RCS MediaGroup（HPI2）株式概要RCS MediaGroup S.p.A.は、イタリア国内外でマルチメディア出版サービスを提供しています。 詳細HPI2 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績1/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より64.4%で取引されている リスク分析過去5年間で収益は年間2.2%減少しました。 不安定な配当実績 すべてのリスクチェックを見るHPI2 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,274 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG487,274 investors already sharing narrativesYour Fair Value€Current Price€0.9350.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-129m1b2016201920222025202620282031Revenue €746.9mEarnings €52.1mAdvancedSet Fair ValueView all narrativesRCS MediaGroup S.p.A. 競合他社Bastei LübbeSymbol: XTRA:BSTMarket cap: €92.1mSpringer Nature KGaASymbol: XTRA:SPGMarket cap: €3.6bStröer SE KGaASymbol: XTRA:SAXMarket cap: €1.9bGoing Public MediaSymbol: XTRA:G6P0Market cap: €1.3m価格と性能株価の高値、安値、推移の概要RCS MediaGroup過去の株価現在の株価€0.9352週高値€1.0952週安値€0.85ベータ0.371ヶ月の変化0.43%3ヶ月変化-2.10%1年変化-2.00%3年間の変化34.05%5年間の変化34.24%IPOからの変化-89.63%最新ニュースNew Risk • May 27New major risk - Revenue and earnings growthEarnings have declined by 2.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.2% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Director Benedetta Corazza was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 20, 2026RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.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. 4 experienced directors. 8 highly experienced directors. Lead Independent Director Federica Calmi was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 21, 2025RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.Reported Earnings • Nov 12Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €168.2m (flat on 3Q 2023). Net loss: €1.80m (loss narrowed 28% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.最新情報をもっと見るRecent updatesNew Risk • May 27New major risk - Revenue and earnings growthEarnings have declined by 2.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.2% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Director Benedetta Corazza was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 20, 2026RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.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. 4 experienced directors. 8 highly experienced directors. Lead Independent Director Federica Calmi was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 21, 2025RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.Reported Earnings • Nov 12Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €168.2m (flat on 3Q 2023). Net loss: €1.80m (loss narrowed 28% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 02Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €265.2m (up 2.0% from 2Q 2023). Net income: €35.5m (up 11% from 2Q 2023). Profit margin: 13% (up from 12% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.New Risk • Jun 30New major risk - Revenue and earnings growthEarnings have declined by 2.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.9% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • May 14First quarter 2024 earnings releasedFirst quarter 2024 results: €0.003 loss per share. Revenue: €168.9m (down 5.7% from 1Q 2023). Net loss: €1.60m (loss narrowed 11% from 1Q 2023).Upcoming Dividend • May 13Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (5.5%).お知らせ • Mar 30RCS MediaGroup S.p.A., Annual General Meeting, May 08, 2024RCS MediaGroup S.p.A., Annual General Meeting, May 08, 2024, at 10:00 Central European Standard Time. Agenda: To consider Financial statements at December 31, 2023, Directors' Report on Operations, Independent Auditors' Report, Report of the Board of Statutory Auditors, Presentation of the consolidated financial statements at December 31, 2023; to consider Appointment of the Board of Statutory Auditors; to consider Report on the Remuneration Policy and compensation paid pursuant to Article 123-ter of Legislative Decree 58/1998; to consider Authorization to purchase and dispose of treasury shares pursuant to Article 2357 et seq. of the Italian Civil Code subject to revocation of the prior shareholders' resolution; and to consider Proposal to introduce the possibility to held the Shareholders' meeting exclusively through the so called Appointed Representative and to held the Shareholders' meeting, as well as the Board of Directors' meeting and the Board of Statutory Auditors' meeting, by means of telecommunication.Reported Earnings • Mar 28Full year 2023 earnings releasedFull year 2023 results: Revenue: €828.0m (down 2.0% from FY 2022). Net income: €57.0m (up 14% from FY 2022). Profit margin: 6.9% (up from 5.9% in FY 2022). The increase in margin was driven by lower expenses.Reported Earnings • Nov 13Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €167.6m (down 4.0% from 3Q 2022). Net loss: €2.50m (loss widened 400% from 3Q 2022).Reported Earnings • Aug 03Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €260.1m (flat on 2Q 2022). Net income: €32.1m (up 29% from 2Q 2022). Profit margin: 12% (up from 9.5% in 2Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: €0.003 loss per share. Revenue: €179.1m (down 2.5% from 1Q 2022). Net loss: €1.80m (loss widened 157% from 1Q 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 15Upcoming dividend of €0.06 per share at 7.7% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 7.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (6.5%).Reported Earnings • Mar 27Full year 2022 earnings releasedFull year 2022 results: Revenue: €845.0m (flat on FY 2021). Net income: €50.1m (down 31% from FY 2021). Profit margin: 5.9% (down from 8.6% in FY 2021). Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 5 independent directors (7 non-independent directors). Lead Independent Director Benedetta Corazza was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • May 09Upcoming dividend of €0.06 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 8.3%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (7.2%).Reported Earnings • Nov 13Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €188.2m (up 8.0% from 3Q 2020). Net income: €7.80m (up 77% from 3Q 2020). Profit margin: 4.1% (up from 2.5% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Aug 03Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €247.4m (up 67% from 2Q 2020). Net income: €41.9m (up €47.8m from 2Q 2020). Profit margin: 17% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.Reported Earnings • May 15First quarter 2021 earnings releasedThe company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: €174.4m (up 1.8% from 1Q 2020). Net loss: €3.20m (loss narrowed 48% from 1Q 2020).Upcoming Dividend • May 10Upcoming dividend of €0.03 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 19 May 2021. Trailing yield: 4.1%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (3.9%).Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €749.5m (down 19% from FY 2019). Net income: €31.7m (down 54% from FY 2019). Profit margin: 4.2% (down from 7.4% in FY 2019). The decrease in margin was driven by lower revenue.お知らせ • Mar 20RCS MediaGroup S.p.A., Annual General Meeting, Apr 29, 2021RCS MediaGroup S.p.A., Annual General Meeting, Apr 29, 2021, at 10:30 Central European Standard Time. Location: Rizzoli 8 Milan Italy Agenda: To consider financial statements at December 31, 2020; To consider directors' report on operations; independent auditors' report; to consider report of the board of statutory auditors; to consider presentation of the consolidated financial statements at December 31, 2020; and to consider report on the remuneration policy and compensation paid under article 123-ter of legislative decree 58/1998; to consider appointment of the board of statutory auditors.Is New 90 Day High Low • Feb 19New 90-day high: €0.60The company is up 8.0% from its price of €0.55 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.09 per share.Is New 90 Day High Low • Nov 28New 90-day high: €0.58The company is up 5.0% from its price of €0.55 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.98 per share.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 5.6% while the growth in Media industry in Germany is expected to stay flat.Is New 90 Day High Low • Oct 22New 90-day low: €0.49The company is down 20% from its price of €0.61 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.79 per share.Is New 90 Day High Low • Sep 19New 90-day low: €0.52The company is down 17% from its price of €0.62 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.79 per share.株主還元HPI2DE MediaDE 市場7D1.2%-3.2%-0.5%1Y-2.0%-23.5%-2.1%株主還元を見る業界別リターン: HPI2過去 1 年間で-23.5 % の収益を上げたGerman Media業界を上回りました。リターン対市場: HPI2は、過去 1 年間で-2.1 % のリターンをもたらしたGermanマーケットと一致しました。価格変動Is HPI2's price volatile compared to industry and market?HPI2 volatilityHPI2 Average Weekly Movement5.3%Media Industry Average Movement4.1%Market Average Movement5.5%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.8%安定した株価: HPI2 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: HPI2の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19972,895Urbano Cairowww.rcsmediagroup.itRCS MediaGroup S.p.A.は、イタリア国内外でマルチメディア出版サービスを提供している。Corriere della Sera, Corriere Salute, SOLFERINO, Buone Notizie, Dataroom, La Gazzetta dello Sport, El Mundo, Marca, Expansión, L'Economia, La Lettura, ViviMilano, CI-Corriere Innovazione, Gazzetta Selectionなどの新聞を発行；および女性、oggi、インテリア、男性、ライフスタイル、旅行、その他の分野の雑誌（「MARCA MOTOR」、「Oggi」、「AMICA」、「7」、「Abitare」、「Living」、「Style」、「TELVA」、「Io Donna」、「DOVE」、「Sportweek」、「Insieme」）、Metrópoli」、「ACTUALIDAD ECONÓMICA」、「Fuera de Serie」、「Italian Style」、「Io e il mio Bambino」、「SFERA editore」、「Oggi Cucino」、「Style Piccoli」、「Quimamme」、「Yo Dona」、「Sano & Leggero」、「Bimbinfiera」、「Oggi Enigmistica」を運営している。また、「MYBEAUTYBOX」、「corrierstore.it」、「doveclub.it」、「quimammeshop.it」、「gazzettastore.it」、「dirittierisposte.it」、「buonpertutti.corriere.it」、「magic.gazzetta.it」のウェブサイト、「Dove Lifestyle」、「Lei」、「Radio Marca」、「Caccia e Pesca」、「Corriere TV」のテレビ・ラジオチャンネルも運営している。さらに、RCS PUBBLICITA、m-dis、Imagine、CORREO FARMACÉUTICO、DIARIO MÉDICO、Infanziaの名称で印刷物やデジタル広告ソリューションも提供している。前身はHolding di Partecipazioni Industriali S.p.A.で、2003年にRCS MediaGroup S.p.A.に社名変更。本拠地はイタリアのミラノ。RCS MediaGroup S.p.A.はCairo Communication S.p.A.の子会社。もっと見るRCS MediaGroup S.p.A. 基礎のまとめRCS MediaGroup の収益と売上を時価総額と比較するとどうか。HPI2 基礎統計学時価総額€488.93m収益（TTM）€55.00m売上高(TTM)€788.40m8.9xPER（株価収益率0.6xP/SレシオHPI2 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計HPI2 損益計算書（TTM）収益€788.40m売上原価€670.00m売上総利益€118.40mその他の費用€63.40m収益€55.00m直近の収益報告Mar 31, 2026次回決算日Jul 30, 2026一株当たり利益（EPS）0.11グロス・マージン15.02%純利益率6.98%有利子負債／自己資本比率6.5%HPI2 の長期的なパフォーマンスは？過去の実績と比較を見る配当金7.4%現在の配当利回り66%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/09 01:57終値2026/07/09 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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RCS MediaGroup S.p.A. 0 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。7 アナリスト機関Andrea DevitaBanca Akros S.p.A. (ESN)Giuseppe MarsellaBNP ParibasRoberta CiacciaBNP Paribas4 その他のアナリストを表示
New Risk • May 27New major risk - Revenue and earnings growthEarnings have declined by 2.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.2% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Director Benedetta Corazza was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 20, 2026RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
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. 4 experienced directors. 8 highly experienced directors. Lead Independent Director Federica Calmi was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 21, 2025RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
Reported Earnings • Nov 12Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €168.2m (flat on 3Q 2023). Net loss: €1.80m (loss narrowed 28% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
New Risk • May 27New major risk - Revenue and earnings growthEarnings have declined by 2.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.2% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Director Benedetta Corazza was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 20, 2026RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
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. 4 experienced directors. 8 highly experienced directors. Lead Independent Director Federica Calmi was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 21, 2025RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
Reported Earnings • Nov 12Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €168.2m (flat on 3Q 2023). Net loss: €1.80m (loss narrowed 28% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 02Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €265.2m (up 2.0% from 2Q 2023). Net income: €35.5m (up 11% from 2Q 2023). Profit margin: 13% (up from 12% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
New Risk • Jun 30New major risk - Revenue and earnings growthEarnings have declined by 2.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.9% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • May 14First quarter 2024 earnings releasedFirst quarter 2024 results: €0.003 loss per share. Revenue: €168.9m (down 5.7% from 1Q 2023). Net loss: €1.60m (loss narrowed 11% from 1Q 2023).
Upcoming Dividend • May 13Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (5.5%).
お知らせ • Mar 30RCS MediaGroup S.p.A., Annual General Meeting, May 08, 2024RCS MediaGroup S.p.A., Annual General Meeting, May 08, 2024, at 10:00 Central European Standard Time. Agenda: To consider Financial statements at December 31, 2023, Directors' Report on Operations, Independent Auditors' Report, Report of the Board of Statutory Auditors, Presentation of the consolidated financial statements at December 31, 2023; to consider Appointment of the Board of Statutory Auditors; to consider Report on the Remuneration Policy and compensation paid pursuant to Article 123-ter of Legislative Decree 58/1998; to consider Authorization to purchase and dispose of treasury shares pursuant to Article 2357 et seq. of the Italian Civil Code subject to revocation of the prior shareholders' resolution; and to consider Proposal to introduce the possibility to held the Shareholders' meeting exclusively through the so called Appointed Representative and to held the Shareholders' meeting, as well as the Board of Directors' meeting and the Board of Statutory Auditors' meeting, by means of telecommunication.
Reported Earnings • Mar 28Full year 2023 earnings releasedFull year 2023 results: Revenue: €828.0m (down 2.0% from FY 2022). Net income: €57.0m (up 14% from FY 2022). Profit margin: 6.9% (up from 5.9% in FY 2022). The increase in margin was driven by lower expenses.
Reported Earnings • Nov 13Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €167.6m (down 4.0% from 3Q 2022). Net loss: €2.50m (loss widened 400% from 3Q 2022).
Reported Earnings • Aug 03Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €260.1m (flat on 2Q 2022). Net income: €32.1m (up 29% from 2Q 2022). Profit margin: 12% (up from 9.5% in 2Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: €0.003 loss per share. Revenue: €179.1m (down 2.5% from 1Q 2022). Net loss: €1.80m (loss widened 157% from 1Q 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 15Upcoming dividend of €0.06 per share at 7.7% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 7.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (6.5%).
Reported Earnings • Mar 27Full year 2022 earnings releasedFull year 2022 results: Revenue: €845.0m (flat on FY 2021). Net income: €50.1m (down 31% from FY 2021). Profit margin: 5.9% (down from 8.6% in FY 2021). Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 5 independent directors (7 non-independent directors). Lead Independent Director Benedetta Corazza was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • May 09Upcoming dividend of €0.06 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 8.3%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (7.2%).
Reported Earnings • Nov 13Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €188.2m (up 8.0% from 3Q 2020). Net income: €7.80m (up 77% from 3Q 2020). Profit margin: 4.1% (up from 2.5% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 03Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €247.4m (up 67% from 2Q 2020). Net income: €41.9m (up €47.8m from 2Q 2020). Profit margin: 17% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.
Reported Earnings • May 15First quarter 2021 earnings releasedThe company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: €174.4m (up 1.8% from 1Q 2020). Net loss: €3.20m (loss narrowed 48% from 1Q 2020).
Upcoming Dividend • May 10Upcoming dividend of €0.03 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 19 May 2021. Trailing yield: 4.1%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (3.9%).
Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €749.5m (down 19% from FY 2019). Net income: €31.7m (down 54% from FY 2019). Profit margin: 4.2% (down from 7.4% in FY 2019). The decrease in margin was driven by lower revenue.
お知らせ • Mar 20RCS MediaGroup S.p.A., Annual General Meeting, Apr 29, 2021RCS MediaGroup S.p.A., Annual General Meeting, Apr 29, 2021, at 10:30 Central European Standard Time. Location: Rizzoli 8 Milan Italy Agenda: To consider financial statements at December 31, 2020; To consider directors' report on operations; independent auditors' report; to consider report of the board of statutory auditors; to consider presentation of the consolidated financial statements at December 31, 2020; and to consider report on the remuneration policy and compensation paid under article 123-ter of legislative decree 58/1998; to consider appointment of the board of statutory auditors.
Is New 90 Day High Low • Feb 19New 90-day high: €0.60The company is up 8.0% from its price of €0.55 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.09 per share.
Is New 90 Day High Low • Nov 28New 90-day high: €0.58The company is up 5.0% from its price of €0.55 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.98 per share.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 5.6% while the growth in Media industry in Germany is expected to stay flat.
Is New 90 Day High Low • Oct 22New 90-day low: €0.49The company is down 20% from its price of €0.61 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.79 per share.
Is New 90 Day High Low • Sep 19New 90-day low: €0.52The company is down 17% from its price of €0.62 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.79 per share.
