J Sainsbury（SUY1）株式概要Jセインズベリー・ピーエルシーはその子会社とともに、英国およびアイルランド共和国で食品、日用雑貨、衣料品の小売業および金融サービス業を営んでいる。 詳細SUY1 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2/6財務の健全性4/6配当金3/6報酬当社が推定した公正価値より28.7%で取引されている 収益は年間5.7%増加すると予測されています リスク分析4.05%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るSUY1 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW469,165 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA469,165 investors already sharing narrativesYour Fair Value€Current Price€4.0418.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-201m36b2016201920222025202620282031Revenue UK£36.3bEarnings UK£446.0mAdvancedSet Fair ValueView all narrativesJ Sainsbury plc 競合他社Hawesko HoldingSymbol: XTRA:HAWMarket cap: €160.4mWASGAU Produktions & HandelsSymbol: DB:MSHMarket cap: €59.4mKesko OyjSymbol: HLSE:KESKOBMarket cap: €8.5bShoprite HoldingsSymbol: JSE:SHPMarket cap: R166.4b価格と性能株価の高値、安値、推移の概要J Sainsbury過去の株価現在の株価UK£4.0452週高値UK£4.2452週安値UK£3.40ベータ1.011ヶ月の変化1.51%3ヶ月変化14.58%1年変化17.44%3年間の変化32.50%5年間の変化16.80%IPOからの変化-3.74%最新ニュースお知らせ • Jul 04J Sainsbury plc Approves Final Dividend for the 52 Weeks to 28 February 2026Following the Annual General Meeting held on July 2, 2026, J Sainsbury plc announced the final dividend of 9.6 pence per ordinary share in respect of the 52 weeks to 28 February 2026.お知らせ • Jun 03J Sainsbury plc, Annual General Meeting, Jul 02, 2026J Sainsbury plc, Annual General Meeting, Jul 02, 2026. Location: the leonardo royal hotel london st pauls, 10 godliman street, ec4v 5aj, london United KingdomDeclared Dividend • May 21Final dividend of UK£0.096 announcedShareholders will receive a dividend of UK£0.096. Ex-date: 4th June 2026 Payment date: 10th July 2026 Dividend yield will be 7.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 25J Sainsbury plc (LSE:SBRY) announces an Equity Buyback for £300 million worth of its shares.J Sainsbury plc (LSE:SBRY) announces a share repurchase program. Under the program, the company will repurchase up to £300 million worth of its shares. The program will be valid till February 27, 2027.お知らせ • Apr 23J Sainsbury plc to Report First Half, 2027 Results on Oct 22, 2026J Sainsbury plc announced that they will report first half, 2027 results on Oct 22, 2026お知らせ • Nov 07+ 1 more updateJ Sainsbury plc Announces to Pay Special Dividend, Payable on 19 December 2025J Sainsbury plc announced it expects net cash proceeds from the disposal of the company’s banking operations to exceed £400 million, reflecting very good progress with the company’s phased withdrawal from core Banking products. As previously announced, the company will return £250 million of these proceeds to shareholders via a special dividend of 11.0 pence per share. This will be paid on 19 December 2025 to shareholders on the Register of Members at the close of business on 14 November 2025. The company is no longer proposing a share consolidation alongside payment of the special dividend. The proposed special dividend was approved by the Board on 5 November 2025.最新情報をもっと見るRecent updatesお知らせ • Jul 04J Sainsbury plc Approves Final Dividend for the 52 Weeks to 28 February 2026Following the Annual General Meeting held on July 2, 2026, J Sainsbury plc announced the final dividend of 9.6 pence per ordinary share in respect of the 52 weeks to 28 February 2026.お知らせ • Jun 03J Sainsbury plc, Annual General Meeting, Jul 02, 2026J Sainsbury plc, Annual General Meeting, Jul 02, 2026. Location: the leonardo royal hotel london st pauls, 10 godliman street, ec4v 5aj, london United KingdomDeclared Dividend • May 21Final dividend of UK£0.096 announcedShareholders will receive a dividend of UK£0.096. Ex-date: 4th June 2026 Payment date: 10th July 2026 Dividend yield will be 7.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 25J Sainsbury plc (LSE:SBRY) announces an Equity Buyback for £300 million worth of its shares.J Sainsbury plc (LSE:SBRY) announces a share repurchase program. Under the program, the company will repurchase up to £300 million worth of its shares. The program will be valid till February 27, 2027.お知らせ • Apr 23J Sainsbury plc to Report First Half, 2027 Results on Oct 22, 2026J Sainsbury plc announced that they will report first half, 2027 results on Oct 22, 2026お知らせ • Nov 07+ 1 more updateJ Sainsbury plc Announces to Pay Special Dividend, Payable on 19 December 2025J Sainsbury plc announced it expects net cash proceeds from the disposal of the company’s banking operations to exceed £400 million, reflecting very good progress with the company’s phased withdrawal from core Banking products. As previously announced, the company will return £250 million of these proceeds to shareholders via a special dividend of 11.0 pence per share. This will be paid on 19 December 2025 to shareholders on the Register of Members at the close of business on 14 November 2025. The company is no longer proposing a share consolidation alongside payment of the special dividend. The proposed special dividend was approved by the Board on 5 November 2025.お知らせ • Sep 16Sainsbury’s Ends Talks to Sell Argos to China’s JD.comJ Sainsbury plc (LSE:SBRY) has ended its talks to sell Argos (Argos Limited) to JD.com, Inc. (NasdaqGS:JD). On 14 September 2025, the supermarket giant confirmed it had “terminated” discussions over a potential sale. It said talks had collapsed as JD.com’s terms and commitments are “not in the best interests of Sainsbury’s shareholders, colleagues and broader stakeholders”. It comes just 24 hours after announcing it was seeking a deal that could “accelerate Argos’ transformation”. In a statement on 14 September 2025, Sainsbury’s said: “Following the media speculation on 13 September 2025 regarding discussions between J Sainsbury plc (Sainsbury’s) and JD.com Inc. (JD.com) about a potential sale of Home Retail Group Limited (Argos), JD.com has communicated that it would now only be prepared to engage on a materially revised set of terms and commitments which are not in the best interests of Sainsbury’s shareholders, colleagues and broader stakeholders. “Accordingly, Sainsbury’s confirmed that it has now terminated discussions with JD.com.” Asked whether Argos is still up for sale, a Sainsbury’s spokesman said: “We are really focused on delivering a strong future for Argos.” The statement added: “We are taking focused action to extend range, enhance digital capabilities and improve relevance to grow frequency and spend in Argos whilst delivering further operating model efficiencies. “Sainsbury’s is committed to delivering the strongest and most successful future for Argos customers and colleagues and our ‘More Argos, more often’ transformation strategy is delivering good progress”.お知らせ • Sep 15J Sainsbury in Talks to Sell Retail Arm to JD.ComJ Sainsbury plc (LSE:SBRY), the UK’s second-largest supermarket, is in discussions to sell its Argos (Argos Limited) unit to JD.com, Inc. (NasdaqGS:JD), a major ecommerce firm from China. Sainsbury acquired Argos in 2016 and has seen mixed results from the business, with First Quarter sales up 4.4% due to favorable weather. The company said talks with JD.com include commitments related to Argos’ customers, staff, and partners, but did not share financial terms. No agreement has been reached, and Sainsbury said there is no certainty the deal will proceed.お知らせ • Aug 11J Sainsbury plc to Report Fiscal Year 2026 Results on Apr 23, 2026J Sainsbury plc announced that they will report fiscal year 2026 results on Apr 23, 2026お知らせ • Jul 04J Sainsbury plc Approves Final Dividend for the 52 Weeks Ended 1 March 2025J Sainsbury plc at its AGM held on July 3, 2025 approved to declare a final dividend of 9.7 pence per ordinary share in respect of the 52 weeks to 1 March 2025.お知らせ • Apr 17+ 2 more updatesJ Sainsbury plc Anticipates a Modest Number of Supermarket and Convenience Store Closures in 2025/2026In total for 2025/2026, J Sainsbury plc anticipated a modest number of supermarket and convenience store closures.お知らせ • Apr 03+ 1 more updateJ Sainsbury plc, Annual General Meeting, Jul 03, 2025J Sainsbury plc, Annual General Meeting, Jul 03, 2025.お知らせ • Nov 23J Sainsbury plc to Report Fiscal Year 2025 Results on Apr 17, 2025J Sainsbury plc announced that they will report fiscal year 2025 results on Apr 17, 2025Declared Dividend • Nov 10Final dividend of UK£0.039 announcedShareholders will receive a dividend of UK£0.039. Ex-date: 14th November 2024 Payment date: 20th December 2024 Dividend yield will be 4.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (223% earnings payout ratio). However, it is covered by cash flows (75% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 148% to bring the payout ratio under control. EPS is expected to grow by 80% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Nov 07J Sainsbury plc Recommends Interim Dividend, Payable on 20 December 2024J Sainsbury plc announced that Board has recommended an interim dividend of 3.9 pence per share (HY 2023/24: 3.9 pence). This will be paid on 20 December 2024 to shareholders on the Register of Members at the close of business on 15 November 2024.お知らせ • Oct 14Qatar Investment Authority Reportedly Seeks to Sell Stake in J SainsburyQatar Investment Authority is selling a £306 million stake in J Sainsbury plc (LSE:SBRY) a week after the supermarket's chief executive warned that Budget uncertainty was hitting sales. The Qatar Investment Authority (QIA), an investment fund backed by the Qatari royal family, is offering nearly 110 million shares for 280p each in a process overseen by investment bank Goldman Sachs, according to Reuters. Qatar is Sainsbury's biggest shareholder, with a stake of 14.2%, and the share sale would reduce its holding by about 5%. News of the sale, which was not accompanied by any statement on the rationale, spooked investors. The sale comes as expectations mount of a tax raid in the Budget to help plug what Rachel Reeves has claimed is a £22 billion black hole in the public finances.Reported Earnings • Jun 06Full year 2024 earnings released: EPS: UK£0.059 (vs UK£0.09 in FY 2023)Full year 2024 results: EPS: UK£0.059 (down from UK£0.09 in FY 2023). Revenue: UK£32.7b (up 3.8% from FY 2023). Net income: UK£137.0m (down 34% from FY 2023). Profit margin: 0.4% (down from 0.7% in FY 2023). Like-for-like sales growth: 7.5% vs FY 2023 Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.6% 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 3% per year, which means it is well ahead of earnings.お知らせ • Jun 06J Sainsbury plc, Annual General Meeting, Jul 04, 2024J Sainsbury plc, Annual General Meeting, Jul 04, 2024. Location: 33 holborn, ec1n 2ht, london United KingdomNew Risk • Jun 02New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €894k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 223% Cash payout ratio: 129% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Significant insider selling over the past 3 months (€894k sold).Upcoming Dividend • May 30Upcoming dividend of UK£0.092 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 12 July 2024. The company is paying out more than 100% of its profits and is paying out 75% of its cash flow. Trailing yield: 8.1%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (4.2%).お知らせ • Apr 27+ 2 more updatesJ Sainsbury plc to Report First Half, 2025 Results on Nov 07, 2024J Sainsbury plc announced that they will report first half, 2025 results on Nov 07, 2024Reported Earnings • Apr 26Full year 2024 earnings released: EPS: UK£0.059 (vs UK£0.09 in FY 2023)Full year 2024 results: EPS: UK£0.059 (down from UK£0.09 in FY 2023). Revenue: UK£32.7b (up 3.8% from FY 2023). Net income: UK£137.0m (down 34% from FY 2023). Profit margin: 0.4% (down from 0.7% in FY 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • Nov 04First half 2024 earnings released: EPS: UK£0.066 (vs UK£0.12 in 1H 2023)First half 2024 results: EPS: UK£0.066 (down from UK£0.12 in 1H 2023). Revenue: UK£17.0b (up 3.5% from 1H 2023). Net income: UK£155.0m (down 46% from 1H 2023). Profit margin: 0.9% (down from 1.7% in 1H 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 03J Sainsbury plc Recommends Interim Dividend, Payable on 15 December 2023J Sainsbury plc recommended an interim dividend of 3.9 pence per share (HY 2022/23: 3.9 pence) reflecting 30% of the 2022/23 full year dividend per share. This will be paid on 15 December 2023 to shareholders on the Register of Members at the close of business on 10 November 2023. Sainsbury's has a Dividend Reinvestment Plan (DRIP), which allows shareholders to reinvest their cash dividends in shares. The last date that shareholders can elect for the DRIP is 24 November 2023.お知らせ • Oct 24J Sainsbury plc to Report Fiscal Year 2024 Results on Apr 25, 2024J Sainsbury plc announced that they will report fiscal year 2024 results on Apr 25, 2024お知らせ • Jul 07J Sainsbury plc Approves Final Dividend for the 52 Weeks to 4 March 2023J Sainsbury plc at its AGM held on July 6, 2023 approved final dividend of 9.2 pence per ordinary share in respect of the 52 weeks to 4 March 2023.New Risk • Jun 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.7% Last year net profit margin: 2.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (146% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).Reported Earnings • Jun 11Full year 2023 earnings released: EPS: UK£0.09 (vs UK£0.30 in FY 2022)Full year 2023 results: EPS: UK£0.09 (down from UK£0.30 in FY 2022). Revenue: UK£31.5b (up 5.3% from FY 2022). Net income: UK£207.0m (down 69% from FY 2022). Profit margin: 0.7% (down from 2.3% in FY 2022). Like-for-like sales growth: 2.6% vs FY 2022 Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jun 08Now 23% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be €4.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has grown by 65%. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.お知らせ • Jun 07+ 1 more updateJ Sainsbury plc to Report First Half, 2024 Results on Nov 02, 2023J Sainsbury plc announced that they will report first half, 2024 results on Nov 02, 2023Upcoming Dividend • Jun 01Upcoming dividend of UK£0.092 per share at 4.8% yieldEligible shareholders must have bought the stock before 08 June 2023. Payment date: 14 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.8%). In line with average of industry peers (4.6%).Buying Opportunity • May 15Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €4.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has grown by 65%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.Recent Insider Transactions • May 11Company Secretary recently sold €321k worth of stockOn the 3rd of May, Tim Fallowfield sold around 100k shares on-market at roughly €3.21 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €574k more than they bought in the last 12 months.Reported Earnings • Apr 28Full year 2023 earnings released: EPS: UK£0.09 (vs UK£0.30 in FY 2022)Full year 2023 results: EPS: UK£0.09 (down from UK£0.30 in FY 2022). Revenue: UK£31.5b (up 5.3% from FY 2022). Net income: UK£207.0m (down 69% from FY 2022). Profit margin: 0.7% (down from 2.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28Bestway Group Ltd. acquired a 3.45% stake in J Sainsbury plc (LSE:SBRY).Bestway Group Ltd. acquired a 3.45% stake in J Sainsbury plc (LSE:SBRY) on January 27, 2023. Bestway Group Ltd. completed the acquisition of a 3.45% stake in J Sainsbury plc (LSE:SBRY) on January 27, 2023.Recent Insider Transactions • Jan 15Company Secretary recently sold €272k worth of stockOn the 11th of January, Tim Fallowfield sold around 100k shares on-market at roughly €2.72 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €794k more than they bought in the last 12 months.お知らせ • Jan 11J Sainsbury plc to Report Fiscal Year 2023 Results on Apr 27, 2023J Sainsbury plc announced that they will report fiscal year 2023 results on Apr 27, 2023Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Jo Bertram was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05First half 2023 earnings releasedFirst half 2023 results: Revenue: UK£16.4b (up 4.4% from 1H 2022). Net income: UK£285.0m (down 27% from 1H 2022). Profit margin: 1.7% (down from 2.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Retailing industry in Europe.Upcoming Dividend • Jun 02Upcoming dividend of UK£0.099 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 44% and the cash payout ratio is 77%. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (4.5%).Recent Insider Transactions • May 18Insider recently sold €541k worth of stockOn the 11th of May, Angie Risley sold around 200k shares on-market at roughly €2.70 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €471k more than they bought in the last 12 months.Reported Earnings • May 01Full year 2022 earnings released: EPS: UK£0.30 (vs UK£0.13 loss in FY 2021)Full year 2022 results: EPS: UK£0.30 (up from UK£0.13 loss in FY 2021). Revenue: UK£29.9b (up 2.9% from FY 2021). Net income: UK£677.0m (up UK£964.0m from FY 2021). Profit margin: 2.3% (up from net loss in FY 2021). Like-for-like sales growth: Down 2.3% vs FY 2021 Over the next year, revenue is forecast to grow 1.9%, compared to a 7.8% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Jo Harlow was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Nov 08First half 2022 earnings released: EPS UK£0.17 (vs UK£0.083 loss in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£15.7b (up 5.3% from 1H 2021). Net income: UK£389.0m (up UK£572.0m from 1H 2021). Profit margin: 2.5% (up from net loss in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Aug 21Non-Executive Director recently bought €51k worth of stockOn the 20th of August, Adrian Hennah bought around 15k shares on-market at roughly €3.38 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €642k more in shares than they bought in the last 12 months.Executive Departure • Jul 15Independent Non-Executive Director David Keens has left the companyOn the 9th of July, David Keens' tenure as Independent Non-Executive Director ended after 6.2 years in the role. As of March 2021, David still personally held 100.00k shares (€291k worth at the time). David is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model.Reported Earnings • Jun 10Full year 2021 earnings released: UK£0.13 loss per share (vs UK£0.058 profit in FY 2020)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2021 results: Revenue: UK£29.0b (flat on FY 2020). Net loss: UK£287.0m (down 323% from profit in FY 2020). Like-for-like sales growth: 8.1% vs FY 2020 Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Jun 03Upcoming dividend of UK£0.074 per shareEligible shareholders must have bought the stock before 10 June 2021. Payment date: 16 July 2021. Trailing yield: 4.0%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (4.0%).Recent Insider Transactions • May 11Insider recently sold €712k worth of stockOn the 6th of May, Angie Risley sold around 250k shares on-market at roughly €2.85 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Apr 30Full year 2021 earnings released: UK£0.13 loss per share (vs UK£0.058 profit in FY 2020)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2021 results: Revenue: UK£29.0b (flat on FY 2020). Net loss: UK£287.0m (down 323% from profit in FY 2020). Like-for-like sales growth: 8.1% vs FY 2020 Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Jan 22New 90-day high: €2.75The company is up 21% from its price of €2.27 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.99 per share.Is New 90 Day High Low • Dec 29New 90-day high: €2.65The company is up 27% from its price of €2.09 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 Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.99 per share.Is New 90 Day High Low • Dec 10New 90-day high: €2.51The company is up 24% from its price of €2.03 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.87 per share.Is New 90 Day High Low • Nov 19New 90-day high: €2.36The company is up 15% from its price of €2.06 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.97 per share.Reported Earnings • Nov 10First half 2021 earnings released: UK£0.083 loss per shareThe company reported a poor first half result with increased losses and weaker revenues and control over expenses. First half 2021 results: Revenue: UK£14.9b (down 1.1% from 1H 2020). Net loss: UK£183.0m (loss widened 274% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 1.2%, compared to a 2.3% growth forecast for the Consumer Retailing industry in Germany.Is New 90 Day High Low • Oct 19New 90-day high: €2.24The company is up 6.0% from its price of €2.11 on 21 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.44 per share.株主還元SUY1DE Consumer RetailingDE 市場7D-2.5%-2.2%0.6%1Y17.4%-15.6%3.6%株主還元を見る業界別リターン: SUY1過去 1 年間で-15.6 % 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: SUY1過去 1 年間で3.6 % の収益を上げたGerman市場を上回りました。価格変動Is SUY1's price volatile compared to industry and market?SUY1 volatilitySUY1 Average Weekly Movement3.1%Consumer Retailing Industry Average Movement5.2%Market Average Movement5.3%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.7%安定した株価: SUY1 、 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: SUY1の 週次ボラティリティ ( 3% ) 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1869139,087Simon Robertswww.about.sainsburys.co.ukJセインズベリー・ピーエルシーは子会社とともに、英国およびアイルランド共和国で食品、日用雑貨、衣料品の小売業、金融サービス業を営んでいる。同社は3つのセグメントで事業を展開している：小売（食品）、小売（雑貨・衣料品）、金融サービス。コンビニエンスストアやスーパーマーケットなど様々な店舗形態のほか、アルゴス（Argos）、ネクター（Nectar）、ハビタット（Habitat）、トゥー（Tu）などのブランドで食料品や雑貨のオンライン販売も行っている。また、Smart Chargeのブランド名で電気充電ステーションも運営している。さらに、クレジットカード、ストアカード、トラベルマネー、個人ローンなどの金融サービスや、住宅保険、自動車保険、ペット保険、旅行保険、生命保険などの商品も提供している。同社は1869年に設立され、英国ロンドンに本社を置いている。もっと見るJ Sainsbury plc 基礎のまとめJ Sainsbury の収益と売上を時価総額と比較するとどうか。SUY1 基礎統計学時価総額€8.64b収益（TTM）€484.84m売上高(TTM)€39.40b17.8xPER（株価収益率0.2xP/SレシオSUY1 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SUY1 損益計算書（TTM）収益UK£33.65b売上原価UK£31.37b売上総利益UK£2.27bその他の費用UK£1.86b収益UK£414.00m直近の収益報告Feb 28, 2026次回決算日Oct 22, 2026一株当たり利益（EPS）0.19グロス・マージン6.75%純利益率1.23%有利子負債／自己資本比率17.3%SUY1 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4.1%現在の配当利回り75%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2026/08/12 12:44終値2026/08/12 00:00収益2026/02/28年間収益2026/02/28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J Sainsbury plc 12 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。28 アナリスト機関Timothy AttenboroughBanco SantanderMatthew ClementsBarclaysJames AnsteadBarclays25 その他のアナリストを表示
お知らせ • Jul 04J Sainsbury plc Approves Final Dividend for the 52 Weeks to 28 February 2026Following the Annual General Meeting held on July 2, 2026, J Sainsbury plc announced the final dividend of 9.6 pence per ordinary share in respect of the 52 weeks to 28 February 2026.
お知らせ • Jun 03J Sainsbury plc, Annual General Meeting, Jul 02, 2026J Sainsbury plc, Annual General Meeting, Jul 02, 2026. Location: the leonardo royal hotel london st pauls, 10 godliman street, ec4v 5aj, london United Kingdom
Declared Dividend • May 21Final dividend of UK£0.096 announcedShareholders will receive a dividend of UK£0.096. Ex-date: 4th June 2026 Payment date: 10th July 2026 Dividend yield will be 7.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 25J Sainsbury plc (LSE:SBRY) announces an Equity Buyback for £300 million worth of its shares.J Sainsbury plc (LSE:SBRY) announces a share repurchase program. Under the program, the company will repurchase up to £300 million worth of its shares. The program will be valid till February 27, 2027.
お知らせ • Apr 23J Sainsbury plc to Report First Half, 2027 Results on Oct 22, 2026J Sainsbury plc announced that they will report first half, 2027 results on Oct 22, 2026
お知らせ • Nov 07+ 1 more updateJ Sainsbury plc Announces to Pay Special Dividend, Payable on 19 December 2025J Sainsbury plc announced it expects net cash proceeds from the disposal of the company’s banking operations to exceed £400 million, reflecting very good progress with the company’s phased withdrawal from core Banking products. As previously announced, the company will return £250 million of these proceeds to shareholders via a special dividend of 11.0 pence per share. This will be paid on 19 December 2025 to shareholders on the Register of Members at the close of business on 14 November 2025. The company is no longer proposing a share consolidation alongside payment of the special dividend. The proposed special dividend was approved by the Board on 5 November 2025.
お知らせ • Jul 04J Sainsbury plc Approves Final Dividend for the 52 Weeks to 28 February 2026Following the Annual General Meeting held on July 2, 2026, J Sainsbury plc announced the final dividend of 9.6 pence per ordinary share in respect of the 52 weeks to 28 February 2026.
お知らせ • Jun 03J Sainsbury plc, Annual General Meeting, Jul 02, 2026J Sainsbury plc, Annual General Meeting, Jul 02, 2026. Location: the leonardo royal hotel london st pauls, 10 godliman street, ec4v 5aj, london United Kingdom
Declared Dividend • May 21Final dividend of UK£0.096 announcedShareholders will receive a dividend of UK£0.096. Ex-date: 4th June 2026 Payment date: 10th July 2026 Dividend yield will be 7.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 25J Sainsbury plc (LSE:SBRY) announces an Equity Buyback for £300 million worth of its shares.J Sainsbury plc (LSE:SBRY) announces a share repurchase program. Under the program, the company will repurchase up to £300 million worth of its shares. The program will be valid till February 27, 2027.
お知らせ • Apr 23J Sainsbury plc to Report First Half, 2027 Results on Oct 22, 2026J Sainsbury plc announced that they will report first half, 2027 results on Oct 22, 2026
お知らせ • Nov 07+ 1 more updateJ Sainsbury plc Announces to Pay Special Dividend, Payable on 19 December 2025J Sainsbury plc announced it expects net cash proceeds from the disposal of the company’s banking operations to exceed £400 million, reflecting very good progress with the company’s phased withdrawal from core Banking products. As previously announced, the company will return £250 million of these proceeds to shareholders via a special dividend of 11.0 pence per share. This will be paid on 19 December 2025 to shareholders on the Register of Members at the close of business on 14 November 2025. The company is no longer proposing a share consolidation alongside payment of the special dividend. The proposed special dividend was approved by the Board on 5 November 2025.
お知らせ • Sep 16Sainsbury’s Ends Talks to Sell Argos to China’s JD.comJ Sainsbury plc (LSE:SBRY) has ended its talks to sell Argos (Argos Limited) to JD.com, Inc. (NasdaqGS:JD). On 14 September 2025, the supermarket giant confirmed it had “terminated” discussions over a potential sale. It said talks had collapsed as JD.com’s terms and commitments are “not in the best interests of Sainsbury’s shareholders, colleagues and broader stakeholders”. It comes just 24 hours after announcing it was seeking a deal that could “accelerate Argos’ transformation”. In a statement on 14 September 2025, Sainsbury’s said: “Following the media speculation on 13 September 2025 regarding discussions between J Sainsbury plc (Sainsbury’s) and JD.com Inc. (JD.com) about a potential sale of Home Retail Group Limited (Argos), JD.com has communicated that it would now only be prepared to engage on a materially revised set of terms and commitments which are not in the best interests of Sainsbury’s shareholders, colleagues and broader stakeholders. “Accordingly, Sainsbury’s confirmed that it has now terminated discussions with JD.com.” Asked whether Argos is still up for sale, a Sainsbury’s spokesman said: “We are really focused on delivering a strong future for Argos.” The statement added: “We are taking focused action to extend range, enhance digital capabilities and improve relevance to grow frequency and spend in Argos whilst delivering further operating model efficiencies. “Sainsbury’s is committed to delivering the strongest and most successful future for Argos customers and colleagues and our ‘More Argos, more often’ transformation strategy is delivering good progress”.
お知らせ • Sep 15J Sainsbury in Talks to Sell Retail Arm to JD.ComJ Sainsbury plc (LSE:SBRY), the UK’s second-largest supermarket, is in discussions to sell its Argos (Argos Limited) unit to JD.com, Inc. (NasdaqGS:JD), a major ecommerce firm from China. Sainsbury acquired Argos in 2016 and has seen mixed results from the business, with First Quarter sales up 4.4% due to favorable weather. The company said talks with JD.com include commitments related to Argos’ customers, staff, and partners, but did not share financial terms. No agreement has been reached, and Sainsbury said there is no certainty the deal will proceed.
お知らせ • Aug 11J Sainsbury plc to Report Fiscal Year 2026 Results on Apr 23, 2026J Sainsbury plc announced that they will report fiscal year 2026 results on Apr 23, 2026
お知らせ • Jul 04J Sainsbury plc Approves Final Dividend for the 52 Weeks Ended 1 March 2025J Sainsbury plc at its AGM held on July 3, 2025 approved to declare a final dividend of 9.7 pence per ordinary share in respect of the 52 weeks to 1 March 2025.
お知らせ • Apr 17+ 2 more updatesJ Sainsbury plc Anticipates a Modest Number of Supermarket and Convenience Store Closures in 2025/2026In total for 2025/2026, J Sainsbury plc anticipated a modest number of supermarket and convenience store closures.
お知らせ • Apr 03+ 1 more updateJ Sainsbury plc, Annual General Meeting, Jul 03, 2025J Sainsbury plc, Annual General Meeting, Jul 03, 2025.
お知らせ • Nov 23J Sainsbury plc to Report Fiscal Year 2025 Results on Apr 17, 2025J Sainsbury plc announced that they will report fiscal year 2025 results on Apr 17, 2025
Declared Dividend • Nov 10Final dividend of UK£0.039 announcedShareholders will receive a dividend of UK£0.039. Ex-date: 14th November 2024 Payment date: 20th December 2024 Dividend yield will be 4.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (223% earnings payout ratio). However, it is covered by cash flows (75% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 148% to bring the payout ratio under control. EPS is expected to grow by 80% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Nov 07J Sainsbury plc Recommends Interim Dividend, Payable on 20 December 2024J Sainsbury plc announced that Board has recommended an interim dividend of 3.9 pence per share (HY 2023/24: 3.9 pence). This will be paid on 20 December 2024 to shareholders on the Register of Members at the close of business on 15 November 2024.
お知らせ • Oct 14Qatar Investment Authority Reportedly Seeks to Sell Stake in J SainsburyQatar Investment Authority is selling a £306 million stake in J Sainsbury plc (LSE:SBRY) a week after the supermarket's chief executive warned that Budget uncertainty was hitting sales. The Qatar Investment Authority (QIA), an investment fund backed by the Qatari royal family, is offering nearly 110 million shares for 280p each in a process overseen by investment bank Goldman Sachs, according to Reuters. Qatar is Sainsbury's biggest shareholder, with a stake of 14.2%, and the share sale would reduce its holding by about 5%. News of the sale, which was not accompanied by any statement on the rationale, spooked investors. The sale comes as expectations mount of a tax raid in the Budget to help plug what Rachel Reeves has claimed is a £22 billion black hole in the public finances.
Reported Earnings • Jun 06Full year 2024 earnings released: EPS: UK£0.059 (vs UK£0.09 in FY 2023)Full year 2024 results: EPS: UK£0.059 (down from UK£0.09 in FY 2023). Revenue: UK£32.7b (up 3.8% from FY 2023). Net income: UK£137.0m (down 34% from FY 2023). Profit margin: 0.4% (down from 0.7% in FY 2023). Like-for-like sales growth: 7.5% vs FY 2023 Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.6% 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 3% per year, which means it is well ahead of earnings.
お知らせ • Jun 06J Sainsbury plc, Annual General Meeting, Jul 04, 2024J Sainsbury plc, Annual General Meeting, Jul 04, 2024. Location: 33 holborn, ec1n 2ht, london United Kingdom
New Risk • Jun 02New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €894k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 223% Cash payout ratio: 129% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Significant insider selling over the past 3 months (€894k sold).
Upcoming Dividend • May 30Upcoming dividend of UK£0.092 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 12 July 2024. The company is paying out more than 100% of its profits and is paying out 75% of its cash flow. Trailing yield: 8.1%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (4.2%).
お知らせ • Apr 27+ 2 more updatesJ Sainsbury plc to Report First Half, 2025 Results on Nov 07, 2024J Sainsbury plc announced that they will report first half, 2025 results on Nov 07, 2024
Reported Earnings • Apr 26Full year 2024 earnings released: EPS: UK£0.059 (vs UK£0.09 in FY 2023)Full year 2024 results: EPS: UK£0.059 (down from UK£0.09 in FY 2023). Revenue: UK£32.7b (up 3.8% from FY 2023). Net income: UK£137.0m (down 34% from FY 2023). Profit margin: 0.4% (down from 0.7% in FY 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 04First half 2024 earnings released: EPS: UK£0.066 (vs UK£0.12 in 1H 2023)First half 2024 results: EPS: UK£0.066 (down from UK£0.12 in 1H 2023). Revenue: UK£17.0b (up 3.5% from 1H 2023). Net income: UK£155.0m (down 46% from 1H 2023). Profit margin: 0.9% (down from 1.7% in 1H 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 03J Sainsbury plc Recommends Interim Dividend, Payable on 15 December 2023J Sainsbury plc recommended an interim dividend of 3.9 pence per share (HY 2022/23: 3.9 pence) reflecting 30% of the 2022/23 full year dividend per share. This will be paid on 15 December 2023 to shareholders on the Register of Members at the close of business on 10 November 2023. Sainsbury's has a Dividend Reinvestment Plan (DRIP), which allows shareholders to reinvest their cash dividends in shares. The last date that shareholders can elect for the DRIP is 24 November 2023.
お知らせ • Oct 24J Sainsbury plc to Report Fiscal Year 2024 Results on Apr 25, 2024J Sainsbury plc announced that they will report fiscal year 2024 results on Apr 25, 2024
お知らせ • Jul 07J Sainsbury plc Approves Final Dividend for the 52 Weeks to 4 March 2023J Sainsbury plc at its AGM held on July 6, 2023 approved final dividend of 9.2 pence per ordinary share in respect of the 52 weeks to 4 March 2023.
New Risk • Jun 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.7% Last year net profit margin: 2.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (146% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
Reported Earnings • Jun 11Full year 2023 earnings released: EPS: UK£0.09 (vs UK£0.30 in FY 2022)Full year 2023 results: EPS: UK£0.09 (down from UK£0.30 in FY 2022). Revenue: UK£31.5b (up 5.3% from FY 2022). Net income: UK£207.0m (down 69% from FY 2022). Profit margin: 0.7% (down from 2.3% in FY 2022). Like-for-like sales growth: 2.6% vs FY 2022 Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jun 08Now 23% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be €4.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has grown by 65%. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
お知らせ • Jun 07+ 1 more updateJ Sainsbury plc to Report First Half, 2024 Results on Nov 02, 2023J Sainsbury plc announced that they will report first half, 2024 results on Nov 02, 2023
Upcoming Dividend • Jun 01Upcoming dividend of UK£0.092 per share at 4.8% yieldEligible shareholders must have bought the stock before 08 June 2023. Payment date: 14 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.8%). In line with average of industry peers (4.6%).
Buying Opportunity • May 15Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €4.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has grown by 65%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
Recent Insider Transactions • May 11Company Secretary recently sold €321k worth of stockOn the 3rd of May, Tim Fallowfield sold around 100k shares on-market at roughly €3.21 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €574k more than they bought in the last 12 months.
Reported Earnings • Apr 28Full year 2023 earnings released: EPS: UK£0.09 (vs UK£0.30 in FY 2022)Full year 2023 results: EPS: UK£0.09 (down from UK£0.30 in FY 2022). Revenue: UK£31.5b (up 5.3% from FY 2022). Net income: UK£207.0m (down 69% from FY 2022). Profit margin: 0.7% (down from 2.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28Bestway Group Ltd. acquired a 3.45% stake in J Sainsbury plc (LSE:SBRY).Bestway Group Ltd. acquired a 3.45% stake in J Sainsbury plc (LSE:SBRY) on January 27, 2023. Bestway Group Ltd. completed the acquisition of a 3.45% stake in J Sainsbury plc (LSE:SBRY) on January 27, 2023.
Recent Insider Transactions • Jan 15Company Secretary recently sold €272k worth of stockOn the 11th of January, Tim Fallowfield sold around 100k shares on-market at roughly €2.72 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €794k more than they bought in the last 12 months.
お知らせ • Jan 11J Sainsbury plc to Report Fiscal Year 2023 Results on Apr 27, 2023J Sainsbury plc announced that they will report fiscal year 2023 results on Apr 27, 2023
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Jo Bertram was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05First half 2023 earnings releasedFirst half 2023 results: Revenue: UK£16.4b (up 4.4% from 1H 2022). Net income: UK£285.0m (down 27% from 1H 2022). Profit margin: 1.7% (down from 2.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Retailing industry in Europe.
Upcoming Dividend • Jun 02Upcoming dividend of UK£0.099 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 44% and the cash payout ratio is 77%. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (4.5%).
Recent Insider Transactions • May 18Insider recently sold €541k worth of stockOn the 11th of May, Angie Risley sold around 200k shares on-market at roughly €2.70 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €471k more than they bought in the last 12 months.
Reported Earnings • May 01Full year 2022 earnings released: EPS: UK£0.30 (vs UK£0.13 loss in FY 2021)Full year 2022 results: EPS: UK£0.30 (up from UK£0.13 loss in FY 2021). Revenue: UK£29.9b (up 2.9% from FY 2021). Net income: UK£677.0m (up UK£964.0m from FY 2021). Profit margin: 2.3% (up from net loss in FY 2021). Like-for-like sales growth: Down 2.3% vs FY 2021 Over the next year, revenue is forecast to grow 1.9%, compared to a 7.8% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Jo Harlow was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Nov 08First half 2022 earnings released: EPS UK£0.17 (vs UK£0.083 loss in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£15.7b (up 5.3% from 1H 2021). Net income: UK£389.0m (up UK£572.0m from 1H 2021). Profit margin: 2.5% (up from net loss in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Aug 21Non-Executive Director recently bought €51k worth of stockOn the 20th of August, Adrian Hennah bought around 15k shares on-market at roughly €3.38 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €642k more in shares than they bought in the last 12 months.
Executive Departure • Jul 15Independent Non-Executive Director David Keens has left the companyOn the 9th of July, David Keens' tenure as Independent Non-Executive Director ended after 6.2 years in the role. As of March 2021, David still personally held 100.00k shares (€291k worth at the time). David is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model.
Reported Earnings • Jun 10Full year 2021 earnings released: UK£0.13 loss per share (vs UK£0.058 profit in FY 2020)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2021 results: Revenue: UK£29.0b (flat on FY 2020). Net loss: UK£287.0m (down 323% from profit in FY 2020). Like-for-like sales growth: 8.1% vs FY 2020 Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Jun 03Upcoming dividend of UK£0.074 per shareEligible shareholders must have bought the stock before 10 June 2021. Payment date: 16 July 2021. Trailing yield: 4.0%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (4.0%).
Recent Insider Transactions • May 11Insider recently sold €712k worth of stockOn the 6th of May, Angie Risley sold around 250k shares on-market at roughly €2.85 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Apr 30Full year 2021 earnings released: UK£0.13 loss per share (vs UK£0.058 profit in FY 2020)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2021 results: Revenue: UK£29.0b (flat on FY 2020). Net loss: UK£287.0m (down 323% from profit in FY 2020). Like-for-like sales growth: 8.1% vs FY 2020 Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Jan 22New 90-day high: €2.75The company is up 21% from its price of €2.27 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.99 per share.
Is New 90 Day High Low • Dec 29New 90-day high: €2.65The company is up 27% from its price of €2.09 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 Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.99 per share.
Is New 90 Day High Low • Dec 10New 90-day high: €2.51The company is up 24% from its price of €2.03 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.87 per share.
Is New 90 Day High Low • Nov 19New 90-day high: €2.36The company is up 15% from its price of €2.06 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.97 per share.
Reported Earnings • Nov 10First half 2021 earnings released: UK£0.083 loss per shareThe company reported a poor first half result with increased losses and weaker revenues and control over expenses. First half 2021 results: Revenue: UK£14.9b (down 1.1% from 1H 2020). Net loss: UK£183.0m (loss widened 274% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 1.2%, compared to a 2.3% growth forecast for the Consumer Retailing industry in Germany.
Is New 90 Day High Low • Oct 19New 90-day high: €2.24The company is up 6.0% from its price of €2.11 on 21 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.44 per share.
