View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsB&S Group 将来の成長Future 基準チェック /36B&S Group収益と収益がそれぞれ年間27.7%と5.3%増加すると予測されています。主要情報27.7%収益成長率n/aEPS成長率Retail Distributors 収益成長11.2%収益成長率5.3%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日13 Jan 2026今後の成長に関する最新情報お知らせ • Apr 16B&S Group S.A. Provides Earnings Guidance for the Year 2021B&S Group S.A. provides earnings guidance for the year 2021. The company forecasted an organic turnover growth of 7.5% per year, complemented by an acquisitive turnover growth of an average 7.5% per year, also.すべての更新を表示Recent updatesお知らせ • Nov 21+ 1 more updateB&S Group S.A.(ENXTAM:BSGR) dropped from Netherlands ASCX AMS Small Cap IndexB&S Group S.A. has been removed from Netherlands ASCX AMS Small Cap Index .お知らせ • Nov 04B&S Group S.A. Announces Board ResignationsB&S Group S.A. announced that Mr. B.A. Wissink and Mr. W.A. Blijdorp withdrew their candidacies for the Executive Board and Supervisory Board, respectively. Accordingly, the resolutions concerning their appointments became moot and were not voted on.お知らせ • Apr 28B&S Group S.A. Approves the Dividend for the 2024, Payable on or Around July 3, 2025B&S Group S.A. approved the dividend proposal. The dividend for the 2024 financial year amounts to EUR 0.19 per Ordinary Share and will be payable on or around July 3, 2025. The ex-dividend date is set for April 29, 2025, and the record date for April 30, 2025.お知らせ • Nov 12B&S Group S.A., Annual General Meeting, Apr 25, 2025B&S Group S.A., Annual General Meeting, Apr 25, 2025.お知らせ • Oct 09+ 3 more updatesB&S Group S.A. to Report Fiscal Year 2024 Final Results on Mar 19, 2025B&S Group S.A. announced that they will report fiscal year 2024 final results at 9:00 AM, Central European Standard Time on Mar 19, 2025Reported Earnings • Aug 22First half 2024 earnings released: EPS: €0.16 (vs €0.08 in 1H 2023)First half 2024 results: EPS: €0.16 (up from €0.08 in 1H 2023). Revenue: €1.10b (up 4.2% from 1H 2023). Net income: €13.2m (up 88% from 1H 2023). Profit margin: 1.2% (up from 0.7% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • May 21Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 28 May 2024. Payment date: 03 July 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.6%).Declared Dividend • Apr 23Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 28th May 2024 Payment date: 3rd July 2024 Dividend yield will be 3.5%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 17Full year 2023 earnings released: EPS: €0.40 (vs €0.31 in FY 2022)Full year 2023 results: EPS: €0.40 (up from €0.31 in FY 2022). Revenue: €2.22b (up 3.3% from FY 2022). Net income: €33.8m (up 29% from FY 2022). Profit margin: 1.5% (up from 1.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Apr 11Now 21% undervaluedOver the last 90 days, the stock has risen 4.2% to €4.11. The fair value is estimated to be €5.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.9% in 2 years. Earnings are forecast to grow by 159% in the next 2 years.New Risk • Mar 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (99% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). 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 (0.9% net profit margin).Buying Opportunity • Jan 17Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €4.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.9% in 2 years. Earnings is forecast to grow by 159% in the next 2 years.Buying Opportunity • Nov 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.5%. The fair value is estimated to be €4.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.3% in 2 years. Earnings is forecast to grow by 152% in the next 2 years.お知らせ • Nov 08B&S Group S.A. to Report First Half, 2024 Results on Aug 19, 2024B&S Group S.A. announced that they will report first half, 2024 results on Aug 19, 2024お知らせ • Nov 06+ 2 more updatesB&S Group S.A., Annual General Meeting, May 24, 2024B&S Group S.A., Annual General Meeting, May 24, 2024.Reported Earnings • Aug 22First half 2023 earnings released: EPS: €0.08 (vs €0.15 in 1H 2022)First half 2023 results: EPS: €0.08 (down from €0.15 in 1H 2022). Revenue: €1.06b (up 7.6% from 1H 2022). Net income: €7.03m (down 43% from 1H 2022). Profit margin: 0.7% (down from 1.2% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Buying Opportunity • May 24Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 5.8%. The fair value is estimated to be €4.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has declined by 3.9%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.お知らせ • May 24+ 1 more updateB&S Group S.A. Approves the Appointment of Kim Smit to Supervisory BoardB&S Group S.A. approved the appointment of Kim Smit to supervisory board, at its AGM held on May 22, 2023.Upcoming Dividend • May 17Upcoming dividend of €0.12 per share at 3.0% yieldEligible shareholders must have bought the stock before 24 May 2023. Payment date: 04 July 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.5%).Reported Earnings • Apr 20Full year 2022 earnings released: EPS: €0.31 (vs €0.46 in FY 2021)Full year 2022 results: EPS: €0.31 (down from €0.46 in FY 2021). Revenue: €2.15b (up 15% from FY 2021). Net income: €26.1m (down 32% from FY 2021). Profit margin: 1.2% (down from 2.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €4.26, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Retail Distributors industry in Europe. Total loss to shareholders of 48% over the past three years.お知らせ • Dec 17B&S Group S.A. Announces Board ChangesB&S Group S.A. announced that during the Extraordinary General Meeting of Shareholders held on December 15, 2022, it was resolved to remove Mr. Jan Arie van Barneveld from his position as member of the Supervisory Board effective immediately and consequently Mrs. Kitty Koelemeijer's resignation from her position as a member of the Supervisory Board is also effective immediately. As a consequence of Mr. Jan Arie van Barneveld's removal, the conditionality for the resignation of the independent Supervisory Board member Mrs. Kitty Koelemeijer, as announced in release on October 17, 2022, has been fulfilled and, Mrs. Kitty Koelemeijer's resignation from her position as a Supervisory Board member is therefore effective immediately. The Company expects that the appointment of one or more new independent Supervisory Board members will follow in due course in accordance with applicable law and corporate governance regulations.お知らせ • Nov 07+ 3 more updatesB&S Group S.A. to Report Fiscal Year 2022 Final Results on Mar 07, 2023B&S Group S.A. announced that they will report fiscal year 2022 final results on Mar 07, 2023お知らせ • Oct 17B&S Group S.A. Announces Conditional Resignation of Kitty Koelemeijer as Independent Supervisory Board MemberB&S Group S.A. at its Extraordinary General Meeting of Shareholders to be held on November 17, 2022, received the conditional resignation of independent Supervisory Board member Mrs. Kitty Koelemeijer. The resignation of Mrs. Kitty Koelemeijer will become effective upon the Extraordinary General Meeting of Shareholders adopting the proposed resolution, being the dismissal of the chairman of the Supervisory Board.お知らせ • Sep 03B&S Group S.A. Announces the Resignation of Rob Cornelisse as Member of the Supervisory BoardB&S Group S.A. announced that Rob Cornelisse for personal reasons has resigned from his position as member of the Supervisory Board of B&S effective immediately. Rob Cornelisse has served B&S as a Supervisory Board member since 2018.Reported Earnings • Aug 24First half 2022 earnings released: EPS: €0.15 (vs €0.17 in 1H 2021)First half 2022 results: EPS: €0.15 (down from €0.17 in 1H 2021). Revenue: €983.2m (up 19% from 1H 2021). Net income: €12.3m (down 16% from 1H 2021). Profit margin: 1.2% (down from 1.8% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.0%, compared to a 13% growth forecast for the Retail Distributors 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 fallen by 26% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 18B&S Group S.A. Announces Resignation of Peter Kruithof as Chief Financial Officer, Effective October 31, 2022B&S Group S.A. announced that Peter Kruithof (41) has resigned from his position as Chief Financial Officer of B&S effective October 31, 2022 to pursue other career opportunities. Pending shareholders' approval, the Supervisory Board appoints Mark Faasse (40) as his successor.Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €5.47, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Retail Distributors industry in Europe. Total loss to shareholders of 53% over the past three years.Upcoming Dividend • May 12Upcoming dividend of €0.18 per shareEligible shareholders must have bought the stock before 19 May 2022. Payment date: 04 July 2022. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.2%). Higher than average of industry peers (2.1%).Reported Earnings • Mar 01Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.46 (up from €0.26 in FY 2020). Revenue: €1.87b (flat on FY 2020). Net income: €38.5m (up 77% from FY 2020). Profit margin: 2.1% (up from 1.2% in FY 2020). Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 6.0%, compared to a 7.4% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 25First half 2021 earnings released: EPS €0.17 (vs €0.07 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: €823.6m (down 1.5% from 1H 2020). Net income: €14.7m (up 160% from 1H 2020). Profit margin: 1.8% (up from 0.7% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Upcoming Dividend • May 13Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 02 July 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.3%).お知らせ • Apr 16B&S Group S.A. Provides Earnings Guidance for the Year 2021B&S Group S.A. provides earnings guidance for the year 2021. The company forecasted an organic turnover growth of 7.5% per year, complemented by an acquisitive turnover growth of an average 7.5% per year, also.Is New 90 Day High Low • Feb 25New 90-day high: €8.26The company is up 1.0% from its price of €8.16 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.23 per share.Analyst Estimate Surprise Post Earnings • Feb 24Revenue beats expectationsRevenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 8.9% while theRetail Distributors industry in Germany is not expected to grow.Reported Earnings • Feb 23Full year 2020 earnings released: EPS €0.26 (vs €0.56 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.86b (down 5.9% from FY 2019). Net income: €21.7m (down 54% from FY 2019). Profit margin: 1.2% (down from 2.4% in FY 2019). The decrease in margin was driven by lower revenue.お知らせ • Feb 16B&S Group S.A. to Report Fiscal Year 2020 Final Results on Mar 02, 2021B&S Group S.A. announced that they will report fiscal year 2020 final results on Mar 02, 2021お知らせ • Jan 17B&S Group S.A. Announces the Appointment of Ken Lageveen as Chief Operations OfficerB&S Group S.A. announced the appointment of Ken Lageveen as Chief Operations Officer (COO) of B&S Group to enhance progress on the implementation of its 2021-2023 strategic plan. The appointment is effective immediately. Before his appointment as COO, Ken Lageveen served as the Managing Director Operations of the HTG segment of B&S Group. He holds over 10 years of experience in senior operational leadership roles. Ken joined the B&S Group in 2003 and grew the HTG Segment in the capacity of Commercial Director and Digital Commerce development before becoming the Managing Director Operations within this segment. Ken is a Dutch national and holds a master degree in Business and Entrepreneurship from Groningen University.Is New 90 Day High Low • Nov 11New 90-day high: €6.78The company is up 24% from its price of €5.47 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €156 per share.お知らせ • Nov 10+ 4 more updatesB&S Group S.A. to Report Nine Months, 2021 Results on Nov 08, 2021B&S Group S.A. announced that they will report nine months, 2021 results on Nov 08, 2021Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 16% share price gain to €6.60, the stock is trading at a trailing P/E ratio of 18.8x, up from the previous P/E ratio of 16.2x. This compares to an average P/E of 18x in the Retail Distributors industry in Europe. Total return to shareholders over the past year is a loss of 36%.業績と収益の成長予測DB:70B - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20272,837775675112/31/20262,683665471112/31/20252,58256759516/30/20252,465326883N/A3/31/20252,441364056N/A12/31/20242,417401230N/A9/30/20242,310391533N/A6/30/20242,234391936N/A3/31/20242,227374158N/A12/31/20232,220346380N/A9/30/20232,2212782101N/A6/30/20232,22321101122N/A3/31/20232,1852390111N/A12/31/20222,148267899N/A9/30/20222,089314159N/A6/30/20222,02936420N/A3/31/20221,94937317N/A12/31/20211,87038215N/A9/30/20211,860351831N/A6/30/20211,850313548N/A3/31/20211,856268497N/A12/31/20201,86222134147N/A9/30/20201,88926150166N/A6/30/20201,91630167184N/A3/31/20201,94838130149N/A12/31/20191,9794793113N/A9/30/20191,928526482N/A6/30/20191,878563551N/A3/31/20191,81258N/A27N/A12/31/20181,74660N/A4N/A9/30/20181,65563N/A16N/A6/30/20181,56465N/A29N/A3/31/20181,53066N/A60N/A12/31/20171,49668N/A91N/A12/31/20161,33961N/A79N/A12/31/20151,33860N/A5N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 70Bの予測収益成長率 (年間27.7% ) は 貯蓄率 ( 1.6% ) を上回っています。収益対市場: 70Bの収益 ( 27.7% ) はGerman市場 ( 16.9% ) よりも速いペースで成長すると予測されています。高成長収益: 70Bの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 70Bの収益 ( 5.3% ) German市場 ( 6.5% ) よりも低い成長が予測されています。高い収益成長: 70Bの収益 ( 5.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 70Bの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/01/27 01:09終値2025/12/22 00:00収益2025/06/30年間収益2024/12/31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本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋B&S Group S.A. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Tijs HollestelleING Groep NVAnnelies Judith VermeulenMorgan Stanley
お知らせ • Apr 16B&S Group S.A. Provides Earnings Guidance for the Year 2021B&S Group S.A. provides earnings guidance for the year 2021. The company forecasted an organic turnover growth of 7.5% per year, complemented by an acquisitive turnover growth of an average 7.5% per year, also.
お知らせ • Nov 21+ 1 more updateB&S Group S.A.(ENXTAM:BSGR) dropped from Netherlands ASCX AMS Small Cap IndexB&S Group S.A. has been removed from Netherlands ASCX AMS Small Cap Index .
お知らせ • Nov 04B&S Group S.A. Announces Board ResignationsB&S Group S.A. announced that Mr. B.A. Wissink and Mr. W.A. Blijdorp withdrew their candidacies for the Executive Board and Supervisory Board, respectively. Accordingly, the resolutions concerning their appointments became moot and were not voted on.
お知らせ • Apr 28B&S Group S.A. Approves the Dividend for the 2024, Payable on or Around July 3, 2025B&S Group S.A. approved the dividend proposal. The dividend for the 2024 financial year amounts to EUR 0.19 per Ordinary Share and will be payable on or around July 3, 2025. The ex-dividend date is set for April 29, 2025, and the record date for April 30, 2025.
お知らせ • Nov 12B&S Group S.A., Annual General Meeting, Apr 25, 2025B&S Group S.A., Annual General Meeting, Apr 25, 2025.
お知らせ • Oct 09+ 3 more updatesB&S Group S.A. to Report Fiscal Year 2024 Final Results on Mar 19, 2025B&S Group S.A. announced that they will report fiscal year 2024 final results at 9:00 AM, Central European Standard Time on Mar 19, 2025
Reported Earnings • Aug 22First half 2024 earnings released: EPS: €0.16 (vs €0.08 in 1H 2023)First half 2024 results: EPS: €0.16 (up from €0.08 in 1H 2023). Revenue: €1.10b (up 4.2% from 1H 2023). Net income: €13.2m (up 88% from 1H 2023). Profit margin: 1.2% (up from 0.7% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • May 21Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 28 May 2024. Payment date: 03 July 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.6%).
Declared Dividend • Apr 23Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 28th May 2024 Payment date: 3rd July 2024 Dividend yield will be 3.5%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 17Full year 2023 earnings released: EPS: €0.40 (vs €0.31 in FY 2022)Full year 2023 results: EPS: €0.40 (up from €0.31 in FY 2022). Revenue: €2.22b (up 3.3% from FY 2022). Net income: €33.8m (up 29% from FY 2022). Profit margin: 1.5% (up from 1.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Apr 11Now 21% undervaluedOver the last 90 days, the stock has risen 4.2% to €4.11. The fair value is estimated to be €5.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.9% in 2 years. Earnings are forecast to grow by 159% in the next 2 years.
New Risk • Mar 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (99% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). 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 (0.9% net profit margin).
Buying Opportunity • Jan 17Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €4.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.9% in 2 years. Earnings is forecast to grow by 159% in the next 2 years.
Buying Opportunity • Nov 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.5%. The fair value is estimated to be €4.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.3% in 2 years. Earnings is forecast to grow by 152% in the next 2 years.
お知らせ • Nov 08B&S Group S.A. to Report First Half, 2024 Results on Aug 19, 2024B&S Group S.A. announced that they will report first half, 2024 results on Aug 19, 2024
お知らせ • Nov 06+ 2 more updatesB&S Group S.A., Annual General Meeting, May 24, 2024B&S Group S.A., Annual General Meeting, May 24, 2024.
Reported Earnings • Aug 22First half 2023 earnings released: EPS: €0.08 (vs €0.15 in 1H 2022)First half 2023 results: EPS: €0.08 (down from €0.15 in 1H 2022). Revenue: €1.06b (up 7.6% from 1H 2022). Net income: €7.03m (down 43% from 1H 2022). Profit margin: 0.7% (down from 1.2% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Buying Opportunity • May 24Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 5.8%. The fair value is estimated to be €4.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has declined by 3.9%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.
お知らせ • May 24+ 1 more updateB&S Group S.A. Approves the Appointment of Kim Smit to Supervisory BoardB&S Group S.A. approved the appointment of Kim Smit to supervisory board, at its AGM held on May 22, 2023.
Upcoming Dividend • May 17Upcoming dividend of €0.12 per share at 3.0% yieldEligible shareholders must have bought the stock before 24 May 2023. Payment date: 04 July 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.5%).
Reported Earnings • Apr 20Full year 2022 earnings released: EPS: €0.31 (vs €0.46 in FY 2021)Full year 2022 results: EPS: €0.31 (down from €0.46 in FY 2021). Revenue: €2.15b (up 15% from FY 2021). Net income: €26.1m (down 32% from FY 2021). Profit margin: 1.2% (down from 2.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €4.26, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Retail Distributors industry in Europe. Total loss to shareholders of 48% over the past three years.
お知らせ • Dec 17B&S Group S.A. Announces Board ChangesB&S Group S.A. announced that during the Extraordinary General Meeting of Shareholders held on December 15, 2022, it was resolved to remove Mr. Jan Arie van Barneveld from his position as member of the Supervisory Board effective immediately and consequently Mrs. Kitty Koelemeijer's resignation from her position as a member of the Supervisory Board is also effective immediately. As a consequence of Mr. Jan Arie van Barneveld's removal, the conditionality for the resignation of the independent Supervisory Board member Mrs. Kitty Koelemeijer, as announced in release on October 17, 2022, has been fulfilled and, Mrs. Kitty Koelemeijer's resignation from her position as a Supervisory Board member is therefore effective immediately. The Company expects that the appointment of one or more new independent Supervisory Board members will follow in due course in accordance with applicable law and corporate governance regulations.
お知らせ • Nov 07+ 3 more updatesB&S Group S.A. to Report Fiscal Year 2022 Final Results on Mar 07, 2023B&S Group S.A. announced that they will report fiscal year 2022 final results on Mar 07, 2023
お知らせ • Oct 17B&S Group S.A. Announces Conditional Resignation of Kitty Koelemeijer as Independent Supervisory Board MemberB&S Group S.A. at its Extraordinary General Meeting of Shareholders to be held on November 17, 2022, received the conditional resignation of independent Supervisory Board member Mrs. Kitty Koelemeijer. The resignation of Mrs. Kitty Koelemeijer will become effective upon the Extraordinary General Meeting of Shareholders adopting the proposed resolution, being the dismissal of the chairman of the Supervisory Board.
お知らせ • Sep 03B&S Group S.A. Announces the Resignation of Rob Cornelisse as Member of the Supervisory BoardB&S Group S.A. announced that Rob Cornelisse for personal reasons has resigned from his position as member of the Supervisory Board of B&S effective immediately. Rob Cornelisse has served B&S as a Supervisory Board member since 2018.
Reported Earnings • Aug 24First half 2022 earnings released: EPS: €0.15 (vs €0.17 in 1H 2021)First half 2022 results: EPS: €0.15 (down from €0.17 in 1H 2021). Revenue: €983.2m (up 19% from 1H 2021). Net income: €12.3m (down 16% from 1H 2021). Profit margin: 1.2% (down from 1.8% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.0%, compared to a 13% growth forecast for the Retail Distributors 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 fallen by 26% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 18B&S Group S.A. Announces Resignation of Peter Kruithof as Chief Financial Officer, Effective October 31, 2022B&S Group S.A. announced that Peter Kruithof (41) has resigned from his position as Chief Financial Officer of B&S effective October 31, 2022 to pursue other career opportunities. Pending shareholders' approval, the Supervisory Board appoints Mark Faasse (40) as his successor.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €5.47, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Retail Distributors industry in Europe. Total loss to shareholders of 53% over the past three years.
Upcoming Dividend • May 12Upcoming dividend of €0.18 per shareEligible shareholders must have bought the stock before 19 May 2022. Payment date: 04 July 2022. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.2%). Higher than average of industry peers (2.1%).
Reported Earnings • Mar 01Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.46 (up from €0.26 in FY 2020). Revenue: €1.87b (flat on FY 2020). Net income: €38.5m (up 77% from FY 2020). Profit margin: 2.1% (up from 1.2% in FY 2020). Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 6.0%, compared to a 7.4% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 25First half 2021 earnings released: EPS €0.17 (vs €0.07 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: €823.6m (down 1.5% from 1H 2020). Net income: €14.7m (up 160% from 1H 2020). Profit margin: 1.8% (up from 0.7% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • May 13Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 02 July 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.3%).
お知らせ • Apr 16B&S Group S.A. Provides Earnings Guidance for the Year 2021B&S Group S.A. provides earnings guidance for the year 2021. The company forecasted an organic turnover growth of 7.5% per year, complemented by an acquisitive turnover growth of an average 7.5% per year, also.
Is New 90 Day High Low • Feb 25New 90-day high: €8.26The company is up 1.0% from its price of €8.16 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.23 per share.
Analyst Estimate Surprise Post Earnings • Feb 24Revenue beats expectationsRevenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 8.9% while theRetail Distributors industry in Germany is not expected to grow.
Reported Earnings • Feb 23Full year 2020 earnings released: EPS €0.26 (vs €0.56 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.86b (down 5.9% from FY 2019). Net income: €21.7m (down 54% from FY 2019). Profit margin: 1.2% (down from 2.4% in FY 2019). The decrease in margin was driven by lower revenue.
お知らせ • Feb 16B&S Group S.A. to Report Fiscal Year 2020 Final Results on Mar 02, 2021B&S Group S.A. announced that they will report fiscal year 2020 final results on Mar 02, 2021
お知らせ • Jan 17B&S Group S.A. Announces the Appointment of Ken Lageveen as Chief Operations OfficerB&S Group S.A. announced the appointment of Ken Lageveen as Chief Operations Officer (COO) of B&S Group to enhance progress on the implementation of its 2021-2023 strategic plan. The appointment is effective immediately. Before his appointment as COO, Ken Lageveen served as the Managing Director Operations of the HTG segment of B&S Group. He holds over 10 years of experience in senior operational leadership roles. Ken joined the B&S Group in 2003 and grew the HTG Segment in the capacity of Commercial Director and Digital Commerce development before becoming the Managing Director Operations within this segment. Ken is a Dutch national and holds a master degree in Business and Entrepreneurship from Groningen University.
Is New 90 Day High Low • Nov 11New 90-day high: €6.78The company is up 24% from its price of €5.47 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €156 per share.
お知らせ • Nov 10+ 4 more updatesB&S Group S.A. to Report Nine Months, 2021 Results on Nov 08, 2021B&S Group S.A. announced that they will report nine months, 2021 results on Nov 08, 2021
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 16% share price gain to €6.60, the stock is trading at a trailing P/E ratio of 18.8x, up from the previous P/E ratio of 16.2x. This compares to an average P/E of 18x in the Retail Distributors industry in Europe. Total return to shareholders over the past year is a loss of 36%.