View ValuationADF Group 将来の成長Future 基準チェック /56ADF Groupは、42.6%と25.9%でそれぞれ年率42.6%で利益と収益が成長すると予測される一方、EPSはgrowで42.4%年率。主要情報42.6%収益成長率42.36%EPS成長率Metals and Mining 収益成長18.3%収益成長率25.9%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16 Apr 2026今後の成長に関する最新情報お知らせ • Jun 11ADF Group Inc. Provides Earnings Guidance for the Second Half of Fiscal Year Ending January 31, 2026ADF Group Inc. provided earnings guidance for the second half of fiscal year ending January 31, 2026. For the half, the company expects increase in revenue and profitability for the second half of fiscal year ending January 31, 2026.すべての更新を表示Recent updatesお知らせ • May 10ADF Group Inc. Announces Retirement of Jean-Francois Boursier as Chief Financial Officer, Effective December 31, 2026ADF Group Inc. announced that Mr. Jean-Francois Boursier, Chief Financial Officer, will retire on December 31, 2026, after more than 16 years of service with ADF Group Inc. He will remain in his position until that date and then, starting January 1, 2027, will serve as a strategic advisor until a date to be confirmed, to ensure a smooth transition.お知らせ • Apr 18ADF Group Inc. Announces Semi-Annual Dividend, Payable on May 15, 2026On April 15, 2026, ADF Group announced the payment of a semi-annual dividend of $0.02 per subordinate voting share and per multiple voting shares, which will be paid on May 15, 2026, to Shareholders of Record as at April 27, 2026.お知らせ • Apr 07ADF Group Inc. to Report Fiscal Year 2026 Results on Apr 16, 2026ADF Group Inc. announced that they will report fiscal year 2026 results at 7:00 AM, US Eastern Standard Time on Apr 16, 2026お知らせ • Mar 24ADF Group Inc., Annual General Meeting, Jun 09, 2026ADF Group Inc., Annual General Meeting, Jun 09, 2026. Location: quebec, terrebonne Canadaお知らせ • Dec 04ADF Group Inc. to Report Q3, 2026 Results on Dec 11, 2025ADF Group Inc. announced that they will report Q3, 2026 results at 7:00 AM, US Eastern Standard Time on Dec 11, 2025お知らせ • Sep 19ADF Group Inc. (TSX:DRX) completed the acquisition of Groupe LAR Inc.ADF Group Inc. (TSX:DRX) entered into an agreement to acquire Groupe LAR Inc. for $19 million on September 2, 2025. The consideration consists of $15 million in cash, plus a closing adjustment, and the issuance of 449,944 subordinate voting shares of ADF Group, representing the equivalent of $4 million in subordinate voting shares of the Corporation. For the year ending on December 2024, Groupe LAR reported revenue of $80.9 million. The Transaction is expected to close shortly after approval by the Court, subject to the satisfaction or waiver, as applicable, of the other closing conditions customary for transactions of this nature, including approval by the Toronto Stock Exchange. ADF Group Inc. (TSX:DRX) completed the acquisition of Groupe LAR Inc. on September 18, 2025.お知らせ • Sep 13ADF Group Inc. Approves Semi Annual Dividend, Payable on October 16, 2025On September 10, 2025, the Board of Directors of ADF Group approved the payment of a semi-annual dividend of $0.02 per Subordinate Voting Share and per Multiple Voting Share, to be paid on October 16, 2025, to Shareholders of Record on September 26, 2025.お知らせ • Sep 04ADF Group Inc. to Report Q2, 2026 Results on Sep 11, 2025ADF Group Inc. announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Sep 11, 2025お知らせ • Sep 03ADF Group Inc. (TSX:DRX) agreed to acquire Groupe LAR Inc.ADF Group Inc. (TSX:DRX) entered into an agreement to acquire Groupe LAR Inc. for $19 million on September 2, 2025. The consideration consists of $15 million in cash, plus a closing adjustment, and the issuance of 449,944 subordinate voting shares of ADF Group, representing the equivalent of $4 million in subordinate voting shares of the Corporation. For the year ending on December 2024, Groupe LAR reported revenue of $80.9 million. The Transaction is expected to close shortly after approval by the Court, subject to the satisfaction or waiver, as applicable, of the other closing conditions customary for transactions of this nature, including approval by the Toronto Stock Exchange.お知らせ • Jun 11ADF Group Inc. Provides Earnings Guidance for the Second Half of Fiscal Year Ending January 31, 2026ADF Group Inc. provided earnings guidance for the second half of fiscal year ending January 31, 2026. For the half, the company expects increase in revenue and profitability for the second half of fiscal year ending January 31, 2026.お知らせ • Apr 10+ 1 more updateADF Group Inc. to Report Q1, 2026 Results on Jun 10, 2025ADF Group Inc. announced that they will report Q1, 2026 results on Jun 10, 2025お知らせ • Apr 03ADF Group Inc. to Report Fiscal Year 2025 Results on Apr 10, 2025ADF Group Inc. announced that they will report fiscal year 2025 results at 7:00 AM, US Eastern Standard Time on Apr 10, 2025お知らせ • Mar 24ADF Group Inc., Annual General Meeting, Jun 10, 2025ADF Group Inc., Annual General Meeting, Jun 10, 2025. Location: quebec, terrebonne Canadaお知らせ • Feb 03ADF Group Inc. Appoints Luc Reny as an Independent Member of the Board of Directors, Member of the Compensation, Nominating and Governance Committee and Audit CommitteeADF Group Inc. announced the appointment of Mr. Luc Reny as an independent member of the corporation's board of directors, effective January 31, 2025. Mr. Reny will also serve as a member of the Corporation's Compensation, Nominating and Governance Committee and Audit Committee. Mr. Reny act as Vice President of Power Corporation since 2005. He is also President of Square Victoria Real Estate Inc. Mr. Reny joined Power Corporation in 1989, where he successively served as Financial Analyst, Executive Assistant to the President, and Head of administration. Mr. Reny began his career at the Caisse de dépôt et placement du Quebec, as a financial analyst until 1989.Mr. Reny is a member of the Board of Directors and Chairman of the Audit Committee of Liberty Springs. He is also a member of the Advisory Committee of Gestion B, family office of the Bourgeois family. He was a member of the Board of Directors and Audit Committee of Square Victoria Communications Group and La Presse ltée until July 2018. He was also a member and Chairman of the Board of Napec Inc. and a member of the Board of Directors of Biogénie, Vision IP, Groupe Neptune and Remparts de Québec. Over the years, Mr. Reny has participated in numerous fundraising activities for various charitable organizations. He is currently Chairman of the Board of Directors of the Armand-Frappier Foundation and a member of the Boards of Directors of the Olo Foundation and the Baxter & Alma Ricard Foundation. Mr. Reny holds a Bachelor of Commerce degree from the Laval University and an Executive MBA from the University of Sherbrooke. He also holds a Chartered Financial Analyst (CFA) diploma from the CFA Institute in Virginia, USA. He obtained his Corporate Director Certification (ASC) from the Collège des administrateurs in February 2017.Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Independent Director Jean Rochette was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 05ADF Group Inc. to Report Q3, 2025 Results on Dec 12, 2024ADF Group Inc. announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Dec 12, 2024Valuation Update With 7 Day Price Move • Oct 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.95, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 447% over the past three years.Declared Dividend • Sep 16First half dividend of CA$0.02 announcedShareholders will receive a dividend of CA$0.02. Ex-date: 27th September 2024 Payment date: 17th October 2024 Dividend yield will be 0.4%, which is lower than the industry average of 4.8%. Payout Ratios Payout ratio: 1%. Cash payout ratio: 2%.Reported Earnings • Sep 13Second quarter 2025 earnings released: EPS: CA$0.51 (vs CA$0.32 in 2Q 2024)Second quarter 2025 results: EPS: CA$0.51 (up from CA$0.32 in 2Q 2024). Revenue: CA$74.9m (down 6.6% from 2Q 2024). Net income: CA$16.0m (up 52% from 2Q 2024). Profit margin: 21% (up from 13% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 06ADF Group Inc. to Report Q2, 2025 Results on Sep 12, 2024ADF Group Inc. announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on Sep 12, 2024Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €11.20, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 804% over the past three years.Buy Or Sell Opportunity • Jun 15Now 22% undervaluedOver the last 90 days, the stock has risen 103% to €11.90. The fair value is estimated to be €15.24, 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 56%. Revenue is forecast to grow by 7.1% in a year. Earnings are forecast to grow by 4.2% in the next year.お知らせ • Jun 13ADF Group Inc. Approves Amendment to Dividend Policy to Increase Semi Annual DividendBoard of Directors of ADF Group Inc. approved the amendment to its Dividend Policy to increase its semi- annual dividend from $0.01 per share to $0.02 per share. The amendment will apply to the next dividend payment scheduled for October 2024. The company noted, however, that the declaration and payment of dividends remains at the discretion of the corporation's Board of Directors.Reported Earnings • Jun 12First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: CA$107.4m (up 34% from 1Q 2024). Net income: CA$15.3m (up 184% from 1Q 2024). Profit margin: 14% (up from 6.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Metals and Mining industry in Europe.Reported Earnings • May 06Full year 2024 earnings released: EPS: CA$1.15 (vs CA$0.46 in FY 2023)Full year 2024 results: EPS: CA$1.15 (up from CA$0.46 in FY 2023). Revenue: CA$331.0m (up 32% from FY 2023). Net income: CA$37.6m (up 152% from FY 2023). Profit margin: 11% (up from 6.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 111% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €9.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Metals and Mining industry in Europe. Total returns to shareholders of 859% over the past three years.Declared Dividend • Apr 15Final dividend of CA$0.01 announcedShareholders will receive a dividend of CA$0.01. Ex-date: 25th April 2024 Payment date: 15th May 2024 Dividend yield will be 0.2%, which is lower than the industry average of 4.8%. Payout Ratios Payout ratio: 2%. Cash payout ratio: 0.9147%.お知らせ • Apr 13ADF Group Inc. Announces Semi-Annual Dividend, Payable on May 15, 2024ADF Group Inc. announced on April 10, 2024, the payment of a semi-annual dividend of $0.01 per subordinate voting share and per multiple voting shares, which will be paid on May 15, 2024, to Shareholders of Record as at April 26, 2024.お知らせ • Apr 12ADF Group Inc. to Report Q1, 2025 Results on Jun 11, 2024ADF Group Inc. announced that they will report Q1, 2025 results on Jun 11, 2024Reported Earnings • Apr 11Full year 2024 earnings released: EPS: CA$1.15 (vs CA$0.46 in FY 2023)Full year 2024 results: EPS: CA$1.15 (up from CA$0.46 in FY 2023). Revenue: CA$331.0m (up 32% from FY 2023). Net income: CA$37.6m (up 152% from FY 2023). Profit margin: 11% (up from 6.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 1.4% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 99% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 04ADF Group Inc. to Report Fiscal Year 2024 Results on Apr 11, 2024ADF Group Inc. announced that they will report fiscal year 2024 results at 7:00 AM, US Eastern Standard Time on Apr 11, 2024Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €6.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 464% over the past three years.お知らせ • Mar 22ADF Group Inc., Annual General Meeting, Jun 11, 2024ADF Group Inc., Annual General Meeting, Jun 11, 2024.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €7.00, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 557% over the past three years.Buy Or Sell Opportunity • Feb 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 67% to €5.90. The fair value is estimated to be €4.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.New Risk • Feb 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Feb 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 71% to €6.05. The fair value is estimated to be €4.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.New Risk • Dec 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Dec 08Third quarter 2024 earnings released: EPS: CA$0.34 (vs CA$0.089 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.34 (up from CA$0.089 in 3Q 2023). Revenue: CA$82.1m (up 26% from 3Q 2023). Net income: CA$11.2m (up 285% from 3Q 2023). Profit margin: 14% (up from 4.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 02ADF Group Inc. to Report Q3, 2024 Results on Dec 07, 2023ADF Group Inc. announced that they will report Q3, 2024 results at 7:00 AM, US Eastern Standard Time on Dec 07, 2023Recent Insider Transactions • Oct 29Independent Director recently bought €69k worth of stockOn the 25th of October, Jean Rochette bought around 20k shares on-market at roughly €3.43 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Upcoming Dividend • Sep 21Upcoming dividend of CA$0.01 per share at 0.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 17 October 2023. Payout ratio is a comfortable 3.3% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.5%).お知らせ • Sep 08ADF Group Inc. Announces Payment of Semi Annual Dividend, Payable on October 17, 2023On September 6, 2023, ADF Group announced the payment of a semi-annual dividend of $0.01 per subordinate voting share and per multiple voting share, to be paid on October 17, 2023 to Shareholders of Record as of September 29, 2023.Reported Earnings • Sep 08Second quarter 2024 earnings released: EPS: CA$0.32 (vs CA$0.17 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.32 (up from CA$0.17 in 2Q 2023). Revenue: CA$80.2m (up 21% from 2Q 2023). Net income: CA$10.5m (up 94% from 2Q 2023). Profit margin: 13% (up from 8.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 02ADF Group Inc. to Report Q2, 2024 Results on Sep 07, 2023ADF Group Inc. announced that they will report Q2, 2024 results at 7:00 AM, US Eastern Standard Time on Sep 07, 2023Reported Earnings • Jun 08First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: CA$80.3m (up 18% from 1Q 2023). Net income: CA$5.37m (up 26% from 1Q 2023). Profit margin: 6.7% (up from 6.3% in 1Q 2023). The increase in margin was driven by higher revenue.お知らせ • Jun 03ADF Group Inc. to Report Q1, 2024 Results on Jun 07, 2023ADF Group Inc. announced that they will report Q1, 2024 results at 7:00 AM, US Eastern Standard Time on Jun 07, 2023Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.96, the stock trades at a trailing P/E ratio of 6.3x. Average trailing P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 260% over the past three years.Reported Earnings • Apr 30Full year 2023 earnings released: EPS: CA$0.46 (vs CA$0.29 in FY 2022)Full year 2023 results: EPS: CA$0.46 (up from CA$0.29 in FY 2022). Revenue: CA$250.9m (down 11% from FY 2022). Net income: CA$14.9m (up 56% from FY 2022). Profit margin: 6.0% (up from 3.4% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 20Upcoming dividend of CA$0.01 per share at 0.9% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 4.8% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.2%).Reported Earnings • Dec 08Third quarter 2023 earnings released: EPS: CA$0.089 (vs CA$0.085 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.089 (up from CA$0.085 in 3Q 2022). Revenue: CA$65.0m (down 41% from 3Q 2022). Net income: CA$2.91m (up 4.4% from 3Q 2022). Profit margin: 4.5% (up from 2.5% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jean Rochette was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 21Upcoming dividend of CA$0.01 per shareEligible shareholders must have bought the stock before 28 September 2022. Payment date: 18 October 2022. Payout ratio is a comfortable 4.9% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (10%).Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.36, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 4x in the Metals and Mining industry in Germany. Total returns to shareholders of 88% over the past three years.Reported Earnings • Sep 09Second quarter 2023 earnings released: EPS: CA$0.17 (vs CA$0.046 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.17 (up from CA$0.046 in 2Q 2022). Revenue: CA$66.4m (down 9.3% from 2Q 2022). Net income: CA$5.43m (up 262% from 2Q 2022). Profit margin: 8.2% (up from 2.0% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 09First quarter 2023 earnings released: EPS: CA$0.13 (vs CA$0.14 in 1Q 2022)First quarter 2023 results: EPS: CA$0.13 (down from CA$0.14 in 1Q 2022). Revenue: CA$68.0m (up 35% from 1Q 2022). Net income: CA$4.26m (down 3.2% from 1Q 2022). Profit margin: 6.3% (down from 8.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €1.02, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 5x in the Metals and Mining industry in Germany. Total returns to shareholders of 31% over the past three years.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jean Rochette was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 21Upcoming dividend of CA$0.01 per shareEligible shareholders must have bought the stock before 28 April 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 6.8% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (7.8%).Reported Earnings • Apr 14Full year 2022 earnings released: EPS: CA$0.29 (vs CA$0.21 in FY 2021)Full year 2022 results: EPS: CA$0.29 (up from CA$0.21 in FY 2021). Revenue: CA$280.7m (up 63% from FY 2021). Net income: CA$9.56m (up 39% from FY 2021). Profit margin: 3.4% (down from 4.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to €1.35, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 7x in the Metals and Mining industry in Germany. Total returns to shareholders of 95% over the past three years.Reported Earnings • Dec 09Third quarter 2022 earnings: Revenues in line with analyst expectationsThird quarter 2022 results: Revenue: CA$110.2m (up 134% from 3Q 2021). Net income: CA$2.79m (up 8.1% from 3Q 2021). Profit margin: 2.5% (down from 5.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of CA$0.01 per shareEligible shareholders must have bought the stock before 28 September 2021. Payment date: 15 October 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (7.2%).Valuation Update With 7 Day Price Move • Sep 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €1.18, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 18x in the Metals and Mining industry in Germany. Total returns to shareholders of 33% over the past three years.Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS CA$0.046 (vs CA$0.065 in 2Q 2021)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: CA$73.2m (up 72% from 2Q 2021). Net income: CA$1.50m (down 29% from 2Q 2021). Profit margin: 2.0% (down from 5.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 20% share price gain to CA$1.53, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 13x in the Metals and Mining industry in Europe. Total returns to shareholders of 62% over the past three years.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improved over the past weekAfter last week's 19% share price gain to CA$1.17, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 13x in the Metals and Mining industry in Europe. Total returns to shareholders of 17% over the past three years.Reported Earnings • Jun 12First quarter 2022 earnings released: EPS CA$0.14 (vs CA$0.002 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: CA$50.4m (up 10.0% from 1Q 2021). Net income: CA$4.40m (up CA$4.33m from 1Q 2021). Profit margin: 8.7% (up from 0.1% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Executive Departure • Jun 11Independent Director Frank Di Tomaso has left the companyOn the 9th of June, Frank Di Tomaso's tenure as Independent Director ended after 6.1 years in the role. We don't have any record of a personal shareholding under Frank's name. A total of 4 executives have left over the last 12 months.Executive Departure • Jun 11Independent Director Michèle Desjardins has left the companyOn the 9th of June, Michèle Desjardins' tenure as Independent Director ended after 6.1 years in the role. We don't have any record of a personal shareholding under Michèle's name. A total of 4 executives have left over the last 12 months.Reported Earnings • May 05Full year 2021 earnings released: EPS CA$0.21 (vs CA$0.065 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: CA$172.6m (down 4.0% from FY 2020). Net income: CA$6.87m (up CA$9.00m from FY 2020). Profit margin: 4.0% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 22Upcoming dividend of CA$0.01 per shareEligible shareholders must have bought the stock before 29 April 2021. Payment date: 17 May 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.6%).Reported Earnings • Apr 10Full year 2021 earnings released: EPS CA$0.21 (vs CA$0.065 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: CA$172.6m (down 4.0% from FY 2020). Net income: CA$6.87m (up CA$9.00m from FY 2020). Profit margin: 4.0% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 19ADF Group Inc., Annual General Meeting, Jun 09, 2021ADF Group Inc., Annual General Meeting, Jun 09, 2021.Is New 90 Day High Low • Feb 11New 90-day high: €1.09The company is up 49% from its price of €0.73 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 54% over the same period.お知らせ • Jan 28ADF Group Inc. Announces the Awards of New Contracts Signed in the United States and in Canada with A Total Value of $102 MillionADF Group Inc. announced the award of new contracts in the commercial building and transportation infrastructure sectors in the USA and in Canada, worth a total of $102 million. The scope of the largest of these contracts, in terms of value and tonnage, covers all services included in ADF's global offer, which consist in the design and engineering of connections, fabrication including industrial coating, the production of shop drawings, steel procurement, and the installation of the new steel structure of a large commercial building in Southeastern U.S.A. This project is characterized by a fast-track construction schedule. Fabrication is expected to start in the first months of 2021 at ADF's plant located in Terrebonne, Quebec. The other major contracts won by ADF; in the transportation infrastructure sector in the Western USA and in the commercial building sector in Eastern Canada, also subject to accelerated schedules, include all services comprised in ADF's overall offering. All of these contracts are scheduled to begin in the coming months, and will run until the end of the year 2021. Both ADF's fabrication plants and paint shops, in Terrebonne, Quebec, and in Great Falls in the state of Montana, will be involved in the carrying out these new projects.Is New 90 Day High Low • Jan 23New 90-day high: €0.96The company is up 33% from its price of €0.72 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 56% over the same period.お知らせ • Dec 10ADF Group Inc. to Report Q3, 2021 Results on Dec 09, 2020ADF Group Inc. announced that they will report Q3, 2021 results at 7:00 AM, US Eastern Standard Time on Dec 09, 2020Is New 90 Day High Low • Nov 30New 90-day high: €0.79The company is up 17% from its price of €0.68 on 01 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 2.0% over the same period.お知らせ • Nov 26ADF GROUP INC. Announces New Contracts in the U.S. Worth A Total of $101 MillionADF GROUP INC. announced the award of two new contracts in the commercial building sector in the U.S.A., worth a total of $101 million. The scope of the large of these contracts, in terms of value and tonnage, relates to the design and engineering of connections, fabrication, which also includes industrial coating and the supply of raw material (steel), and the installation of the steel structure of a new building with a commercial vocation in the Northwestern U.S.A. This project is characterized not only by its high tonnage, but also by a fast-track construction schedule. Fabrication is expected to start in the first months of 2021 at ADF's plant located in Terrebonne, Quebec, and will run until the third quarter of the year 2021. The other contract won by ADF is located in the Northeastern U.S.A. and consists in, among other things, the supply of raw material (steel) and shop drawings, and the fabrication of the steel structure used in the construction of a new government building. This new contract will take off in January 2021 with the design and engineering of connections and shop drawings. Fabrication is expected to begin later in 2021 and will run until mid-2022.Is New 90 Day High Low • Sep 22New 90-day high: €0.78The company is up 12% from its price of €0.69 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Metals and Mining industry, which is also up 12% over the same period.お知らせ • Sep 09ADF Group Inc. to Report Q2, 2021 Results on Sep 10, 2020ADF Group Inc. announced that they will report Q2, 2021 results at 7:00 AM, US Eastern Standard Time on Sep 10, 2020業績と収益の成長予測DB:4QM - アナリストの将来予測と過去の財務データ ( )CAD 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1/31/20284386337N/A11/31/20273414015N/A11/31/2026259263849N/A10/31/202525729515N/A7/31/202526635-42N/A4/30/20252885093103N/A1/31/2025340574655N/A10/31/2024351587685N/A7/31/2024353537788N/A4/30/202435848714N/A1/31/2024331387178N/A10/31/2023294292935N/A7/31/2023277214855N/A4/30/2023263163443N/A1/31/202325115-15-3N/A10/31/202224613-23-6N/A7/31/202229213-33-15N/A4/30/20222989-36-14N/A1/31/202228110-193N/A10/31/202127111117N/A7/31/202120811518N/A4/30/2021177112329N/A1/31/202117372729N/A10/31/202018252022N/A7/31/2020177-21920N/A4/30/2020188-41214N/A1/31/2020180-2-3-1N/A10/31/2019162-3N/A4N/A7/31/20191663N/A12N/A4/30/20191442N/A13N/A1/31/20191350N/A12N/A10/31/2018156-8N/A12N/A7/31/2018147-11N/A-3N/A4/30/2018160-8N/A2N/A1/31/2018180-7N/A4N/A10/31/20171682N/A-3N/A7/31/20171513N/A-2N/A4/30/20171261N/A-11N/A1/31/20171031N/A-11N/A10/31/2016952N/A-2N/A7/31/2016963N/A0N/A4/30/2016953N/A-1N/A1/31/2016982N/A-1N/A10/31/2015880N/A6N/A7/31/201579-2N/A9N/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: 4QMの予測収益成長率 (年間42.6% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 4QMの収益 ( 42.6% ) はGerman市場 ( 17% ) よりも速いペースで成長すると予測されています。高成長収益: 4QMの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 4QMの収益 ( 25.9% ) German市場 ( 7.1% ) 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: 4QMの収益 ( 25.9% ) 20%よりも速いペースで成長すると予測されています。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: 4QM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7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/18 09:34終値2026/05/15 00:00収益2026/01/31年間収益2026/01/31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本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ADF Group Inc. 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。6 アナリスト機関Nicholas CortellucciAtrium ResearchYuri LynkCanaccord GenuityBenoit CaronNational Bank Financial3 その他のアナリストを表示
お知らせ • Jun 11ADF Group Inc. Provides Earnings Guidance for the Second Half of Fiscal Year Ending January 31, 2026ADF Group Inc. provided earnings guidance for the second half of fiscal year ending January 31, 2026. For the half, the company expects increase in revenue and profitability for the second half of fiscal year ending January 31, 2026.
お知らせ • May 10ADF Group Inc. Announces Retirement of Jean-Francois Boursier as Chief Financial Officer, Effective December 31, 2026ADF Group Inc. announced that Mr. Jean-Francois Boursier, Chief Financial Officer, will retire on December 31, 2026, after more than 16 years of service with ADF Group Inc. He will remain in his position until that date and then, starting January 1, 2027, will serve as a strategic advisor until a date to be confirmed, to ensure a smooth transition.
お知らせ • Apr 18ADF Group Inc. Announces Semi-Annual Dividend, Payable on May 15, 2026On April 15, 2026, ADF Group announced the payment of a semi-annual dividend of $0.02 per subordinate voting share and per multiple voting shares, which will be paid on May 15, 2026, to Shareholders of Record as at April 27, 2026.
お知らせ • Apr 07ADF Group Inc. to Report Fiscal Year 2026 Results on Apr 16, 2026ADF Group Inc. announced that they will report fiscal year 2026 results at 7:00 AM, US Eastern Standard Time on Apr 16, 2026
お知らせ • Mar 24ADF Group Inc., Annual General Meeting, Jun 09, 2026ADF Group Inc., Annual General Meeting, Jun 09, 2026. Location: quebec, terrebonne Canada
お知らせ • Dec 04ADF Group Inc. to Report Q3, 2026 Results on Dec 11, 2025ADF Group Inc. announced that they will report Q3, 2026 results at 7:00 AM, US Eastern Standard Time on Dec 11, 2025
お知らせ • Sep 19ADF Group Inc. (TSX:DRX) completed the acquisition of Groupe LAR Inc.ADF Group Inc. (TSX:DRX) entered into an agreement to acquire Groupe LAR Inc. for $19 million on September 2, 2025. The consideration consists of $15 million in cash, plus a closing adjustment, and the issuance of 449,944 subordinate voting shares of ADF Group, representing the equivalent of $4 million in subordinate voting shares of the Corporation. For the year ending on December 2024, Groupe LAR reported revenue of $80.9 million. The Transaction is expected to close shortly after approval by the Court, subject to the satisfaction or waiver, as applicable, of the other closing conditions customary for transactions of this nature, including approval by the Toronto Stock Exchange. ADF Group Inc. (TSX:DRX) completed the acquisition of Groupe LAR Inc. on September 18, 2025.
お知らせ • Sep 13ADF Group Inc. Approves Semi Annual Dividend, Payable on October 16, 2025On September 10, 2025, the Board of Directors of ADF Group approved the payment of a semi-annual dividend of $0.02 per Subordinate Voting Share and per Multiple Voting Share, to be paid on October 16, 2025, to Shareholders of Record on September 26, 2025.
お知らせ • Sep 04ADF Group Inc. to Report Q2, 2026 Results on Sep 11, 2025ADF Group Inc. announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Sep 11, 2025
お知らせ • Sep 03ADF Group Inc. (TSX:DRX) agreed to acquire Groupe LAR Inc.ADF Group Inc. (TSX:DRX) entered into an agreement to acquire Groupe LAR Inc. for $19 million on September 2, 2025. The consideration consists of $15 million in cash, plus a closing adjustment, and the issuance of 449,944 subordinate voting shares of ADF Group, representing the equivalent of $4 million in subordinate voting shares of the Corporation. For the year ending on December 2024, Groupe LAR reported revenue of $80.9 million. The Transaction is expected to close shortly after approval by the Court, subject to the satisfaction or waiver, as applicable, of the other closing conditions customary for transactions of this nature, including approval by the Toronto Stock Exchange.
お知らせ • Jun 11ADF Group Inc. Provides Earnings Guidance for the Second Half of Fiscal Year Ending January 31, 2026ADF Group Inc. provided earnings guidance for the second half of fiscal year ending January 31, 2026. For the half, the company expects increase in revenue and profitability for the second half of fiscal year ending January 31, 2026.
お知らせ • Apr 10+ 1 more updateADF Group Inc. to Report Q1, 2026 Results on Jun 10, 2025ADF Group Inc. announced that they will report Q1, 2026 results on Jun 10, 2025
お知らせ • Apr 03ADF Group Inc. to Report Fiscal Year 2025 Results on Apr 10, 2025ADF Group Inc. announced that they will report fiscal year 2025 results at 7:00 AM, US Eastern Standard Time on Apr 10, 2025
お知らせ • Mar 24ADF Group Inc., Annual General Meeting, Jun 10, 2025ADF Group Inc., Annual General Meeting, Jun 10, 2025. Location: quebec, terrebonne Canada
お知らせ • Feb 03ADF Group Inc. Appoints Luc Reny as an Independent Member of the Board of Directors, Member of the Compensation, Nominating and Governance Committee and Audit CommitteeADF Group Inc. announced the appointment of Mr. Luc Reny as an independent member of the corporation's board of directors, effective January 31, 2025. Mr. Reny will also serve as a member of the Corporation's Compensation, Nominating and Governance Committee and Audit Committee. Mr. Reny act as Vice President of Power Corporation since 2005. He is also President of Square Victoria Real Estate Inc. Mr. Reny joined Power Corporation in 1989, where he successively served as Financial Analyst, Executive Assistant to the President, and Head of administration. Mr. Reny began his career at the Caisse de dépôt et placement du Quebec, as a financial analyst until 1989.Mr. Reny is a member of the Board of Directors and Chairman of the Audit Committee of Liberty Springs. He is also a member of the Advisory Committee of Gestion B, family office of the Bourgeois family. He was a member of the Board of Directors and Audit Committee of Square Victoria Communications Group and La Presse ltée until July 2018. He was also a member and Chairman of the Board of Napec Inc. and a member of the Board of Directors of Biogénie, Vision IP, Groupe Neptune and Remparts de Québec. Over the years, Mr. Reny has participated in numerous fundraising activities for various charitable organizations. He is currently Chairman of the Board of Directors of the Armand-Frappier Foundation and a member of the Boards of Directors of the Olo Foundation and the Baxter & Alma Ricard Foundation. Mr. Reny holds a Bachelor of Commerce degree from the Laval University and an Executive MBA from the University of Sherbrooke. He also holds a Chartered Financial Analyst (CFA) diploma from the CFA Institute in Virginia, USA. He obtained his Corporate Director Certification (ASC) from the Collège des administrateurs in February 2017.
Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Independent Director Jean Rochette was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 05ADF Group Inc. to Report Q3, 2025 Results on Dec 12, 2024ADF Group Inc. announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Dec 12, 2024
Valuation Update With 7 Day Price Move • Oct 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.95, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 447% over the past three years.
Declared Dividend • Sep 16First half dividend of CA$0.02 announcedShareholders will receive a dividend of CA$0.02. Ex-date: 27th September 2024 Payment date: 17th October 2024 Dividend yield will be 0.4%, which is lower than the industry average of 4.8%. Payout Ratios Payout ratio: 1%. Cash payout ratio: 2%.
Reported Earnings • Sep 13Second quarter 2025 earnings released: EPS: CA$0.51 (vs CA$0.32 in 2Q 2024)Second quarter 2025 results: EPS: CA$0.51 (up from CA$0.32 in 2Q 2024). Revenue: CA$74.9m (down 6.6% from 2Q 2024). Net income: CA$16.0m (up 52% from 2Q 2024). Profit margin: 21% (up from 13% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 06ADF Group Inc. to Report Q2, 2025 Results on Sep 12, 2024ADF Group Inc. announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on Sep 12, 2024
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €11.20, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 804% over the past three years.
Buy Or Sell Opportunity • Jun 15Now 22% undervaluedOver the last 90 days, the stock has risen 103% to €11.90. The fair value is estimated to be €15.24, 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 56%. Revenue is forecast to grow by 7.1% in a year. Earnings are forecast to grow by 4.2% in the next year.
お知らせ • Jun 13ADF Group Inc. Approves Amendment to Dividend Policy to Increase Semi Annual DividendBoard of Directors of ADF Group Inc. approved the amendment to its Dividend Policy to increase its semi- annual dividend from $0.01 per share to $0.02 per share. The amendment will apply to the next dividend payment scheduled for October 2024. The company noted, however, that the declaration and payment of dividends remains at the discretion of the corporation's Board of Directors.
Reported Earnings • Jun 12First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: CA$107.4m (up 34% from 1Q 2024). Net income: CA$15.3m (up 184% from 1Q 2024). Profit margin: 14% (up from 6.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Metals and Mining industry in Europe.
Reported Earnings • May 06Full year 2024 earnings released: EPS: CA$1.15 (vs CA$0.46 in FY 2023)Full year 2024 results: EPS: CA$1.15 (up from CA$0.46 in FY 2023). Revenue: CA$331.0m (up 32% from FY 2023). Net income: CA$37.6m (up 152% from FY 2023). Profit margin: 11% (up from 6.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 111% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €9.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Metals and Mining industry in Europe. Total returns to shareholders of 859% over the past three years.
Declared Dividend • Apr 15Final dividend of CA$0.01 announcedShareholders will receive a dividend of CA$0.01. Ex-date: 25th April 2024 Payment date: 15th May 2024 Dividend yield will be 0.2%, which is lower than the industry average of 4.8%. Payout Ratios Payout ratio: 2%. Cash payout ratio: 0.9147%.
お知らせ • Apr 13ADF Group Inc. Announces Semi-Annual Dividend, Payable on May 15, 2024ADF Group Inc. announced on April 10, 2024, the payment of a semi-annual dividend of $0.01 per subordinate voting share and per multiple voting shares, which will be paid on May 15, 2024, to Shareholders of Record as at April 26, 2024.
お知らせ • Apr 12ADF Group Inc. to Report Q1, 2025 Results on Jun 11, 2024ADF Group Inc. announced that they will report Q1, 2025 results on Jun 11, 2024
Reported Earnings • Apr 11Full year 2024 earnings released: EPS: CA$1.15 (vs CA$0.46 in FY 2023)Full year 2024 results: EPS: CA$1.15 (up from CA$0.46 in FY 2023). Revenue: CA$331.0m (up 32% from FY 2023). Net income: CA$37.6m (up 152% from FY 2023). Profit margin: 11% (up from 6.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 1.4% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 99% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 04ADF Group Inc. to Report Fiscal Year 2024 Results on Apr 11, 2024ADF Group Inc. announced that they will report fiscal year 2024 results at 7:00 AM, US Eastern Standard Time on Apr 11, 2024
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €6.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 464% over the past three years.
お知らせ • Mar 22ADF Group Inc., Annual General Meeting, Jun 11, 2024ADF Group Inc., Annual General Meeting, Jun 11, 2024.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €7.00, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 557% over the past three years.
Buy Or Sell Opportunity • Feb 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 67% to €5.90. The fair value is estimated to be €4.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
New Risk • Feb 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Feb 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 71% to €6.05. The fair value is estimated to be €4.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
New Risk • Dec 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Dec 08Third quarter 2024 earnings released: EPS: CA$0.34 (vs CA$0.089 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.34 (up from CA$0.089 in 3Q 2023). Revenue: CA$82.1m (up 26% from 3Q 2023). Net income: CA$11.2m (up 285% from 3Q 2023). Profit margin: 14% (up from 4.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 02ADF Group Inc. to Report Q3, 2024 Results on Dec 07, 2023ADF Group Inc. announced that they will report Q3, 2024 results at 7:00 AM, US Eastern Standard Time on Dec 07, 2023
Recent Insider Transactions • Oct 29Independent Director recently bought €69k worth of stockOn the 25th of October, Jean Rochette bought around 20k shares on-market at roughly €3.43 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Upcoming Dividend • Sep 21Upcoming dividend of CA$0.01 per share at 0.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 17 October 2023. Payout ratio is a comfortable 3.3% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.5%).
お知らせ • Sep 08ADF Group Inc. Announces Payment of Semi Annual Dividend, Payable on October 17, 2023On September 6, 2023, ADF Group announced the payment of a semi-annual dividend of $0.01 per subordinate voting share and per multiple voting share, to be paid on October 17, 2023 to Shareholders of Record as of September 29, 2023.
Reported Earnings • Sep 08Second quarter 2024 earnings released: EPS: CA$0.32 (vs CA$0.17 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.32 (up from CA$0.17 in 2Q 2023). Revenue: CA$80.2m (up 21% from 2Q 2023). Net income: CA$10.5m (up 94% from 2Q 2023). Profit margin: 13% (up from 8.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 02ADF Group Inc. to Report Q2, 2024 Results on Sep 07, 2023ADF Group Inc. announced that they will report Q2, 2024 results at 7:00 AM, US Eastern Standard Time on Sep 07, 2023
Reported Earnings • Jun 08First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: CA$80.3m (up 18% from 1Q 2023). Net income: CA$5.37m (up 26% from 1Q 2023). Profit margin: 6.7% (up from 6.3% in 1Q 2023). The increase in margin was driven by higher revenue.
お知らせ • Jun 03ADF Group Inc. to Report Q1, 2024 Results on Jun 07, 2023ADF Group Inc. announced that they will report Q1, 2024 results at 7:00 AM, US Eastern Standard Time on Jun 07, 2023
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.96, the stock trades at a trailing P/E ratio of 6.3x. Average trailing P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 260% over the past three years.
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: CA$0.46 (vs CA$0.29 in FY 2022)Full year 2023 results: EPS: CA$0.46 (up from CA$0.29 in FY 2022). Revenue: CA$250.9m (down 11% from FY 2022). Net income: CA$14.9m (up 56% from FY 2022). Profit margin: 6.0% (up from 3.4% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 20Upcoming dividend of CA$0.01 per share at 0.9% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 4.8% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.2%).
Reported Earnings • Dec 08Third quarter 2023 earnings released: EPS: CA$0.089 (vs CA$0.085 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.089 (up from CA$0.085 in 3Q 2022). Revenue: CA$65.0m (down 41% from 3Q 2022). Net income: CA$2.91m (up 4.4% from 3Q 2022). Profit margin: 4.5% (up from 2.5% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jean Rochette was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 21Upcoming dividend of CA$0.01 per shareEligible shareholders must have bought the stock before 28 September 2022. Payment date: 18 October 2022. Payout ratio is a comfortable 4.9% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (10%).
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.36, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 4x in the Metals and Mining industry in Germany. Total returns to shareholders of 88% over the past three years.
Reported Earnings • Sep 09Second quarter 2023 earnings released: EPS: CA$0.17 (vs CA$0.046 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.17 (up from CA$0.046 in 2Q 2022). Revenue: CA$66.4m (down 9.3% from 2Q 2022). Net income: CA$5.43m (up 262% from 2Q 2022). Profit margin: 8.2% (up from 2.0% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 09First quarter 2023 earnings released: EPS: CA$0.13 (vs CA$0.14 in 1Q 2022)First quarter 2023 results: EPS: CA$0.13 (down from CA$0.14 in 1Q 2022). Revenue: CA$68.0m (up 35% from 1Q 2022). Net income: CA$4.26m (down 3.2% from 1Q 2022). Profit margin: 6.3% (down from 8.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €1.02, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 5x in the Metals and Mining industry in Germany. Total returns to shareholders of 31% over the past three years.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jean Rochette was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 21Upcoming dividend of CA$0.01 per shareEligible shareholders must have bought the stock before 28 April 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 6.8% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (7.8%).
Reported Earnings • Apr 14Full year 2022 earnings released: EPS: CA$0.29 (vs CA$0.21 in FY 2021)Full year 2022 results: EPS: CA$0.29 (up from CA$0.21 in FY 2021). Revenue: CA$280.7m (up 63% from FY 2021). Net income: CA$9.56m (up 39% from FY 2021). Profit margin: 3.4% (down from 4.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to €1.35, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 7x in the Metals and Mining industry in Germany. Total returns to shareholders of 95% over the past three years.
Reported Earnings • Dec 09Third quarter 2022 earnings: Revenues in line with analyst expectationsThird quarter 2022 results: Revenue: CA$110.2m (up 134% from 3Q 2021). Net income: CA$2.79m (up 8.1% from 3Q 2021). Profit margin: 2.5% (down from 5.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of CA$0.01 per shareEligible shareholders must have bought the stock before 28 September 2021. Payment date: 15 October 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (7.2%).
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €1.18, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 18x in the Metals and Mining industry in Germany. Total returns to shareholders of 33% over the past three years.
Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS CA$0.046 (vs CA$0.065 in 2Q 2021)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: CA$73.2m (up 72% from 2Q 2021). Net income: CA$1.50m (down 29% from 2Q 2021). Profit margin: 2.0% (down from 5.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 20% share price gain to CA$1.53, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 13x in the Metals and Mining industry in Europe. Total returns to shareholders of 62% over the past three years.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improved over the past weekAfter last week's 19% share price gain to CA$1.17, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 13x in the Metals and Mining industry in Europe. Total returns to shareholders of 17% over the past three years.
Reported Earnings • Jun 12First quarter 2022 earnings released: EPS CA$0.14 (vs CA$0.002 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: CA$50.4m (up 10.0% from 1Q 2021). Net income: CA$4.40m (up CA$4.33m from 1Q 2021). Profit margin: 8.7% (up from 0.1% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Executive Departure • Jun 11Independent Director Frank Di Tomaso has left the companyOn the 9th of June, Frank Di Tomaso's tenure as Independent Director ended after 6.1 years in the role. We don't have any record of a personal shareholding under Frank's name. A total of 4 executives have left over the last 12 months.
Executive Departure • Jun 11Independent Director Michèle Desjardins has left the companyOn the 9th of June, Michèle Desjardins' tenure as Independent Director ended after 6.1 years in the role. We don't have any record of a personal shareholding under Michèle's name. A total of 4 executives have left over the last 12 months.
Reported Earnings • May 05Full year 2021 earnings released: EPS CA$0.21 (vs CA$0.065 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: CA$172.6m (down 4.0% from FY 2020). Net income: CA$6.87m (up CA$9.00m from FY 2020). Profit margin: 4.0% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 22Upcoming dividend of CA$0.01 per shareEligible shareholders must have bought the stock before 29 April 2021. Payment date: 17 May 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.6%).
Reported Earnings • Apr 10Full year 2021 earnings released: EPS CA$0.21 (vs CA$0.065 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: CA$172.6m (down 4.0% from FY 2020). Net income: CA$6.87m (up CA$9.00m from FY 2020). Profit margin: 4.0% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 19ADF Group Inc., Annual General Meeting, Jun 09, 2021ADF Group Inc., Annual General Meeting, Jun 09, 2021.
Is New 90 Day High Low • Feb 11New 90-day high: €1.09The company is up 49% from its price of €0.73 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 54% over the same period.
お知らせ • Jan 28ADF Group Inc. Announces the Awards of New Contracts Signed in the United States and in Canada with A Total Value of $102 MillionADF Group Inc. announced the award of new contracts in the commercial building and transportation infrastructure sectors in the USA and in Canada, worth a total of $102 million. The scope of the largest of these contracts, in terms of value and tonnage, covers all services included in ADF's global offer, which consist in the design and engineering of connections, fabrication including industrial coating, the production of shop drawings, steel procurement, and the installation of the new steel structure of a large commercial building in Southeastern U.S.A. This project is characterized by a fast-track construction schedule. Fabrication is expected to start in the first months of 2021 at ADF's plant located in Terrebonne, Quebec. The other major contracts won by ADF; in the transportation infrastructure sector in the Western USA and in the commercial building sector in Eastern Canada, also subject to accelerated schedules, include all services comprised in ADF's overall offering. All of these contracts are scheduled to begin in the coming months, and will run until the end of the year 2021. Both ADF's fabrication plants and paint shops, in Terrebonne, Quebec, and in Great Falls in the state of Montana, will be involved in the carrying out these new projects.
Is New 90 Day High Low • Jan 23New 90-day high: €0.96The company is up 33% from its price of €0.72 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 56% over the same period.
お知らせ • Dec 10ADF Group Inc. to Report Q3, 2021 Results on Dec 09, 2020ADF Group Inc. announced that they will report Q3, 2021 results at 7:00 AM, US Eastern Standard Time on Dec 09, 2020
Is New 90 Day High Low • Nov 30New 90-day high: €0.79The company is up 17% from its price of €0.68 on 01 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 2.0% over the same period.
お知らせ • Nov 26ADF GROUP INC. Announces New Contracts in the U.S. Worth A Total of $101 MillionADF GROUP INC. announced the award of two new contracts in the commercial building sector in the U.S.A., worth a total of $101 million. The scope of the large of these contracts, in terms of value and tonnage, relates to the design and engineering of connections, fabrication, which also includes industrial coating and the supply of raw material (steel), and the installation of the steel structure of a new building with a commercial vocation in the Northwestern U.S.A. This project is characterized not only by its high tonnage, but also by a fast-track construction schedule. Fabrication is expected to start in the first months of 2021 at ADF's plant located in Terrebonne, Quebec, and will run until the third quarter of the year 2021. The other contract won by ADF is located in the Northeastern U.S.A. and consists in, among other things, the supply of raw material (steel) and shop drawings, and the fabrication of the steel structure used in the construction of a new government building. This new contract will take off in January 2021 with the design and engineering of connections and shop drawings. Fabrication is expected to begin later in 2021 and will run until mid-2022.
Is New 90 Day High Low • Sep 22New 90-day high: €0.78The company is up 12% from its price of €0.69 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Metals and Mining industry, which is also up 12% over the same period.
お知らせ • Sep 09ADF Group Inc. to Report Q2, 2021 Results on Sep 10, 2020ADF Group Inc. announced that they will report Q2, 2021 results at 7:00 AM, US Eastern Standard Time on Sep 10, 2020