View Future GrowthDermapharm Holding 過去の業績過去 基準チェック /46Dermapharm Holdingの収益は年間平均-9.2%の割合で減少していますが、 Pharmaceuticals業界の収益は年間 増加しています。収益は年間8.8% 6.4%割合で 増加しています。 Dermapharm Holdingの自己資本利益率は19.5%であり、純利益率は12.2%です。主要情報-9.21%収益成長率-9.18%EPS成長率Pharmaceuticals 業界の成長7.33%収益成長率6.42%株主資本利益率19.49%ネット・マージン12.20%次回の業績アップデート11 Aug 2026最近の業績更新お知らせ • Nov 19+ 1 more updateDermapharm Holding SE to Report First Half, 2026 Results on Aug 11, 2026Dermapharm Holding SE announced that they will report first half, 2026 results on Aug 11, 2026Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: €0.76 (vs €0.60 in 3Q 2024)Third quarter 2025 results: EPS: €0.76 (up from €0.60 in 3Q 2024). Revenue: €312.6m (flat on 3Q 2024). Net income: €41.2m (up 27% from 3Q 2024). Profit margin: 13% (up from 10% in 3Q 2024). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Nov 13+ 3 more updatesDermapharm Holding SE to Report Fiscal Year 2025 Results on Mar 31, 2026Dermapharm Holding SE announced that they will report fiscal year 2025 results on Mar 31, 2026Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: €0.39 (vs €0.32 in 2Q 2024)Second quarter 2025 results: EPS: €0.39 (up from €0.32 in 2Q 2024). Revenue: €280.8m (down 1.0% from 2Q 2024). Net income: €20.9m (up 21% from 2Q 2024). Profit margin: 7.4% (up from 6.1% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Reported Earnings • May 16First quarter 2025 earnings released: EPS: €0.62 (vs €0.81 in 1Q 2024)First quarter 2025 results: EPS: €0.62 (down from €0.81 in 1Q 2024). Revenue: €310.5m (up 3.0% from 1Q 2024). Net income: €33.4m (down 23% from 1Q 2024). Profit margin: 11% (down from 14% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 03Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: €2.11 (up from €1.16 in FY 2023). Revenue: €1.20b (up 3.9% from FY 2023). Net income: €113.8m (up 82% from FY 2023). Profit margin: 9.5% (up from 5.4% in FY 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.すべての更新を表示Recent updatesお知らせ • Jun 28Dermapharm Holding Se Confirms Earnings Guidance for 2026Dermapharm Holding SE confirmed earnings guidance for 2026. The company expects consolidated revenue of between EUR 1,182 million and EUR 1,218 million.Upcoming Dividend • Jun 22Upcoming dividend of €0.88 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 01 July 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).お知らせ • May 19Dermapharm Holding SE, Annual General Meeting, Jun 26, 2026Dermapharm Holding SE, Annual General Meeting, Jun 26, 2026, at 10:00 W. Europe Standard Time.Recent Insider Transactions • May 18Chairman of the Supervisory Board recently bought €833m worth of stockOn the 14th of May, Wilhelm Beier bought around 18m shares on-market at roughly €46.83 per share. This transaction increased Wilhelm's direct individual holding by 5x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wilhelm has been a buyer over the last 12 months, purchasing a net total of €955m worth in shares.分析記事 • May 16€47.88 - That's What Analysts Think Dermapharm Holding SE (ETR:DMP) Is Worth After These ResultsShareholders of Dermapharm Holding SE ( ETR:DMP ) will be pleased this week, given that the stock price is up 12% to...Price Target Changed • May 14Price target increased by 10% to €47.88Up from €43.50, the current price target is an average from 4 analysts. New target price is 5.2% below last closing price of €50.50. Stock is up 42% over the past year. The company is forecast to post earnings per share of €2.69 for next year compared to €2.46 last year.ライブニュース • May 14Dermapharm Holding Q1 Branded Pharma Growth Drives Strong Cash Flow and Guidance ConfirmationDermapharm Holding SE reported solid Q1 2026 results, with revenue and adjusted EBITDA growth supported mainly by a 12% increase in its Branded Pharmaceuticals segment, helped by organic growth and the Mucos Group and F. Trenka acquisitions. Free cash flow in the quarter was significantly higher, while segments affected by reduced parallel imports and other healthcare products saw weaker contributions in line with prior portfolio shifts. The company continued integrating the Mucos Group and completed a share buyback program that lowered its free float to just above 10%, and the Board of Management confirmed its full-year 2026 guidance for revenue, EBITDA, margins and cash flow. The mix of Branded Pharmaceuticals expansion, higher free cash flow and confirmation of full-year guidance indicates a business model currently supported by higher-margin products and active portfolio management. A free float just above 10% can tighten trading liquidity, so you may want to factor in potential liquidity constraints and ownership concentration when assessing position size and time horizon.Declared Dividend • Apr 02Dividend reduced to €0.88Dividend of €0.88 is 2.2% lower than last year. Ex-date: 29th June 2026 Payment date: 1st July 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 01Dermapharm Holding SE announces Annual dividend, payable on July 01, 2026Dermapharm Holding SE announced Annual dividend of EUR 0.8800 per share payable on July 01, 2026, ex-date on June 29, 2026 and record date on June 30, 2026.お知らせ • Mar 11Dermapharm Holding SE (XTRA:DMP) announces an Equity Buyback for 4,300,000 shares, representing 7.99% for €180.6 million.Dermapharm Holding SE (XTRA:DMP) announces a share repurchase program. Under the program, the company will repurchase up to 4,300,000 shares, representing 7.99% of the share capital of the Company. The shares will be repurchased at a price of €42 per share. The repurchased shares are intended to be cancelled. If more than 4,300,000 shares are tendered for repurchase into the offer, acceptances will be taken into account on a pro-rata basis in the ratio of 4,300,000 shares to the total number of shares tendered for repurchase by the shareholders. The offer ends, subject to an extension by the company, on March 24, 2026.分析記事 • Dec 24These 4 Measures Indicate That Dermapharm Holding (ETR:DMP) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Price Target Changed • Nov 21Price target decreased by 11% to €42.00Down from €47.00, the current price target is an average from 5 analysts. New target price is 20% above last closing price of €35.10. Stock is down 6.4% over the past year. The company is forecast to post earnings per share of €2.28 for next year compared to €2.11 last year.お知らせ • Nov 19+ 1 more updateDermapharm Holding SE to Report First Half, 2026 Results on Aug 11, 2026Dermapharm Holding SE announced that they will report first half, 2026 results on Aug 11, 2026Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: €0.76 (vs €0.60 in 3Q 2024)Third quarter 2025 results: EPS: €0.76 (up from €0.60 in 3Q 2024). Revenue: €312.6m (flat on 3Q 2024). Net income: €41.2m (up 27% from 3Q 2024). Profit margin: 13% (up from 10% in 3Q 2024). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Nov 13+ 3 more updatesDermapharm Holding SE to Report Fiscal Year 2025 Results on Mar 31, 2026Dermapharm Holding SE announced that they will report fiscal year 2025 results on Mar 31, 2026分析記事 • Oct 31Getting In Cheap On Dermapharm Holding SE (ETR:DMP) Might Be DifficultIt's not a stretch to say that Dermapharm Holding SE's ( ETR:DMP ) price-to-earnings (or "P/E") ratio of 17x right now...New Risk • Sep 01New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 137% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (137% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: €0.39 (vs €0.32 in 2Q 2024)Second quarter 2025 results: EPS: €0.39 (up from €0.32 in 2Q 2024). Revenue: €280.8m (down 1.0% from 2Q 2024). Net income: €20.9m (up 21% from 2Q 2024). Profit margin: 7.4% (up from 6.1% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.分析記事 • Jul 28Dermapharm Holding (ETR:DMP) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Recent Insider Transactions • Jul 09Chairman of the Supervisory Board recently bought €122m worth of stockOn the 3rd of July, Wilhelm Beier bought around 3m shares on-market at roughly €34.94 per share. This transaction increased Wilhelm's direct individual holding by 22x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Wilhelm's only on-market trade for the last 12 months.お知らせ • Jun 28Dermapharm Holding SE Approves Annual DividendDermapharm Holding SE at its Annual General Meeting held on 26 June 2025, acted on the recommendation of the Board of Management and the Supervisory Board to distribute a dividend of EUR 0.90 per share carrying dividend rights. The total distribution amounts to EUR 48.5 million, representing a distribution ratio of approximately 43% of the consolidated net profit eligible for distribution.Upcoming Dividend • Jun 20Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.5%).分析記事 • Jun 20We Discuss Why Dermapharm Holding SE's (ETR:DMP) CEO Compensation May Be Closely ReviewedKey Insights Dermapharm Holding's Annual General Meeting to take place on 26th of June Salary of €850.0k is part of CEO...New Risk • May 23New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 17% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • May 16Dermapharm Holding SE, Annual General Meeting, Jun 26, 2025Dermapharm Holding SE, Annual General Meeting, Jun 26, 2025, at 10:00 W. Europe Standard Time.Reported Earnings • May 16First quarter 2025 earnings released: EPS: €0.62 (vs €0.81 in 1Q 2024)First quarter 2025 results: EPS: €0.62 (down from €0.81 in 1Q 2024). Revenue: €310.5m (up 3.0% from 1Q 2024). Net income: €33.4m (down 23% from 1Q 2024). Profit margin: 11% (down from 14% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.分析記事 • Apr 30Dermapharm Holding SE's (ETR:DMP) Share Price Not Quite Adding UpWith a median price-to-earnings (or "P/E") ratio of close to 18x in Germany, you could be forgiven for feeling...Reported Earnings • Apr 03Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: €2.11 (up from €1.16 in FY 2023). Revenue: €1.20b (up 3.9% from FY 2023). Net income: €113.8m (up 82% from FY 2023). Profit margin: 9.5% (up from 5.4% in FY 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Price Target Changed • Apr 02Price target increased by 8.9% to €52.80Up from €48.49, the current price target is an average from 5 analysts. New target price is 44% above last closing price of €36.75. Stock is up 16% over the past year. The company is forecast to post earnings per share of €2.10 for next year compared to €1.16 last year.Declared Dividend • Mar 17Dividend of €0.90 announcedShareholders will receive a dividend of €0.90. Ex-date: 27th June 2025 Payment date: 1st July 2025 Dividend yield will be 2.1%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 2 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jan 31Is Dermapharm Holding (ETR:DMP) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jan 02Dermapharm Holding SE to Report Fiscal Year 2024 Results on Mar 14, 2025Dermapharm Holding SE announced that they will report fiscal year 2024 results on Mar 14, 2025分析記事 • Dec 19Dermapharm Holding SE's (ETR:DMP) P/E Is On The MarkWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 15x, you may consider...Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: €0.60 (vs €0.46 in 3Q 2023)Third quarter 2024 results: EPS: €0.60 (up from €0.46 in 3Q 2023). Revenue: €337.1m (up 17% from 3Q 2023). Net income: €32.4m (up 30% from 3Q 2023). Profit margin: 9.6% (up from 8.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.分析記事 • Sep 28Here's Why Dermapharm Holding (ETR:DMP) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Aug 31Dermapharm Holding SE Beat Revenue Forecasts By 6.7%: Here's What Analysts Are Forecasting NextLast week, you might have seen that Dermapharm Holding SE ( ETR:DMP ) released its quarterly result to the market. The...Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: €0.32 (vs €0.17 loss in 2Q 2023)Second quarter 2024 results: EPS: €0.32 (up from €0.17 loss in 2Q 2023). Revenue: €292.6m (up 9.8% from 2Q 2023). Net income: €17.3m (up €26.5m from 2Q 2023). Profit margin: 5.9% (up from net loss in 2Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 30% per year whereas the company’s share price has fallen by 25% per year.分析記事 • Aug 17Dermapharm Holding SE's (ETR:DMP) P/E Still Appears To Be ReasonableWith a price-to-earnings (or "P/E") ratio of 34.2x Dermapharm Holding SE ( ETR:DMP ) may be sending very bearish...Price Target Changed • Jun 25Price target decreased by 12% to €50.13Down from €56.90, the current price target is an average from 4 analysts. New target price is 40% above last closing price of €35.70. Stock is down 19% over the past year. The company is forecast to post earnings per share of €1.90 for next year compared to €1.16 last year.分析記事 • Jun 21It Looks Like Dermapharm Holding SE's (ETR:DMP) CEO May Expect Their Salary To Be Put Under The MicroscopeKey Insights Dermapharm Holding to hold its Annual General Meeting on 27th of June CEO Hans-Georg Feldmeier's total...New Risk • May 19New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 17% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.0% net profit margin).Reported Earnings • May 19First quarter 2024 earnings released: EPS: €0.81 (vs €0.92 in 1Q 2023)First quarter 2024 results: EPS: €0.81 (down from €0.92 in 1Q 2023). Revenue: €309.7m (down 4.1% from 1Q 2023). Net income: €43.6m (down 12% from 1Q 2023). Profit margin: 14% (down from 15% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 19% per year.お知らせ • May 09Dermapharm Holding SE to Report Q1, 2024 Results on May 15, 2024Dermapharm Holding SE announced that they will report Q1, 2024 results on May 15, 2024分析記事 • Apr 29These 4 Measures Indicate That Dermapharm Holding (ETR:DMP) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Reported Earnings • Mar 28Full year 2023 earnings released: EPS: €1.16 (vs €2.49 in FY 2022)Full year 2023 results: EPS: €1.16 (down from €2.49 in FY 2022). Revenue: €1.19b (up 15% from FY 2022). Net income: €62.4m (down 54% from FY 2022). Profit margin: 5.2% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 28Dermapharm Holding SE, Annual General Meeting, Jun 27, 2024Dermapharm Holding SE, Annual General Meeting, Jun 27, 2024.Declared Dividend • Mar 17Dividend of €0.88 announcedShareholders will receive a dividend of €0.88. Ex-date: 6th June 2024 Payment date: 10th June 2024 Dividend yield will be 2.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 14Dermapharm Holding SE to Report Fiscal Year 2023 Results on Mar 28, 2024Dermapharm Holding SE announced that they will report fiscal year 2023 results on Mar 28, 2024分析記事 • Feb 07Dermapharm Holding SE's (ETR:DMP) Price In Tune With EarningsDermapharm Holding SE's ( ETR:DMP ) price-to-earnings (or "P/E") ratio of 22.7x might make it look like a sell right...分析記事 • Dec 15Dermapharm Holding (ETR:DMP) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...New Risk • Nov 19New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 180% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (180% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.1% net profit margin).Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: €0.46 (vs €0.98 in 3Q 2022)Third quarter 2023 results: EPS: €0.46 (down from €0.98 in 3Q 2022). Revenue: €307.9m (up 16% from 3Q 2022). Net income: €24.8m (down 53% from 3Q 2022). Profit margin: 8.1% (down from 20% in 3Q 2022). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.分析記事 • Nov 17An Intrinsic Calculation For Dermapharm Holding SE (ETR:DMP) Suggests It's 24% UndervaluedKey Insights Dermapharm Holding's estimated fair value is €50.75 based on 2 Stage Free Cash Flow to Equity Dermapharm...Reported Earnings • Aug 30Second quarter 2023 earnings released: €0.17 loss per share (vs €0.27 profit in 2Q 2022)Second quarter 2023 results: €0.17 loss per share (down from €0.27 profit in 2Q 2022). Revenue: €269.1m (up 11% from 2Q 2022). Net loss: €9.19m (down 163% from profit in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.分析記事 • Aug 28Dermapharm Holding (ETR:DMP) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Aug 01Dermapharm Holding SE's (ETR:DMP) Intrinsic Value Is Potentially 76% Above Its Share PriceKey Insights Dermapharm Holding's estimated fair value is €78.19 based on 2 Stage Free Cash Flow to Equity Dermapharm...Upcoming Dividend • Jun 08Upcoming dividend of €1.05 per share at 2.3% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 19 June 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.6%).分析記事 • May 29Dermapharm Holding (ETR:DMP) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • May 04Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €1.14b to €1.11b. EPS estimate also fell from €2.96 per share to €2.61 per share. Net income forecast to grow 4.5% next year vs 3.9% growth forecast for Pharmaceuticals industry in Germany. Consensus price target broadly unchanged at €57.00. Share price was steady at €44.00 over the past week.分析記事 • May 03Is Dermapharm Holding SE (ETR:DMP) Trading At A 44% Discount?Key Insights Dermapharm Holding's estimated fair value is €78.04 based on 2 Stage Free Cash Flow to Equity Current...Major Estimate Revision • Apr 27Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €1.11b to €1.14b. EPS estimate increased from €2.59 to €2.96 per share. Net income forecast to grow 19% next year vs 5.5% growth forecast for Pharmaceuticals industry in Germany. Consensus price target of €56.00 unchanged from last update. Share price fell 2.7% to €44.68 over the past week.Major Estimate Revision • Apr 25Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €1.11b to €1.14b. EPS estimate increased from €2.59 to €2.96 per share. Net income forecast to grow 19% next year vs 5.6% growth forecast for Pharmaceuticals industry in Germany. Consensus price target of €56.00 unchanged from last update. Share price rose 5.0% to €46.00 over the past week.分析記事 • Apr 04Dermapharm Holding's (ETR:DMP) Soft Earnings Are Actually Better Than They AppearThe market for Dermapharm Holding SE's ( ETR:DMP ) shares didn't move much after it posted weak earnings recently. We...Reported Earnings • Mar 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: €2.49 (down from €3.89 in FY 2021). Revenue: €1.04b (up 8.4% from FY 2021). Net income: €134.2m (down 36% from FY 2021). Profit margin: 13% (down from 22% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Price Target Changed • Mar 15Price target decreased by 9.9% to €56.40Down from €62.60, the current price target is an average from 5 analysts. New target price is 53% above last closing price of €36.80. Stock is down 40% over the past year. The company is forecast to post earnings per share of €3.58 for next year compared to €3.89 last year.分析記事 • Feb 22We Think Dermapharm Holding (ETR:DMP) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Price Target Changed • Jan 06Price target decreased to €60.60Down from €65.33, the current price target is an average from 5 analysts. New target price is 65% above last closing price of €36.62. Stock is down 53% over the past year. The company is forecast to post earnings per share of €3.42 for next year compared to €3.89 last year.Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: €0.98 (vs €1.15 in 3Q 2021)Third quarter 2022 results: EPS: €0.98 (down from €1.15 in 3Q 2021). Revenue: €277.8m (up 13% from 3Q 2021). Net income: €52.5m (down 15% from 3Q 2021). Profit margin: 19% (down from 25% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 17Is Dermapharm Holding (ETR:DMP) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • Nov 16Price target decreased to €64.60Down from €69.60, the current price target is an average from 4 analysts. New target price is 45% above last closing price of €44.50. Stock is down 43% over the past year. The company is forecast to post earnings per share of €3.60 for next year compared to €3.89 last year.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €37.54, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Pharmaceuticals industry in Germany. Total returns to shareholders of 24% over the past three years.Reported Earnings • Sep 09Second quarter 2022 earnings released: EPS: €0.27 (vs €0.74 in 2Q 2021)Second quarter 2022 results: EPS: €0.27 (down from €0.74 in 2Q 2021). Revenue: €246.2m (up 12% from 2Q 2021). Net income: €14.5m (down 64% from 2Q 2021). Profit margin: 5.9% (down from 18% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 09Dermapharm Holding SE Announces Executive ChangesDermapharm Holding SE announced that Hilde Neumeyer has left the company. She will be succeeded as Chief Financial Officer by Christof Dreibholz (55) on 1 November 2022. As an auditor and tax consultant, Mr. Dreibholz has many years of experience in the areas of finance, controlling and accounting. Mr. Dreibholz has been employed by Deloitte since 2002 and has been responsible for the implementation of financial due diligence projects as a partner since 2008. Mr. Dreibholz has advised the Dermapharm Group on numerous national and international acquisitions and therefore knows the structures of the Dermapharm Group very well.お知らせ • Aug 24+ 1 more updateDermapharm Holding SE Provides Earnings Guidance for the Full Year 2022Dermapharm Holding SE provided earnings guidance for the full year 2022. For the year, the management board continues to expect growth in consolidated revenue of 10% to 13%.分析記事 • Aug 16Is Dermapharm Holding (ETR:DMP) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • May 26Upcoming dividend of €2.17 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of German dividend payers (4.3%). Higher than average of industry peers (2.6%).Reported Earnings • May 19First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: €0.69 (up from €0.67 in 1Q 2021). Revenue: €239.1m (up 11% from 1Q 2021). Net income: €37.4m (up 2.9% from 1Q 2021). Profit margin: 16% (down from 17% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 7.8%, compared to a 6.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • May 19Dermapharm Holding SE Provides Earnings Guidance for the Full Year 2022Dermapharm Holding SE provided earnings guidance for the full year 2022. For the year, the company expected growth in consolidated revenue by 10% to 13% (2021: EUR 942.9 million) and in consolidated EBITDA by 3% to 7% (EUR 351.1 million).分析記事 • May 18Is Dermapharm Holding (ETR:DMP) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Apr 14Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: €3.89 (up from €1.59 in FY 2020). Revenue: €960.1m (up 19% from FY 2020). Net income: €209.6m (up 144% from FY 2020). Profit margin: 22% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 10%, compared to a 7.9% growth forecast for the pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 12Dermapharm Holding SE Re-Affirm Earnings Guidance for the Year 2022Dermapharm Holding SE announced the Board of Management confirms the guidance published on 29 March 2022 and expects consolidated revenue to grow by 10% to 13% and consolidated EBITDA by 3% to 7% in 2022.分析記事 • Feb 17Is Dermapharm Holding (ETR:DMP) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Feb 02Dermapharm Holding SE (XTRA:DMP) completed the acquisition of C³ - Cannabinoid Compound Company Gmbh from Canopy Growth Corporation (TSX:WEED).Dermapharm Holding SE (XTRA:DMP) entered into an agreement to acquire C³ - Cannabinoid Compound Company Gmbh from Canopy Growth Corporation (TSX:WEED) for approximately €120 million on December 15, 2021. An upfront payment of €80 million, subject to customary cash and debt adjustments, will be made upon the closing of the transaction in addition to an earnout payment of up to €42.6 million subject to the achievement of select milestones by the C³ business. As part of the agreement, all C³ employees will be retained by Dermapharm following the closing of the transaction. Assuming timely receipt of required regulatory approvals and satisfaction of other closing conditions, the transaction is expected to close by January 31, 2022. Dermapharm Holding SE (XTRA:DMP) completed the acquisition of C³ - Cannabinoid Compound Company Gmbh from Canopy Growth Corporation (TSX:WEED) on January 31, 2022.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €74.95, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 20x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 251% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €118 per share.Price Target Changed • Jan 05Price target increased to €102Up from €95.17, the current price target is an average from 6 analysts. New target price is 30% above last closing price of €78.50. Stock is up 37% over the past year. The company is forecast to post earnings per share of €3.60 for next year compared to €1.59 last year.Major Estimate Revision • Dec 22Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from €3.33 to €3.70. Revenue forecast steady at €951.0m. Net income forecast to grow 30% next year vs 11% growth forecast for Pharmaceuticals industry in Germany. Consensus price target up from €93.90 to €98.50. Share price rose 6.1% to €87.10 over the past week.Price Target Changed • Dec 17Price target increased to €98.50Up from €92.00, the current price target is an average from 6 analysts. New target price is 15% above last closing price of €85.50. Stock is up 53% over the past year. The company is forecast to post earnings per share of €3.33 for next year compared to €1.59 last year.お知らせ • Dec 16Dermapharm Holding SE (XTRA:DMP) entered into an agreement to acquire C3 - Cannabionoid Compound Company GmbH from Canopy Growth Corporation (TSX:WEED) for approximately €120 million.Dermapharm Holding SE (XTRA:DMP) entered into an agreement to acquire C3 - Cannabionoid Compound Company GmbH from Canopy Growth Corporation (TSX:WEED) for approximately €120 million on December 15, 2021. The consideration consists of an upfront payment of €80 million, subject to customary cash and debt adjustments, which will be made upon the closing of the transaction in addition to an earnout payment of up to €42.6 million subject to the achievement of select milestones by the C3 - Cannabionoid Compound business. All C3 - Cannabionoid Compound Company employees will be retained by Dermapharm. The transaction is subject to regulatory approvals and satisfaction of other closing conditions. The transaction is expected to close by January 31, 2022.分析記事 • Nov 19These 4 Measures Indicate That Dermapharm Holding (ETR:DMP) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...収支内訳Dermapharm Holding の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史XTRA:DMP 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Mar 261,182144303031 Dec 251,178132299030 Sep 251,174116297030 Jun 251,191107295031 Mar 251,199104294031 Dec 241,195114287030 Sep 241,17491283030 Jun 241,14783282031 Mar 241,12957274031 Dec 231,15162271030 Sep 231,17295249030 Jun 231,151123228031 Mar 231,128146212031 Dec 221,041134191030 Sep 221,024176185030 Jun 221,004185180031 Mar 22980211173031 Dec 21960210169030 Sep 21902162168030 Jun 21858123167031 Mar 2182895168031 Dec 2080886158030 Sep 2077580142030 Jun 2076077134031 Mar 2074385119031 Dec 1971477116030 Sep 1967473114030 Jun 1963977105031 Mar 1961173100031 Dec 185847592030 Sep 185587596030 Jun 185257689031 Mar 184987982031 Dec 174807878030 Sep 174868470031 Dec 164557771031 Dec 1539613650質の高い収益: DMPは 高品質の収益 を持っています。利益率の向上: DMPの現在の純利益率 (12.2%)は、昨年(8.6%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: DMPの収益は過去 5 年間で年間9.2%減少しました。成長の加速: DMPの過去 1 年間の収益成長率 ( 39.2% ) は、5 年間の平均 ( 年間-9.2%を上回っています。収益対業界: DMPの過去 1 年間の収益成長率 ( 39.2% ) はPharmaceuticals業界14.5%を上回りました。株主資本利益率高いROE: DMPの 自己資本利益率 ( 19.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/10 16:51終値2026/08/10 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Dermapharm Holding SE 6 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。12 アナリスト機関Gerhard OrgonasBerenbergFabian PiastaJefferies LLCMartin ComtesseJefferies LLC9 その他のアナリストを表示
お知らせ • Nov 19+ 1 more updateDermapharm Holding SE to Report First Half, 2026 Results on Aug 11, 2026Dermapharm Holding SE announced that they will report first half, 2026 results on Aug 11, 2026
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: €0.76 (vs €0.60 in 3Q 2024)Third quarter 2025 results: EPS: €0.76 (up from €0.60 in 3Q 2024). Revenue: €312.6m (flat on 3Q 2024). Net income: €41.2m (up 27% from 3Q 2024). Profit margin: 13% (up from 10% in 3Q 2024). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 13+ 3 more updatesDermapharm Holding SE to Report Fiscal Year 2025 Results on Mar 31, 2026Dermapharm Holding SE announced that they will report fiscal year 2025 results on Mar 31, 2026
Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: €0.39 (vs €0.32 in 2Q 2024)Second quarter 2025 results: EPS: €0.39 (up from €0.32 in 2Q 2024). Revenue: €280.8m (down 1.0% from 2Q 2024). Net income: €20.9m (up 21% from 2Q 2024). Profit margin: 7.4% (up from 6.1% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: €0.62 (vs €0.81 in 1Q 2024)First quarter 2025 results: EPS: €0.62 (down from €0.81 in 1Q 2024). Revenue: €310.5m (up 3.0% from 1Q 2024). Net income: €33.4m (down 23% from 1Q 2024). Profit margin: 11% (down from 14% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 03Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: €2.11 (up from €1.16 in FY 2023). Revenue: €1.20b (up 3.9% from FY 2023). Net income: €113.8m (up 82% from FY 2023). Profit margin: 9.5% (up from 5.4% in FY 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 28Dermapharm Holding Se Confirms Earnings Guidance for 2026Dermapharm Holding SE confirmed earnings guidance for 2026. The company expects consolidated revenue of between EUR 1,182 million and EUR 1,218 million.
Upcoming Dividend • Jun 22Upcoming dividend of €0.88 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 01 July 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).
お知らせ • May 19Dermapharm Holding SE, Annual General Meeting, Jun 26, 2026Dermapharm Holding SE, Annual General Meeting, Jun 26, 2026, at 10:00 W. Europe Standard Time.
Recent Insider Transactions • May 18Chairman of the Supervisory Board recently bought €833m worth of stockOn the 14th of May, Wilhelm Beier bought around 18m shares on-market at roughly €46.83 per share. This transaction increased Wilhelm's direct individual holding by 5x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wilhelm has been a buyer over the last 12 months, purchasing a net total of €955m worth in shares.
分析記事 • May 16€47.88 - That's What Analysts Think Dermapharm Holding SE (ETR:DMP) Is Worth After These ResultsShareholders of Dermapharm Holding SE ( ETR:DMP ) will be pleased this week, given that the stock price is up 12% to...
Price Target Changed • May 14Price target increased by 10% to €47.88Up from €43.50, the current price target is an average from 4 analysts. New target price is 5.2% below last closing price of €50.50. Stock is up 42% over the past year. The company is forecast to post earnings per share of €2.69 for next year compared to €2.46 last year.
ライブニュース • May 14Dermapharm Holding Q1 Branded Pharma Growth Drives Strong Cash Flow and Guidance ConfirmationDermapharm Holding SE reported solid Q1 2026 results, with revenue and adjusted EBITDA growth supported mainly by a 12% increase in its Branded Pharmaceuticals segment, helped by organic growth and the Mucos Group and F. Trenka acquisitions. Free cash flow in the quarter was significantly higher, while segments affected by reduced parallel imports and other healthcare products saw weaker contributions in line with prior portfolio shifts. The company continued integrating the Mucos Group and completed a share buyback program that lowered its free float to just above 10%, and the Board of Management confirmed its full-year 2026 guidance for revenue, EBITDA, margins and cash flow. The mix of Branded Pharmaceuticals expansion, higher free cash flow and confirmation of full-year guidance indicates a business model currently supported by higher-margin products and active portfolio management. A free float just above 10% can tighten trading liquidity, so you may want to factor in potential liquidity constraints and ownership concentration when assessing position size and time horizon.
Declared Dividend • Apr 02Dividend reduced to €0.88Dividend of €0.88 is 2.2% lower than last year. Ex-date: 29th June 2026 Payment date: 1st July 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 01Dermapharm Holding SE announces Annual dividend, payable on July 01, 2026Dermapharm Holding SE announced Annual dividend of EUR 0.8800 per share payable on July 01, 2026, ex-date on June 29, 2026 and record date on June 30, 2026.
お知らせ • Mar 11Dermapharm Holding SE (XTRA:DMP) announces an Equity Buyback for 4,300,000 shares, representing 7.99% for €180.6 million.Dermapharm Holding SE (XTRA:DMP) announces a share repurchase program. Under the program, the company will repurchase up to 4,300,000 shares, representing 7.99% of the share capital of the Company. The shares will be repurchased at a price of €42 per share. The repurchased shares are intended to be cancelled. If more than 4,300,000 shares are tendered for repurchase into the offer, acceptances will be taken into account on a pro-rata basis in the ratio of 4,300,000 shares to the total number of shares tendered for repurchase by the shareholders. The offer ends, subject to an extension by the company, on March 24, 2026.
分析記事 • Dec 24These 4 Measures Indicate That Dermapharm Holding (ETR:DMP) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Price Target Changed • Nov 21Price target decreased by 11% to €42.00Down from €47.00, the current price target is an average from 5 analysts. New target price is 20% above last closing price of €35.10. Stock is down 6.4% over the past year. The company is forecast to post earnings per share of €2.28 for next year compared to €2.11 last year.
お知らせ • Nov 19+ 1 more updateDermapharm Holding SE to Report First Half, 2026 Results on Aug 11, 2026Dermapharm Holding SE announced that they will report first half, 2026 results on Aug 11, 2026
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: €0.76 (vs €0.60 in 3Q 2024)Third quarter 2025 results: EPS: €0.76 (up from €0.60 in 3Q 2024). Revenue: €312.6m (flat on 3Q 2024). Net income: €41.2m (up 27% from 3Q 2024). Profit margin: 13% (up from 10% in 3Q 2024). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 13+ 3 more updatesDermapharm Holding SE to Report Fiscal Year 2025 Results on Mar 31, 2026Dermapharm Holding SE announced that they will report fiscal year 2025 results on Mar 31, 2026
分析記事 • Oct 31Getting In Cheap On Dermapharm Holding SE (ETR:DMP) Might Be DifficultIt's not a stretch to say that Dermapharm Holding SE's ( ETR:DMP ) price-to-earnings (or "P/E") ratio of 17x right now...
New Risk • Sep 01New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 137% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (137% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: €0.39 (vs €0.32 in 2Q 2024)Second quarter 2025 results: EPS: €0.39 (up from €0.32 in 2Q 2024). Revenue: €280.8m (down 1.0% from 2Q 2024). Net income: €20.9m (up 21% from 2Q 2024). Profit margin: 7.4% (up from 6.1% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
分析記事 • Jul 28Dermapharm Holding (ETR:DMP) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Recent Insider Transactions • Jul 09Chairman of the Supervisory Board recently bought €122m worth of stockOn the 3rd of July, Wilhelm Beier bought around 3m shares on-market at roughly €34.94 per share. This transaction increased Wilhelm's direct individual holding by 22x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Wilhelm's only on-market trade for the last 12 months.
お知らせ • Jun 28Dermapharm Holding SE Approves Annual DividendDermapharm Holding SE at its Annual General Meeting held on 26 June 2025, acted on the recommendation of the Board of Management and the Supervisory Board to distribute a dividend of EUR 0.90 per share carrying dividend rights. The total distribution amounts to EUR 48.5 million, representing a distribution ratio of approximately 43% of the consolidated net profit eligible for distribution.
Upcoming Dividend • Jun 20Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.5%).
分析記事 • Jun 20We Discuss Why Dermapharm Holding SE's (ETR:DMP) CEO Compensation May Be Closely ReviewedKey Insights Dermapharm Holding's Annual General Meeting to take place on 26th of June Salary of €850.0k is part of CEO...
New Risk • May 23New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 17% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • May 16Dermapharm Holding SE, Annual General Meeting, Jun 26, 2025Dermapharm Holding SE, Annual General Meeting, Jun 26, 2025, at 10:00 W. Europe Standard Time.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: €0.62 (vs €0.81 in 1Q 2024)First quarter 2025 results: EPS: €0.62 (down from €0.81 in 1Q 2024). Revenue: €310.5m (up 3.0% from 1Q 2024). Net income: €33.4m (down 23% from 1Q 2024). Profit margin: 11% (down from 14% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
分析記事 • Apr 30Dermapharm Holding SE's (ETR:DMP) Share Price Not Quite Adding UpWith a median price-to-earnings (or "P/E") ratio of close to 18x in Germany, you could be forgiven for feeling...
Reported Earnings • Apr 03Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: €2.11 (up from €1.16 in FY 2023). Revenue: €1.20b (up 3.9% from FY 2023). Net income: €113.8m (up 82% from FY 2023). Profit margin: 9.5% (up from 5.4% in FY 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Price Target Changed • Apr 02Price target increased by 8.9% to €52.80Up from €48.49, the current price target is an average from 5 analysts. New target price is 44% above last closing price of €36.75. Stock is up 16% over the past year. The company is forecast to post earnings per share of €2.10 for next year compared to €1.16 last year.
Declared Dividend • Mar 17Dividend of €0.90 announcedShareholders will receive a dividend of €0.90. Ex-date: 27th June 2025 Payment date: 1st July 2025 Dividend yield will be 2.1%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jan 31Is Dermapharm Holding (ETR:DMP) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jan 02Dermapharm Holding SE to Report Fiscal Year 2024 Results on Mar 14, 2025Dermapharm Holding SE announced that they will report fiscal year 2024 results on Mar 14, 2025
分析記事 • Dec 19Dermapharm Holding SE's (ETR:DMP) P/E Is On The MarkWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 15x, you may consider...
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: €0.60 (vs €0.46 in 3Q 2023)Third quarter 2024 results: EPS: €0.60 (up from €0.46 in 3Q 2023). Revenue: €337.1m (up 17% from 3Q 2023). Net income: €32.4m (up 30% from 3Q 2023). Profit margin: 9.6% (up from 8.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
分析記事 • Sep 28Here's Why Dermapharm Holding (ETR:DMP) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Aug 31Dermapharm Holding SE Beat Revenue Forecasts By 6.7%: Here's What Analysts Are Forecasting NextLast week, you might have seen that Dermapharm Holding SE ( ETR:DMP ) released its quarterly result to the market. The...
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: €0.32 (vs €0.17 loss in 2Q 2023)Second quarter 2024 results: EPS: €0.32 (up from €0.17 loss in 2Q 2023). Revenue: €292.6m (up 9.8% from 2Q 2023). Net income: €17.3m (up €26.5m from 2Q 2023). Profit margin: 5.9% (up from net loss in 2Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 30% per year whereas the company’s share price has fallen by 25% per year.
分析記事 • Aug 17Dermapharm Holding SE's (ETR:DMP) P/E Still Appears To Be ReasonableWith a price-to-earnings (or "P/E") ratio of 34.2x Dermapharm Holding SE ( ETR:DMP ) may be sending very bearish...
Price Target Changed • Jun 25Price target decreased by 12% to €50.13Down from €56.90, the current price target is an average from 4 analysts. New target price is 40% above last closing price of €35.70. Stock is down 19% over the past year. The company is forecast to post earnings per share of €1.90 for next year compared to €1.16 last year.
分析記事 • Jun 21It Looks Like Dermapharm Holding SE's (ETR:DMP) CEO May Expect Their Salary To Be Put Under The MicroscopeKey Insights Dermapharm Holding to hold its Annual General Meeting on 27th of June CEO Hans-Georg Feldmeier's total...
New Risk • May 19New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 17% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.0% net profit margin).
Reported Earnings • May 19First quarter 2024 earnings released: EPS: €0.81 (vs €0.92 in 1Q 2023)First quarter 2024 results: EPS: €0.81 (down from €0.92 in 1Q 2023). Revenue: €309.7m (down 4.1% from 1Q 2023). Net income: €43.6m (down 12% from 1Q 2023). Profit margin: 14% (down from 15% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 19% per year.
お知らせ • May 09Dermapharm Holding SE to Report Q1, 2024 Results on May 15, 2024Dermapharm Holding SE announced that they will report Q1, 2024 results on May 15, 2024
分析記事 • Apr 29These 4 Measures Indicate That Dermapharm Holding (ETR:DMP) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: €1.16 (vs €2.49 in FY 2022)Full year 2023 results: EPS: €1.16 (down from €2.49 in FY 2022). Revenue: €1.19b (up 15% from FY 2022). Net income: €62.4m (down 54% from FY 2022). Profit margin: 5.2% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 28Dermapharm Holding SE, Annual General Meeting, Jun 27, 2024Dermapharm Holding SE, Annual General Meeting, Jun 27, 2024.
Declared Dividend • Mar 17Dividend of €0.88 announcedShareholders will receive a dividend of €0.88. Ex-date: 6th June 2024 Payment date: 10th June 2024 Dividend yield will be 2.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 14Dermapharm Holding SE to Report Fiscal Year 2023 Results on Mar 28, 2024Dermapharm Holding SE announced that they will report fiscal year 2023 results on Mar 28, 2024
分析記事 • Feb 07Dermapharm Holding SE's (ETR:DMP) Price In Tune With EarningsDermapharm Holding SE's ( ETR:DMP ) price-to-earnings (or "P/E") ratio of 22.7x might make it look like a sell right...
分析記事 • Dec 15Dermapharm Holding (ETR:DMP) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
New Risk • Nov 19New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 180% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (180% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.1% net profit margin).
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: €0.46 (vs €0.98 in 3Q 2022)Third quarter 2023 results: EPS: €0.46 (down from €0.98 in 3Q 2022). Revenue: €307.9m (up 16% from 3Q 2022). Net income: €24.8m (down 53% from 3Q 2022). Profit margin: 8.1% (down from 20% in 3Q 2022). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
分析記事 • Nov 17An Intrinsic Calculation For Dermapharm Holding SE (ETR:DMP) Suggests It's 24% UndervaluedKey Insights Dermapharm Holding's estimated fair value is €50.75 based on 2 Stage Free Cash Flow to Equity Dermapharm...
Reported Earnings • Aug 30Second quarter 2023 earnings released: €0.17 loss per share (vs €0.27 profit in 2Q 2022)Second quarter 2023 results: €0.17 loss per share (down from €0.27 profit in 2Q 2022). Revenue: €269.1m (up 11% from 2Q 2022). Net loss: €9.19m (down 163% from profit in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
分析記事 • Aug 28Dermapharm Holding (ETR:DMP) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Aug 01Dermapharm Holding SE's (ETR:DMP) Intrinsic Value Is Potentially 76% Above Its Share PriceKey Insights Dermapharm Holding's estimated fair value is €78.19 based on 2 Stage Free Cash Flow to Equity Dermapharm...
Upcoming Dividend • Jun 08Upcoming dividend of €1.05 per share at 2.3% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 19 June 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.6%).
分析記事 • May 29Dermapharm Holding (ETR:DMP) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • May 04Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €1.14b to €1.11b. EPS estimate also fell from €2.96 per share to €2.61 per share. Net income forecast to grow 4.5% next year vs 3.9% growth forecast for Pharmaceuticals industry in Germany. Consensus price target broadly unchanged at €57.00. Share price was steady at €44.00 over the past week.
分析記事 • May 03Is Dermapharm Holding SE (ETR:DMP) Trading At A 44% Discount?Key Insights Dermapharm Holding's estimated fair value is €78.04 based on 2 Stage Free Cash Flow to Equity Current...
Major Estimate Revision • Apr 27Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €1.11b to €1.14b. EPS estimate increased from €2.59 to €2.96 per share. Net income forecast to grow 19% next year vs 5.5% growth forecast for Pharmaceuticals industry in Germany. Consensus price target of €56.00 unchanged from last update. Share price fell 2.7% to €44.68 over the past week.
Major Estimate Revision • Apr 25Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €1.11b to €1.14b. EPS estimate increased from €2.59 to €2.96 per share. Net income forecast to grow 19% next year vs 5.6% growth forecast for Pharmaceuticals industry in Germany. Consensus price target of €56.00 unchanged from last update. Share price rose 5.0% to €46.00 over the past week.
分析記事 • Apr 04Dermapharm Holding's (ETR:DMP) Soft Earnings Are Actually Better Than They AppearThe market for Dermapharm Holding SE's ( ETR:DMP ) shares didn't move much after it posted weak earnings recently. We...
Reported Earnings • Mar 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: €2.49 (down from €3.89 in FY 2021). Revenue: €1.04b (up 8.4% from FY 2021). Net income: €134.2m (down 36% from FY 2021). Profit margin: 13% (down from 22% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Mar 15Price target decreased by 9.9% to €56.40Down from €62.60, the current price target is an average from 5 analysts. New target price is 53% above last closing price of €36.80. Stock is down 40% over the past year. The company is forecast to post earnings per share of €3.58 for next year compared to €3.89 last year.
分析記事 • Feb 22We Think Dermapharm Holding (ETR:DMP) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Price Target Changed • Jan 06Price target decreased to €60.60Down from €65.33, the current price target is an average from 5 analysts. New target price is 65% above last closing price of €36.62. Stock is down 53% over the past year. The company is forecast to post earnings per share of €3.42 for next year compared to €3.89 last year.
Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: €0.98 (vs €1.15 in 3Q 2021)Third quarter 2022 results: EPS: €0.98 (down from €1.15 in 3Q 2021). Revenue: €277.8m (up 13% from 3Q 2021). Net income: €52.5m (down 15% from 3Q 2021). Profit margin: 19% (down from 25% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 17Is Dermapharm Holding (ETR:DMP) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • Nov 16Price target decreased to €64.60Down from €69.60, the current price target is an average from 4 analysts. New target price is 45% above last closing price of €44.50. Stock is down 43% over the past year. The company is forecast to post earnings per share of €3.60 for next year compared to €3.89 last year.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €37.54, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Pharmaceuticals industry in Germany. Total returns to shareholders of 24% over the past three years.
Reported Earnings • Sep 09Second quarter 2022 earnings released: EPS: €0.27 (vs €0.74 in 2Q 2021)Second quarter 2022 results: EPS: €0.27 (down from €0.74 in 2Q 2021). Revenue: €246.2m (up 12% from 2Q 2021). Net income: €14.5m (down 64% from 2Q 2021). Profit margin: 5.9% (down from 18% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 09Dermapharm Holding SE Announces Executive ChangesDermapharm Holding SE announced that Hilde Neumeyer has left the company. She will be succeeded as Chief Financial Officer by Christof Dreibholz (55) on 1 November 2022. As an auditor and tax consultant, Mr. Dreibholz has many years of experience in the areas of finance, controlling and accounting. Mr. Dreibholz has been employed by Deloitte since 2002 and has been responsible for the implementation of financial due diligence projects as a partner since 2008. Mr. Dreibholz has advised the Dermapharm Group on numerous national and international acquisitions and therefore knows the structures of the Dermapharm Group very well.
お知らせ • Aug 24+ 1 more updateDermapharm Holding SE Provides Earnings Guidance for the Full Year 2022Dermapharm Holding SE provided earnings guidance for the full year 2022. For the year, the management board continues to expect growth in consolidated revenue of 10% to 13%.
分析記事 • Aug 16Is Dermapharm Holding (ETR:DMP) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • May 26Upcoming dividend of €2.17 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of German dividend payers (4.3%). Higher than average of industry peers (2.6%).
Reported Earnings • May 19First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: €0.69 (up from €0.67 in 1Q 2021). Revenue: €239.1m (up 11% from 1Q 2021). Net income: €37.4m (up 2.9% from 1Q 2021). Profit margin: 16% (down from 17% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 7.8%, compared to a 6.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • May 19Dermapharm Holding SE Provides Earnings Guidance for the Full Year 2022Dermapharm Holding SE provided earnings guidance for the full year 2022. For the year, the company expected growth in consolidated revenue by 10% to 13% (2021: EUR 942.9 million) and in consolidated EBITDA by 3% to 7% (EUR 351.1 million).
分析記事 • May 18Is Dermapharm Holding (ETR:DMP) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Apr 14Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: €3.89 (up from €1.59 in FY 2020). Revenue: €960.1m (up 19% from FY 2020). Net income: €209.6m (up 144% from FY 2020). Profit margin: 22% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 10%, compared to a 7.9% growth forecast for the pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 12Dermapharm Holding SE Re-Affirm Earnings Guidance for the Year 2022Dermapharm Holding SE announced the Board of Management confirms the guidance published on 29 March 2022 and expects consolidated revenue to grow by 10% to 13% and consolidated EBITDA by 3% to 7% in 2022.
分析記事 • Feb 17Is Dermapharm Holding (ETR:DMP) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Feb 02Dermapharm Holding SE (XTRA:DMP) completed the acquisition of C³ - Cannabinoid Compound Company Gmbh from Canopy Growth Corporation (TSX:WEED).Dermapharm Holding SE (XTRA:DMP) entered into an agreement to acquire C³ - Cannabinoid Compound Company Gmbh from Canopy Growth Corporation (TSX:WEED) for approximately €120 million on December 15, 2021. An upfront payment of €80 million, subject to customary cash and debt adjustments, will be made upon the closing of the transaction in addition to an earnout payment of up to €42.6 million subject to the achievement of select milestones by the C³ business. As part of the agreement, all C³ employees will be retained by Dermapharm following the closing of the transaction. Assuming timely receipt of required regulatory approvals and satisfaction of other closing conditions, the transaction is expected to close by January 31, 2022. Dermapharm Holding SE (XTRA:DMP) completed the acquisition of C³ - Cannabinoid Compound Company Gmbh from Canopy Growth Corporation (TSX:WEED) on January 31, 2022.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €74.95, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 20x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 251% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €118 per share.
Price Target Changed • Jan 05Price target increased to €102Up from €95.17, the current price target is an average from 6 analysts. New target price is 30% above last closing price of €78.50. Stock is up 37% over the past year. The company is forecast to post earnings per share of €3.60 for next year compared to €1.59 last year.
Major Estimate Revision • Dec 22Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from €3.33 to €3.70. Revenue forecast steady at €951.0m. Net income forecast to grow 30% next year vs 11% growth forecast for Pharmaceuticals industry in Germany. Consensus price target up from €93.90 to €98.50. Share price rose 6.1% to €87.10 over the past week.
Price Target Changed • Dec 17Price target increased to €98.50Up from €92.00, the current price target is an average from 6 analysts. New target price is 15% above last closing price of €85.50. Stock is up 53% over the past year. The company is forecast to post earnings per share of €3.33 for next year compared to €1.59 last year.
お知らせ • Dec 16Dermapharm Holding SE (XTRA:DMP) entered into an agreement to acquire C3 - Cannabionoid Compound Company GmbH from Canopy Growth Corporation (TSX:WEED) for approximately €120 million.Dermapharm Holding SE (XTRA:DMP) entered into an agreement to acquire C3 - Cannabionoid Compound Company GmbH from Canopy Growth Corporation (TSX:WEED) for approximately €120 million on December 15, 2021. The consideration consists of an upfront payment of €80 million, subject to customary cash and debt adjustments, which will be made upon the closing of the transaction in addition to an earnout payment of up to €42.6 million subject to the achievement of select milestones by the C3 - Cannabionoid Compound business. All C3 - Cannabionoid Compound Company employees will be retained by Dermapharm. The transaction is subject to regulatory approvals and satisfaction of other closing conditions. The transaction is expected to close by January 31, 2022.
分析記事 • Nov 19These 4 Measures Indicate That Dermapharm Holding (ETR:DMP) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...