View ValuationPepco Group 将来の成長Future 基準チェック /26Pepco Group利益と収益がそれぞれ年間15.9%と4.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に76.8% 23.4%なると予測されています。主要情報15.9%収益成長率23.44%EPS成長率Multiline Retail 収益成長4.5%収益成長率4.5%将来の株主資本利益率76.80%アナリストカバレッジGood最終更新日22 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 21Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Mar 26Pepco Group N.V. to Report First Half, 2026 Results on May 21, 2026Pepco Group N.V. announced that they will report first half, 2026 results on May 21, 2026New Risk • Jan 01New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 100% 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 (100% net debt to equity). Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results.Board Change • Dec 30Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Brendan Wynne Connolly is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Dec 18Pepco Group N.V., Annual General Meeting, Mar 11, 2026Pepco Group N.V., Annual General Meeting, Mar 11, 2026.お知らせ • Nov 27Pepco Group N.V. to Report Fiscal Year 2025 Final Results on Jan 15, 2026Pepco Group N.V. announced that they will report fiscal year 2025 final results at 8:30 AM, Central European Standard Time on Jan 15, 2026お知らせ • Aug 22Pepco Group N.V. to Report Q4, 2024 Results on Sep 25, 2025Pepco Group N.V. announced that they will report Q4, 2024 results on Sep 25, 2025お知らせ • Jun 12Pepco Group N.V. to Report Fiscal Year 2025 Results on Dec 11, 2025Pepco Group N.V. announced that they will report fiscal year 2025 results on Dec 11, 2025お知らせ • May 22Pepco Group Expects to Sell Poundland by End of SeptemberThe parent firm of Poundland Limited has said it expects to sell the UK discount chain by the end of September. Pepco Group N.V. (WSE: PCO), which has owned the brand since 2016, said it is still considering options for the ‘separation’ of the 818-strong retail chain. It is understood that a number of investment firms and private equity groups are among those to have tabled proposals to buy the business since it was put on the market earlier this year. Laura Ashley owner Gordon Brothers Group, LLC is reportedly among the favourites to strike a deal.お知らせ • Mar 06Pepco Group N.V. to Report First Half, 2025 Results on May 22, 2025Pepco Group N.V. announced that they will report first half, 2025 results on May 22, 2025お知らせ • Jan 17Pepco Group N.V., Annual General Meeting, Mar 12, 2025Pepco Group N.V., Annual General Meeting, Mar 12, 2025.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €4.75, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 59% over the past three years.お知らせ • Sep 23Pepco Group N.V.(WSE:PCO) dropped from FTSE All-World Index (USD)Pepco Group N.V.(WSE:PCO) dropped from FTSE All-World Index (USD)お知らせ • Sep 11Pepco Group N.V. to Report Fiscal Year 2024 Results on Dec 10, 2024Pepco Group N.V. announced that they will report fiscal year 2024 results on Dec 10, 2024Board Change • Jun 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 08Pepco Group Appoints Frederick Arnold as Non-Executive DirectorPepco Group N.V. appointed Frederick Arnold as a non-executive director beginning from June 6, 2024.Reported Earnings • May 24First half 2024 earnings released: EPS: €0.18 (vs €0.15 in 1H 2023)First half 2024 results: EPS: €0.18 (up from €0.15 in 1H 2023). Revenue: €3.20b (up 14% from 1H 2023). Net income: €104.0m (up 20% from 1H 2023). Profit margin: 3.3% (up from 3.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Multiline Retail industry in Europe.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €5.01, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.78 per share.お知らせ • Apr 12+ 1 more updatePepco Group N.V. Announces Appointment of Stephan Borchert as CEO, Effective on July 1, 2024Pepco Group N.V. appointed Stephan Borchert as its CEO effective from July 1, 2024. He will begin a three-month introductory period from July 1 to get to know the Group's activities and culture.お知らせ • Apr 11Pepco Group N.V. to Report First Half, 2024 Results on May 23, 2024Pepco Group N.V. announced that they will report first half, 2024 results on May 23, 2024Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €4.34, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Multiline Retail industry in Europe. Total loss to shareholders of 53% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.74 per share.お知らせ • Jan 19Pepco Group N.V., Annual General Meeting, Mar 15, 2024Pepco Group N.V., Annual General Meeting, Mar 15, 2024.Buying Opportunity • Jan 05Now 21% undervaluedOver the last 90 days, the stock is up 38%. The fair value is estimated to be €7.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 92%. For the next 3 years, revenue is forecast to grow by 9.2% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €6.18, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.84 per share.Reported Earnings • Dec 13Full year 2023 earnings released: EPS: €0.18 (vs €0.30 in FY 2022)Full year 2023 results: EPS: €0.18 (down from €0.30 in FY 2022). Revenue: €5.65b (up 17% from FY 2022). Net income: €102.2m (down 41% from FY 2022). Profit margin: 1.8% (down from 3.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe.Reported Earnings • Dec 13Full year 2023 earnings released: EPS: €0.18 (vs €0.30 in FY 2022)Full year 2023 results: EPS: €0.18 (down from €0.30 in FY 2022). Revenue: €5.65b (up 17% from FY 2022). Net income: €102.2m (down 41% from FY 2022). Profit margin: 1.8% (down from 3.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe.お知らせ • Dec 12Pepco Group N.V. to Report Q1, 2024 Results on Jan 18, 2024Pepco Group N.V. announced that they will report Q1, 2024 results on Jan 18, 2024Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €4.72, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.92 per share.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €4.80, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.25 per share.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €4.55, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 30% over the past year.お知らせ • Sep 15Pepco Group N.V. Announces CEO ChangesPepco Group N.V. has announced its CEO Trevor Masters is stepping down with immediate effect. This development at Pepco, was confirmed by Andy Bond, the chair of the board, who will temporarily assume the role of executive chair until a new CEO is appointed. Masters' departure comes after a tenure marked by notable leadership within the organisation, including his previous role as managing director of Pepco Poland.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €6.01, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 20% over the past year.お知らせ • Sep 12Pepco Group N.V. to Report Fiscal Year 2023 Results on Dec 12, 2023Pepco Group N.V. announced that they will report fiscal year 2023 results on Dec 12, 2023お知らせ • Aug 25Pepco Group and B&M in Talks to Acquire About 150 of Wilko's 400-Strong Store EstatePepco Group N.V. (WSE:PCO) and B&M European Value Retail S.A. (LSE:BME) are in talks to acquire about 150 of Wilko's 400-strong store estate. Fears for thousands of retail jobs at the ailing chain Wilko deepened on Wednesday evening when trade union officials warned that the majority of its shops were likely to close within days. Sky News has learnt that administrators at PricewaterhouseCoopers (PwC) are in advanced talks to carve up parts of the 400-strong chain, with Poundland's owner, Pepco Group, in discussions to acquire roughly 100 stores. B&M European Retail, the London-listed discount chain, is also in negotiations to take on between 40 and 50 shops, according to one insider. Other value retailers, including TOFS, which is owned by the private equity firm Duke Street, have lodged offers to acquire smaller parcels comprising about ten sites. Retail industry sources said an announcement was expected to be made by PwC on August 24, 2023 outlining the sale agreements with at least some of the bidders. Even if agreements with Pepco, B&M and TOFS are finalised, it is likely to mean that more than 200 Wilko stores will face permanent closure. A B&M spokesman declined to comment and a spokesman for Pepco said he would not respond unless a query was emailed.Buying Opportunity • Aug 09Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €9.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 119%. Revenue is forecast to grow by 33% in 2 years. Earnings is forecast to grow by 106% in the next 2 years.お知らせ • Jun 07Pepco Group N.V. to Report First Half, 2023 Results on Jun 06, 2023Pepco Group N.V. announced that they will report first half, 2023 results on Jun 06, 2023Reported Earnings • Jun 06First half 2023 earnings released: EPS: €0.14 (vs €0.17 in 1H 2022)First half 2023 results: EPS: €0.14 (down from €0.17 in 1H 2022). Revenue: €2.84b (up 20% from 1H 2022). Net income: €80.7m (down 15% from 1H 2022). Profit margin: 2.8% (down from 4.0% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe.Board Change • Mar 27Less than half of directors are independentThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Jan 06Pepco Group N.V. Appoints Neil Galloway as Group Chief Financial Officer, Effective 1 April 2023AVI Global Trust plc announced Neil Galloway, non-executive Director of the Company, will be appointed as Group Chief Financial Officer of Pepco Group N.V. effective from 1 April 2023.Reported Earnings • Dec 14Full year 2022 earnings released: EPS: €0.30 (vs €0.27 in FY 2021)Full year 2022 results: EPS: €0.30 (up from €0.27 in FY 2021). Revenue: €4.82b (up 17% from FY 2021). Net income: €173.7m (up 12% from FY 2021). Profit margin: 3.6% (down from 3.8% in FY 2021). The decrease in margin was driven by higher expenses. Like-for-like sales growth: 5.2% vs FY 2021 Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Multiline Retail industry in Europe.お知らせ • Dec 14Pepco Group N.V., Annual General Meeting, Feb 02, 2023Pepco Group N.V., Annual General Meeting, Feb 02, 2023.Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Jun 10First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €74.3m from profit in 1H 2021). Profit margin: (down from 3.7% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 15%, compared to a 9.4% growth forecast for the industry in Germany.Board Change • Apr 27High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 23+ 1 more updatePepco Announces Executive ChangesPepco named Mat Ankers as interim CFO following upcoming resignation of Nick Wharton. Mat Ankers will take over as interim CFO from Nick Wharton, who will step down as of end-April due to health reasons.業績と収益の成長予測DB:8UX - 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9/30/20285,35734633789879/30/20275,07131930980399/30/20264,81831227581549/30/20254,523171694790N/A6/30/20254,41120N/AN/AN/A3/31/20256,305-921617727N/A12/31/20246,236-791612773N/A9/30/20244,160127673822N/A6/30/20245,072127531800N/A3/31/20245,983126389777N/A12/31/20235,789117329715N/A9/30/20235,596108270653N/A6/30/20235,429137282602N/A3/31/20235,263165293552N/A12/31/20225,043169216458N/A9/30/20224,823174138363N/A6/30/20224,661166189399N/A3/31/20224,499158240435N/A12/31/20214,12075277447N/A9/30/20214,122131522673N/A6/30/20213,86184507662N/A3/31/20213,60119493630N/A12/31/20203,563-3427578N/A9/30/20203,5180416580N/A9/30/20193,41521946182N/A9/30/20183,03812N/A76N/A9/30/20171,78855N/A73N/A9/30/201664918N/A66N/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: 8UXの予測収益成長率 (年間15.9% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 8UXの収益 ( 15.9% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: 8UXの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 8UXの収益 ( 4.5% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: 8UXの収益 ( 4.5% ) 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: 8UXの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 76.8 %)。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2026/05/24 01:50終値2026/05/22 00:00収益2025/09/30年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Pepco Group N.V. 9 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。28 アナリスト機関James AnsteadBarclaysMatthew ClementsBarclaysJanusz PietaBiuro maklerskie mBanku25 その他のアナリストを表示
Board Change • May 21Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Mar 26Pepco Group N.V. to Report First Half, 2026 Results on May 21, 2026Pepco Group N.V. announced that they will report first half, 2026 results on May 21, 2026
New Risk • Jan 01New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 100% 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 (100% net debt to equity). Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results.
Board Change • Dec 30Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Brendan Wynne Connolly is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Dec 18Pepco Group N.V., Annual General Meeting, Mar 11, 2026Pepco Group N.V., Annual General Meeting, Mar 11, 2026.
お知らせ • Nov 27Pepco Group N.V. to Report Fiscal Year 2025 Final Results on Jan 15, 2026Pepco Group N.V. announced that they will report fiscal year 2025 final results at 8:30 AM, Central European Standard Time on Jan 15, 2026
お知らせ • Aug 22Pepco Group N.V. to Report Q4, 2024 Results on Sep 25, 2025Pepco Group N.V. announced that they will report Q4, 2024 results on Sep 25, 2025
お知らせ • Jun 12Pepco Group N.V. to Report Fiscal Year 2025 Results on Dec 11, 2025Pepco Group N.V. announced that they will report fiscal year 2025 results on Dec 11, 2025
お知らせ • May 22Pepco Group Expects to Sell Poundland by End of SeptemberThe parent firm of Poundland Limited has said it expects to sell the UK discount chain by the end of September. Pepco Group N.V. (WSE: PCO), which has owned the brand since 2016, said it is still considering options for the ‘separation’ of the 818-strong retail chain. It is understood that a number of investment firms and private equity groups are among those to have tabled proposals to buy the business since it was put on the market earlier this year. Laura Ashley owner Gordon Brothers Group, LLC is reportedly among the favourites to strike a deal.
お知らせ • Mar 06Pepco Group N.V. to Report First Half, 2025 Results on May 22, 2025Pepco Group N.V. announced that they will report first half, 2025 results on May 22, 2025
お知らせ • Jan 17Pepco Group N.V., Annual General Meeting, Mar 12, 2025Pepco Group N.V., Annual General Meeting, Mar 12, 2025.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €4.75, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 59% over the past three years.
お知らせ • Sep 23Pepco Group N.V.(WSE:PCO) dropped from FTSE All-World Index (USD)Pepco Group N.V.(WSE:PCO) dropped from FTSE All-World Index (USD)
お知らせ • Sep 11Pepco Group N.V. to Report Fiscal Year 2024 Results on Dec 10, 2024Pepco Group N.V. announced that they will report fiscal year 2024 results on Dec 10, 2024
Board Change • Jun 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 08Pepco Group Appoints Frederick Arnold as Non-Executive DirectorPepco Group N.V. appointed Frederick Arnold as a non-executive director beginning from June 6, 2024.
Reported Earnings • May 24First half 2024 earnings released: EPS: €0.18 (vs €0.15 in 1H 2023)First half 2024 results: EPS: €0.18 (up from €0.15 in 1H 2023). Revenue: €3.20b (up 14% from 1H 2023). Net income: €104.0m (up 20% from 1H 2023). Profit margin: 3.3% (up from 3.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Multiline Retail industry in Europe.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €5.01, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.78 per share.
お知らせ • Apr 12+ 1 more updatePepco Group N.V. Announces Appointment of Stephan Borchert as CEO, Effective on July 1, 2024Pepco Group N.V. appointed Stephan Borchert as its CEO effective from July 1, 2024. He will begin a three-month introductory period from July 1 to get to know the Group's activities and culture.
お知らせ • Apr 11Pepco Group N.V. to Report First Half, 2024 Results on May 23, 2024Pepco Group N.V. announced that they will report first half, 2024 results on May 23, 2024
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €4.34, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Multiline Retail industry in Europe. Total loss to shareholders of 53% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.74 per share.
お知らせ • Jan 19Pepco Group N.V., Annual General Meeting, Mar 15, 2024Pepco Group N.V., Annual General Meeting, Mar 15, 2024.
Buying Opportunity • Jan 05Now 21% undervaluedOver the last 90 days, the stock is up 38%. The fair value is estimated to be €7.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 92%. For the next 3 years, revenue is forecast to grow by 9.2% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €6.18, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.84 per share.
Reported Earnings • Dec 13Full year 2023 earnings released: EPS: €0.18 (vs €0.30 in FY 2022)Full year 2023 results: EPS: €0.18 (down from €0.30 in FY 2022). Revenue: €5.65b (up 17% from FY 2022). Net income: €102.2m (down 41% from FY 2022). Profit margin: 1.8% (down from 3.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe.
Reported Earnings • Dec 13Full year 2023 earnings released: EPS: €0.18 (vs €0.30 in FY 2022)Full year 2023 results: EPS: €0.18 (down from €0.30 in FY 2022). Revenue: €5.65b (up 17% from FY 2022). Net income: €102.2m (down 41% from FY 2022). Profit margin: 1.8% (down from 3.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe.
お知らせ • Dec 12Pepco Group N.V. to Report Q1, 2024 Results on Jan 18, 2024Pepco Group N.V. announced that they will report Q1, 2024 results on Jan 18, 2024
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €4.72, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.92 per share.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €4.80, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.25 per share.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €4.55, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 30% over the past year.
お知らせ • Sep 15Pepco Group N.V. Announces CEO ChangesPepco Group N.V. has announced its CEO Trevor Masters is stepping down with immediate effect. This development at Pepco, was confirmed by Andy Bond, the chair of the board, who will temporarily assume the role of executive chair until a new CEO is appointed. Masters' departure comes after a tenure marked by notable leadership within the organisation, including his previous role as managing director of Pepco Poland.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €6.01, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 20% over the past year.
お知らせ • Sep 12Pepco Group N.V. to Report Fiscal Year 2023 Results on Dec 12, 2023Pepco Group N.V. announced that they will report fiscal year 2023 results on Dec 12, 2023
お知らせ • Aug 25Pepco Group and B&M in Talks to Acquire About 150 of Wilko's 400-Strong Store EstatePepco Group N.V. (WSE:PCO) and B&M European Value Retail S.A. (LSE:BME) are in talks to acquire about 150 of Wilko's 400-strong store estate. Fears for thousands of retail jobs at the ailing chain Wilko deepened on Wednesday evening when trade union officials warned that the majority of its shops were likely to close within days. Sky News has learnt that administrators at PricewaterhouseCoopers (PwC) are in advanced talks to carve up parts of the 400-strong chain, with Poundland's owner, Pepco Group, in discussions to acquire roughly 100 stores. B&M European Retail, the London-listed discount chain, is also in negotiations to take on between 40 and 50 shops, according to one insider. Other value retailers, including TOFS, which is owned by the private equity firm Duke Street, have lodged offers to acquire smaller parcels comprising about ten sites. Retail industry sources said an announcement was expected to be made by PwC on August 24, 2023 outlining the sale agreements with at least some of the bidders. Even if agreements with Pepco, B&M and TOFS are finalised, it is likely to mean that more than 200 Wilko stores will face permanent closure. A B&M spokesman declined to comment and a spokesman for Pepco said he would not respond unless a query was emailed.
Buying Opportunity • Aug 09Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €9.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 119%. Revenue is forecast to grow by 33% in 2 years. Earnings is forecast to grow by 106% in the next 2 years.
お知らせ • Jun 07Pepco Group N.V. to Report First Half, 2023 Results on Jun 06, 2023Pepco Group N.V. announced that they will report first half, 2023 results on Jun 06, 2023
Reported Earnings • Jun 06First half 2023 earnings released: EPS: €0.14 (vs €0.17 in 1H 2022)First half 2023 results: EPS: €0.14 (down from €0.17 in 1H 2022). Revenue: €2.84b (up 20% from 1H 2022). Net income: €80.7m (down 15% from 1H 2022). Profit margin: 2.8% (down from 4.0% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe.
Board Change • Mar 27Less than half of directors are independentThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Jan 06Pepco Group N.V. Appoints Neil Galloway as Group Chief Financial Officer, Effective 1 April 2023AVI Global Trust plc announced Neil Galloway, non-executive Director of the Company, will be appointed as Group Chief Financial Officer of Pepco Group N.V. effective from 1 April 2023.
Reported Earnings • Dec 14Full year 2022 earnings released: EPS: €0.30 (vs €0.27 in FY 2021)Full year 2022 results: EPS: €0.30 (up from €0.27 in FY 2021). Revenue: €4.82b (up 17% from FY 2021). Net income: €173.7m (up 12% from FY 2021). Profit margin: 3.6% (down from 3.8% in FY 2021). The decrease in margin was driven by higher expenses. Like-for-like sales growth: 5.2% vs FY 2021 Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Multiline Retail industry in Europe.
お知らせ • Dec 14Pepco Group N.V., Annual General Meeting, Feb 02, 2023Pepco Group N.V., Annual General Meeting, Feb 02, 2023.
Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Jun 10First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €74.3m from profit in 1H 2021). Profit margin: (down from 3.7% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 15%, compared to a 9.4% growth forecast for the industry in Germany.
Board Change • Apr 27High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 23+ 1 more updatePepco Announces Executive ChangesPepco named Mat Ankers as interim CFO following upcoming resignation of Nick Wharton. Mat Ankers will take over as interim CFO from Nick Wharton, who will step down as of end-April due to health reasons.