors. 5 highly experienced directors. Independent Director Rachel Huckle was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Dec 21Upcoming dividend of CA$0.39 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 15 January 2024. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (4.3%).Reported Earnings • Dec 08Third quarter 2024 earnings released: EPS: CA$0.78 (vs CA$0.62 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.78 (up from CA$0.62 in 3Q 2023). Revenue: CA$616.9m (up 5.1% from 3Q 2023). Net income: CA$37.2m (up 26% from 3Q 2023). Profit margin: 6.0% (up from 5.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Europe.お知らせ • Dec 07The North West Company Inc. Declares Quarterly Dividend, Payable on January 15, 2024The North West Company Inc. announced that the board of directors has declared a quarterly dividend of $0.39 to shareholders of record on December 29, 2023, to be paid on January 15, 2024.Upcoming Dividend • Sep 21Upcoming dividend of CA$0.39 per share at 4.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 13 October 2023. Payout ratio is a comfortable 60% and the cash payout ratio is 80%. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (4.3%).Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €24.20, the stock trades at a trailing P/E ratio of 14.1x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total returns to shareholders of 3.7% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €43.87 per share.Reported Earnings • Sep 14Second quarter 2024 earnings released: EPS: CA$769 (vs CA$0.66 in 2Q 2023)Second quarter 2024 results: EPS: CA$769 (up from CA$0.66 in 2Q 2023). Revenue: CA$618.1m (up 6.8% from 2Q 2023). Net income: CA$36.8m (up 17% from 2Q 2023). Profit margin: 6.0% (up from 5.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in Europe.お知らせ • Sep 13The North West Company Inc. Declares Quarterly Dividend, Payable on October 13, 2023The North West Company Inc. announced that the Board of Directors has declared a quarterly dividend of $0.39, an increase of $0.01 or 2.6% per share, to shareholders of record on September 29, 2023, to be paid on October 13, 2023.Buying Opportunity • Jul 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €27.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.9%.Upcoming Dividend • Jun 22Upcoming dividend of CA$0.38 per share at 4.8% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 62% and the cash payout ratio is 96%. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (4.4%).New Risk • Jun 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Dividend is not well covered by cash flows (97% cash payout ratio). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).お知らせ • Jun 09The North West Company Inc. (TSX:NWC) acquired Nickel City Motors.The North West Company Inc. (TSX:NWC) acquired Nickel City Motors on April 17, 2023. The North West Company Inc. (TSX:NWC) completed the acquisition of Nickel City Motors on April 17, 2023.Buying Opportunity • Jun 08Now 28% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €33.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.9%.お知らせ • Jun 08The North West Company Inc. Declares Quarterly Dividend, Payable on July 14, 2023The Board of Directors of The North West Company Inc. declared a quarterly dividend of $0.38 per share to shareholders of record on June 30, 2023, to be paid on July 14, 2023.Recent Insider Transactions • Apr 24Independent Director recently sold €131k worth of stockOn the 18th of April, Annalisa King sold around 5k shares on-market at roughly €26.44 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €55k more than they sold in the last 12 months.Reported Earnings • Apr 06Full year 2023 earnings released: EPS: CA$2.55 (vs CA$3.21 in FY 2022)Full year 2023 results: EPS: CA$2.55 (down from CA$3.21 in FY 2022). Revenue: CA$2.35b (up 4.6% from FY 2022). Net income: CA$122.2m (down 21% from FY 2022). Profit margin: 5.2% (down from 6.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe.Upcoming Dividend • Dec 22Upcoming dividend of CA$0.38 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 16 January 2023. Payout ratio is a comfortable 58% and the cash payout ratio is 91%. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.8%).Reported Earnings • Dec 09Third quarter 2023 earnings released: EPS: CA$0.62 (vs CA$0.80 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.62 (down from CA$0.80 in 3Q 2022). Revenue: CA$586.7m (up 6.0% from 3Q 2022). Net income: CA$29.5m (down 24% from 3Q 2022). Profit margin: 5.0% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Europe.Buying Opportunity • Dec 07Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be €32.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 22%.Upcoming Dividend • Sep 21Upcoming dividend of CA$0.38 per shareEligible shareholders must have bought the stock before 28 September 2022. Payment date: 14 October 2022. Payout ratio is a comfortable 54% and the cash payout ratio is 93%. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (4.7%).Reported Earnings • Sep 09Second quarter 2023 earnings released: EPS: CA$0.66 (vs CA$0.86 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.66 (down from CA$0.86 in 2Q 2022). Revenue: CA$578.9m (up 2.4% from 2Q 2022). Net income: CA$31.4m (down 25% from 2Q 2022). Profit margin: 5.4% (down from 7.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Consumer Retailing industry in Europe.Upcoming Dividend • Jun 22Upcoming dividend of CA$0.37 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (4.8%).Reported Earnings • Jun 10First quarter 2023 earnings released: EPS: CA$0.57 (vs CA$0.82 in 1Q 2022)First quarter 2023 results: EPS: CA$0.57 (down from CA$0.82 in 1Q 2022). Revenue: CA$552.0m (flat on 1Q 2022). Net income: CA$27.4m (down 31% from 1Q 2022). Profit margin: 5.0% (down from 7.2% in 1Q 2022). Over the next year, revenue is forecast to grow 1.6%, compared to a 7.3% growth forecast for the industry in Germany.Recent Insider Transactions • May 01President of Alaska Commercial Company recently bought €85k worth of stockOn the 29th of April, Kyle Hill bought around 3k shares on-market at roughly €26.67 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €85k more in shares than they have sold in the last 12 months.Buying Opportunity • Apr 20Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be €33.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 26%.Reported Earnings • Apr 16Full year 2022 earnings released: EPS: CA$3.21 (vs CA$2.87 in FY 2021)Full year 2022 results: EPS: CA$3.21 (up from CA$2.87 in FY 2021). Revenue: CA$2.25b (down 4.7% from FY 2021). Net income: CA$154.8m (up 11% from FY 2021). Profit margin: 6.9% (up from 5.9% in FY 2021). The increase in margin was driven by lower expenses. Like-for-like sales growth: Down 0.4% vs FY 2021 Over the next year, revenue is forecast to stay flat compared to a 7.8% growth forecast for the retail industry in Germany.Upcoming Dividend • Dec 23Upcoming dividend of CA$0.37 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 14 January 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (3.6%).Reported Earnings • Dec 09Third quarter 2022 earnings: Revenues exceed analyst expectationsThird quarter 2022 results: Revenue: CA$553.7m (flat on 3Q 2021). Net income: CA$38.7m (up 12% from 3Q 2021). Profit margin: 7.0% (up from 6.3% in 3Q 2021). Revenue exceeded analyst estimates by 4.2%. Over the next year, revenue is forecast to stay flat compared to a 7.8% growth forecast for the industry in Germany.Upcoming Dividend • Sep 21Upcoming dividend of CA$0.37 per shareEligible shareholders must have bought the stock before 28 September 2021. Payment date: 15 October 2021. Trailing yield: 4.3%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.8%).Reported Earnings • Sep 09Second quarter 2022 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: CA$565.1m (down 13% from 2Q 2021). Net income: CA$41.9m (down 32% from 2Q 2021). Profit margin: 7.4% (down from 9.5% in 2Q 2021). The decrease in margin was driven by lower revenue.Upcoming Dividend • Jun 22Upcoming dividend of CA$0.36 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 15 July 2021. Trailing yield: 4.1%. Within top quartile of German dividend payers (3.1%). In line with average of industry peers (3.9%).Executive Departure • Jun 15Independent Director Wendy Evans has left the companyOn the 9th of June, Wendy Evans' tenure as Independent Director ended. As of March 2021, Wendy still personally held 7.63k shares (€186k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.75 years.Executive Departure • Jun 15Independent Director Eric Stefanson has left the companyOn the 9th of June, Eric Stefanson's tenure as Independent Director ended after 9.4 years in the role. As of March 2021, Eric still personally held 3.23k shares (€79k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.75 years.Reported Earnings • Jun 11First quarter 2022 earnings releasedThe company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: CA$551.0m (down 7.0% from 1Q 2021). Net income: CA$39.7m (up 252% from 1Q 2021). Profit margin: 7.2% (up from 1.9% in 1Q 2021). The increase in margin was driven by lower expenses.Recent Insider Transactions • Apr 21President recently sold €3.3m worth of stockOn the 13th of April, Edward Kennedy sold around 133k shares on-market at roughly €24.50 per share. This was the largest sale by an insider in the last 3 months. This was Edward's only on-market trade for the last 12 months.Reported Earnings • Apr 09Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: CA$2.36b (up 13% from FY 2020). Net income: CA$139.9m (up 69% from FY 2020). Profit margin: 5.9% (up from 3.9% in FY 2020). Like-for-like sales growth: 19.0% vs FY 2020株主還元3NWDE Consumer RetailingDE 市場7D1.3%3.6%3.2%1Y-8.5%-31.4%2.5%株主還元を見る業界別リターン: 3NW過去 1 年間で-31.4 % の収益を上げたGerman Consumer Retailing業界を上回りました。リターン対市場: 3NWは、過去 1 年間で2.5 % のリターンを上げたGerman市場を下回りました。価格変動Is 3NW's price volatile compared to industry and market?3NW volatility3NW Average Weekly Movement3.5%Consumer Retailing Industry Average Movement8.0%Market Average Movement6.1%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: 3NW 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3NWの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト16687,001Dan McConnellwww.northwest.caノースウエスト・カンパニーは子会社を通じて、カナダ北部、アラスカ地方、南太平洋、カリブ海諸国で食料品や日用品、サービスの小売業を営んでいる。同社は、食品、金融サービス、雑貨を提供するノーザン・ストア、生鮮食品、衣料品、健康商品・サービスを提供するノースマート・ストア、調理済み食品、燃料、関連サービスを提供するクイックストップ・コンビニエンスストアを運営している。また、ファミリー・ファッション、家庭用品、食品を扱うジュニア・ディスカウント・ストア「ジャイアント・タイガー」、ディスカウント・センター「バリュー・ロット」、食品直売所「バリュー・ロット」、遠隔地にある店舗「ソロ・マーケット」、薬局・コンビニエンスストア、スキードゥー、ホンダ、キャンアムなどの一流ブランドの販売、サービス、部品、アクセサリーを扱うディーラー「NWCモータースポーツ」も運営している。さらに、独立系食料品店への青果物や生鮮肉の販売、地方の病院や保健所への契約遠隔薬剤師サービスの提供、水上および航空輸送事業も行っている。さらに、遠隔地や農村地域に食料品や雑貨を提供するアラスカ・コマーシャル・カンパニーの店舗、独立系食料品店、商業アカウント、個人家庭への卸売業者であるパシフィック・アラスカ・ホールセール、ライトウェイ食品市場、ディスカウント食品や雑貨を提供するコスト・ユー・レスの中型倉庫店、ホンダ、ヤマハ、スキードゥー、カンナムブランドの販売、サービス、部品、アクセサリーを提供するディーラーも運営している。同社は1668年に設立され、カナダのウィニペグに本社を置いている。もっと見るThe North West Company Inc. 基礎のまとめNorth West の収益と売上を時価総額と比較するとどうか。3NW 基礎統計学時価総額€1.54b収益（TTM）€87.00m売上高(TTM)€1.62b17.6xPER（株価収益率0.9xP/Sレシオ3NW は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計3NW 損益計算書（TTM）収益CA$2.60b売上原価CA$1.72b売上総利益CA$881.09mその他の費用CA$741.61m収益CA$139.49m直近の収益報告Jan 31, 2026次回決算日該当なし一株当たり利益（EPS）2.94グロス・マージン33.91%純利益率5.37%有利子負債／自己資本比率37.8%3NW の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.2%現在の配当利回り56%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 00:50終値2026/05/22 00:00収益2026/01/31年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋The North West Company Inc. 3 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。8 アナリスト機関James DurranBarclaysStephen MacLeodBMO Capital Markets Equity ResearchNeil LinsdellCantor Fitzgerald Canada Corporation5 その他のアナリストを表示
お知らせ • Apr 14The North West Company Inc., Annual General Meeting, Jun 10, 2026The North West Company Inc., Annual General Meeting, Jun 10, 2026.
お知らせ • Apr 08+ 1 more updateThe North West Company Inc. Announces Appointment of Paul Soubry to Its Board of Directors, Effective April 8, 2026The North West Company Inc. announced the appointment of Paul Soubry to its Board of Directors effective April 8, 2026. Mr. Soubry was President and Chief Executive Officer of NFI Group Inc. (“NFI”) from January 2009 to January 2026. He holds a Bachelor of Commerce (Honours) degree from the University of Manitoba and completed the executive development program at Harvard Business School. Mr. Soubry has a sales, marketing, business development and operations background in businesses held by both trade and private equity owners, with substantial experience in business transformations and LEAN operational practices. Prior to joining NFI, Mr. Soubry worked for StandardAero for 24 years where he held a variety of increasingly senior positions including being named President in 2001, Chief Operating Officer in 2006, and Chief Executive Officer in 2007. Mr. Soubry currently serves on the Board of True North Sports and Entertainment Limited/Winnipeg Jets Hockey Club and The Wawanesa Mutual Insurance Company. In 2003, Mr. Soubry was named one of the recipients of “Canada’s Top 40 under 40” award, was inducted in to the Canadian Manufacturers and Exporters Hall of Fame in 2014, and was recognized as Canada’s 2016 CEO of the Year by the Financial Post. Mr. Soubry is a member of the Institute of Corporate Directors and a graduate of the Directors Education Program and was awarded an Honourary Doctorate of Laws from the University of Manitoba in 2022.
お知らせ • Dec 10The North West Company Inc. Announces a Quarterly Dividend, Payable on January 15, 2026The North West Company Inc. announced that the Board of Directors has declared a quarterly dividend of $0.41 to shareholders of record on December 31, 2025, to be paid on January 15, 2026.
お知らせ • Dec 03The North West Company Inc. to Report Q3, 2026 Results on Dec 09, 2025The North West Company Inc. announced that they will report Q3, 2026 results After-Market on Dec 09, 2025
お知らせ • Sep 09the North West Company Inc. Declares Quarterly Dividend, Payable on October 15, 2025The North West Company Inc. announced that the Board of Directors declared a quarterly dividend of $0.41, an increase of $0.01 or 2.5% per share, to shareholders of record on September 29, 2025, to be paid on October 15, 2025.
お知らせ • Aug 30The North West Company Inc. to Report Q2, 2026 Results on Sep 08, 2025The North West Company Inc. announced that they will report Q2, 2026 results After-Market on Sep 08, 2025
お知らせ • Apr 14The North West Company Inc., Annual General Meeting, Jun 10, 2026The North West Company Inc., Annual General Meeting, Jun 10, 2026.
お知らせ • Apr 08+ 1 more updateThe North West Company Inc. Announces Appointment of Paul Soubry to Its Board of Directors, Effective April 8, 2026The North West Company Inc. announced the appointment of Paul Soubry to its Board of Directors effective April 8, 2026. Mr. Soubry was President and Chief Executive Officer of NFI Group Inc. (“NFI”) from January 2009 to January 2026. He holds a Bachelor of Commerce (Honours) degree from the University of Manitoba and completed the executive development program at Harvard Business School. Mr. Soubry has a sales, marketing, business development and operations background in businesses held by both trade and private equity owners, with substantial experience in business transformations and LEAN operational practices. Prior to joining NFI, Mr. Soubry worked for StandardAero for 24 years where he held a variety of increasingly senior positions including being named President in 2001, Chief Operating Officer in 2006, and Chief Executive Officer in 2007. Mr. Soubry currently serves on the Board of True North Sports and Entertainment Limited/Winnipeg Jets Hockey Club and The Wawanesa Mutual Insurance Company. In 2003, Mr. Soubry was named one of the recipients of “Canada’s Top 40 under 40” award, was inducted in to the Canadian Manufacturers and Exporters Hall of Fame in 2014, and was recognized as Canada’s 2016 CEO of the Year by the Financial Post. Mr. Soubry is a member of the Institute of Corporate Directors and a graduate of the Directors Education Program and was awarded an Honourary Doctorate of Laws from the University of Manitoba in 2022.
お知らせ • Dec 10The North West Company Inc. Announces a Quarterly Dividend, Payable on January 15, 2026The North West Company Inc. announced that the Board of Directors has declared a quarterly dividend of $0.41 to shareholders of record on December 31, 2025, to be paid on January 15, 2026.
お知らせ • Dec 03The North West Company Inc. to Report Q3, 2026 Results on Dec 09, 2025The North West Company Inc. announced that they will report Q3, 2026 results After-Market on Dec 09, 2025
お知らせ • Sep 09the North West Company Inc. Declares Quarterly Dividend, Payable on October 15, 2025The North West Company Inc. announced that the Board of Directors declared a quarterly dividend of $0.41, an increase of $0.01 or 2.5% per share, to shareholders of record on September 29, 2025, to be paid on October 15, 2025.
お知らせ • Aug 30The North West Company Inc. to Report Q2, 2026 Results on Sep 08, 2025The North West Company Inc. announced that they will report Q2, 2026 results After-Market on Sep 08, 2025
お知らせ • Aug 01The North West Company Inc. Appoints Gregg Saretsky as A Director of North West, Effective August 1, 2025The North West Company Inc. announced the appointment of Gregg Saretsky as a director of North West, effective August 1, 2025. Gregg Saretsky is a seasoned corporate director with deep experience in the global aviation industry. He currently serves on the board of directors of InterGlobe Aviation Limited, India's largest airline, and on the board of directors of Southwest Airlines. From 2010 to 2018, Mr. Saretsky served as President and Chief Executive Officer of WestJet Airlines Ltd., and he previously held senior-level commercial and operational roles at Alaska Air Group Inc. and, prior to its acquisition by Air Canada, Canadian Airlines International Ltd. Mr. Saretsky earned a B.Sc. and an M.B.A. from the University of British Columbia.
お知らせ • Jun 11The North West Company Inc. Declares Quarterly Dividend, Payable on July 15, 2025The North West Company Inc. announced that the Board of Directors has declared a quarterly dividend of $0.40 to shareholders of record on June 27, 2025, to be paid on July 15, 2025.
お知らせ • Apr 15The North West Company Inc., Annual General Meeting, Jun 11, 2025The North West Company Inc., Annual General Meeting, Jun 11, 2025.
お知らせ • Dec 10The North West Company Inc. Declares Quarterly Dividend, Payable on January 15, 2025The North West Company Inc. has declared a quarterly dividend of $0.40 per share to shareholders of record on December 31, 2024, to be paid on January 15, 2025.
お知らせ • Nov 26The North West Company Inc. to Report Q3, 2025 Results on Dec 09, 2024The North West Company Inc. announced that they will report Q3, 2025 results After-Market on Dec 09, 2024
Upcoming Dividend • Sep 23Upcoming dividend of CA$0.40 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 15 October 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.9%).
Declared Dividend • Sep 09Second quarter dividend of CA$0.40 announcedShareholders will receive a dividend of CA$0.40. Ex-date: 27th September 2024 Payment date: 15th October 2024 Dividend yield will be 3.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 06Second quarter 2025 earnings released: EPS: CA$0.74 (vs CA$0.77 in 2Q 2024)Second quarter 2025 results: EPS: CA$0.74 (down from CA$0.77 in 2Q 2024). Revenue: CA$646.5m (up 4.6% from 2Q 2024). Net income: CA$35.3m (down 4.0% from 2Q 2024). Profit margin: 5.5% (down from 6.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Sep 05The North West Company Inc. Announces Increase in the Quarterly Dividend, Payable on October 15, 2024The North West Company Inc. announced that the Board of Directors has declared a quarterly dividend of $0.40, an increase of $0.01 or 2.6% per share, to shareholders of record on September 30, 2024, to be paid on October 15, 2024.
お知らせ • Aug 27The North West Company Inc. to Report Q2, 2025 Results on Sep 04, 2024The North West Company Inc. announced that they will report Q2, 2025 results After-Market on Sep 04, 2024
Declared Dividend • Jun 09First quarter dividend of CA$0.39 announcedShareholders will receive a dividend of CA$0.39. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 4.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 06First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: CA$617.5m (up 4.0% from 1Q 2024). Net income: CA$25.5m (up 22% from 1Q 2024). Profit margin: 4.1% (up from 3.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe.
お知らせ • Jun 06The North West Company Inc. Announces Quarterly Dividend, Payable on July 15, 2024The North West Company Inc. has declared a quarterly dividend of $0.39 to shareholders of record on June 28, 2024, to be paid on July 15, 2024.
Declared Dividend • Apr 14Fourth quarter dividend of CA$0.39 announcedShareholders will receive a dividend of CA$0.39. Ex-date: 17th April 2024 Payment date: 29th April 2024 Dividend yield will be 4.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (83% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 8.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 11Full year 2024 earnings released: EPS: CA$2.71 (vs CA$2.55 in FY 2023)Full year 2024 results: EPS: CA$2.71 (up from CA$2.55 in FY 2023). Revenue: CA$2.47b (up 5.1% from FY 2023). Net income: CA$129.4m (up 5.9% from FY 2023). Profit margin: 5.2% (in line with FY 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Apr 10The North West Company Inc. Declares Quarterly Dividend, Payable on April 29, 2024The North West Company Inc. announced that the Board of Directors has declared a dividend of $0.39 per share to be paid on April 29, 2024 to shareholders of record on April 18, 2024.
お知らせ • Apr 06The North West Company Inc., Annual General Meeting, Jun 05, 2024The North West Company Inc., Annual General Meeting, Jun 05, 2024.
お知らせ • Mar 23The North West Company Inc. to Report Q4, 2024 Results on Apr 10, 2024The North West Company Inc. announced that they will report Q4, 2024 results on Apr 10, 2024
お知らせ • Feb 14Frank Coleman to Retire as Director of The North West Company Inc. in June 2024The North West Company Inc. announced the resignation of Frank Coleman as Director of the company. Mr. Coleman has been a Director of North West since 1999 and was scheduled to retire in June 2024 in connection with the Company’s Board of Directors mandatory retirement policy. Mr. Coleman, who is the President and CEO of the Coleman Group of Companies, cited personal reasons not related to North West, including directing more of his time to his business interests and other commitments, for his resignation at this time.
Board Change • Feb 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. 5 experienced directors. 5 highly experienced directors. Independent Director Rachel Huckle was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Dec 21Upcoming dividend of CA$0.39 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 15 January 2024. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (4.3%).
Reported Earnings • Dec 08Third quarter 2024 earnings released: EPS: CA$0.78 (vs CA$0.62 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.78 (up from CA$0.62 in 3Q 2023). Revenue: CA$616.9m (up 5.1% from 3Q 2023). Net income: CA$37.2m (up 26% from 3Q 2023). Profit margin: 6.0% (up from 5.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Europe.
お知らせ • Dec 07The North West Company Inc. Declares Quarterly Dividend, Payable on January 15, 2024The North West Company Inc. announced that the board of directors has declared a quarterly dividend of $0.39 to shareholders of record on December 29, 2023, to be paid on January 15, 2024.
Upcoming Dividend • Sep 21Upcoming dividend of CA$0.39 per share at 4.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 13 October 2023. Payout ratio is a comfortable 60% and the cash payout ratio is 80%. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (4.3%).
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €24.20, the stock trades at a trailing P/E ratio of 14.1x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total returns to shareholders of 3.7% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €43.87 per share.
Reported Earnings • Sep 14Second quarter 2024 earnings released: EPS: CA$769 (vs CA$0.66 in 2Q 2023)Second quarter 2024 results: EPS: CA$769 (up from CA$0.66 in 2Q 2023). Revenue: CA$618.1m (up 6.8% from 2Q 2023). Net income: CA$36.8m (up 17% from 2Q 2023). Profit margin: 6.0% (up from 5.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in Europe.
お知らせ • Sep 13The North West Company Inc. Declares Quarterly Dividend, Payable on October 13, 2023The North West Company Inc. announced that the Board of Directors has declared a quarterly dividend of $0.39, an increase of $0.01 or 2.6% per share, to shareholders of record on September 29, 2023, to be paid on October 13, 2023.
Buying Opportunity • Jul 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €27.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.9%.
Upcoming Dividend • Jun 22Upcoming dividend of CA$0.38 per share at 4.8% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 62% and the cash payout ratio is 96%. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (4.4%).
New Risk • Jun 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Dividend is not well covered by cash flows (97% cash payout ratio). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).
お知らせ • Jun 09The North West Company Inc. (TSX:NWC) acquired Nickel City Motors.The North West Company Inc. (TSX:NWC) acquired Nickel City Motors on April 17, 2023. The North West Company Inc. (TSX:NWC) completed the acquisition of Nickel City Motors on April 17, 2023.
Buying Opportunity • Jun 08Now 28% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €33.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.9%.
お知らせ • Jun 08The North West Company Inc. Declares Quarterly Dividend, Payable on July 14, 2023The Board of Directors of The North West Company Inc. declared a quarterly dividend of $0.38 per share to shareholders of record on June 30, 2023, to be paid on July 14, 2023.
Recent Insider Transactions • Apr 24Independent Director recently sold €131k worth of stockOn the 18th of April, Annalisa King sold around 5k shares on-market at roughly €26.44 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €55k more than they sold in the last 12 months.
Reported Earnings • Apr 06Full year 2023 earnings released: EPS: CA$2.55 (vs CA$3.21 in FY 2022)Full year 2023 results: EPS: CA$2.55 (down from CA$3.21 in FY 2022). Revenue: CA$2.35b (up 4.6% from FY 2022). Net income: CA$122.2m (down 21% from FY 2022). Profit margin: 5.2% (down from 6.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe.
Upcoming Dividend • Dec 22Upcoming dividend of CA$0.38 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 16 January 2023. Payout ratio is a comfortable 58% and the cash payout ratio is 91%. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.8%).
Reported Earnings • Dec 09Third quarter 2023 earnings released: EPS: CA$0.62 (vs CA$0.80 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.62 (down from CA$0.80 in 3Q 2022). Revenue: CA$586.7m (up 6.0% from 3Q 2022). Net income: CA$29.5m (down 24% from 3Q 2022). Profit margin: 5.0% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Europe.
Buying Opportunity • Dec 07Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be €32.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 22%.
Upcoming Dividend • Sep 21Upcoming dividend of CA$0.38 per shareEligible shareholders must have bought the stock before 28 September 2022. Payment date: 14 October 2022. Payout ratio is a comfortable 54% and the cash payout ratio is 93%. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (4.7%).
Reported Earnings • Sep 09Second quarter 2023 earnings released: EPS: CA$0.66 (vs CA$0.86 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.66 (down from CA$0.86 in 2Q 2022). Revenue: CA$578.9m (up 2.4% from 2Q 2022). Net income: CA$31.4m (down 25% from 2Q 2022). Profit margin: 5.4% (down from 7.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Consumer Retailing industry in Europe.
Upcoming Dividend • Jun 22Upcoming dividend of CA$0.37 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (4.8%).
Reported Earnings • Jun 10First quarter 2023 earnings released: EPS: CA$0.57 (vs CA$0.82 in 1Q 2022)First quarter 2023 results: EPS: CA$0.57 (down from CA$0.82 in 1Q 2022). Revenue: CA$552.0m (flat on 1Q 2022). Net income: CA$27.4m (down 31% from 1Q 2022). Profit margin: 5.0% (down from 7.2% in 1Q 2022). Over the next year, revenue is forecast to grow 1.6%, compared to a 7.3% growth forecast for the industry in Germany.
Recent Insider Transactions • May 01President of Alaska Commercial Company recently bought €85k worth of stockOn the 29th of April, Kyle Hill bought around 3k shares on-market at roughly €26.67 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €85k more in shares than they have sold in the last 12 months.
Buying Opportunity • Apr 20Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be €33.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 26%.
Reported Earnings • Apr 16Full year 2022 earnings released: EPS: CA$3.21 (vs CA$2.87 in FY 2021)Full year 2022 results: EPS: CA$3.21 (up from CA$2.87 in FY 2021). Revenue: CA$2.25b (down 4.7% from FY 2021). Net income: CA$154.8m (up 11% from FY 2021). Profit margin: 6.9% (up from 5.9% in FY 2021). The increase in margin was driven by lower expenses. Like-for-like sales growth: Down 0.4% vs FY 2021 Over the next year, revenue is forecast to stay flat compared to a 7.8% growth forecast for the retail industry in Germany.
Upcoming Dividend • Dec 23Upcoming dividend of CA$0.37 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 14 January 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (3.6%).
Reported Earnings • Dec 09Third quarter 2022 earnings: Revenues exceed analyst expectationsThird quarter 2022 results: Revenue: CA$553.7m (flat on 3Q 2021). Net income: CA$38.7m (up 12% from 3Q 2021). Profit margin: 7.0% (up from 6.3% in 3Q 2021). Revenue exceeded analyst estimates by 4.2%. Over the next year, revenue is forecast to stay flat compared to a 7.8% growth forecast for the industry in Germany.
Upcoming Dividend • Sep 21Upcoming dividend of CA$0.37 per shareEligible shareholders must have bought the stock before 28 September 2021. Payment date: 15 October 2021. Trailing yield: 4.3%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.8%).
Reported Earnings • Sep 09Second quarter 2022 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: CA$565.1m (down 13% from 2Q 2021). Net income: CA$41.9m (down 32% from 2Q 2021). Profit margin: 7.4% (down from 9.5% in 2Q 2021). The decrease in margin was driven by lower revenue.
Upcoming Dividend • Jun 22Upcoming dividend of CA$0.36 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 15 July 2021. Trailing yield: 4.1%. Within top quartile of German dividend payers (3.1%). In line with average of industry peers (3.9%).
Executive Departure • Jun 15Independent Director Wendy Evans has left the companyOn the 9th of June, Wendy Evans' tenure as Independent Director ended. As of March 2021, Wendy still personally held 7.63k shares (€186k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.75 years.
Executive Departure • Jun 15Independent Director Eric Stefanson has left the companyOn the 9th of June, Eric Stefanson's tenure as Independent Director ended after 9.4 years in the role. As of March 2021, Eric still personally held 3.23k shares (€79k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.75 years.
Reported Earnings • Jun 11First quarter 2022 earnings releasedThe company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: CA$551.0m (down 7.0% from 1Q 2021). Net income: CA$39.7m (up 252% from 1Q 2021). Profit margin: 7.2% (up from 1.9% in 1Q 2021). The increase in margin was driven by lower expenses.
Recent Insider Transactions • Apr 21President recently sold €3.3m worth of stockOn the 13th of April, Edward Kennedy sold around 133k shares on-market at roughly €24.50 per share. This was the largest sale by an insider in the last 3 months. This was Edward's only on-market trade for the last 12 months.
Reported Earnings • Apr 09Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: CA$2.36b (up 13% from FY 2020). Net income: CA$139.9m (up 69% from FY 2020). Profit margin: 5.9% (up from 3.9% in FY 2020). Like-for-like sales growth: 19.0% vs FY 2020
