View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsBWX 将来の成長Future 基準チェック /46BWX収益と収益がそれぞれ年間120.7%と6.3%増加すると予測されています。主要情報120.7%収益成長率n/aEPS成長率Personal Products 収益成長9.6%収益成長率6.3%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日14 Apr 2023今後の成長に関する最新情報お知らせ • Jan 31BWX Limited Provides Revised Earnings Guidance for the Year Ending 30 June 2023BWX Limited provided revised earnings guidance for the year ending 30 June 2023. The company now expects revenue to be in the range of AUD 170 million - AUD 190 million against previous guidance of AUD 205 million - AUD 230 million.すべての更新を表示Recent updatesBoard Change • Mar 10High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Chairman Steve Fisher is the most experienced director on the board, commencing their role in 2022. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 10+ 1 more updateBWX Limited Announces Board ChangesBWX Limited announced the appointment of Mr. Marcus Derwin as an independent non- executive director of the Company and Chair of the Audit & Risk Committee with effect on 10 February 2023. Mr. Derwin is a highly experienced executive and director with an extensive background in corporate restructuring and M&A. He has operated across a number of industry sectors and international markets, including the Americas and the UK over the past 25 years. He has held senior roles at PwC, NAB, AMP Capital and KPMG through his professional career. He is a qualified Chartered Accountant (CA ANZ) since 1990 and a member of the AICD (MAICD) since 2002. BWX welcomes Mr. Derwin. Mr. Ian Campbell has resigned as a non-executive director of the Company with effect on 10 February 2023. Mr. Campbell was appointed as a Non-Executive Director of BWX in 2015, before being appointed as Chair in September 2018. He also served as Chair of the People & Culture Committee since July 2020. He made a significant contribution to BWX including helping to guide the business through its Initial Public Offering in 2015, the global pandemic and at the same time overseeing BWX's move to its new head office and manufacturing hub in Clayton, Victoria. BWX would like to sincerely thank Mr. Campbell for his contributions to BWX. BWX remains committed to Board renewal and is still seeking to appoint at least one additional independent non-executive director.お知らせ • Jan 31BWX Limited Provides Revised Earnings Guidance for the Year Ending 30 June 2023BWX Limited provided revised earnings guidance for the year ending 30 June 2023. The company now expects revenue to be in the range of AUD 170 million - AUD 190 million against previous guidance of AUD 205 million - AUD 230 million.Reported Earnings • Dec 21Full year 2022 earnings released: AU$2.14 loss per share (vs AU$0.13 profit in FY 2021)Full year 2022 results: AU$2.14 loss per share (down from AU$0.13 profit in FY 2021). Revenue: AU$198.3m (up 8.3% from FY 2021). Net loss: AU$337.0m (down AU$354.5m from profit in FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.お知らせ • Dec 19BWX Limited, Annual General Meeting, Feb 27, 2023BWX Limited, Annual General Meeting, Feb 27, 2023.Buying Opportunity • Aug 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 44%. The fair value is estimated to be €0.60, 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 10%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 80% per annum over the same time period.Recent Insider Transactions • Jun 19Insider recently bought €20m worth of stockOn the 17th of June, John Forrest bought around 27m shares on-market at roughly €0.73 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €20m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Mar 04Independent Non-Executive Chairman recently bought €66k worth of stockOn the 3rd of March, Ian Campbell bought around 41k shares on-market at roughly €1.59 per share. This was the largest purchase by an insider in the last 3 months. This was Ian's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment deteriorated over the past weekAfter last week's 28% share price decline to €1.52, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 28x in the Personal Products industry in Europe. Total returns to shareholders of 7.6% over the past three years.Reported Earnings • Feb 26First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: AU$0.015 loss per share (down from AU$0.071 profit in 1H 2021). Revenue: AU$103.4m (up 22% from 1H 2021). Net loss: AU$2.34m (down 124% from profit in 1H 2021). Revenue missed analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 41%, 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 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €2.30, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 30x in the Personal Products industry in Europe. Total returns to shareholders of 154% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.78 per share.Reported Earnings • Oct 07Full year 2021 earnings released: EPS AU$0.17 (vs AU$0.12 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$194.1m (up 3.4% from FY 2020). Net income: AU$23.7m (up 61% from FY 2020). Profit margin: 12% (up from 7.8% in FY 2020). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 28Upcoming dividend of AU$0.031 per shareEligible shareholders must have bought the stock before 05 October 2021. Payment date: 29 October 2021. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.9%).Reported Earnings • Aug 27Full year 2021 earnings released: EPS AU$0.17 (vs AU$0.12 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$388.2m (up 107% from FY 2020). Net income: AU$383.4m (up AU$368.2m from FY 2020). Profit margin: 99% (up from 8.1% in FY 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.Executive Departure • May 03Independent Non-Executive Director has left the companyOn the 30th of April, Jodie Leonard's tenure as Independent Non-Executive Director ended after 2.4 years in the role. As of December 2020, Jodie personally held 67.09k shares (€176k worth at the time). Jodie is the only executive to leave the company over the last 12 months.Upcoming Dividend • Mar 10Upcoming Dividend of AU$0.01 Per ShareWill be paid on the 15th of April to those who are registered shareholders by the 17th of March. The trailing yield of 1.1% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (2.3%).Analyst Estimate Surprise Post Earnings • Mar 03Revenue misses expectationsRevenue missed analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 20%, compared to a 5.1% growth forecast for the Personal Products industry in Germany.Reported Earnings • Feb 28First half 2021 earnings released: EPS AU$0.072 (vs AU$0.034 in 1H 2020)The company reported a solid first half result with improved earnings and profit margins, although revenues were flat. First half 2021 results: Revenue: AU$84.5m (flat on 1H 2020). Net income: AU$9.86m (up 133% from 1H 2020). Profit margin: 12% (up from 5.0% in 1H 2020).Is New 90 Day High Low • Feb 25New 90-day high: €2.66The company is up 9.0% from its price of €2.44 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Personal Products industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.37 per share.Is New 90 Day High Low • Oct 30New 90-day low: €2.28The company is down 3.0% from its price of €2.36 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Personal Products industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.88 per share.業績と収益の成長予測DB:BWZ - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/2025210491416/30/20241992111616/30/2023186-91627112/31/2022180-432-69-48N/A9/30/2022189-385-57-32N/A6/30/2022198-337-45-15N/A3/31/2022194-169-282N/A12/31/20211962-1118N/A9/30/202119010-122N/A6/30/202118318826N/A3/31/2021186191427N/A12/31/2020188202028N/A9/30/2020188172128N/A6/30/2020188152127N/A3/31/202017713N/AN/AN/A12/31/2019165111519N/A9/30/201915710712N/A6/30/201915010-14N/A3/31/201915013N/AN/AN/A12/31/201815016-11-7N/A9/30/201814918-5-1N/A6/30/20181491924N/A3/31/20181261556N/A12/31/20171021178N/A9/30/201788121011N/A6/30/201773131313N/A3/31/201768141212N/A12/31/201664141112N/A9/30/20165913N/A11N/A6/30/20165412N/A10N/A3/31/2016478N/A8N/A12/31/2015414N/A7N/A9/30/2015341N/A2N/A6/30/201528-2N/A-2N/A6/30/201490N/A0N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BWZは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 0.2% ) よりも高い成長率であると考えられます。収益対市場: BWZ今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: BWZ今後 3 年以内に収益を上げることが予想されます。収益対市場: BWZの収益 ( 6.3% ) German市場 ( 6.2% ) よりも速いペースで成長すると予測されています。高い収益成長: BWZの収益 ( 6.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BWZの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YHousehold 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2023/06/20 19:04終値2023/03/23 00:00収益2022/12/31年間収益2022/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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BWX Limited 1 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。5 アナリスト機関Cameron BellCanaccord GenuitySam TeegerCitigroup IncElijah MayrCLSA2 その他のアナリストを表示
お知らせ • Jan 31BWX Limited Provides Revised Earnings Guidance for the Year Ending 30 June 2023BWX Limited provided revised earnings guidance for the year ending 30 June 2023. The company now expects revenue to be in the range of AUD 170 million - AUD 190 million against previous guidance of AUD 205 million - AUD 230 million.
Board Change • Mar 10High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Chairman Steve Fisher is the most experienced director on the board, commencing their role in 2022. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 10+ 1 more updateBWX Limited Announces Board ChangesBWX Limited announced the appointment of Mr. Marcus Derwin as an independent non- executive director of the Company and Chair of the Audit & Risk Committee with effect on 10 February 2023. Mr. Derwin is a highly experienced executive and director with an extensive background in corporate restructuring and M&A. He has operated across a number of industry sectors and international markets, including the Americas and the UK over the past 25 years. He has held senior roles at PwC, NAB, AMP Capital and KPMG through his professional career. He is a qualified Chartered Accountant (CA ANZ) since 1990 and a member of the AICD (MAICD) since 2002. BWX welcomes Mr. Derwin. Mr. Ian Campbell has resigned as a non-executive director of the Company with effect on 10 February 2023. Mr. Campbell was appointed as a Non-Executive Director of BWX in 2015, before being appointed as Chair in September 2018. He also served as Chair of the People & Culture Committee since July 2020. He made a significant contribution to BWX including helping to guide the business through its Initial Public Offering in 2015, the global pandemic and at the same time overseeing BWX's move to its new head office and manufacturing hub in Clayton, Victoria. BWX would like to sincerely thank Mr. Campbell for his contributions to BWX. BWX remains committed to Board renewal and is still seeking to appoint at least one additional independent non-executive director.
お知らせ • Jan 31BWX Limited Provides Revised Earnings Guidance for the Year Ending 30 June 2023BWX Limited provided revised earnings guidance for the year ending 30 June 2023. The company now expects revenue to be in the range of AUD 170 million - AUD 190 million against previous guidance of AUD 205 million - AUD 230 million.
Reported Earnings • Dec 21Full year 2022 earnings released: AU$2.14 loss per share (vs AU$0.13 profit in FY 2021)Full year 2022 results: AU$2.14 loss per share (down from AU$0.13 profit in FY 2021). Revenue: AU$198.3m (up 8.3% from FY 2021). Net loss: AU$337.0m (down AU$354.5m from profit in FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 19BWX Limited, Annual General Meeting, Feb 27, 2023BWX Limited, Annual General Meeting, Feb 27, 2023.
Buying Opportunity • Aug 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 44%. The fair value is estimated to be €0.60, 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 10%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 80% per annum over the same time period.
Recent Insider Transactions • Jun 19Insider recently bought €20m worth of stockOn the 17th of June, John Forrest bought around 27m shares on-market at roughly €0.73 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €20m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Mar 04Independent Non-Executive Chairman recently bought €66k worth of stockOn the 3rd of March, Ian Campbell bought around 41k shares on-market at roughly €1.59 per share. This was the largest purchase by an insider in the last 3 months. This was Ian's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment deteriorated over the past weekAfter last week's 28% share price decline to €1.52, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 28x in the Personal Products industry in Europe. Total returns to shareholders of 7.6% over the past three years.
Reported Earnings • Feb 26First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: AU$0.015 loss per share (down from AU$0.071 profit in 1H 2021). Revenue: AU$103.4m (up 22% from 1H 2021). Net loss: AU$2.34m (down 124% from profit in 1H 2021). Revenue missed analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 41%, 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 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €2.30, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 30x in the Personal Products industry in Europe. Total returns to shareholders of 154% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.78 per share.
Reported Earnings • Oct 07Full year 2021 earnings released: EPS AU$0.17 (vs AU$0.12 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$194.1m (up 3.4% from FY 2020). Net income: AU$23.7m (up 61% from FY 2020). Profit margin: 12% (up from 7.8% in FY 2020). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 28Upcoming dividend of AU$0.031 per shareEligible shareholders must have bought the stock before 05 October 2021. Payment date: 29 October 2021. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.9%).
Reported Earnings • Aug 27Full year 2021 earnings released: EPS AU$0.17 (vs AU$0.12 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$388.2m (up 107% from FY 2020). Net income: AU$383.4m (up AU$368.2m from FY 2020). Profit margin: 99% (up from 8.1% in FY 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.
Executive Departure • May 03Independent Non-Executive Director has left the companyOn the 30th of April, Jodie Leonard's tenure as Independent Non-Executive Director ended after 2.4 years in the role. As of December 2020, Jodie personally held 67.09k shares (€176k worth at the time). Jodie is the only executive to leave the company over the last 12 months.
Upcoming Dividend • Mar 10Upcoming Dividend of AU$0.01 Per ShareWill be paid on the 15th of April to those who are registered shareholders by the 17th of March. The trailing yield of 1.1% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (2.3%).
Analyst Estimate Surprise Post Earnings • Mar 03Revenue misses expectationsRevenue missed analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 20%, compared to a 5.1% growth forecast for the Personal Products industry in Germany.
Reported Earnings • Feb 28First half 2021 earnings released: EPS AU$0.072 (vs AU$0.034 in 1H 2020)The company reported a solid first half result with improved earnings and profit margins, although revenues were flat. First half 2021 results: Revenue: AU$84.5m (flat on 1H 2020). Net income: AU$9.86m (up 133% from 1H 2020). Profit margin: 12% (up from 5.0% in 1H 2020).
Is New 90 Day High Low • Feb 25New 90-day high: €2.66The company is up 9.0% from its price of €2.44 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Personal Products industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.37 per share.
Is New 90 Day High Low • Oct 30New 90-day low: €2.28The company is down 3.0% from its price of €2.36 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Personal Products industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.88 per share.