View ValuationJ D Wetherspoon 将来の成長Future 基準チェック /16J D Wetherspoon利益と収益がそれぞれ年間8.8%と4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.8% 7.9%なると予測されています。主要情報8.8%収益成長率7.89%EPS成長率Hospitality 収益成長58.1%収益成長率4.0%将来の株主資本利益率13.83%アナリストカバレッジGood最終更新日06 May 2026今後の成長に関する最新情報お知らせ • May 09J D Wetherspoon plc Provides Earnings Guidance for the Year Ending July 28, 2024J D Wetherspoon plc provided earnings guidance for the year ending July 28, 2024. For the year, sales in the period continued the steady recovery from the pandemic. The company expects profits in the current financial year to be towards the top of market expectations.お知らせ • Aug 25J D Wetherspoon plc Provides Earnings Guidance for the Year Ended 26 July 2020J D Wetherspoon plc provided earnings guidance for the year ended 26 July 2020. For the period the company expected to make a loss, both before and after exceptional items. Some of these exceptional items will be related to the Covid pandemic.すべての更新を表示Recent updatesお知らせ • Mar 20J D Wetherspoon plc Declares Interim Dividend for the 26 Weeks Ended 25 January 2026, Payable on 4 June 2026J D Wetherspoon plc declared an interim dividend of 4.0 pence (2025: 4.0 pence) per share for the 26 weeks ended 25 January 2026. The interim dividend will be paid on 4 June 2026 to shareholders who are on the register of members at close of business on 8 May 2026 (the Record Date).お知らせ • Jan 12J D Wetherspoon plc Announces Appointment of John Herring as Non-Executive Director and Chair of Audit Committee, Effective January 12, 2026J D Wetherspoon plc announced the appointment of John Herring as a non-executive director of the Company with immediate effect. He will become chair of the audit committee. John is a qualified Chartered Accountant and in 1986, joined the corporate finance department of Kleinwort Benson, where he was involved in the IPOs on the London Stock Exchange for several companies, including that of JD Wetherspoon plc. In 1996 he established his own private equity advisory business and has acted as a non-executive director on the boards of several public and private companies, including JD Wetherspoon plc from 1997 to 2011, the restaurant company, Hawksmoor Limited and sandwich shop chain, Eat Limited. He is currently non-executive chairman of Ceiba Investments Limited. John Herring has had the following directorships in publicly quoted companies during the previous five years: 2018 to date - non-executive chairman of Ceiba Investments Limited (Prior to 2018 he was a non-executive director of the company from 2009. The company listed in 2018).お知らせ • Oct 29J D Wetherspoon plc, Annual General Meeting, Nov 20, 2025J D Wetherspoon plc, Annual General Meeting, Nov 20, 2025. Location: etc venues, 50 52 chancery lane, wc2a 1hl, london United Kingdomお知らせ • Oct 03J D Wetherspoon plc Proposes Final Dividend for the Year Ended 27 July 2025, Payable on 27 November 2025J D Wetherspoon plc board proposed, subject to shareholders' consent at the annual general meeting, to pay a final dividend of 8.0 pence (2024: 12.0 pence) per share for the year ended 27 July 2025, on 27 November 2025, to those shareholders on the register on 24 October 2025, resulting in a total dividend for the year of 12.0 pence per share (2024: 12.0 pence).お知らせ • Mar 21J D Wetherspoon plc Declares Interim Dividend for Financial Period Ending 26 January 2025, Payable on 30 May 2025The board of J D Wetherspoon plc declared an interim dividend of 4.0 pence per share for the current interim financial period ending 26 January 2025 (2024: nil). The interim dividend will be paid on 30 May 2025 to those shareholders on the register at 1 May 2025.お知らせ • Jan 22J D Wetherspoon plc to Report First Half, 2025 Results on Mar 21, 2025J D Wetherspoon plc announced that they will report first half, 2025 results on Mar 21, 2025Board Change • Dec 30Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. 3 independent directors (7 non-independent directors). Senior Independent Non-Executive Director Ben Thorne was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 07+ 4 more updatesJ D Wetherspoon plc to Report Q1, 2025 Results on Oct 29, 2025J D Wetherspoon plc announced that they will report Q1, 2025 results on Oct 29, 2025お知らせ • Oct 29J D Wetherspoon plc, Annual General Meeting, Nov 21, 2024J D Wetherspoon plc, Annual General Meeting, Nov 21, 2024. Location: etc venues, 50 52 chancery lane, wc2a 1hl, london United KingdomUpcoming Dividend • Oct 17Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 24 October 2024. Payment date: 28 November 2024. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.9%).New Risk • Oct 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% 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: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Significant insider selling over the past 3 months (€12m sold).Reported Earnings • Oct 06Full year 2024 earnings released: EPS: UK£0.41 (vs UK£0.47 in FY 2023)Full year 2024 results: EPS: UK£0.41 (down from UK£0.47 in FY 2023). Revenue: UK£2.04b (up 5.7% from FY 2023). Net income: UK£48.8m (down 18% from FY 2023). Profit margin: 2.4% (down from 3.1% in FY 2023). The decrease in margin was driven by higher expenses. Same store sales growth: 7.6% vs FY 2023 Total stores: 800 (down by 26 from FY 2023). Revenue is forecast to grow 3.8% 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 104% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Jul 30Executive Chairman recently sold €12m worth of stockOn the 26th of July, Timothy Martin sold around 1m shares on-market at roughly €8.75 per share. This transaction amounted to 4.3% 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 Timothy's only on-market trade for the last 12 months.お知らせ • May 09J D Wetherspoon plc Provides Earnings Guidance for the Year Ending July 28, 2024J D Wetherspoon plc provided earnings guidance for the year ending July 28, 2024. For the year, sales in the period continued the steady recovery from the pandemic. The company expects profits in the current financial year to be towards the top of market expectations.New Risk • Apr 01New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.2x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.1% net profit margin).Reported Earnings • Mar 24First half 2024 earnings released: EPS: UK£0.15 (vs UK£0.29 in 1H 2023)First half 2024 results: EPS: UK£0.15 (down from UK£0.29 in 1H 2023). Revenue: UK£991.0m (up 8.2% from 1H 2023). Net income: UK£18.6m (down 50% from 1H 2023). Profit margin: 1.9% (down from 4.0% in 1H 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Feb 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to €9.64. The fair value is estimated to be €7.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €8.10, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Hospitality industry in Europe. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.42 per share.New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results.New Risk • Oct 09New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risk Large one-off items impacting financial results.Reported Earnings • Oct 06Full year 2023 earnings released: EPS: UK£0.47 (vs UK£0.15 in FY 2022)Full year 2023 results: EPS: UK£0.47 (up from UK£0.15 in FY 2022). Revenue: UK£1.92b (up 11% from FY 2022). Net income: UK£59.6m (up 209% from FY 2022). Profit margin: 3.1% (up from 1.1% in FY 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Jul 14+ 4 more updatesJ D Wetherspoon plc to Report Fiscal Year 2024 Results on Oct 04, 2024J D Wetherspoon plc announced that they will report fiscal year 2024 results on Oct 04, 2024お知らせ • Jul 12J D Wetherspoon plc to Report Fiscal Year 2023 Results on Oct 06, 2023J D Wetherspoon plc announced that they will report fiscal year 2023 results on Oct 06, 2023Recent Insider Transactions • May 15Key Executive recently sold €161k worth of stockOn the 12th of May, John Hutson sold around 18k shares on-market at roughly €8.96 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by €161k.Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €9.47, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 19x in the Hospitality industry in Europe. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.22 per share.Board Change • Apr 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 7 non-independent directors. Senior Independent Director Ben Thorne was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 28First half 2023 earnings releasedFirst half 2023 results: Net income: UK£36.9m (up UK£48.4m from 1H 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €7.75, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 17x in the Hospitality industry in Europe. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.22 per share.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €6.95, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the Hospitality industry in Europe. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.29 per share.Recent Insider Transactions • Feb 03Chairman recently bought €13m worth of stockOn the 1st of February, Timothy Martin bought around 3m shares on-market at roughly €5.16 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Timothy's only on-market trade for the last 12 months.お知らせ • Feb 03Tim Martin acquired a 2.050473% stake in J D Wetherspoon plc for £11.9 million.Tim Martin acquired a 2.050473% stake in J D Wetherspoon plc for £11.9 million on February 1, 2023. Tim Martin completed the acquisition of a 2.050473% stake in J D Wetherspoon plc on February 1, 2023.お知らせ • Jan 25J D Wetherspoon plc to Report First Half, 2023 Results on Mar 24, 2023J D Wetherspoon plc announced that they will report first half, 2023 results on Mar 24, 2023Board Change • Nov 17Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Senior Independent Director Ben Thorne was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 05J D Wetherspoon plc Announces Retirement of Su Cacioppo Retired as Personnel and Legal DirectorJ D Wetherspoon plc confirms that Su Cacioppo retired from her role as Personnel and Legal Director on 7th October 2022. Su Cacioppo will continue to provide part-time consultancy services to the company for an initial period of 12 months.お知らせ • Nov 04J D Wetherspoon plc Announces Executive ChangesJD Wetherspoon plc announces that Ben Thorne has been appointed by the board as chair of the Company's Nomination Committee in place of Sir Richard Beckett who retires from the board on 17th November 2022.お知らせ • Oct 20J D Wetherspoon plc, Annual General Meeting, Nov 17, 2022J D Wetherspoon plc, Annual General Meeting, Nov 17, 2022. Location: etc.venues, 50-52 Chancery Lane London United KingdomValuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to €4.82, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Hospitality industry in Europe. Total loss to shareholders of 73% over the past three years.Reported Earnings • Oct 08Full year 2022 earnings releasedFull year 2022 results: Net income: UK£19.3m (up UK£200.3m from FY 2021). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Hospitality industry in Germany.お知らせ • Oct 07J D Wetherspoon plc Announces Board ChangesSu Cacioppo is retiring from J D Wetherspoon plc's board on October 7, 2022, after 31 years with the company. Su started as a pub manager in 1991, then became an area manager, before eventually becoming the board director responsible for the personnel, legal and marketing departments in 2008. Sir Richard Beckett KC is also retiring from the board at this year's AGM, after 13 years as a non-executive director of the company, latterly as head of the nominations committee.お知らせ • May 04J D Wetherspoon plc Announces Directorate ChangeJ D Wetherspoon plc has been informed by Su Cacioppo, personnel and legal director, of her intention to retire from the board and company on 7th October 2022. James Ullman, currently retail audit director, will be appointed to the board with immediate effect as personnel and retail audit director.Board Change • Apr 29Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Senior Independent Director Ben Thorne was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 04Full year 2021 earnings released: UK£1.47 loss per share (vs UK£0.92 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: UK£772.6m (down 39% from FY 2020). Net loss: UK£181.1m (loss widened 86% from FY 2020).Board Change • Jul 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Harry Michael Morley was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 21First half 2021 earnings released: UK£0.49 loss per share (vs UK£0.26 profit in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and control over costs. First half 2021 results: Revenue: UK£431.1m (down 54% from 1H 2020). Net loss: UK£58.8m (down 325% from profit in 1H 2020).Is New 90 Day High Low • Mar 13New 90-day high: €15.40The company is up 33% from its price of €11.55 on 11 December 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.45 per share.Is New 90 Day High Low • Feb 06New 90-day high: €15.30The company is up 53% from its price of €9.99 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.57 per share.お知らせ • Jan 22J D Wetherspoon plc has completed a Follow-on Equity Offering in the amount of £93.744 million.J D Wetherspoon plc has completed a Follow-on Equity Offering in the amount of £93.744 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 8,370,000 Price\Range: £11.2Is New 90 Day High Low • Jan 20New 90-day high: €13.50The company is up 44% from its price of €9.35 on 22 October 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality 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 €11.11 per share.Recent Insider Transactions • Dec 04Non-Executive Chairman recently sold €5.6m worth of stockOn the 1st of December, Timothy Martin sold around 432k shares on-market at roughly €12.99 per share. This was the largest sale by an insider in the last 3 months. Timothy has been a seller over the last 12 months, reducing personal holdings by €11m.Is New 90 Day High Low • Dec 03New 90-day high: €13.27The company is up 16% from its price of €11.41 on 04 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Hospitality industry, which is up 32% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.98 per share.お知らせ • Nov 18J D Wetherspoon plc, Annual General Meeting, Dec 17, 2020J D Wetherspoon plc, Annual General Meeting, Dec 17, 2020, at 12:00 Coordinated Universal Time. Location: Wetherspoon House Reeds Crescent Watford United Kingdom Agenda: To receive and adopt the reports of the directors and the Company's auditors, and the audited accounts of the Company, for the year ended 26 July 2020; to receive and approve the directors' remuneration report for the year ended 26 July 2020; to approve the directors' remuneration policy for the year ended 26 July 2020; to re-elect directors; to re-appoint Grant Thornton LLP as the auditors of the Company and to authorise the directors to fix their remuneration; to allot shares in the Company; and to consider other matters.お知らせ • Aug 25J D Wetherspoon plc Provides Earnings Guidance for the Year Ended 26 July 2020J D Wetherspoon plc provided earnings guidance for the year ended 26 July 2020. For the period the company expected to make a loss, both before and after exceptional items. Some of these exceptional items will be related to the Covid pandemic.業績と収益の成長予測DB:0QW - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数7/31/20282,410676723787/31/20272,318605922887/31/20262,218524721481/25/20262,18655107179N/A10/25/20252,15762104186N/A7/27/20252,12868100193N/A4/27/20252,1016590193N/A1/26/20252,0746280192N/A10/26/20242,0555674182N/A7/28/20242,0364968173N/A4/28/20242,01845100187N/A1/28/20242,00041133201N/A10/28/20231,96350219282N/A7/30/20231,92560304362N/A4/29/20231,88764276340N/A1/29/20231,84968248318N/A10/29/20221,79543148219N/A7/31/20221,7401948119N/A4/30/20221,445-551079N/A1/23/20221,149-130-2838N/A10/23/2021961-153-511N/A7/25/2021773-177-74-35N/A4/25/2021766-180-138-94N/A1/24/2021760-183-202-152N/A10/24/20201,011-140-164-68N/A7/26/20201,262-98-12617N/A4/26/20201,562-18-5398N/A1/26/20201,8626120179N/A10/26/20191,84167N/A176N/A7/28/20191,81973N/A174N/A4/28/20191,78668N/A189N/A1/27/20191,75363N/A204N/A10/27/20181,72365N/A190N/A7/29/20181,69467N/A176N/A4/29/20181,69267N/A175N/A1/28/20181,69068N/A173N/A10/28/20171,67562N/A175N/A7/30/20171,66157N/A177N/A4/29/20171,63454N/A159N/A1/22/20171,60651N/A141N/A10/22/20161,60151N/A136N/A7/24/20161,59551N/A131N/A4/24/20161,57850N/A150N/A1/24/20161,56048N/A169N/A10/24/20151,53746N/A167N/A7/26/20151,51445N/A165N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 0QWの予測収益成長率 (年間8.8% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 0QWの収益 ( 8.8% ) German市場 ( 16.7% ) よりも低い成長が予測されています。高成長収益: 0QWの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 0QWの収益 ( 4% ) German市場 ( 6.4% ) よりも低い成長が予測されています。高い収益成長: 0QWの収益 ( 4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 0QWの 自己資本利益率 は、3年後には低くなると予測されています ( 13.8 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/07 03:51終値2026/05/07 00:00収益2026/01/25年間収益2025/07/27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J D Wetherspoon plc 8 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。25 アナリスト機関Julian EasthopeBarclaysElisabeth JamiesonBarclaysRichard TaylorBarclays22 その他のアナリストを表示
お知らせ • May 09J D Wetherspoon plc Provides Earnings Guidance for the Year Ending July 28, 2024J D Wetherspoon plc provided earnings guidance for the year ending July 28, 2024. For the year, sales in the period continued the steady recovery from the pandemic. The company expects profits in the current financial year to be towards the top of market expectations.
お知らせ • Aug 25J D Wetherspoon plc Provides Earnings Guidance for the Year Ended 26 July 2020J D Wetherspoon plc provided earnings guidance for the year ended 26 July 2020. For the period the company expected to make a loss, both before and after exceptional items. Some of these exceptional items will be related to the Covid pandemic.
お知らせ • Mar 20J D Wetherspoon plc Declares Interim Dividend for the 26 Weeks Ended 25 January 2026, Payable on 4 June 2026J D Wetherspoon plc declared an interim dividend of 4.0 pence (2025: 4.0 pence) per share for the 26 weeks ended 25 January 2026. The interim dividend will be paid on 4 June 2026 to shareholders who are on the register of members at close of business on 8 May 2026 (the Record Date).
お知らせ • Jan 12J D Wetherspoon plc Announces Appointment of John Herring as Non-Executive Director and Chair of Audit Committee, Effective January 12, 2026J D Wetherspoon plc announced the appointment of John Herring as a non-executive director of the Company with immediate effect. He will become chair of the audit committee. John is a qualified Chartered Accountant and in 1986, joined the corporate finance department of Kleinwort Benson, where he was involved in the IPOs on the London Stock Exchange for several companies, including that of JD Wetherspoon plc. In 1996 he established his own private equity advisory business and has acted as a non-executive director on the boards of several public and private companies, including JD Wetherspoon plc from 1997 to 2011, the restaurant company, Hawksmoor Limited and sandwich shop chain, Eat Limited. He is currently non-executive chairman of Ceiba Investments Limited. John Herring has had the following directorships in publicly quoted companies during the previous five years: 2018 to date - non-executive chairman of Ceiba Investments Limited (Prior to 2018 he was a non-executive director of the company from 2009. The company listed in 2018).
お知らせ • Oct 29J D Wetherspoon plc, Annual General Meeting, Nov 20, 2025J D Wetherspoon plc, Annual General Meeting, Nov 20, 2025. Location: etc venues, 50 52 chancery lane, wc2a 1hl, london United Kingdom
お知らせ • Oct 03J D Wetherspoon plc Proposes Final Dividend for the Year Ended 27 July 2025, Payable on 27 November 2025J D Wetherspoon plc board proposed, subject to shareholders' consent at the annual general meeting, to pay a final dividend of 8.0 pence (2024: 12.0 pence) per share for the year ended 27 July 2025, on 27 November 2025, to those shareholders on the register on 24 October 2025, resulting in a total dividend for the year of 12.0 pence per share (2024: 12.0 pence).
お知らせ • Mar 21J D Wetherspoon plc Declares Interim Dividend for Financial Period Ending 26 January 2025, Payable on 30 May 2025The board of J D Wetherspoon plc declared an interim dividend of 4.0 pence per share for the current interim financial period ending 26 January 2025 (2024: nil). The interim dividend will be paid on 30 May 2025 to those shareholders on the register at 1 May 2025.
お知らせ • Jan 22J D Wetherspoon plc to Report First Half, 2025 Results on Mar 21, 2025J D Wetherspoon plc announced that they will report first half, 2025 results on Mar 21, 2025
Board Change • Dec 30Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. 3 independent directors (7 non-independent directors). Senior Independent Non-Executive Director Ben Thorne was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 07+ 4 more updatesJ D Wetherspoon plc to Report Q1, 2025 Results on Oct 29, 2025J D Wetherspoon plc announced that they will report Q1, 2025 results on Oct 29, 2025
お知らせ • Oct 29J D Wetherspoon plc, Annual General Meeting, Nov 21, 2024J D Wetherspoon plc, Annual General Meeting, Nov 21, 2024. Location: etc venues, 50 52 chancery lane, wc2a 1hl, london United Kingdom
Upcoming Dividend • Oct 17Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 24 October 2024. Payment date: 28 November 2024. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.9%).
New Risk • Oct 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% 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: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Significant insider selling over the past 3 months (€12m sold).
Reported Earnings • Oct 06Full year 2024 earnings released: EPS: UK£0.41 (vs UK£0.47 in FY 2023)Full year 2024 results: EPS: UK£0.41 (down from UK£0.47 in FY 2023). Revenue: UK£2.04b (up 5.7% from FY 2023). Net income: UK£48.8m (down 18% from FY 2023). Profit margin: 2.4% (down from 3.1% in FY 2023). The decrease in margin was driven by higher expenses. Same store sales growth: 7.6% vs FY 2023 Total stores: 800 (down by 26 from FY 2023). Revenue is forecast to grow 3.8% 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 104% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Jul 30Executive Chairman recently sold €12m worth of stockOn the 26th of July, Timothy Martin sold around 1m shares on-market at roughly €8.75 per share. This transaction amounted to 4.3% 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 Timothy's only on-market trade for the last 12 months.
お知らせ • May 09J D Wetherspoon plc Provides Earnings Guidance for the Year Ending July 28, 2024J D Wetherspoon plc provided earnings guidance for the year ending July 28, 2024. For the year, sales in the period continued the steady recovery from the pandemic. The company expects profits in the current financial year to be towards the top of market expectations.
New Risk • Apr 01New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.2x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.1% net profit margin).
Reported Earnings • Mar 24First half 2024 earnings released: EPS: UK£0.15 (vs UK£0.29 in 1H 2023)First half 2024 results: EPS: UK£0.15 (down from UK£0.29 in 1H 2023). Revenue: UK£991.0m (up 8.2% from 1H 2023). Net income: UK£18.6m (down 50% from 1H 2023). Profit margin: 1.9% (down from 4.0% in 1H 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Feb 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to €9.64. The fair value is estimated to be €7.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €8.10, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Hospitality industry in Europe. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.42 per share.
New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results.
New Risk • Oct 09New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Oct 06Full year 2023 earnings released: EPS: UK£0.47 (vs UK£0.15 in FY 2022)Full year 2023 results: EPS: UK£0.47 (up from UK£0.15 in FY 2022). Revenue: UK£1.92b (up 11% from FY 2022). Net income: UK£59.6m (up 209% from FY 2022). Profit margin: 3.1% (up from 1.1% in FY 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Jul 14+ 4 more updatesJ D Wetherspoon plc to Report Fiscal Year 2024 Results on Oct 04, 2024J D Wetherspoon plc announced that they will report fiscal year 2024 results on Oct 04, 2024
お知らせ • Jul 12J D Wetherspoon plc to Report Fiscal Year 2023 Results on Oct 06, 2023J D Wetherspoon plc announced that they will report fiscal year 2023 results on Oct 06, 2023
Recent Insider Transactions • May 15Key Executive recently sold €161k worth of stockOn the 12th of May, John Hutson sold around 18k shares on-market at roughly €8.96 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by €161k.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €9.47, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 19x in the Hospitality industry in Europe. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.22 per share.
Board Change • Apr 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 7 non-independent directors. Senior Independent Director Ben Thorne was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 28First half 2023 earnings releasedFirst half 2023 results: Net income: UK£36.9m (up UK£48.4m from 1H 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €7.75, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 17x in the Hospitality industry in Europe. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.22 per share.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €6.95, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the Hospitality industry in Europe. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.29 per share.
Recent Insider Transactions • Feb 03Chairman recently bought €13m worth of stockOn the 1st of February, Timothy Martin bought around 3m shares on-market at roughly €5.16 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Timothy's only on-market trade for the last 12 months.
お知らせ • Feb 03Tim Martin acquired a 2.050473% stake in J D Wetherspoon plc for £11.9 million.Tim Martin acquired a 2.050473% stake in J D Wetherspoon plc for £11.9 million on February 1, 2023. Tim Martin completed the acquisition of a 2.050473% stake in J D Wetherspoon plc on February 1, 2023.
お知らせ • Jan 25J D Wetherspoon plc to Report First Half, 2023 Results on Mar 24, 2023J D Wetherspoon plc announced that they will report first half, 2023 results on Mar 24, 2023
Board Change • Nov 17Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Senior Independent Director Ben Thorne was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 05J D Wetherspoon plc Announces Retirement of Su Cacioppo Retired as Personnel and Legal DirectorJ D Wetherspoon plc confirms that Su Cacioppo retired from her role as Personnel and Legal Director on 7th October 2022. Su Cacioppo will continue to provide part-time consultancy services to the company for an initial period of 12 months.
お知らせ • Nov 04J D Wetherspoon plc Announces Executive ChangesJD Wetherspoon plc announces that Ben Thorne has been appointed by the board as chair of the Company's Nomination Committee in place of Sir Richard Beckett who retires from the board on 17th November 2022.
お知らせ • Oct 20J D Wetherspoon plc, Annual General Meeting, Nov 17, 2022J D Wetherspoon plc, Annual General Meeting, Nov 17, 2022. Location: etc.venues, 50-52 Chancery Lane London United Kingdom
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to €4.82, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Hospitality industry in Europe. Total loss to shareholders of 73% over the past three years.
Reported Earnings • Oct 08Full year 2022 earnings releasedFull year 2022 results: Net income: UK£19.3m (up UK£200.3m from FY 2021). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Hospitality industry in Germany.
お知らせ • Oct 07J D Wetherspoon plc Announces Board ChangesSu Cacioppo is retiring from J D Wetherspoon plc's board on October 7, 2022, after 31 years with the company. Su started as a pub manager in 1991, then became an area manager, before eventually becoming the board director responsible for the personnel, legal and marketing departments in 2008. Sir Richard Beckett KC is also retiring from the board at this year's AGM, after 13 years as a non-executive director of the company, latterly as head of the nominations committee.
お知らせ • May 04J D Wetherspoon plc Announces Directorate ChangeJ D Wetherspoon plc has been informed by Su Cacioppo, personnel and legal director, of her intention to retire from the board and company on 7th October 2022. James Ullman, currently retail audit director, will be appointed to the board with immediate effect as personnel and retail audit director.
Board Change • Apr 29Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Senior Independent Director Ben Thorne was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 04Full year 2021 earnings released: UK£1.47 loss per share (vs UK£0.92 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: UK£772.6m (down 39% from FY 2020). Net loss: UK£181.1m (loss widened 86% from FY 2020).
Board Change • Jul 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Harry Michael Morley was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 21First half 2021 earnings released: UK£0.49 loss per share (vs UK£0.26 profit in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and control over costs. First half 2021 results: Revenue: UK£431.1m (down 54% from 1H 2020). Net loss: UK£58.8m (down 325% from profit in 1H 2020).
Is New 90 Day High Low • Mar 13New 90-day high: €15.40The company is up 33% from its price of €11.55 on 11 December 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.45 per share.
Is New 90 Day High Low • Feb 06New 90-day high: €15.30The company is up 53% from its price of €9.99 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.57 per share.
お知らせ • Jan 22J D Wetherspoon plc has completed a Follow-on Equity Offering in the amount of £93.744 million.J D Wetherspoon plc has completed a Follow-on Equity Offering in the amount of £93.744 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 8,370,000 Price\Range: £11.2
Is New 90 Day High Low • Jan 20New 90-day high: €13.50The company is up 44% from its price of €9.35 on 22 October 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality 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 €11.11 per share.
Recent Insider Transactions • Dec 04Non-Executive Chairman recently sold €5.6m worth of stockOn the 1st of December, Timothy Martin sold around 432k shares on-market at roughly €12.99 per share. This was the largest sale by an insider in the last 3 months. Timothy has been a seller over the last 12 months, reducing personal holdings by €11m.
Is New 90 Day High Low • Dec 03New 90-day high: €13.27The company is up 16% from its price of €11.41 on 04 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Hospitality industry, which is up 32% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.98 per share.
お知らせ • Nov 18J D Wetherspoon plc, Annual General Meeting, Dec 17, 2020J D Wetherspoon plc, Annual General Meeting, Dec 17, 2020, at 12:00 Coordinated Universal Time. Location: Wetherspoon House Reeds Crescent Watford United Kingdom Agenda: To receive and adopt the reports of the directors and the Company's auditors, and the audited accounts of the Company, for the year ended 26 July 2020; to receive and approve the directors' remuneration report for the year ended 26 July 2020; to approve the directors' remuneration policy for the year ended 26 July 2020; to re-elect directors; to re-appoint Grant Thornton LLP as the auditors of the Company and to authorise the directors to fix their remuneration; to allot shares in the Company; and to consider other matters.
お知らせ • Aug 25J D Wetherspoon plc Provides Earnings Guidance for the Year Ended 26 July 2020J D Wetherspoon plc provided earnings guidance for the year ended 26 July 2020. For the period the company expected to make a loss, both before and after exceptional items. Some of these exceptional items will be related to the Covid pandemic.