Jamieson Wellness（2JW）株式概要ジェイミソン・ウェルネス社は、その子会社とともに、カナダ、米国、中国、および世界各国において、ヒト向けのナチュラルヘルス製品の開発、製造、流通、マーケティング、販売を行っている。 詳細2JW ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績5/6財務の健全性2/6配当金2/6報酬当社が推定した公正価値より23.4%で取引されている 収益は年間8.89%増加すると予測されています 過去1年間で収益は35.5%増加しました リスク分析負債は営業キャッシュフローで十分にカバーされていない 2.02%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る2JW Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW475,324 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA475,324 investors already sharing narrativesYour Fair Value€Current Price€28.0016.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-60m1b2016201920222025202620282031Revenue CA$1.3bEarnings CA$120.3mAdvancedSet Fair ValueView all narrativesJamieson Wellness Inc. 競合他社BeiersdorfSymbol: XTRA:BEIMarket cap: €17.1bBellRing BrandsSymbol: NYSE:BRBRMarket cap: US$1.2bJiangXi Tianxin PharmaceuticalSymbol: SHSE:603235Market cap: CN¥10.1bAMOREPACIFIC HoldingsSymbol: KOSE:A002790Market cap: ₩2.2t価格と性能株価の高値、安値、推移の概要Jamieson Wellness過去の株価現在の株価CA$28.0052週高値CA$28.2052週安値CA$19.80ベータ0.931ヶ月の変化9.38%3ヶ月変化29.63%1年変化27.27%3年間の変化62.79%5年間の変化19.66%IPOからの変化135.71%最新ニュースDeclared Dividend • Aug 13Second quarter dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 31st August 2026 Payment date: 15th September 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (1% earnings payout ratio) but not covered by cash flows (172% cash payout ratio). The dividend has increased by an average of 12% per year over the past 9 years and payments have been stable during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Aug 09Jamieson Wellness Inc. Declares Dividend for the Second Quarter of 2026, Payable on September 15, 2026The Board of Directors of Jamieson Wellness Inc. authorized a 2.0 cent or an 8.7% increase in the quarterly dividend and declared a cash dividend for the second quarter of 2026: CAD 0.25 per common share, or approximately CAD 10.4 million in the aggregate. Paid on September 15, 2026 to all common shareholders of record at the close of business on August 31, 2026.お知らせ • Aug 07Kirin Holdings Company, Limited (TSE:2503) entered into a definitive arrangement agreement to acquire Jamieson Wellness Inc. (TSX:JWEL) from Mackenzie Financial Corporation and others for CAD 1.9 billion.Kirin Holdings Company, Limited (TSE:2503) entered into a definitive arrangement agreement to acquire Jamieson Wellness Inc. (TSX:JWEL) from Mackenzie Financial Corporation and others for CAD 1.9 billion on August 6, 2026. A cash consideration of CAD 1.93 billion valued at CAD 45.75 per share will be paid by Kirin Holdings Company, Limited. As part of consideration, CAD 1.93 billion is paid towards common equity of Jamieson Wellness Inc. Upon completion, it is expected that Jamieson Wellness Inc. will be delisted from the TSX and will cease to be a reporting issuer in all applicable Canadian jurisdictions. In case of termination of transaction, Jamieson Wellness Inc. will pay a termination fee of CAD 70 million or 3.50% of the aggregate equity value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee, approval of offer by target shareholders, subject to court approval and other customary closing conditions. The Board of Directors of Jamieson Wellness Inc. formed a special committee for the transaction. The deal has been unanimously approved by the board and the special committee of independent directors of Jamieson Wellness Inc. The expected completion of the transaction is in the fourth quarter of 2026. Bank of Montreal and Canaccord Genuity Group Inc both acted as financial advisor and fairness opinion provider for Jamieson Wellness Inc. UBS Securities Japan Co., Ltd. acted as financial advisor for Kirin Holdings Company, Limited. Goodmans LLP and Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for Jamieson Wellness Inc. Torys LLP acted as legal advisor for Kirin Holdings Company, Limited.Reported Earnings • Aug 07Second quarter 2026 earnings released: EPS: CA$0.43 (vs CA$0.31 in 2Q 2025)Second quarter 2026 results: EPS: CA$0.43 (up from CA$0.31 in 2Q 2025). Revenue: CA$233.8m (up 17% from 2Q 2025). Net income: CA$17.9m (up 37% from 2Q 2025). Profit margin: 7.7% (up from 6.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 24Jamieson Wellness Inc. to Report Q2, 2026 Results on Aug 06, 2026Jamieson Wellness Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.60, the stock trades at a trailing P/E ratio of 23.6x. Average forward P/E is 17x in the Personal Products industry in Europe. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €35.71 per share.最新情報をもっと見るRecent updatesDeclared Dividend • Aug 13Second quarter dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 31st August 2026 Payment date: 15th September 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (1% earnings payout ratio) but not covered by cash flows (172% cash payout ratio). The dividend has increased by an average of 12% per year over the past 9 years and payments have been stable during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Aug 09Jamieson Wellness Inc. Declares Dividend for the Second Quarter of 2026, Payable on September 15, 2026The Board of Directors of Jamieson Wellness Inc. authorized a 2.0 cent or an 8.7% increase in the quarterly dividend and declared a cash dividend for the second quarter of 2026: CAD 0.25 per common share, or approximately CAD 10.4 million in the aggregate. Paid on September 15, 2026 to all common shareholders of record at the close of business on August 31, 2026.お知らせ • Aug 07Kirin Holdings Company, Limited (TSE:2503) entered into a definitive arrangement agreement to acquire Jamieson Wellness Inc. (TSX:JWEL) from Mackenzie Financial Corporation and others for CAD 1.9 billion.Kirin Holdings Company, Limited (TSE:2503) entered into a definitive arrangement agreement to acquire Jamieson Wellness Inc. (TSX:JWEL) from Mackenzie Financial Corporation and others for CAD 1.9 billion on August 6, 2026. A cash consideration of CAD 1.93 billion valued at CAD 45.75 per share will be paid by Kirin Holdings Company, Limited. As part of consideration, CAD 1.93 billion is paid towards common equity of Jamieson Wellness Inc. Upon completion, it is expected that Jamieson Wellness Inc. will be delisted from the TSX and will cease to be a reporting issuer in all applicable Canadian jurisdictions. In case of termination of transaction, Jamieson Wellness Inc. will pay a termination fee of CAD 70 million or 3.50% of the aggregate equity value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee, approval of offer by target shareholders, subject to court approval and other customary closing conditions. The Board of Directors of Jamieson Wellness Inc. formed a special committee for the transaction. The deal has been unanimously approved by the board and the special committee of independent directors of Jamieson Wellness Inc. The expected completion of the transaction is in the fourth quarter of 2026. Bank of Montreal and Canaccord Genuity Group Inc both acted as financial advisor and fairness opinion provider for Jamieson Wellness Inc. UBS Securities Japan Co., Ltd. acted as financial advisor for Kirin Holdings Company, Limited. Goodmans LLP and Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for Jamieson Wellness Inc. Torys LLP acted as legal advisor for Kirin Holdings Company, Limited.Reported Earnings • Aug 07Second quarter 2026 earnings released: EPS: CA$0.43 (vs CA$0.31 in 2Q 2025)Second quarter 2026 results: EPS: CA$0.43 (up from CA$0.31 in 2Q 2025). Revenue: CA$233.8m (up 17% from 2Q 2025). Net income: CA$17.9m (up 37% from 2Q 2025). Profit margin: 7.7% (up from 6.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 24Jamieson Wellness Inc. to Report Q2, 2026 Results on Aug 06, 2026Jamieson Wellness Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.60, the stock trades at a trailing P/E ratio of 23.6x. Average forward P/E is 17x in the Personal Products industry in Europe. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €35.71 per share.Declared Dividend • May 20First quarter dividend of CA$0.23 announcedShareholders will receive a dividend of CA$0.23. Ex-date: 1st June 2026 Payment date: 15th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (1% earnings payout ratio) but not covered by cash flows (123% cash payout ratio). The dividend has increased by an average of 12% per year over the past 9 years and payments have been stable during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 24Jamieson Wellness Inc. to Report Q1, 2026 Results on May 07, 2026Jamieson Wellness Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026お知らせ • Mar 09Jamieson Wellness Inc., Annual General Meeting, May 19, 2026Jamieson Wellness Inc., Annual General Meeting, May 19, 2026.お知らせ • Feb 27+ 1 more updateJamieson Wellness Inc. Provides Earnings Guidance for Fiscal Year 2026Jamieson Wellness Inc. provided earnings guidance for fiscal year 2026. For the period, the company expects consolidated revenue of between $895.0 million and $935.0 million, representing growth of 9.0% to 13.7%.お知らせ • Feb 13Jamieson Wellness Inc. to Report Q4, 2025 Results on Feb 26, 2026Jamieson Wellness Inc. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026お知らせ • Nov 08+ 1 more updateJamieson Wellness Inc. Declares Cash Dividend for the Third Quarter of 2025, Payable on December 15, 2025Jamieson Wellness Inc. declared a cash dividend for the third quarter of 2025 of $0.23 per common share, or approximately $9.6 million in total. Payable: December 15, 2025. Record date: December 1, 2025.お知らせ • Oct 24Jamieson Wellness Inc. to Report Q3, 2025 Results on Nov 06, 2025Jamieson Wellness Inc. announced that they will report Q3, 2025 results at 4:00 PM, Eastern Standard Time on Nov 06, 2025お知らせ • Oct 22Jamieson Wellness Inc. Appoints Gayle Tait to the Board of Directors, Effective October 27, 2025Jamieson Wellness Inc. announced the appointment of Gayle Tait to the Company’s Board of Directors. Ms. Tait’s executive experience in both public and private companies spans over 25 years, including roles at Google Play, L’Oréal UK consumer products division, and most recently as CEO of Trove, a venture-backed circular economy business. She currently serves on the board of e.l.f. Beauty, where she has helped guide the company through a period of hypergrowth, international expansion and operational scale. During her tenure, e.l.f has become a leader in community-based business, pioneering in non-traditional digital channels to connect with the consumer and bring the values of the company to life. She also contributed to strategy and oversight during e.l.f’s brand acquisitions of Naturium Skin and rhode Beauty. Ms. Tait’s appointment to the Board is effective October 27, 2025, at which time she will also begin serving on the Company’s Governance, Compensation and Nominating Committee.お知らせ • Aug 08+ 1 more updateJamieson Wellness Inc. Maintains Earnings Guidance for the Fiscal Year 2025Jamieson Wellness Inc. maintained earnings guidance for the fiscal year 2025. For the year, the company expects Revenue to range between $800.0 to $840.0 million (+9.0% to +14.5% growth).お知らせ • Jul 25Jamieson Wellness Inc. to Report Q2, 2025 Results on Aug 07, 2025Jamieson Wellness Inc. announced that they will report Q2, 2025 results at 4:00 PM, Eastern Standard Time on Aug 07, 2025お知らせ • May 09+ 1 more updateJamieson Wellness Inc. Declares Cash Dividend for the First Quarter of 2025, Payable on June 13, 2025Jamieson Wellness Inc. declared a cash dividend of $0.21 per common share, or approximately $8.8 million in the aggregate. Paid on June 13, 2025 to all common shareholders of record at the close of business on May 30, 2025.お知らせ • Apr 25Jamieson Wellness Inc. to Report Q1, 2025 Results on May 08, 2025Jamieson Wellness Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 08, 2025お知らせ • Mar 03Jamieson Wellness Inc., Annual General Meeting, May 27, 2025Jamieson Wellness Inc., Annual General Meeting, May 27, 2025.お知らせ • Feb 28+ 1 more updateJamieson Wellness Inc. Declares Cash Dividend for the Fourth Quarter of 2024, Payable on March 14, 2025Jamieson Wellness Inc. announced that the board of directors declared a cash dividend for the fourth quarter of 2024: $0.21 per common share or approximately $8.8 million in the aggregate Paid on March 14, 2025 to all common shareholders of record at the close of business on March 7, 2025.お知らせ • Feb 14Jamieson Wellness Inc. to Report Q4, 2024 Results on Feb 27, 2025Jamieson Wellness Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025お知らせ • Nov 15Jamieson Wellness Inc. Appoints of Diane Nyisztor to its Board of Directors, as Member of Governance, Compensation, and Nominating Committee, Effective January 1, 2025Jamieson Wellness Inc. announced the appointment of Diane Nyisztor to the Company’s Board of Directors, effective January 1, 2025. Ms. Nyisztor is a Chartered Professional Accountant and former senior executive with more than 30 years of experience in global human resources, compensation advisory, corporate governance, and expatriate tax. She served as Senior Vice President and Chief Human Resources Officer at Cogeco Inc. between 2014 and 2021 and was Partner, International Executive Services at KPMG Canada LLP from 2013 to 2014. Prior to that, Ms. Nyisztor held several progressively senior leadership positions in human resources at AtkinsRéalis (formerly SNC-Lavalin Group Inc.). Ms. Nyisztor is also an experienced board member. Since 2016, she has served as a Corporate Director and member of the Corporate Governance and Human Resources committee for Saputo Inc. She also serves on the board of the YMCAs of Québec, where she is Chair of the Human Resources Committee. Ms. Nyisztor’s appointment to the Jamieson Wellness Board of Directors is effective as of January 1, 2025. At that time, she will also begin serving as a member of the Company’s Governance, Compensation, and Nominating Committee.Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: CA$0.25 (vs CA$0.20 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.25 (up from CA$0.20 in 3Q 2023). Revenue: CA$176.2m (up 16% from 3Q 2023). Net income: CA$10.6m (up 28% from 3Q 2023). Profit margin: 6.0% (up from 5.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Nov 08+ 1 more updateJamieson Wellness Inc. Provides Earnings Guidance for the Fiscal Year 2024Jamieson Wellness Inc. provided earnings guidance for the fiscal year 2024. The company is narrowing its outlook for the 2024 fiscal year and is now anticipating the following: revenue to range between $725.0 to $755.0 million (+7.2% to +11.7% growth).お知らせ • Oct 25Jamieson Wellness Inc. to Report Q3, 2024 Results on Nov 07, 2024Jamieson Wellness Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024Declared Dividend • Aug 19Second quarter dividend of CA$0.21 announcedShareholders will receive a dividend of CA$0.21. Ex-date: 30th August 2024 Payment date: 13th September 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (88% earnings payout ratio) but not covered by cash flows (dividend approximately 9x free cash flows). The dividend has increased by an average of 15% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 49% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: CA$0.21 (vs CA$0.20 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.21 (up from CA$0.20 in 2Q 2023). Revenue: CA$184.8m (up 10% from 2Q 2023). Net income: CA$8.65m (up 5.7% from 2Q 2023). Profit margin: 4.7% (down from 4.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Aug 09+ 1 more updateJamieson Wellness Inc. Declares Cash Dividend for the Second Quarter of 2024, Payable on September 13, 2024Jamieson Wellness Inc. board of directors of the Company authorized a 2.0 cent or a 11% increase in the quarterly dividend and declared a cash dividend for the second quarter of 2024: $0.21 per common share, or approximately $8.8 million in the aggregate, Paid on September 13, 2024 to all common shareholders of record at the close of business on August 30, 2024. The Company has designated this dividend as an “eligible dividend” for the purposes of the Income Tax Act (Canada).お知らせ • Jul 26Jamieson Wellness Inc. to Report Q2, 2024 Results on Aug 08, 2024Jamieson Wellness Inc. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024Declared Dividend • May 20First quarter dividend of CA$0.19 announcedShareholders will receive a dividend of CA$0.19. Ex-date: 31st May 2024 Payment date: 14th June 2024 Dividend yield will be 3.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but not covered by cash flows (391% cash payout ratio). The dividend has increased by an average of 13% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 44% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • May 11+ 1 more updateJamieson Wellness Inc. Maintains Revenue Guidance for the Year 2024Jamieson Wellness Inc. maintained revenue guidance for the year 2024. The Company is maintaining its outlook for the 2024 fiscal year and continues to anticipate the following: Revenue in a range of $720.0 million to $760.0 million, which represents annual growth of 6.5% to 12.5%.New Risk • May 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.5% Last year net profit margin: 8.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (3.8% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (391% cash payout ratio). Profit margins are more than 30% lower than last year (5.5% net profit margin).Reported Earnings • May 10First quarter 2024 earnings released: CA$0.099 loss per share (vs CA$0.17 profit in 1Q 2023)First quarter 2024 results: CA$0.099 loss per share (down from CA$0.17 profit in 1Q 2023). Revenue: CA$128.0m (down 6.4% from 1Q 2023). Net loss: CA$4.11m (down 158% from profit in 1Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 28Jamieson Wellness Inc. to Report Q1, 2024 Results on May 09, 2024Jamieson Wellness Inc. announced that they will report Q1, 2024 results After-Market on May 09, 2024Reported Earnings • Mar 14Full year 2023 earnings released: EPS: CA$1.14 (vs CA$1.29 in FY 2022)Full year 2023 results: EPS: CA$1.14 (down from CA$1.29 in FY 2022). Revenue: CA$676.2m (up 24% from FY 2022). Net income: CA$47.9m (down 9.3% from FY 2022). Profit margin: 7.1% (down from 9.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% 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 • Mar 14Jamieson Wellness Inc. Provides Consolidated Earnings Guidance for the Fiscal 2024Jamieson Wellness Inc. provided consolidated earnings guidance for the fiscal 2024. For the year, consolidated revenue of between $720.0 million to $760.0 million, representing growth of 6.5% to 12.5%.お知らせ • Mar 07Jamieson Wellness Inc. to Report Q4, 2023 Results on Mar 13, 2024Jamieson Wellness Inc. announced that they will report Q4, 2023 results After-Market on Mar 13, 2024Declared Dividend • Feb 28Third quarter dividend of CA$0.19 announcedShareholders will receive a dividend of CA$0.19. Ex-date: 29th February 2024 Payment date: 15th March 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 13% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 35% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 24Jamieson Wellness Inc., Annual General Meeting, May 23, 2024Jamieson Wellness Inc., Annual General Meeting, May 23, 2024.お知らせ • Feb 23Jamieson Wellness Inc. Declares Fourth Quarter 2023 Dividend, Payable on March 15, 2024Jamieson Wellness Inc. announced that the board of directors of the Company has declared a cash dividend for the fourth quarter of 2023 of $0.19 per common share, or approximately $8.0 million in the aggregate. The dividend will be paid on March 15, 2024 to all common shareholders of record at the close of business on March 1, 2024.Upcoming Dividend • Nov 23Upcoming dividend of CA$0.19 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 66% and the cash payout ratio is 79%. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (1.8%).Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €18.40, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 21x in the Personal Products industry in Europe. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.97 per share.New Risk • Nov 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% 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 Debt is not well covered by operating cash flow (12% operating cash flow to total debt). 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. Profit margins are more than 30% lower than last year (7.0% net profit margin).お知らせ • Nov 03Jamieson Wellness Inc. Revises Consolidated Earnings Guidance for the Year 2023Jamieson Wellness Inc. revised consolidated earnings guidance for the year 2023. The company expected revenue to range between $680.0 and $690.0 million (+24.0% to +26.0%) from a previous range of +22.0% to +26.0%.Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: CA$0.20 (vs CA$0.26 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.20 (down from CA$0.26 in 3Q 2022). Revenue: CA$151.5m (up 9.1% from 3Q 2022). Net income: CA$8.22m (down 24% from 3Q 2022). Profit margin: 5.4% (down from 7.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Oct 18Jamieson Wellness Inc. to Report Q3, 2023 Results on Nov 02, 2023Jamieson Wellness Inc. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023Upcoming Dividend • Aug 24Upcoming dividend of CA$0.19 per share at 3.0% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 61% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.0%).Recent Insider Transactions • Aug 13Independent Chair recently bought €202k worth of stockOn the 9th of August, Timothy Penner bought around 11k shares on-market at roughly €18.38 per share. This transaction increased Timothy's direct individual holding by 1x 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.New Risk • Aug 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% 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 Debt is not well covered by operating cash flow (9.2% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (101% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.6% net profit margin).Buying Opportunity • Aug 06Now 27% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €25.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 10%.Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: CA$0.20 (vs CA$0.25 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.20 (down from CA$0.25 in 2Q 2022). Revenue: CA$167.6m (up 50% from 2Q 2022). Net income: CA$8.19m (down 19% from 2Q 2022). Profit margin: 4.9% (down from 9.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% 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 • Aug 04+ 1 more updateJamieson Wellness Inc. Revises Consolidated Earnings Guidance for the Fiscal Year 2023Jamieson Wellness Inc. revised consolidated earnings guidance for the fiscal year 2023. For the year, the company expected revenue to be in the range of $670.0 to $690.0 million (+22.0% to +26.0%) against previous guidance range of +22% to +28%.お知らせ • Jul 14Jamieson Wellness Inc. to Report Q2, 2023 Results on Aug 03, 2023Jamieson Wellness Inc. announced that they will report Q2, 2023 results After-Market on Aug 03, 2023お知らせ • Jun 30Jamieson Wellness Inc. Appoints François Vimard as New Board Director, Effective from July 1, 2023Jamieson Wellness Inc. announced the appointment of François Vimard to the Company’s Board of Directors. Mr. Vimard is a Chartered Professional Accountant with over 30 years of grocery retail experience, including 22 years at Empire Company. During his tenure at Empire, Mr. Vimard served as Chief Financial Officer from 2007 to 2014, and was appointed interim President and Chief Executive Officer in 2016, a position which he held until his retirement from the company in 2017. Mr. Vimard is a seasoned board member who currently serves as chair of the Board of Kruger Products Inc. He also serves on the boards of GS1 Canada, a not-for-profit company that manages global barcode standards, and Andrew Peller LTD. He previously served on the board for Market GoodFood (FOOD). Mr. Vimard’s appointment to the Jamieson Wellness Board of Directors is effective as of July 1, 2023. He will also serve as a member of the Company’s Audit Committee.Upcoming Dividend • May 24Upcoming dividend of CA$0.17 per share at 2.2% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.9%).お知らせ • May 17Jamieson Wellness Inc. announced that it has received CAD 149 million in funding from DCP InvestmentsOn May 16, 2023, Jamieson Wellness Inc. closed the transaction.Reported Earnings • May 07First quarter 2023 earnings released: EPS: CA$0.17 (vs CA$0.24 in 1Q 2022)First quarter 2023 results: EPS: CA$0.17 (down from CA$0.24 in 1Q 2022). Revenue: CA$136.7m (up 32% from 1Q 2022). Net income: CA$7.07m (down 28% from 1Q 2022). Profit margin: 5.2% (down from 9.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • May 06+ 1 more updateJamieson Wellness Inc. Declares First Quarter Dividend, Payable on June 15, 2023The board of directors of Jamieson Wellness Inc. authorized and declared a cash dividend for the first quarter of 2023: $0.17 per common share, or approximately $7.1 million in the aggregate. Paid on June 15, 2023 to all common shareholders of record at the close of business on June 1, 2023.Buying Opportunity • May 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €27.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 17%.Buying Opportunity • Apr 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €27.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 17%.Recent Insider Transactions • Mar 26President recently bought €102k worth of stockOn the 21st of March, Michael Pilato bought around 5k shares on-market at roughly €20.30 per share. This transaction amounted to 18% 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 Michael's only on-market trade for the last 12 months.Reported Earnings • Feb 26Full year 2022 earnings released: EPS: CA$1.29 (vs CA$1.30 in FY 2021)Full year 2022 results: EPS: CA$1.29. Revenue: CA$547.4m (up 21% from FY 2021). Net income: CA$52.8m (up 1.4% from FY 2021). Profit margin: 9.6% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Personal Products industry in Europe.Buying Opportunity • Feb 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.1%. The fair value is estimated to be €29.39, however this is not to be taken as a buy 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 20%.お知らせ • Feb 08Jamieson Wellness Inc. to Report Q4, 2022 Results on Feb 23, 2023Jamieson Wellness Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023Upcoming Dividend • Nov 23Upcoming dividend of CA$0.17 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 51% and the cash payout ratio is 94%. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (2.1%).Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: CA$0.26 (vs CA$0.35 in 3Q 2021)Third quarter 2022 results: EPS: CA$0.26 (down from CA$0.35 in 3Q 2021). Revenue: CA$138.9m (up 24% from 3Q 2021). Net income: CA$10.9m (down 24% from 3Q 2021). Profit margin: 7.8% (down from 13% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Nov 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €30.45, however this is not to be taken as a buy 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 20%.Buying Opportunity • Sep 17Now 21% undervaluedOver the last 90 days, the stock is up 6.3%. The fair value is estimated to be €34.04, however this is not to be taken as a buy 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 21%.Buying Opportunity • Aug 27Now 21% undervaluedOver the last 90 days, the stock is up 9.5%. The fair value is estimated to be €34.99, however this is not to be taken as a buy 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 21%.Upcoming Dividend • Aug 23Upcoming dividend of CA$0.17 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 15 September 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (2.1%).Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: CA$0.25 (vs CA$0.29 in 2Q 2021)Second quarter 2022 results: EPS: CA$0.25 (down from CA$0.29 in 2Q 2021). Revenue: CA$112.0m (up 1.3% from 2Q 2021). Net income: CA$10.1m (down 12% from 2Q 2021). Profit margin: 9.0% (down from 10% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 35%, compared to a 7.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 23% per year.Reported Earnings • May 07First quarter 2022 earnings released: EPS: CA$0.24 (vs CA$0.15 in 1Q 2021)First quarter 2022 results: EPS: CA$0.24 (up from CA$0.15 in 1Q 2021). Revenue: CA$103.7m (up 5.5% from 1Q 2021). Net income: CA$9.74m (up 59% from 1Q 2021). Profit margin: 9.4% (up from 6.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 24% per year.お知らせ • May 06+ 1 more updateJamieson Wellness Inc. Provides Earnings Guidance for the Year 2022Jamieson Wellness Inc. provided earnings guidance for the year 2022. The company is maintaining its outlook for fiscal 2022 and continues to anticipate revenue in a range of $474.0 to $491.0 million, which represents annual growth of 5.0% to 9.0%.お知らせ • Apr 20Jamieson Wellness Inc. to Report Q1, 2022 Results on May 05, 2022Jamieson Wellness Inc. announced that they will report Q1, 2022 results After-Market on May 05, 2022Reported Earnings • Feb 26Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CA$1.30 (up from CA$1.05 in FY 2020). Revenue: CA$451.0m (up 12% from FY 2020). Net income: CA$52.1m (up 25% from FY 2020). Profit margin: 12% (up from 10% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 8.0%, compared to a 8.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 21% per year.お知らせ • Feb 26Jamieson Wellness Inc., Annual General Meeting, May 24, 2022Jamieson Wellness Inc., Annual General Meeting, May 24, 2022.お知らせ • Feb 25+ 2 more updatesJamieson Wellness Inc. Announces Board ChangesJamieson Wellness Inc. is announcing that David Williams, Chair of the Jamieson Wellness Board of Directors, has advised that he will not seek re-election at the Company’s 2022 Annual General Meeting (“AGM”). Mr. Williams’ retirement from the Board will take effect upon conclusion of the AGM. The Board has appointed Tim Penner to succeed Mr. Williams as Board Chair, following Mr. Penner’s election at the AGM.お知らせ • Feb 09Jamieson Wellness Inc. to Report Q4, 2021 Results on Feb 24, 2022Jamieson Wellness Inc. announced that they will report Q4, 2021 results After-Market on Feb 24, 2022Upcoming Dividend • Nov 23Upcoming dividend of CA$0.15 per shareEligible shareholders must have bought the stock before 30 November 2021. Payment date: 15 December 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.8%).Recent Insider Transactions • Nov 13President recently sold €131k worth of stockOn the 9th of November, Michael Pilato sold around 5k shares on-market at roughly €27.15 per share. This was the largest sale by an insider in the last 3 months. Michael has been a seller over the last 12 months, reducing personal holdings by €107k.Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS CA$0.35 (vs CA$0.31 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CA$112.4m (up 6.4% from 3Q 2020). Net income: CA$14.3m (up 18% from 3Q 2020). Profit margin: 13% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of CA$0.15 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 15 September 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.1%). In line with average of industry peers (1.8%).Reported Earnings • Aug 08Second quarter 2021 earnings released: EPS CA$0.29 (vs CA$0.15 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CA$110.6m (up 19% from 2Q 2020). Net income: CA$11.5m (up 90% from 2Q 2020). Profit margin: 10% (up from 6.5% in 2Q 2020). The increase in margin was driven by higher revenue. 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 11% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 08Jamieson Wellness Inc. Revises Earnings Guidance for the Full Year 2021Jamieson Wellness Inc. revised earnings guidance for the full year 2021. The company is increasing its outlook for fiscal 2021 and anticipates revenue in a range of $435.0 million to $445.0 million, compared with $421.0 to $438.0 million previously, which represents annual growth of 7.8% to 10.2%.お知らせ • Aug 06Jamieson Vitamins Launches Limited Edition ‘Health Made Tasty’ Boxes with 100% of Proceeds Going to Feed TomorrowJamieson Vitamins is launching limited edition Health Made Tasty boxes filled with items valued at over $200. Following the success of their Spin the Wheel virtual game, which gave away these boxes to select winners, Jamieson will launch flash sales of the Health Made Tasty boxes over a two-week period. Filled with items valued at over $200, Canadians can purchase one for just $50. All sales will go directly to Feed Tomorrow, an organization whose mission is to raise awareness of the critical importance of child and youth nutrition programs as they relate to the issues of health, agriculture and the economy. Valued at over $200, the Health Made Tasty Boxes are filled with Jamieson’s Fun Formats collection, which includes: Vitamin C Chewables, Multivitamin Gummies, Vitamin D3 Gummies, Melatonin Sleep Spray, Turmeric Gummies and Energy & Adaptogen Booster Powder. Other goodies include products from Midnight Paloma, Da Bomb Bath Co., Consonant Skincare, LilySilk, and Lululemon -- plus a premium mystery item.Upcoming Dividend • May 21Upcoming dividend of CA$0.13 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 14 June 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.0%).株主還元2JWDE Personal ProductsDE 市場7D0.7%-1.7%0.2%1Y27.3%-6.0%3.6%株主還元を見る業界別リターン: 2JW過去 1 年間で-6 % の収益を上げたGerman Personal Products業界を上回りました。リターン対市場: 2JW過去 1 年間で3.6 % の収益を上げたGerman市場を上回りました。価格変動Is 2JW's price volatile compared to industry and market?2JW volatility2JW Average Weekly Movement4.9%Personal Products Industry Average Movement4.5%Market Average Movement5.2%10% most volatile stocks in DE Market13.0%10% least volatile stocks in DE Market2.7%安定した株価: 2JW 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 2JWの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1922n/aMike Pilatowww.jamiesonwellness.comジェイミーソン・ウェルネス社は、その子会社とともに、カナダ、米国、中国、および国際的に、ヒト向けのナチュラルヘルス製品の開発、製造、流通、マーケティング、販売を行っている。ジャミーソン・ブランズとストラテジック・パートナーズの2つのセグメントで事業を展開している。Jamieson Brands部門は、ビタミン、ミネラル、サプリメント、スポーツ栄養製品を含むブランド化されたナチュラルヘルス製品の製造、流通、販売を行っている。ストラテジック・パートナーズ部門は、消費者向け健康食品会社や小売業者に受託製造サービスを提供している。同社は、Jamiesonブランドの健康・ウェルネスサプリメント、Youtheoryブランドの健康・美容・ウェルネスサプリメント、Progressiveブランドのプロバイオティクス、マルチビタミン、フィッシュオイル、ビタミンD、より良い睡眠や消化のためのソリューションに特化した製品などの基礎処方を提供している。また、「アイアン・ビーガン」ブランドでは植物由来の製品を、「スマート・ソリューションズ」ブランドではホルモンバランスの乱れ、栄養不足、睡眠・ストレス管理など女性の健康上の悩みを解決する自然健康製品を、「プレシジョン」ブランドではスポーツ栄養サプリメントを提供している。同社はディストリビューター、小売、卸売の顧客に製品を販売している。Jamieson Wellness Inc.の前身はJamieson Intermediate Holdings Ltd.で、2017年5月に社名をJamieson Wellness Inc.に変更した。同社は1922年に設立され、カナダのトロントに本社を置いている。もっと見るJamieson Wellness Inc. 基礎のまとめJamieson Wellness の収益と売上を時価総額と比較するとどうか。2JW 基礎統計学時価総額€1.18b収益（TTM）€48.95m売上高(TTM)€548.60m24.1xPER（株価収益率2.1xP/Sレシオ2JW は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計2JW 損益計算書（TTM）収益CA$880.58m売上原価CA$511.80m売上総利益CA$368.78mその他の費用CA$290.21m収益CA$78.57m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）1.89グロス・マージン41.88%純利益率8.92%有利子負債／自己資本比率79.3%2JW の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.0%現在の配当利回り1%配当性向2JW 配当は確実ですか？2JW 配当履歴とベンチマークを見る2JW 、いつまでに購入すれば配当金を受け取れますか？Jamieson Wellness 配当日配当落ち日Aug 31 2026配当支払日Sep 15 2026配当落ちまでの日数15 days配当支払日までの日数30 days2JW 配当は確実ですか？2JW 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/16 08:45終値2026/08/14 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Jamieson Wellness Inc. 7 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。11 アナリスト機関Mark RosenAccountability Research CorporationStephen MacLeodBMO Capital Markets Equity ResearchTania Armstrong-WhitworthCanaccord Genuity8 その他のアナリストを表示
Declared Dividend • Aug 13Second quarter dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 31st August 2026 Payment date: 15th September 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (1% earnings payout ratio) but not covered by cash flows (172% cash payout ratio). The dividend has increased by an average of 12% per year over the past 9 years and payments have been stable during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 09Jamieson Wellness Inc. Declares Dividend for the Second Quarter of 2026, Payable on September 15, 2026The Board of Directors of Jamieson Wellness Inc. authorized a 2.0 cent or an 8.7% increase in the quarterly dividend and declared a cash dividend for the second quarter of 2026: CAD 0.25 per common share, or approximately CAD 10.4 million in the aggregate. Paid on September 15, 2026 to all common shareholders of record at the close of business on August 31, 2026.
お知らせ • Aug 07Kirin Holdings Company, Limited (TSE:2503) entered into a definitive arrangement agreement to acquire Jamieson Wellness Inc. (TSX:JWEL) from Mackenzie Financial Corporation and others for CAD 1.9 billion.Kirin Holdings Company, Limited (TSE:2503) entered into a definitive arrangement agreement to acquire Jamieson Wellness Inc. (TSX:JWEL) from Mackenzie Financial Corporation and others for CAD 1.9 billion on August 6, 2026. A cash consideration of CAD 1.93 billion valued at CAD 45.75 per share will be paid by Kirin Holdings Company, Limited. As part of consideration, CAD 1.93 billion is paid towards common equity of Jamieson Wellness Inc. Upon completion, it is expected that Jamieson Wellness Inc. will be delisted from the TSX and will cease to be a reporting issuer in all applicable Canadian jurisdictions. In case of termination of transaction, Jamieson Wellness Inc. will pay a termination fee of CAD 70 million or 3.50% of the aggregate equity value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee, approval of offer by target shareholders, subject to court approval and other customary closing conditions. The Board of Directors of Jamieson Wellness Inc. formed a special committee for the transaction. The deal has been unanimously approved by the board and the special committee of independent directors of Jamieson Wellness Inc. The expected completion of the transaction is in the fourth quarter of 2026. Bank of Montreal and Canaccord Genuity Group Inc both acted as financial advisor and fairness opinion provider for Jamieson Wellness Inc. UBS Securities Japan Co., Ltd. acted as financial advisor for Kirin Holdings Company, Limited. Goodmans LLP and Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for Jamieson Wellness Inc. Torys LLP acted as legal advisor for Kirin Holdings Company, Limited.
Reported Earnings • Aug 07Second quarter 2026 earnings released: EPS: CA$0.43 (vs CA$0.31 in 2Q 2025)Second quarter 2026 results: EPS: CA$0.43 (up from CA$0.31 in 2Q 2025). Revenue: CA$233.8m (up 17% from 2Q 2025). Net income: CA$17.9m (up 37% from 2Q 2025). Profit margin: 7.7% (up from 6.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 24Jamieson Wellness Inc. to Report Q2, 2026 Results on Aug 06, 2026Jamieson Wellness Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.60, the stock trades at a trailing P/E ratio of 23.6x. Average forward P/E is 17x in the Personal Products industry in Europe. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €35.71 per share.
Declared Dividend • Aug 13Second quarter dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 31st August 2026 Payment date: 15th September 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (1% earnings payout ratio) but not covered by cash flows (172% cash payout ratio). The dividend has increased by an average of 12% per year over the past 9 years and payments have been stable during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 09Jamieson Wellness Inc. Declares Dividend for the Second Quarter of 2026, Payable on September 15, 2026The Board of Directors of Jamieson Wellness Inc. authorized a 2.0 cent or an 8.7% increase in the quarterly dividend and declared a cash dividend for the second quarter of 2026: CAD 0.25 per common share, or approximately CAD 10.4 million in the aggregate. Paid on September 15, 2026 to all common shareholders of record at the close of business on August 31, 2026.
お知らせ • Aug 07Kirin Holdings Company, Limited (TSE:2503) entered into a definitive arrangement agreement to acquire Jamieson Wellness Inc. (TSX:JWEL) from Mackenzie Financial Corporation and others for CAD 1.9 billion.Kirin Holdings Company, Limited (TSE:2503) entered into a definitive arrangement agreement to acquire Jamieson Wellness Inc. (TSX:JWEL) from Mackenzie Financial Corporation and others for CAD 1.9 billion on August 6, 2026. A cash consideration of CAD 1.93 billion valued at CAD 45.75 per share will be paid by Kirin Holdings Company, Limited. As part of consideration, CAD 1.93 billion is paid towards common equity of Jamieson Wellness Inc. Upon completion, it is expected that Jamieson Wellness Inc. will be delisted from the TSX and will cease to be a reporting issuer in all applicable Canadian jurisdictions. In case of termination of transaction, Jamieson Wellness Inc. will pay a termination fee of CAD 70 million or 3.50% of the aggregate equity value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee, approval of offer by target shareholders, subject to court approval and other customary closing conditions. The Board of Directors of Jamieson Wellness Inc. formed a special committee for the transaction. The deal has been unanimously approved by the board and the special committee of independent directors of Jamieson Wellness Inc. The expected completion of the transaction is in the fourth quarter of 2026. Bank of Montreal and Canaccord Genuity Group Inc both acted as financial advisor and fairness opinion provider for Jamieson Wellness Inc. UBS Securities Japan Co., Ltd. acted as financial advisor for Kirin Holdings Company, Limited. Goodmans LLP and Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for Jamieson Wellness Inc. Torys LLP acted as legal advisor for Kirin Holdings Company, Limited.
Reported Earnings • Aug 07Second quarter 2026 earnings released: EPS: CA$0.43 (vs CA$0.31 in 2Q 2025)Second quarter 2026 results: EPS: CA$0.43 (up from CA$0.31 in 2Q 2025). Revenue: CA$233.8m (up 17% from 2Q 2025). Net income: CA$17.9m (up 37% from 2Q 2025). Profit margin: 7.7% (up from 6.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 24Jamieson Wellness Inc. to Report Q2, 2026 Results on Aug 06, 2026Jamieson Wellness Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.60, the stock trades at a trailing P/E ratio of 23.6x. Average forward P/E is 17x in the Personal Products industry in Europe. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €35.71 per share.
Declared Dividend • May 20First quarter dividend of CA$0.23 announcedShareholders will receive a dividend of CA$0.23. Ex-date: 1st June 2026 Payment date: 15th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (1% earnings payout ratio) but not covered by cash flows (123% cash payout ratio). The dividend has increased by an average of 12% per year over the past 9 years and payments have been stable during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 24Jamieson Wellness Inc. to Report Q1, 2026 Results on May 07, 2026Jamieson Wellness Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
お知らせ • Mar 09Jamieson Wellness Inc., Annual General Meeting, May 19, 2026Jamieson Wellness Inc., Annual General Meeting, May 19, 2026.
お知らせ • Feb 27+ 1 more updateJamieson Wellness Inc. Provides Earnings Guidance for Fiscal Year 2026Jamieson Wellness Inc. provided earnings guidance for fiscal year 2026. For the period, the company expects consolidated revenue of between $895.0 million and $935.0 million, representing growth of 9.0% to 13.7%.
お知らせ • Feb 13Jamieson Wellness Inc. to Report Q4, 2025 Results on Feb 26, 2026Jamieson Wellness Inc. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026
お知らせ • Nov 08+ 1 more updateJamieson Wellness Inc. Declares Cash Dividend for the Third Quarter of 2025, Payable on December 15, 2025Jamieson Wellness Inc. declared a cash dividend for the third quarter of 2025 of $0.23 per common share, or approximately $9.6 million in total. Payable: December 15, 2025. Record date: December 1, 2025.
お知らせ • Oct 24Jamieson Wellness Inc. to Report Q3, 2025 Results on Nov 06, 2025Jamieson Wellness Inc. announced that they will report Q3, 2025 results at 4:00 PM, Eastern Standard Time on Nov 06, 2025
お知らせ • Oct 22Jamieson Wellness Inc. Appoints Gayle Tait to the Board of Directors, Effective October 27, 2025Jamieson Wellness Inc. announced the appointment of Gayle Tait to the Company’s Board of Directors. Ms. Tait’s executive experience in both public and private companies spans over 25 years, including roles at Google Play, L’Oréal UK consumer products division, and most recently as CEO of Trove, a venture-backed circular economy business. She currently serves on the board of e.l.f. Beauty, where she has helped guide the company through a period of hypergrowth, international expansion and operational scale. During her tenure, e.l.f has become a leader in community-based business, pioneering in non-traditional digital channels to connect with the consumer and bring the values of the company to life. She also contributed to strategy and oversight during e.l.f’s brand acquisitions of Naturium Skin and rhode Beauty. Ms. Tait’s appointment to the Board is effective October 27, 2025, at which time she will also begin serving on the Company’s Governance, Compensation and Nominating Committee.
お知らせ • Aug 08+ 1 more updateJamieson Wellness Inc. Maintains Earnings Guidance for the Fiscal Year 2025Jamieson Wellness Inc. maintained earnings guidance for the fiscal year 2025. For the year, the company expects Revenue to range between $800.0 to $840.0 million (+9.0% to +14.5% growth).
お知らせ • Jul 25Jamieson Wellness Inc. to Report Q2, 2025 Results on Aug 07, 2025Jamieson Wellness Inc. announced that they will report Q2, 2025 results at 4:00 PM, Eastern Standard Time on Aug 07, 2025
お知らせ • May 09+ 1 more updateJamieson Wellness Inc. Declares Cash Dividend for the First Quarter of 2025, Payable on June 13, 2025Jamieson Wellness Inc. declared a cash dividend of $0.21 per common share, or approximately $8.8 million in the aggregate. Paid on June 13, 2025 to all common shareholders of record at the close of business on May 30, 2025.
お知らせ • Apr 25Jamieson Wellness Inc. to Report Q1, 2025 Results on May 08, 2025Jamieson Wellness Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 08, 2025
お知らせ • Mar 03Jamieson Wellness Inc., Annual General Meeting, May 27, 2025Jamieson Wellness Inc., Annual General Meeting, May 27, 2025.
お知らせ • Feb 28+ 1 more updateJamieson Wellness Inc. Declares Cash Dividend for the Fourth Quarter of 2024, Payable on March 14, 2025Jamieson Wellness Inc. announced that the board of directors declared a cash dividend for the fourth quarter of 2024: $0.21 per common share or approximately $8.8 million in the aggregate Paid on March 14, 2025 to all common shareholders of record at the close of business on March 7, 2025.
お知らせ • Feb 14Jamieson Wellness Inc. to Report Q4, 2024 Results on Feb 27, 2025Jamieson Wellness Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025
お知らせ • Nov 15Jamieson Wellness Inc. Appoints of Diane Nyisztor to its Board of Directors, as Member of Governance, Compensation, and Nominating Committee, Effective January 1, 2025Jamieson Wellness Inc. announced the appointment of Diane Nyisztor to the Company’s Board of Directors, effective January 1, 2025. Ms. Nyisztor is a Chartered Professional Accountant and former senior executive with more than 30 years of experience in global human resources, compensation advisory, corporate governance, and expatriate tax. She served as Senior Vice President and Chief Human Resources Officer at Cogeco Inc. between 2014 and 2021 and was Partner, International Executive Services at KPMG Canada LLP from 2013 to 2014. Prior to that, Ms. Nyisztor held several progressively senior leadership positions in human resources at AtkinsRéalis (formerly SNC-Lavalin Group Inc.). Ms. Nyisztor is also an experienced board member. Since 2016, she has served as a Corporate Director and member of the Corporate Governance and Human Resources committee for Saputo Inc. She also serves on the board of the YMCAs of Québec, where she is Chair of the Human Resources Committee. Ms. Nyisztor’s appointment to the Jamieson Wellness Board of Directors is effective as of January 1, 2025. At that time, she will also begin serving as a member of the Company’s Governance, Compensation, and Nominating Committee.
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: CA$0.25 (vs CA$0.20 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.25 (up from CA$0.20 in 3Q 2023). Revenue: CA$176.2m (up 16% from 3Q 2023). Net income: CA$10.6m (up 28% from 3Q 2023). Profit margin: 6.0% (up from 5.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 08+ 1 more updateJamieson Wellness Inc. Provides Earnings Guidance for the Fiscal Year 2024Jamieson Wellness Inc. provided earnings guidance for the fiscal year 2024. The company is narrowing its outlook for the 2024 fiscal year and is now anticipating the following: revenue to range between $725.0 to $755.0 million (+7.2% to +11.7% growth).
お知らせ • Oct 25Jamieson Wellness Inc. to Report Q3, 2024 Results on Nov 07, 2024Jamieson Wellness Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
Declared Dividend • Aug 19Second quarter dividend of CA$0.21 announcedShareholders will receive a dividend of CA$0.21. Ex-date: 30th August 2024 Payment date: 13th September 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (88% earnings payout ratio) but not covered by cash flows (dividend approximately 9x free cash flows). The dividend has increased by an average of 15% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 49% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: CA$0.21 (vs CA$0.20 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.21 (up from CA$0.20 in 2Q 2023). Revenue: CA$184.8m (up 10% from 2Q 2023). Net income: CA$8.65m (up 5.7% from 2Q 2023). Profit margin: 4.7% (down from 4.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 09+ 1 more updateJamieson Wellness Inc. Declares Cash Dividend for the Second Quarter of 2024, Payable on September 13, 2024Jamieson Wellness Inc. board of directors of the Company authorized a 2.0 cent or a 11% increase in the quarterly dividend and declared a cash dividend for the second quarter of 2024: $0.21 per common share, or approximately $8.8 million in the aggregate, Paid on September 13, 2024 to all common shareholders of record at the close of business on August 30, 2024. The Company has designated this dividend as an “eligible dividend” for the purposes of the Income Tax Act (Canada).
お知らせ • Jul 26Jamieson Wellness Inc. to Report Q2, 2024 Results on Aug 08, 2024Jamieson Wellness Inc. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024
Declared Dividend • May 20First quarter dividend of CA$0.19 announcedShareholders will receive a dividend of CA$0.19. Ex-date: 31st May 2024 Payment date: 14th June 2024 Dividend yield will be 3.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but not covered by cash flows (391% cash payout ratio). The dividend has increased by an average of 13% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 44% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 11+ 1 more updateJamieson Wellness Inc. Maintains Revenue Guidance for the Year 2024Jamieson Wellness Inc. maintained revenue guidance for the year 2024. The Company is maintaining its outlook for the 2024 fiscal year and continues to anticipate the following: Revenue in a range of $720.0 million to $760.0 million, which represents annual growth of 6.5% to 12.5%.
New Risk • May 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.5% Last year net profit margin: 8.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (3.8% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (391% cash payout ratio). Profit margins are more than 30% lower than last year (5.5% net profit margin).
Reported Earnings • May 10First quarter 2024 earnings released: CA$0.099 loss per share (vs CA$0.17 profit in 1Q 2023)First quarter 2024 results: CA$0.099 loss per share (down from CA$0.17 profit in 1Q 2023). Revenue: CA$128.0m (down 6.4% from 1Q 2023). Net loss: CA$4.11m (down 158% from profit in 1Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 28Jamieson Wellness Inc. to Report Q1, 2024 Results on May 09, 2024Jamieson Wellness Inc. announced that they will report Q1, 2024 results After-Market on May 09, 2024
Reported Earnings • Mar 14Full year 2023 earnings released: EPS: CA$1.14 (vs CA$1.29 in FY 2022)Full year 2023 results: EPS: CA$1.14 (down from CA$1.29 in FY 2022). Revenue: CA$676.2m (up 24% from FY 2022). Net income: CA$47.9m (down 9.3% from FY 2022). Profit margin: 7.1% (down from 9.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% 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 • Mar 14Jamieson Wellness Inc. Provides Consolidated Earnings Guidance for the Fiscal 2024Jamieson Wellness Inc. provided consolidated earnings guidance for the fiscal 2024. For the year, consolidated revenue of between $720.0 million to $760.0 million, representing growth of 6.5% to 12.5%.
お知らせ • Mar 07Jamieson Wellness Inc. to Report Q4, 2023 Results on Mar 13, 2024Jamieson Wellness Inc. announced that they will report Q4, 2023 results After-Market on Mar 13, 2024
Declared Dividend • Feb 28Third quarter dividend of CA$0.19 announcedShareholders will receive a dividend of CA$0.19. Ex-date: 29th February 2024 Payment date: 15th March 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 13% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 35% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 24Jamieson Wellness Inc., Annual General Meeting, May 23, 2024Jamieson Wellness Inc., Annual General Meeting, May 23, 2024.
お知らせ • Feb 23Jamieson Wellness Inc. Declares Fourth Quarter 2023 Dividend, Payable on March 15, 2024Jamieson Wellness Inc. announced that the board of directors of the Company has declared a cash dividend for the fourth quarter of 2023 of $0.19 per common share, or approximately $8.0 million in the aggregate. The dividend will be paid on March 15, 2024 to all common shareholders of record at the close of business on March 1, 2024.
Upcoming Dividend • Nov 23Upcoming dividend of CA$0.19 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 66% and the cash payout ratio is 79%. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €18.40, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 21x in the Personal Products industry in Europe. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.97 per share.
New Risk • Nov 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% 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 Debt is not well covered by operating cash flow (12% operating cash flow to total debt). 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. Profit margins are more than 30% lower than last year (7.0% net profit margin).
お知らせ • Nov 03Jamieson Wellness Inc. Revises Consolidated Earnings Guidance for the Year 2023Jamieson Wellness Inc. revised consolidated earnings guidance for the year 2023. The company expected revenue to range between $680.0 and $690.0 million (+24.0% to +26.0%) from a previous range of +22.0% to +26.0%.
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: CA$0.20 (vs CA$0.26 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.20 (down from CA$0.26 in 3Q 2022). Revenue: CA$151.5m (up 9.1% from 3Q 2022). Net income: CA$8.22m (down 24% from 3Q 2022). Profit margin: 5.4% (down from 7.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Oct 18Jamieson Wellness Inc. to Report Q3, 2023 Results on Nov 02, 2023Jamieson Wellness Inc. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023
Upcoming Dividend • Aug 24Upcoming dividend of CA$0.19 per share at 3.0% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 61% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.0%).
Recent Insider Transactions • Aug 13Independent Chair recently bought €202k worth of stockOn the 9th of August, Timothy Penner bought around 11k shares on-market at roughly €18.38 per share. This transaction increased Timothy's direct individual holding by 1x 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.
New Risk • Aug 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% 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 Debt is not well covered by operating cash flow (9.2% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (101% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.6% net profit margin).
Buying Opportunity • Aug 06Now 27% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €25.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 10%.
Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: CA$0.20 (vs CA$0.25 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.20 (down from CA$0.25 in 2Q 2022). Revenue: CA$167.6m (up 50% from 2Q 2022). Net income: CA$8.19m (down 19% from 2Q 2022). Profit margin: 4.9% (down from 9.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% 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 • Aug 04+ 1 more updateJamieson Wellness Inc. Revises Consolidated Earnings Guidance for the Fiscal Year 2023Jamieson Wellness Inc. revised consolidated earnings guidance for the fiscal year 2023. For the year, the company expected revenue to be in the range of $670.0 to $690.0 million (+22.0% to +26.0%) against previous guidance range of +22% to +28%.
お知らせ • Jul 14Jamieson Wellness Inc. to Report Q2, 2023 Results on Aug 03, 2023Jamieson Wellness Inc. announced that they will report Q2, 2023 results After-Market on Aug 03, 2023
お知らせ • Jun 30Jamieson Wellness Inc. Appoints François Vimard as New Board Director, Effective from July 1, 2023Jamieson Wellness Inc. announced the appointment of François Vimard to the Company’s Board of Directors. Mr. Vimard is a Chartered Professional Accountant with over 30 years of grocery retail experience, including 22 years at Empire Company. During his tenure at Empire, Mr. Vimard served as Chief Financial Officer from 2007 to 2014, and was appointed interim President and Chief Executive Officer in 2016, a position which he held until his retirement from the company in 2017. Mr. Vimard is a seasoned board member who currently serves as chair of the Board of Kruger Products Inc. He also serves on the boards of GS1 Canada, a not-for-profit company that manages global barcode standards, and Andrew Peller LTD. He previously served on the board for Market GoodFood (FOOD). Mr. Vimard’s appointment to the Jamieson Wellness Board of Directors is effective as of July 1, 2023. He will also serve as a member of the Company’s Audit Committee.
Upcoming Dividend • May 24Upcoming dividend of CA$0.17 per share at 2.2% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.9%).
お知らせ • May 17Jamieson Wellness Inc. announced that it has received CAD 149 million in funding from DCP InvestmentsOn May 16, 2023, Jamieson Wellness Inc. closed the transaction.
Reported Earnings • May 07First quarter 2023 earnings released: EPS: CA$0.17 (vs CA$0.24 in 1Q 2022)First quarter 2023 results: EPS: CA$0.17 (down from CA$0.24 in 1Q 2022). Revenue: CA$136.7m (up 32% from 1Q 2022). Net income: CA$7.07m (down 28% from 1Q 2022). Profit margin: 5.2% (down from 9.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • May 06+ 1 more updateJamieson Wellness Inc. Declares First Quarter Dividend, Payable on June 15, 2023The board of directors of Jamieson Wellness Inc. authorized and declared a cash dividend for the first quarter of 2023: $0.17 per common share, or approximately $7.1 million in the aggregate. Paid on June 15, 2023 to all common shareholders of record at the close of business on June 1, 2023.
Buying Opportunity • May 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €27.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 17%.
Buying Opportunity • Apr 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €27.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 17%.
Recent Insider Transactions • Mar 26President recently bought €102k worth of stockOn the 21st of March, Michael Pilato bought around 5k shares on-market at roughly €20.30 per share. This transaction amounted to 18% 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 Michael's only on-market trade for the last 12 months.
Reported Earnings • Feb 26Full year 2022 earnings released: EPS: CA$1.29 (vs CA$1.30 in FY 2021)Full year 2022 results: EPS: CA$1.29. Revenue: CA$547.4m (up 21% from FY 2021). Net income: CA$52.8m (up 1.4% from FY 2021). Profit margin: 9.6% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Personal Products industry in Europe.
Buying Opportunity • Feb 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.1%. The fair value is estimated to be €29.39, however this is not to be taken as a buy 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 20%.
お知らせ • Feb 08Jamieson Wellness Inc. to Report Q4, 2022 Results on Feb 23, 2023Jamieson Wellness Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023
Upcoming Dividend • Nov 23Upcoming dividend of CA$0.17 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 51% and the cash payout ratio is 94%. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (2.1%).
Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: CA$0.26 (vs CA$0.35 in 3Q 2021)Third quarter 2022 results: EPS: CA$0.26 (down from CA$0.35 in 3Q 2021). Revenue: CA$138.9m (up 24% from 3Q 2021). Net income: CA$10.9m (down 24% from 3Q 2021). Profit margin: 7.8% (down from 13% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Nov 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €30.45, however this is not to be taken as a buy 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 20%.
Buying Opportunity • Sep 17Now 21% undervaluedOver the last 90 days, the stock is up 6.3%. The fair value is estimated to be €34.04, however this is not to be taken as a buy 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 21%.
Buying Opportunity • Aug 27Now 21% undervaluedOver the last 90 days, the stock is up 9.5%. The fair value is estimated to be €34.99, however this is not to be taken as a buy 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 21%.
Upcoming Dividend • Aug 23Upcoming dividend of CA$0.17 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 15 September 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (2.1%).
Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: CA$0.25 (vs CA$0.29 in 2Q 2021)Second quarter 2022 results: EPS: CA$0.25 (down from CA$0.29 in 2Q 2021). Revenue: CA$112.0m (up 1.3% from 2Q 2021). Net income: CA$10.1m (down 12% from 2Q 2021). Profit margin: 9.0% (down from 10% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 35%, compared to a 7.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 23% per year.
Reported Earnings • May 07First quarter 2022 earnings released: EPS: CA$0.24 (vs CA$0.15 in 1Q 2021)First quarter 2022 results: EPS: CA$0.24 (up from CA$0.15 in 1Q 2021). Revenue: CA$103.7m (up 5.5% from 1Q 2021). Net income: CA$9.74m (up 59% from 1Q 2021). Profit margin: 9.4% (up from 6.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 24% per year.
お知らせ • May 06+ 1 more updateJamieson Wellness Inc. Provides Earnings Guidance for the Year 2022Jamieson Wellness Inc. provided earnings guidance for the year 2022. The company is maintaining its outlook for fiscal 2022 and continues to anticipate revenue in a range of $474.0 to $491.0 million, which represents annual growth of 5.0% to 9.0%.
お知らせ • Apr 20Jamieson Wellness Inc. to Report Q1, 2022 Results on May 05, 2022Jamieson Wellness Inc. announced that they will report Q1, 2022 results After-Market on May 05, 2022
Reported Earnings • Feb 26Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CA$1.30 (up from CA$1.05 in FY 2020). Revenue: CA$451.0m (up 12% from FY 2020). Net income: CA$52.1m (up 25% from FY 2020). Profit margin: 12% (up from 10% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 8.0%, compared to a 8.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 21% per year.
お知らせ • Feb 26Jamieson Wellness Inc., Annual General Meeting, May 24, 2022Jamieson Wellness Inc., Annual General Meeting, May 24, 2022.
お知らせ • Feb 25+ 2 more updatesJamieson Wellness Inc. Announces Board ChangesJamieson Wellness Inc. is announcing that David Williams, Chair of the Jamieson Wellness Board of Directors, has advised that he will not seek re-election at the Company’s 2022 Annual General Meeting (“AGM”). Mr. Williams’ retirement from the Board will take effect upon conclusion of the AGM. The Board has appointed Tim Penner to succeed Mr. Williams as Board Chair, following Mr. Penner’s election at the AGM.
お知らせ • Feb 09Jamieson Wellness Inc. to Report Q4, 2021 Results on Feb 24, 2022Jamieson Wellness Inc. announced that they will report Q4, 2021 results After-Market on Feb 24, 2022
Upcoming Dividend • Nov 23Upcoming dividend of CA$0.15 per shareEligible shareholders must have bought the stock before 30 November 2021. Payment date: 15 December 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.8%).
Recent Insider Transactions • Nov 13President recently sold €131k worth of stockOn the 9th of November, Michael Pilato sold around 5k shares on-market at roughly €27.15 per share. This was the largest sale by an insider in the last 3 months. Michael has been a seller over the last 12 months, reducing personal holdings by €107k.
Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS CA$0.35 (vs CA$0.31 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CA$112.4m (up 6.4% from 3Q 2020). Net income: CA$14.3m (up 18% from 3Q 2020). Profit margin: 13% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of CA$0.15 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 15 September 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.1%). In line with average of industry peers (1.8%).
Reported Earnings • Aug 08Second quarter 2021 earnings released: EPS CA$0.29 (vs CA$0.15 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CA$110.6m (up 19% from 2Q 2020). Net income: CA$11.5m (up 90% from 2Q 2020). Profit margin: 10% (up from 6.5% in 2Q 2020). The increase in margin was driven by higher revenue. 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 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 08Jamieson Wellness Inc. Revises Earnings Guidance for the Full Year 2021Jamieson Wellness Inc. revised earnings guidance for the full year 2021. The company is increasing its outlook for fiscal 2021 and anticipates revenue in a range of $435.0 million to $445.0 million, compared with $421.0 to $438.0 million previously, which represents annual growth of 7.8% to 10.2%.
お知らせ • Aug 06Jamieson Vitamins Launches Limited Edition ‘Health Made Tasty’ Boxes with 100% of Proceeds Going to Feed TomorrowJamieson Vitamins is launching limited edition Health Made Tasty boxes filled with items valued at over $200. Following the success of their Spin the Wheel virtual game, which gave away these boxes to select winners, Jamieson will launch flash sales of the Health Made Tasty boxes over a two-week period. Filled with items valued at over $200, Canadians can purchase one for just $50. All sales will go directly to Feed Tomorrow, an organization whose mission is to raise awareness of the critical importance of child and youth nutrition programs as they relate to the issues of health, agriculture and the economy. Valued at over $200, the Health Made Tasty Boxes are filled with Jamieson’s Fun Formats collection, which includes: Vitamin C Chewables, Multivitamin Gummies, Vitamin D3 Gummies, Melatonin Sleep Spray, Turmeric Gummies and Energy & Adaptogen Booster Powder. Other goodies include products from Midnight Paloma, Da Bomb Bath Co., Consonant Skincare, LilySilk, and Lululemon -- plus a premium mystery item.
Upcoming Dividend • May 21Upcoming dividend of CA$0.13 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 14 June 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.0%).
