View Financial HealthCompass Group 配当と自社株買い配当金 基準チェック /46Compass Group配当を支払う会社であり、現在の利回りは2.23%で、収益によって十分にカバーされています。主要情報2.2%配当利回り0.2%バイバック利回り総株主利回り2.5%将来の配当利回り3.0%配当成長2.7%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向60%最近の配当と自社株買いの更新Upcoming Dividend • Jan 08Upcoming dividend of US$0.43 per shareEligible shareholders must have bought the stock before 15 January 2026. Payment date: 26 February 2026. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.6%).Declared Dividend • Dec 01Final dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 15th January 2026 Payment date: 26th February 2026 Dividend yield will be 2.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 25+ 1 more updateCompass Group PLC Proposes Final Dividend for 2025, Payable on 26 February 2026Compass Group PLC proposed that a final dividend of 43.3 cents per share (2024: 39.1c per share), $735 million in aggregate, be paid on 26 February 2026 to shareholders on the register on 16 January 2026. This will result in a total dividend for the year of 65.9 cents per share (2024: 59.8 cents per share).Upcoming Dividend • Jun 12Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 19 June 2025. Payment date: 31 July 2025. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (2.8%).Declared Dividend • May 16First half dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 19th June 2025 Payment date: 31st July 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 16Compass Group plc Approves an Interim Dividend, Payable on 31 July 2025The Board of Compass Group PLC has approved an interim dividend of 22.6c per share (2024: 20.7c per share), $384 million in aggregate, is payable on 31 July 2025 to shareholders on the register at the close of business on 20 June 2025. Ex-dividend date for 2025 interim dividend is 19 June 2025.すべての更新を表示Recent updatesBoard Change • Feb 09Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Sundar Raman was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Jan 14Now 20% overvaluedOver the last 90 days, the stock has fallen 6.5% to €27.35. The fair value is estimated to be €22.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Upcoming Dividend • Jan 08Upcoming dividend of US$0.43 per shareEligible shareholders must have bought the stock before 15 January 2026. Payment date: 26 February 2026. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.6%).Buy Or Sell Opportunity • Dec 15Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to €26.63. The fair value is estimated to be €22.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Recent Insider Transactions • Dec 08Group CEO & Director recently sold €2.8m worth of stockOn the 1st of December, Dominic Blakemore sold around 106k shares on-market at roughly €26.64 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. This was Dominic's only on-market trade for the last 12 months.Declared Dividend • Dec 01Final dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 15th January 2026 Payment date: 26th February 2026 Dividend yield will be 2.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Nov 28Now 20% overvaluedOver the last 90 days, the stock has fallen 7.9% to €27.11. The fair value is estimated to be €22.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Reported Earnings • Nov 26Full year 2025 earnings released: EPS: US$1.10 (vs US$0.82 in FY 2024)Full year 2025 results: EPS: US$1.10 (up from US$0.82 in FY 2024). Revenue: US$46.1b (up 9.7% from FY 2024). Net income: US$1.87b (up 33% from FY 2024). Profit margin: 4.1% (up from 3.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.お知らせ • Nov 25+ 1 more updateCompass Group PLC Proposes Final Dividend for 2025, Payable on 26 February 2026Compass Group PLC proposed that a final dividend of 43.3 cents per share (2024: 39.1c per share), $735 million in aggregate, be paid on 26 February 2026 to shareholders on the register on 16 January 2026. This will result in a total dividend for the year of 65.9 cents per share (2024: 59.8 cents per share).お知らせ • Sep 29Compass Group PLC, Annual General Meeting, Feb 05, 2026Compass Group PLC, Annual General Meeting, Feb 05, 2026.お知らせ • Sep 27Compass Group plc Announces Stefan Bomhard Not Seeking Re-Election, Effective Date September 30, 2025Compass Group PLC confirms that, having completed nine years' service, non-executive director, Stefan Bomhard, will not seek re-election at the Company's Annual General Meeting to be held on February 5, 2026 (the Meeting) and will retire following the conclusion of the Meeting. In advance of his retirement from the Board, he will step down from the Audit, Corporate Responsibility, Nomination and Remuneration Committees with effect from September 30, 2025. The Company also announces that, following a review of Board Committee memberships, there will be no changes to the existing Committee Chairs and the membership of the Committees will comprise the Directors set out in the table below with effect from October 1, 2025. Audit Committee: Anne-Françoise Nesmes (Chair), Liat Ben-Zur, John Bryant, Arlene Isaacs-Lowe. Corporate Responsibility Committee: Arlene Isaacs-Lowe (Chair), Liat Ben-Zur, Anne-Françoise Nesmes. Nomination Committee: Ian Meakins (Chair), Liat Ben-Zur, John Bryant, Juliana Chugg, Arlene Isaacs-Lowe, Anne-Françoise Nesmes, Sundar Raman, Leanne Wood. Remuneration Committee: John Bryant (Chair), Juliana Chugg, Sundar Raman, Leanne Wood.お知らせ • Sep 24+ 1 more updateCompass Group PLC to Report Fiscal Year 2026 Results on Nov 24, 2026Compass Group PLC announced that they will report fiscal year 2026 results on Nov 24, 2026お知らせ • Jul 22+ 1 more updateCompass Group PLC (LSE:CPG) entered into an agreement to acquire Vermaat Groep B.V. from Bridgepoint Advisers Limited and Partners Group Holding AG (SWX:PGHN) for an enterprise value of €1.5 billion.Compass Group PLC (LSE:CPG) entered into an agreement to acquire Vermaat Groep B.V. from Bridgepoint Advisers Limited and Partners Group Holding AG (SWX:PGHN) for an enterprise value of €1.5 billion on July 22, 2025. Vermaat reported revenues of €700 million in year end 2024. The Vermaat management team will join Compass on completion and will continue operating the business on a standalone basis, whilst leveraging the benefits of being part of a larger Group. This transaction is subject to regulatory approval and consultation with the Vermaat Works Council. In the first full year of ownership, the proposed acquisition is expected to be margin and EPS accretive to Compass Group. Following completion, Compass anticipates its post-acquisition leverage to be around 1.5x net debt to EBITDA at the end of FY26, before deleveraging in FY27. Gregory Crookes, Tim Heerschop, Laura Bredschneijder, Jurre Jurriëns, Fiorri Michael, Michiel Sunderman,Stern Flik, Floris van de Bult, Astrid van Ommeren, Mark-Jan Arends, Nolan Groenland, Boudewijn Vermeer, Laura Dolstra, Richard Nowak, Marguérite Elias, Amber Breugem, Merle van den Berg, Wijnanda Rutten, Liesbeth Buiter, Lotte de Bruin, Liselotte Hommels, Charlotte Spierings, Roel de Jong and Andrei Mikes of Clifford Chance LLP (Netherlands) along with Katharine Missenden of Clifford Chance LLP (Belgium) along with Lucia Alegre of Clifford Chance S.L.P. along with Alexandra Demai, Alexandre Balducci, Manvel Arutunyan, Marion Tual, Louis-Auguste Barthout, Hélène Kouyaté, Sophie Laporte, Thomas Jardin, Florence Aubonnet, Susan Ekrami, Eulalie Métier, Eva Feurtet, Awa Dé, Antoine Beaux, Hugo Feraud, Samuel Sellam, Patrice Navarro, Alexandre Manasterski and Jérémy Guilbault of Clifford Chance France along with Anselm Raddatz, Gunnar Sachs, Marc Besen and Dimitri Slobodenjuk of Clifford Chance, Düsseldorf along with Simon Reitz, Ines Keitel and Holger Lutz of Clifford Chance, Frankfurt along with Katia Gauzès of Clifford Chance ( Luxembourg) acted as legal advisors to Bridgepoint, Partners Group and Vermaat management. Ropes & Gray acted as the legal advisor to Partners Group. Goldman Sachs Bank Europe SE and Rothschild & Co acted as the financial advisors to Bridgepoint along with KPMG acting as the Financial and Tax Advisor.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to €22.80, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 6x in the Hospitality industry in Germany. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.54 per share.Upcoming Dividend • Jun 12Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 19 June 2025. Payment date: 31 July 2025. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (2.8%).Declared Dividend • May 16First half dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 19th June 2025 Payment date: 31st July 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 16Compass Group plc Approves an Interim Dividend, Payable on 31 July 2025The Board of Compass Group PLC has approved an interim dividend of 22.6c per share (2024: 20.7c per share), $384 million in aggregate, is payable on 31 July 2025 to shareholders on the register at the close of business on 20 June 2025. Ex-dividend date for 2025 interim dividend is 19 June 2025.Reported Earnings • May 15First half 2025 earnings released: EPS: US$0.54 (vs US$0.50 in 1H 2024)First half 2025 results: EPS: US$0.54 (up from US$0.50 in 1H 2024). Revenue: US$22.6b (up 8.8% from 1H 2024). Net income: US$919.0m (up 6.7% from 1H 2024). Profit margin: 4.1% (down from 4.2% in 1H 2024). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.お知らせ • Feb 07Compass Group PLC Maintains Earnings Guidance for the Full Year 2025Compass Group PLC maintained earnings guidance for the full year 2025. for the year, The company expects to deliver high single digit underlying operating profit growth with organic revenue growth above 7.5% and ongoing margin progression.Buy Or Sell Opportunity • Jan 16Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to €40.00. The fair value is estimated to be €30.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Upcoming Dividend • Jan 09Upcoming dividend of US$0.39 per shareEligible shareholders must have bought the stock before 16 January 2025. Payment date: 27 February 2025. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.9%).New Risk • Dec 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Declared Dividend • Nov 28Final dividend of US$0.39 announcedShareholders will receive a dividend of US$0.39. Ex-date: 16th January 2025 Payment date: 27th February 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 70% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 27Full year 2024 earnings released: EPS: US$0.82 (vs US$0.92 in FY 2023)Full year 2024 results: EPS: US$0.82 (down from US$0.92 in FY 2023). Revenue: US$42.0b (up 11% from FY 2023). Net income: US$1.40b (down 12% from FY 2023). Profit margin: 3.3% (down from 4.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 27Compass Group plc Proposes Final Dividend for 2024, Payable on 27 February 2025Compass Group PLC announced that the AGM held on 6 February 2025, A final dividend in respect of 2024 of 39.1 cents per share (2023: 34.7 cents per share), $664 million in aggregate, be paid on 27 February 2025 to shareholders on the register on 17 January 2025, has been proposed, giving a total dividend in respect of 2024 of 59.8 cents per share (2023: 52.6 cents per share). Ex-dividend date for 2024 final dividend is 16 January, 2025.お知らせ • Oct 04Newrest Group Services SAS agreed to acquire Latin American operations of Compass Group.Newrest Group Services SAS agreed to acquire Latin American operations of Compass Group on September 4, 2024. The acquisition is subject to regulatory approval in Chile, Colombia and Mexico. For the period ending December 31, 2023, Latin American operations of Compass Group reported total revenue of €660 million.お知らせ • Sep 30Compass Group PLC, Annual General Meeting, Feb 06, 2025Compass Group PLC, Annual General Meeting, Feb 06, 2025.お知らせ • Sep 29Compass Group PLC Appoints Juliana Chugg as Non-Executive Director and Audit, Corporate Responsibility, Nomination and Remuneration CommitteesCompass Group PLC announced the appointment of Mrs. Juliana Chugg as a Non-executive Director with effect from 26 September 2024. On appointment, Juliana also joins the Audit, Corporate Responsibility, Nomination and Remuneration Committees. Juliana is a seasoned non-executive director having had a successful international executive career as a transformative leader in the FMCG sector. Juliana brings a strong international perspective with a passion for the food and food services industries, together with general management and marketing insights, and extensive US and board governance experience. Juliana is currently a non-executive director of VF Corporation, Darden Restaurants Inc. and Masterbrand Inc. She was a non-executive director of Caesars Entertainment Inc, until July 2020. Juliana is the former Executive Vice President & Chief Brand Officer of Mattel and has 18 years' experience in the food industry, having held several senior roles in Australia and USA at General Mills, the global food manufacturer.お知らせ • Sep 27Compass Group plc Announces Executive and Committee Changes, Effective February 6, 2025Compass Group PLC confirmed that, having completed nine years' service, non-executive directors, Nelson Silva and Ireena Vittal, will not seek re-election at the Company's Annual General Meeting to be held on 6 February 2025 and will retire following the conclusion of the Meeting. Arlene Isaacs-Lowe will succeed Nelson Silva as the Chair of the Corporate Responsibility Committee following the conclusion of the Meeting.お知らせ • Sep 12+ 3 more updatesCompass Group PLC to Report First Half, 2025 Results on May 14, 2025Compass Group PLC announced that they will report first half, 2025 results on May 14, 2025お知らせ • Jun 21Compass Group PLC Announces the Appointment of Liat Ben-Zur as a Non-Executive Director, Effective 1 July 2024Compass Group PLC announced the appointment of Ms Liat Ben-Zur as a Non-executive Director with effect from 1 July 2024. On appointment, Liat will also join the Audit, Corporate Responsibility, Nomination and Remuneration Committees. Liat is a transformative technology executive and brings over 27 years of experience in driving digital transformation and product innovation following successful careers with Microsoft, Philips and Qualcomm. She is known for her strategic insights in disruptive technologies and product-led growth. Liat is currently an Independent Director of Talkspace Inc., a company listed on NASDAQ and also served as an Independent Member of the Supervisory Board of Umicore, a listed Belgian company, from 2017 to 2021.Upcoming Dividend • Jun 06Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 13 June 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.6%).Declared Dividend • May 17First half dividend of US$0.21 announcedShareholders will receive a dividend of US$0.21. Ex-date: 13th June 2024 Payment date: 25th July 2024 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 2.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 16First half 2024 earnings released: EPS: US$0.50 (vs US$0.43 in 1H 2023)First half 2024 results: EPS: US$0.50 (up from US$0.43 in 1H 2023). Revenue: US$20.7b (up 11% from 1H 2023). Net income: US$861.0m (up 13% from 1H 2023). Profit margin: 4.2% (up from 4.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • May 16+ 1 more updateCompass Group PLC Provides Earnings Guidance for the Year 2024Compass Group PLC announced that the company now expect underlying operating profit growth towards 15% with organic revenue growth towards 10% for the year 2024.お知らせ • Mar 09Vinci Partners Investments Ltd. agreed to acquire Compass Group Chile S.A. Administradora General de Fondos from Compass Group PLC for approximately $159 million.Vinci Partners Investments Ltd. agreed to acquire Compass Group Chile S.A. Administradora General de Fondos from Compass Group PLC for approximately $159 million on March 7, 2024. The Transaction will have a total upfront consideration of 11,783,384 shares of VINP Class A common stock, and a cash consideration of $31.3 million, in the form of VINP Class C redeemable common stock. Under the agreement, Compass partners are entitled to an earn-out of up to an additional 7.5% stake in the combined entity, subject to the achievement of pre-determined metrics, to be paid in VINP Class A common stock until 2028. Upon Transaction closing, Manuel Balbontín, partner, founder and Chairman of Compass, and Jaime de la Barra, partner, founder and Vice Chairman of Compass, will join Vinci´s Board of Directors. Compass executives and senior management will continue in their current roles and remain fully committed to the combined business, with a long-term plan aligned with the plan that is currently in place for Vinci´s executive partners. Once closed, the Transaction will create a full-service Latin American alternative asset manager with more than $50 billion in assets under management (“AUM”), across private markets, investment products and solutions (“IP&S”), public equities and corporate advisory segments. Campass Group reported assets under management (AUM) of $37.3 million and Fee related Revenue of $64.7 million for the year 2023. The Transaction is expected to close in the third quarter of 2024, subject to regulatory approvals and other customary closing conditions. Goldman Sachs & Co. LLC acted as financial advisor to Vinci, with Simpson Thacher & Bartlett LLP as transaction legal counsel and Carey Abogados as Latin American legal counsel. Morgan Stanley & Co. LLC acted as financial advisor to Compass, with Skadden, Arps Slate, Meagher & Flom LLP as transaction legal counsel.Board Change • Feb 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Group CFO & Director Petros Parras was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 08Compass Group PLC Provides Earnings Guidance for the Year 2024Compass Group PLC provided earnings guidance for the year 2024. For the year, the company expected Underlying operating profit growth to be towards 13% delivered through high single-digit organic revenue growth and ongoing margin progression.お知らせ • Jan 22Compass Group PLC (LSE:CPG) agreed to acquire CH&Co Catering Group Limited for an initial enterprise value of £475 million.Compass Group PLC (LSE:CPG) agreed to acquire CH&Co Catering Group Limited for an initial enterprise value of £475 million on January 22, 2024. Completion of the proposed transaction is subject to regulatory approval.Upcoming Dividend • Jan 11Upcoming dividend of UK£0.28 per share at 2.0% yieldEligible shareholders must have bought the stock before 18 January 2024. Payment date: 29 February 2024. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.7%).Reported Earnings • Nov 21Full year 2023 earnings released: EPS: UK£0.75 (vs UK£0.63 in FY 2022)Full year 2023 results: EPS: UK£0.75 (up from UK£0.63 in FY 2022). Revenue: UK£31.0b (up 22% from FY 2022). Net income: UK£1.31b (up 18% from FY 2022). Profit margin: 4.2% (down from 4.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Nov 03Now 21% undervaluedOver the last 90 days, the stock is up 2.6%. The fair value is estimated to be €30.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.New Risk • Oct 18New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 41% 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 (41% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Oct 06+ 3 more updatesCompass Group PLC to Report Q1, 2024 Results on Feb 08, 2024Compass Group PLC announced that they will report Q1, 2024 results on Feb 08, 2024お知らせ • Sep 22+ 1 more updateCompass Group plc Announces Director ChangesCompass Group PLC announces that, after nearly 40 years of dedicated service, Gary Green has informed the Board that he wishes to retire as Group Chief Operating Officer (COO), North America and as a director of Compass Group PLC. He will step down from the Board on 30 November 2023, however, he remains available to Compass Group until 31 March 2024. Palmer Brown will assume the role of Group Chief Operating Officer, North America with effect from 1 December 2023 and will remain a director of the Board. Palmer will hand over his responsibilities as Group Chief Financial Officer (CFO) to Petros Parras, current Regional Finance Director, Europe Middle East (EME). Palmer Brown joined the US business 22 years ago and has spent most of his working career in North America in a variety of senior finance, strategy, and legal roles. He has been responsible for many strategic acquisitions and disposals for the Group and served as Group Commercial Director before becoming Group Chief Financial Officer in 2021. Petros Parras joined the business in January 2020. Prior to Compass, Petros worked in FMCG businesses including Procter & Gamble, Reckitt Benckiser and Coty in Europe and North America in senior finance, operational and strategic roles. Petros has been Regional Finance Director for EME for close to four years where he has played a key role in the turnaround of the region, focusing on growth strategies, the operating model and core processes as well as the use of data analytics to drive better commercial outcomes. Petros will join the Board on1 December 2023.お知らせ • Jul 23Compass Group plc Announces Board ChangesCompass Group PLC announced that Ms Anne-Francoise Nesmes has been appointed as Senior Independent Director with effect from 20 July 2023. She will remain Chair of the Audit Committee and a member of the Corporate Responsibility, Nomination and Remuneration Committees. Ms Nesmes succeeds Mr. John Bryant who will remain the Chair of the Remuneration Committee, and a member of the Audit, Corporate Responsibility and Nomination Committees.お知らせ • May 11+ 2 more updatesCompass Group PLC (LSE:CPG) announces an Equity Buyback for £750 million worth of its shares.Compass Group PLC (LSE:CPG) announces a share repurchase program. Under the program, the company will repurchase up to £750 million worth of its own shares. The program will be completed in the calendar year, 2023.お知らせ • May 06Compass Group plc Appoints Leanne Wood as A Non-Executive DirectorCompass Group PLC announced the appointment of Leanne Wood as a Non-executive Director of the Company with effect from 4 May 2023. On appointment, Leanne also joined the Audit, Corporate Responsibility, Nomination and Remuneration Committees. Leanne is currently the Chief Human Resources Officer of Vodafone Group Plc (Vodafone) where she is responsible for leading the people and organisational strategy which includes developing strong talent and leadership, effective organisations, strategic capabilities and an engaging culture and work environment. Before joining Vodafone in 2019, Leanne was the Chief People, Strategy and Corporate Affairs Officer for Burberry Plc from 2015. Prior to that she worked for Diageo Plc for 15 years in a variety of roles, latterly as their Group HR Director. She has also worked in strategy and finance for Allied Domecq Plc, LEK Consulting and United Distillers. Leanne is the lead Vodafone Non-executive Director for Vodacom Group Limited, a publicly listed company in South Africa. She was also a Non-executive Director of The Go-Ahead Group Plc from 2017 until 2022.お知らせ • Feb 09Compass Group PLC Reiterates Earnings Guidance for the Fiscal Year 2023Compass Group PLC reiterated earnings guidance for the fiscal year 2023. For the year, the company expects operating profit growth above 20% on a constant currency basis, organic revenue growth of around 15%, weighted towards the first half of the year, and an underlying operating margin above 6.5%.Recent Insider Transactions • Dec 07Group CFO & Director recently sold €62k worth of stockOn the 1st of December, Charles Brown sold around 3k shares on-market at roughly €21.94 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Charles' only on-market trade for the last 12 months.Reported Earnings • Nov 22Full year 2022 earnings released: EPS: UK£0.63 (vs UK£0.20 in FY 2021)Full year 2022 results: EPS: UK£0.63 (up from UK£0.20 in FY 2021). Revenue: UK£25.5b (up 43% from FY 2021). Net income: UK£1.11b (up 212% from FY 2021). Profit margin: 4.4% (up from 2.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Hospitality industry in Germany.お知らせ • Nov 22+ 1 more updateCompass Group PLC Announces Management ChangesCompass Group PLC announced that Carol Arrowsmith will step down as the Chair of the Remuneration Committee (the Committee) following the conclusion of the Annual General Meeting to be held on 9 February 2023 and will be succeeded by John Bryant, Senior Independent Director. To ensure that there is continuity and an orderly transition, Carol will remain a member of the Committee. John has been a member of the Remuneration Committee since his appointment in 2018. He has significant experience in business and finance and is considered by the Board to have the appropriate experience, skills and attributes to be an effective Chair of the Remuneration Committee.お知らせ • Nov 21+ 1 more updateCompass Group PLC Proposes Final Dividend for the Year Ended 30 September 2022, Payable on 2 March 2023Compass Group PLC announced that the company's dividend policy is to pay out around 50% of underlying earnings through an interim and final dividend. The board has proposed a final dividend of 22.1 pence per share, £389 million in aggregate which, including the interim dividend of 9.4 pence, gives a total dividend for 2022 of 31.5 pence (2021: 14.0p per share). The proposed final dividend is subject to approval by shareholders at the annual general meeting to be held on 9 February 2023. The proposed a final dividend will be paid on 2 March 2023 to shareholders on the register on 20 January 2023. The ex-dividend date for 2022 final dividend is 19 January 2023.Buying Opportunity • Oct 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.7%. The fair value is estimated to be €26.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.お知らせ • Oct 12+ 1 more updateCompass Group PLC to Report First Half, 2023 Results on May 10, 2023Compass Group PLC announced that they will report first half, 2023 results on May 10, 2023Buying Opportunity • Sep 16Now 21% undervaluedOver the last 90 days, the stock is up 9.6%. The fair value is estimated to be €27.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.お知らせ • Jul 26Compass Group PLC, Annual General Meeting, Feb 09, 2023Compass Group PLC, Annual General Meeting, Feb 09, 2023.Upcoming Dividend • Jun 03Upcoming dividend of UK£0.094 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 28 July 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (1.8%).Reported Earnings • May 13First half 2022 earnings released: EPS: UK£0.27 (vs UK£0.056 in 1H 2021)First half 2022 results: EPS: UK£0.27 (up from UK£0.056 in 1H 2021). Revenue: UK£11.5b (up 36% from 1H 2021). Net income: UK£477.0m (up 377% from 1H 2021). Profit margin: 4.1% (up from 1.2% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 21%, compared to a 115% growth forecast for the industry in Germany.お知らせ • May 12Compass Group PLC Revises Revenue Guidance for Fiscal Year 2022Compass Group PLC revised revenue guidance for the fiscal year 2022. For the year, the company increases organic revenue guidance from 20% - 25% to around 30%.お知らせ • Apr 01Compass Group plc Announces Retirement of John Bason as Non-Executive DirectorCompass Group PLC announced Mr. John Bason retired as a non-executive director of the company with effect from 3 February 2022.お知らせ • Feb 03Compass Group plc Provides Earnings Guidance for the Fiscal Year 2022Compass Group PLC provided earnings guidance for the fiscal year 2022. For the period, the company expects full year organic revenue growth of 20% - 25%, with quarterly growth rates moderating through the year, reflecting more challenging comparatives.Upcoming Dividend • Jan 13Upcoming dividend of UK£0.14 per shareEligible shareholders must have bought the stock before 20 January 2022. Payment date: 28 February 2022. Payout ratio is a comfortable 70% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.2%).Reported Earnings • Nov 26Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£0.20 (up from UK£0.08 in FY 2020). Revenue: UK£17.9b (down 10% from FY 2020). Net income: UK£357.0m (up 168% from FY 2020). Profit margin: 2.0% (up from 0.7% in FY 2020). Revenue missed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 25%, compared to a 26% growth forecast for the restaurants industry in Germany.お知らせ • Nov 24Compass Group plc Provides Earnings Guidance for the Year 2022Compass Group PLC provided earnings guidance for the year 2022. FY22 organic revenue growth expected to be 20%-25%.決済の安定と成長配当データの取得安定した配当: XGR2の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: XGR2の配当金は過去10年間にわたって増加しています。配当利回り対市場Compass Group 配当利回り対市場XGR2 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (XGR2)2.2%市場下位25% (DE)1.5%市場トップ25% (DE)4.6%業界平均 (Hospitality)2.0%アナリスト予想 (XGR2) (最長3年)3.0%注目すべき配当: XGR2の配当金 ( 2.23% ) はGerman市場の配当金支払者の下位 25% ( 1.5% ) よりも高くなっています。高配当: XGR2の配当金 ( 2.23% ) はGerman市場の配当金支払者の上位 25% ( 4.62% ) と比較すると低いです。株主への利益配当収益カバレッジ: XGR2の配当金は、合理的な 配当性向 ( 59.9% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: XGR2は合理的な 現金配当性向 ( 56.5% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management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2026/05/08 11:30終値2026/05/08 00:00収益2025/09/30年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Compass Group PLC 19 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。30 アナリスト機関Victoria Lee SternBarclaysPravin GondhaleBarclaysVictoria Lee SternBarclays27 その他のアナリストを表示
Upcoming Dividend • Jan 08Upcoming dividend of US$0.43 per shareEligible shareholders must have bought the stock before 15 January 2026. Payment date: 26 February 2026. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.6%).
Declared Dividend • Dec 01Final dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 15th January 2026 Payment date: 26th February 2026 Dividend yield will be 2.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 25+ 1 more updateCompass Group PLC Proposes Final Dividend for 2025, Payable on 26 February 2026Compass Group PLC proposed that a final dividend of 43.3 cents per share (2024: 39.1c per share), $735 million in aggregate, be paid on 26 February 2026 to shareholders on the register on 16 January 2026. This will result in a total dividend for the year of 65.9 cents per share (2024: 59.8 cents per share).
Upcoming Dividend • Jun 12Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 19 June 2025. Payment date: 31 July 2025. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (2.8%).
Declared Dividend • May 16First half dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 19th June 2025 Payment date: 31st July 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 16Compass Group plc Approves an Interim Dividend, Payable on 31 July 2025The Board of Compass Group PLC has approved an interim dividend of 22.6c per share (2024: 20.7c per share), $384 million in aggregate, is payable on 31 July 2025 to shareholders on the register at the close of business on 20 June 2025. Ex-dividend date for 2025 interim dividend is 19 June 2025.
Board Change • Feb 09Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Sundar Raman was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Jan 14Now 20% overvaluedOver the last 90 days, the stock has fallen 6.5% to €27.35. The fair value is estimated to be €22.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Upcoming Dividend • Jan 08Upcoming dividend of US$0.43 per shareEligible shareholders must have bought the stock before 15 January 2026. Payment date: 26 February 2026. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.6%).
Buy Or Sell Opportunity • Dec 15Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to €26.63. The fair value is estimated to be €22.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Recent Insider Transactions • Dec 08Group CEO & Director recently sold €2.8m worth of stockOn the 1st of December, Dominic Blakemore sold around 106k shares on-market at roughly €26.64 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. This was Dominic's only on-market trade for the last 12 months.
Declared Dividend • Dec 01Final dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 15th January 2026 Payment date: 26th February 2026 Dividend yield will be 2.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Nov 28Now 20% overvaluedOver the last 90 days, the stock has fallen 7.9% to €27.11. The fair value is estimated to be €22.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Reported Earnings • Nov 26Full year 2025 earnings released: EPS: US$1.10 (vs US$0.82 in FY 2024)Full year 2025 results: EPS: US$1.10 (up from US$0.82 in FY 2024). Revenue: US$46.1b (up 9.7% from FY 2024). Net income: US$1.87b (up 33% from FY 2024). Profit margin: 4.1% (up from 3.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Nov 25+ 1 more updateCompass Group PLC Proposes Final Dividend for 2025, Payable on 26 February 2026Compass Group PLC proposed that a final dividend of 43.3 cents per share (2024: 39.1c per share), $735 million in aggregate, be paid on 26 February 2026 to shareholders on the register on 16 January 2026. This will result in a total dividend for the year of 65.9 cents per share (2024: 59.8 cents per share).
お知らせ • Sep 29Compass Group PLC, Annual General Meeting, Feb 05, 2026Compass Group PLC, Annual General Meeting, Feb 05, 2026.
お知らせ • Sep 27Compass Group plc Announces Stefan Bomhard Not Seeking Re-Election, Effective Date September 30, 2025Compass Group PLC confirms that, having completed nine years' service, non-executive director, Stefan Bomhard, will not seek re-election at the Company's Annual General Meeting to be held on February 5, 2026 (the Meeting) and will retire following the conclusion of the Meeting. In advance of his retirement from the Board, he will step down from the Audit, Corporate Responsibility, Nomination and Remuneration Committees with effect from September 30, 2025. The Company also announces that, following a review of Board Committee memberships, there will be no changes to the existing Committee Chairs and the membership of the Committees will comprise the Directors set out in the table below with effect from October 1, 2025. Audit Committee: Anne-Françoise Nesmes (Chair), Liat Ben-Zur, John Bryant, Arlene Isaacs-Lowe. Corporate Responsibility Committee: Arlene Isaacs-Lowe (Chair), Liat Ben-Zur, Anne-Françoise Nesmes. Nomination Committee: Ian Meakins (Chair), Liat Ben-Zur, John Bryant, Juliana Chugg, Arlene Isaacs-Lowe, Anne-Françoise Nesmes, Sundar Raman, Leanne Wood. Remuneration Committee: John Bryant (Chair), Juliana Chugg, Sundar Raman, Leanne Wood.
お知らせ • Sep 24+ 1 more updateCompass Group PLC to Report Fiscal Year 2026 Results on Nov 24, 2026Compass Group PLC announced that they will report fiscal year 2026 results on Nov 24, 2026
お知らせ • Jul 22+ 1 more updateCompass Group PLC (LSE:CPG) entered into an agreement to acquire Vermaat Groep B.V. from Bridgepoint Advisers Limited and Partners Group Holding AG (SWX:PGHN) for an enterprise value of €1.5 billion.Compass Group PLC (LSE:CPG) entered into an agreement to acquire Vermaat Groep B.V. from Bridgepoint Advisers Limited and Partners Group Holding AG (SWX:PGHN) for an enterprise value of €1.5 billion on July 22, 2025. Vermaat reported revenues of €700 million in year end 2024. The Vermaat management team will join Compass on completion and will continue operating the business on a standalone basis, whilst leveraging the benefits of being part of a larger Group. This transaction is subject to regulatory approval and consultation with the Vermaat Works Council. In the first full year of ownership, the proposed acquisition is expected to be margin and EPS accretive to Compass Group. Following completion, Compass anticipates its post-acquisition leverage to be around 1.5x net debt to EBITDA at the end of FY26, before deleveraging in FY27. Gregory Crookes, Tim Heerschop, Laura Bredschneijder, Jurre Jurriëns, Fiorri Michael, Michiel Sunderman,Stern Flik, Floris van de Bult, Astrid van Ommeren, Mark-Jan Arends, Nolan Groenland, Boudewijn Vermeer, Laura Dolstra, Richard Nowak, Marguérite Elias, Amber Breugem, Merle van den Berg, Wijnanda Rutten, Liesbeth Buiter, Lotte de Bruin, Liselotte Hommels, Charlotte Spierings, Roel de Jong and Andrei Mikes of Clifford Chance LLP (Netherlands) along with Katharine Missenden of Clifford Chance LLP (Belgium) along with Lucia Alegre of Clifford Chance S.L.P. along with Alexandra Demai, Alexandre Balducci, Manvel Arutunyan, Marion Tual, Louis-Auguste Barthout, Hélène Kouyaté, Sophie Laporte, Thomas Jardin, Florence Aubonnet, Susan Ekrami, Eulalie Métier, Eva Feurtet, Awa Dé, Antoine Beaux, Hugo Feraud, Samuel Sellam, Patrice Navarro, Alexandre Manasterski and Jérémy Guilbault of Clifford Chance France along with Anselm Raddatz, Gunnar Sachs, Marc Besen and Dimitri Slobodenjuk of Clifford Chance, Düsseldorf along with Simon Reitz, Ines Keitel and Holger Lutz of Clifford Chance, Frankfurt along with Katia Gauzès of Clifford Chance ( Luxembourg) acted as legal advisors to Bridgepoint, Partners Group and Vermaat management. Ropes & Gray acted as the legal advisor to Partners Group. Goldman Sachs Bank Europe SE and Rothschild & Co acted as the financial advisors to Bridgepoint along with KPMG acting as the Financial and Tax Advisor.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to €22.80, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 6x in the Hospitality industry in Germany. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.54 per share.
Upcoming Dividend • Jun 12Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 19 June 2025. Payment date: 31 July 2025. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (2.8%).
Declared Dividend • May 16First half dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 19th June 2025 Payment date: 31st July 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 16Compass Group plc Approves an Interim Dividend, Payable on 31 July 2025The Board of Compass Group PLC has approved an interim dividend of 22.6c per share (2024: 20.7c per share), $384 million in aggregate, is payable on 31 July 2025 to shareholders on the register at the close of business on 20 June 2025. Ex-dividend date for 2025 interim dividend is 19 June 2025.
Reported Earnings • May 15First half 2025 earnings released: EPS: US$0.54 (vs US$0.50 in 1H 2024)First half 2025 results: EPS: US$0.54 (up from US$0.50 in 1H 2024). Revenue: US$22.6b (up 8.8% from 1H 2024). Net income: US$919.0m (up 6.7% from 1H 2024). Profit margin: 4.1% (down from 4.2% in 1H 2024). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Feb 07Compass Group PLC Maintains Earnings Guidance for the Full Year 2025Compass Group PLC maintained earnings guidance for the full year 2025. for the year, The company expects to deliver high single digit underlying operating profit growth with organic revenue growth above 7.5% and ongoing margin progression.
Buy Or Sell Opportunity • Jan 16Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to €40.00. The fair value is estimated to be €30.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Upcoming Dividend • Jan 09Upcoming dividend of US$0.39 per shareEligible shareholders must have bought the stock before 16 January 2025. Payment date: 27 February 2025. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.9%).
New Risk • Dec 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Declared Dividend • Nov 28Final dividend of US$0.39 announcedShareholders will receive a dividend of US$0.39. Ex-date: 16th January 2025 Payment date: 27th February 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 70% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 27Full year 2024 earnings released: EPS: US$0.82 (vs US$0.92 in FY 2023)Full year 2024 results: EPS: US$0.82 (down from US$0.92 in FY 2023). Revenue: US$42.0b (up 11% from FY 2023). Net income: US$1.40b (down 12% from FY 2023). Profit margin: 3.3% (down from 4.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 27Compass Group plc Proposes Final Dividend for 2024, Payable on 27 February 2025Compass Group PLC announced that the AGM held on 6 February 2025, A final dividend in respect of 2024 of 39.1 cents per share (2023: 34.7 cents per share), $664 million in aggregate, be paid on 27 February 2025 to shareholders on the register on 17 January 2025, has been proposed, giving a total dividend in respect of 2024 of 59.8 cents per share (2023: 52.6 cents per share). Ex-dividend date for 2024 final dividend is 16 January, 2025.
お知らせ • Oct 04Newrest Group Services SAS agreed to acquire Latin American operations of Compass Group.Newrest Group Services SAS agreed to acquire Latin American operations of Compass Group on September 4, 2024. The acquisition is subject to regulatory approval in Chile, Colombia and Mexico. For the period ending December 31, 2023, Latin American operations of Compass Group reported total revenue of €660 million.
お知らせ • Sep 30Compass Group PLC, Annual General Meeting, Feb 06, 2025Compass Group PLC, Annual General Meeting, Feb 06, 2025.
お知らせ • Sep 29Compass Group PLC Appoints Juliana Chugg as Non-Executive Director and Audit, Corporate Responsibility, Nomination and Remuneration CommitteesCompass Group PLC announced the appointment of Mrs. Juliana Chugg as a Non-executive Director with effect from 26 September 2024. On appointment, Juliana also joins the Audit, Corporate Responsibility, Nomination and Remuneration Committees. Juliana is a seasoned non-executive director having had a successful international executive career as a transformative leader in the FMCG sector. Juliana brings a strong international perspective with a passion for the food and food services industries, together with general management and marketing insights, and extensive US and board governance experience. Juliana is currently a non-executive director of VF Corporation, Darden Restaurants Inc. and Masterbrand Inc. She was a non-executive director of Caesars Entertainment Inc, until July 2020. Juliana is the former Executive Vice President & Chief Brand Officer of Mattel and has 18 years' experience in the food industry, having held several senior roles in Australia and USA at General Mills, the global food manufacturer.
お知らせ • Sep 27Compass Group plc Announces Executive and Committee Changes, Effective February 6, 2025Compass Group PLC confirmed that, having completed nine years' service, non-executive directors, Nelson Silva and Ireena Vittal, will not seek re-election at the Company's Annual General Meeting to be held on 6 February 2025 and will retire following the conclusion of the Meeting. Arlene Isaacs-Lowe will succeed Nelson Silva as the Chair of the Corporate Responsibility Committee following the conclusion of the Meeting.
お知らせ • Sep 12+ 3 more updatesCompass Group PLC to Report First Half, 2025 Results on May 14, 2025Compass Group PLC announced that they will report first half, 2025 results on May 14, 2025
お知らせ • Jun 21Compass Group PLC Announces the Appointment of Liat Ben-Zur as a Non-Executive Director, Effective 1 July 2024Compass Group PLC announced the appointment of Ms Liat Ben-Zur as a Non-executive Director with effect from 1 July 2024. On appointment, Liat will also join the Audit, Corporate Responsibility, Nomination and Remuneration Committees. Liat is a transformative technology executive and brings over 27 years of experience in driving digital transformation and product innovation following successful careers with Microsoft, Philips and Qualcomm. She is known for her strategic insights in disruptive technologies and product-led growth. Liat is currently an Independent Director of Talkspace Inc., a company listed on NASDAQ and also served as an Independent Member of the Supervisory Board of Umicore, a listed Belgian company, from 2017 to 2021.
Upcoming Dividend • Jun 06Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 13 June 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.6%).
Declared Dividend • May 17First half dividend of US$0.21 announcedShareholders will receive a dividend of US$0.21. Ex-date: 13th June 2024 Payment date: 25th July 2024 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 2.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 16First half 2024 earnings released: EPS: US$0.50 (vs US$0.43 in 1H 2023)First half 2024 results: EPS: US$0.50 (up from US$0.43 in 1H 2023). Revenue: US$20.7b (up 11% from 1H 2023). Net income: US$861.0m (up 13% from 1H 2023). Profit margin: 4.2% (up from 4.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16+ 1 more updateCompass Group PLC Provides Earnings Guidance for the Year 2024Compass Group PLC announced that the company now expect underlying operating profit growth towards 15% with organic revenue growth towards 10% for the year 2024.
お知らせ • Mar 09Vinci Partners Investments Ltd. agreed to acquire Compass Group Chile S.A. Administradora General de Fondos from Compass Group PLC for approximately $159 million.Vinci Partners Investments Ltd. agreed to acquire Compass Group Chile S.A. Administradora General de Fondos from Compass Group PLC for approximately $159 million on March 7, 2024. The Transaction will have a total upfront consideration of 11,783,384 shares of VINP Class A common stock, and a cash consideration of $31.3 million, in the form of VINP Class C redeemable common stock. Under the agreement, Compass partners are entitled to an earn-out of up to an additional 7.5% stake in the combined entity, subject to the achievement of pre-determined metrics, to be paid in VINP Class A common stock until 2028. Upon Transaction closing, Manuel Balbontín, partner, founder and Chairman of Compass, and Jaime de la Barra, partner, founder and Vice Chairman of Compass, will join Vinci´s Board of Directors. Compass executives and senior management will continue in their current roles and remain fully committed to the combined business, with a long-term plan aligned with the plan that is currently in place for Vinci´s executive partners. Once closed, the Transaction will create a full-service Latin American alternative asset manager with more than $50 billion in assets under management (“AUM”), across private markets, investment products and solutions (“IP&S”), public equities and corporate advisory segments. Campass Group reported assets under management (AUM) of $37.3 million and Fee related Revenue of $64.7 million for the year 2023. The Transaction is expected to close in the third quarter of 2024, subject to regulatory approvals and other customary closing conditions. Goldman Sachs & Co. LLC acted as financial advisor to Vinci, with Simpson Thacher & Bartlett LLP as transaction legal counsel and Carey Abogados as Latin American legal counsel. Morgan Stanley & Co. LLC acted as financial advisor to Compass, with Skadden, Arps Slate, Meagher & Flom LLP as transaction legal counsel.
Board Change • Feb 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Group CFO & Director Petros Parras was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 08Compass Group PLC Provides Earnings Guidance for the Year 2024Compass Group PLC provided earnings guidance for the year 2024. For the year, the company expected Underlying operating profit growth to be towards 13% delivered through high single-digit organic revenue growth and ongoing margin progression.
お知らせ • Jan 22Compass Group PLC (LSE:CPG) agreed to acquire CH&Co Catering Group Limited for an initial enterprise value of £475 million.Compass Group PLC (LSE:CPG) agreed to acquire CH&Co Catering Group Limited for an initial enterprise value of £475 million on January 22, 2024. Completion of the proposed transaction is subject to regulatory approval.
Upcoming Dividend • Jan 11Upcoming dividend of UK£0.28 per share at 2.0% yieldEligible shareholders must have bought the stock before 18 January 2024. Payment date: 29 February 2024. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.7%).
Reported Earnings • Nov 21Full year 2023 earnings released: EPS: UK£0.75 (vs UK£0.63 in FY 2022)Full year 2023 results: EPS: UK£0.75 (up from UK£0.63 in FY 2022). Revenue: UK£31.0b (up 22% from FY 2022). Net income: UK£1.31b (up 18% from FY 2022). Profit margin: 4.2% (down from 4.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Nov 03Now 21% undervaluedOver the last 90 days, the stock is up 2.6%. The fair value is estimated to be €30.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
New Risk • Oct 18New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 41% 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 (41% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Oct 06+ 3 more updatesCompass Group PLC to Report Q1, 2024 Results on Feb 08, 2024Compass Group PLC announced that they will report Q1, 2024 results on Feb 08, 2024
お知らせ • Sep 22+ 1 more updateCompass Group plc Announces Director ChangesCompass Group PLC announces that, after nearly 40 years of dedicated service, Gary Green has informed the Board that he wishes to retire as Group Chief Operating Officer (COO), North America and as a director of Compass Group PLC. He will step down from the Board on 30 November 2023, however, he remains available to Compass Group until 31 March 2024. Palmer Brown will assume the role of Group Chief Operating Officer, North America with effect from 1 December 2023 and will remain a director of the Board. Palmer will hand over his responsibilities as Group Chief Financial Officer (CFO) to Petros Parras, current Regional Finance Director, Europe Middle East (EME). Palmer Brown joined the US business 22 years ago and has spent most of his working career in North America in a variety of senior finance, strategy, and legal roles. He has been responsible for many strategic acquisitions and disposals for the Group and served as Group Commercial Director before becoming Group Chief Financial Officer in 2021. Petros Parras joined the business in January 2020. Prior to Compass, Petros worked in FMCG businesses including Procter & Gamble, Reckitt Benckiser and Coty in Europe and North America in senior finance, operational and strategic roles. Petros has been Regional Finance Director for EME for close to four years where he has played a key role in the turnaround of the region, focusing on growth strategies, the operating model and core processes as well as the use of data analytics to drive better commercial outcomes. Petros will join the Board on1 December 2023.
お知らせ • Jul 23Compass Group plc Announces Board ChangesCompass Group PLC announced that Ms Anne-Francoise Nesmes has been appointed as Senior Independent Director with effect from 20 July 2023. She will remain Chair of the Audit Committee and a member of the Corporate Responsibility, Nomination and Remuneration Committees. Ms Nesmes succeeds Mr. John Bryant who will remain the Chair of the Remuneration Committee, and a member of the Audit, Corporate Responsibility and Nomination Committees.
お知らせ • May 11+ 2 more updatesCompass Group PLC (LSE:CPG) announces an Equity Buyback for £750 million worth of its shares.Compass Group PLC (LSE:CPG) announces a share repurchase program. Under the program, the company will repurchase up to £750 million worth of its own shares. The program will be completed in the calendar year, 2023.
お知らせ • May 06Compass Group plc Appoints Leanne Wood as A Non-Executive DirectorCompass Group PLC announced the appointment of Leanne Wood as a Non-executive Director of the Company with effect from 4 May 2023. On appointment, Leanne also joined the Audit, Corporate Responsibility, Nomination and Remuneration Committees. Leanne is currently the Chief Human Resources Officer of Vodafone Group Plc (Vodafone) where she is responsible for leading the people and organisational strategy which includes developing strong talent and leadership, effective organisations, strategic capabilities and an engaging culture and work environment. Before joining Vodafone in 2019, Leanne was the Chief People, Strategy and Corporate Affairs Officer for Burberry Plc from 2015. Prior to that she worked for Diageo Plc for 15 years in a variety of roles, latterly as their Group HR Director. She has also worked in strategy and finance for Allied Domecq Plc, LEK Consulting and United Distillers. Leanne is the lead Vodafone Non-executive Director for Vodacom Group Limited, a publicly listed company in South Africa. She was also a Non-executive Director of The Go-Ahead Group Plc from 2017 until 2022.
お知らせ • Feb 09Compass Group PLC Reiterates Earnings Guidance for the Fiscal Year 2023Compass Group PLC reiterated earnings guidance for the fiscal year 2023. For the year, the company expects operating profit growth above 20% on a constant currency basis, organic revenue growth of around 15%, weighted towards the first half of the year, and an underlying operating margin above 6.5%.
Recent Insider Transactions • Dec 07Group CFO & Director recently sold €62k worth of stockOn the 1st of December, Charles Brown sold around 3k shares on-market at roughly €21.94 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Charles' only on-market trade for the last 12 months.
Reported Earnings • Nov 22Full year 2022 earnings released: EPS: UK£0.63 (vs UK£0.20 in FY 2021)Full year 2022 results: EPS: UK£0.63 (up from UK£0.20 in FY 2021). Revenue: UK£25.5b (up 43% from FY 2021). Net income: UK£1.11b (up 212% from FY 2021). Profit margin: 4.4% (up from 2.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Hospitality industry in Germany.
お知らせ • Nov 22+ 1 more updateCompass Group PLC Announces Management ChangesCompass Group PLC announced that Carol Arrowsmith will step down as the Chair of the Remuneration Committee (the Committee) following the conclusion of the Annual General Meeting to be held on 9 February 2023 and will be succeeded by John Bryant, Senior Independent Director. To ensure that there is continuity and an orderly transition, Carol will remain a member of the Committee. John has been a member of the Remuneration Committee since his appointment in 2018. He has significant experience in business and finance and is considered by the Board to have the appropriate experience, skills and attributes to be an effective Chair of the Remuneration Committee.
お知らせ • Nov 21+ 1 more updateCompass Group PLC Proposes Final Dividend for the Year Ended 30 September 2022, Payable on 2 March 2023Compass Group PLC announced that the company's dividend policy is to pay out around 50% of underlying earnings through an interim and final dividend. The board has proposed a final dividend of 22.1 pence per share, £389 million in aggregate which, including the interim dividend of 9.4 pence, gives a total dividend for 2022 of 31.5 pence (2021: 14.0p per share). The proposed final dividend is subject to approval by shareholders at the annual general meeting to be held on 9 February 2023. The proposed a final dividend will be paid on 2 March 2023 to shareholders on the register on 20 January 2023. The ex-dividend date for 2022 final dividend is 19 January 2023.
Buying Opportunity • Oct 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.7%. The fair value is estimated to be €26.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.
お知らせ • Oct 12+ 1 more updateCompass Group PLC to Report First Half, 2023 Results on May 10, 2023Compass Group PLC announced that they will report first half, 2023 results on May 10, 2023
Buying Opportunity • Sep 16Now 21% undervaluedOver the last 90 days, the stock is up 9.6%. The fair value is estimated to be €27.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.
お知らせ • Jul 26Compass Group PLC, Annual General Meeting, Feb 09, 2023Compass Group PLC, Annual General Meeting, Feb 09, 2023.
Upcoming Dividend • Jun 03Upcoming dividend of UK£0.094 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 28 July 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (1.8%).
Reported Earnings • May 13First half 2022 earnings released: EPS: UK£0.27 (vs UK£0.056 in 1H 2021)First half 2022 results: EPS: UK£0.27 (up from UK£0.056 in 1H 2021). Revenue: UK£11.5b (up 36% from 1H 2021). Net income: UK£477.0m (up 377% from 1H 2021). Profit margin: 4.1% (up from 1.2% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 21%, compared to a 115% growth forecast for the industry in Germany.
お知らせ • May 12Compass Group PLC Revises Revenue Guidance for Fiscal Year 2022Compass Group PLC revised revenue guidance for the fiscal year 2022. For the year, the company increases organic revenue guidance from 20% - 25% to around 30%.
お知らせ • Apr 01Compass Group plc Announces Retirement of John Bason as Non-Executive DirectorCompass Group PLC announced Mr. John Bason retired as a non-executive director of the company with effect from 3 February 2022.
お知らせ • Feb 03Compass Group plc Provides Earnings Guidance for the Fiscal Year 2022Compass Group PLC provided earnings guidance for the fiscal year 2022. For the period, the company expects full year organic revenue growth of 20% - 25%, with quarterly growth rates moderating through the year, reflecting more challenging comparatives.
Upcoming Dividend • Jan 13Upcoming dividend of UK£0.14 per shareEligible shareholders must have bought the stock before 20 January 2022. Payment date: 28 February 2022. Payout ratio is a comfortable 70% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.2%).
Reported Earnings • Nov 26Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£0.20 (up from UK£0.08 in FY 2020). Revenue: UK£17.9b (down 10% from FY 2020). Net income: UK£357.0m (up 168% from FY 2020). Profit margin: 2.0% (up from 0.7% in FY 2020). Revenue missed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 25%, compared to a 26% growth forecast for the restaurants industry in Germany.
お知らせ • Nov 24Compass Group plc Provides Earnings Guidance for the Year 2022Compass Group PLC provided earnings guidance for the year 2022. FY22 organic revenue growth expected to be 20%-25%.