View ValuationD'Ieteren Group 将来の成長Future 基準チェック /36D'Ieteren Group利益と収益がそれぞれ年間20%と3%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29% 19.4%なると予測されています。主要情報20.0%収益成長率19.44%EPS成長率Retail Distributors 収益成長11.5%収益成長率3.0%将来の株主資本利益率29.00%アナリストカバレッジGood最終更新日19 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 updatesお知らせ • May 15D'Ieteren Group SA to Report Fiscal Year 2026 Results on Mar 10, 2027D'Ieteren Group SA announced that they will report fiscal year 2026 results on Mar 10, 2027お知らせ • Dec 26D'Ieteren Group SA to Report First Half, 2026 Results on Sep 09, 2026D'Ieteren Group SA announced that they will report first half, 2026 results on Sep 09, 2026お知らせ • Jun 12D'Ieteren Group SA to Report Fiscal Year 2025 Results on Mar 10, 2026D'Ieteren Group SA announced that they will report fiscal year 2025 results on Mar 10, 2026お知らせ • May 27D'Ieteren Group SA announces Annual dividend, payable on June 12, 2025D'Ieteren Group SA announced Annual dividend of EUR 1.1200 per share payable on June 12, 2025, ex-date on June 10, 2025 and record date on June 11, 2025.お知らせ • Feb 12D'Ieteren Group SA to Report First Half, 2025 Results on Sep 03, 2025D'Ieteren Group SA announced that they will report first half, 2025 results on Sep 03, 2025Valuation Update With 7 Day Price Move • Sep 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €197, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 9x in the Retail Distributors industry in Europe. Total returns to shareholders of 50% over the past three years.Reported Earnings • Sep 11First half 2024 earnings released: EPS: €3.11 (vs €5.39 in 1H 2023)First half 2024 results: EPS: €3.11 (down from €5.39 in 1H 2023). Revenue: €4.30b (up 5.3% from 1H 2023). Net income: €166.6m (down 42% from 1H 2023). Profit margin: 3.9% (down from 7.0% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year.お知らせ • Sep 11D'Ieteren Group SA Proposes Extraordinary DividendD'Ieteren Group SA proposed extraordinary dividend of EUR 74.00 per share as a reward group shareholders for their continued support after the value creation in the recent years.Declared Dividend • Jun 06Dividend of €2.63 announcedShareholders will receive a dividend of €2.63. Ex-date: 11th June 2024 Payment date: 13th June 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 15D'Ieteren Group SA to Report Fiscal Year 2024 Results on Mar 10, 2025D'Ieteren Group SA announced that they will report fiscal year 2024 results on Mar 10, 2025Reported Earnings • Mar 07Full year 2023 earnings released: EPS: €9.41 (vs €6.23 in FY 2022)Full year 2023 results: EPS: €9.41 (up from €6.23 in FY 2022). Revenue: €7.98b (up 69% from FY 2022). Net income: €498.8m (up 50% from FY 2022). Profit margin: 6.2% (down from 7.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 34% per year.お知らせ • Dec 15D'Ieteren Group SA to Report First Half, 2024 Results on Sep 10, 2024D'Ieteren Group SA announced that they will report first half, 2024 results on Sep 10, 2024Reported Earnings • Sep 11First half 2023 earnings released: EPS: €5.33 (vs €3.59 in 1H 2022)First half 2023 results: EPS: €5.33 (up from €3.59 in 1H 2022). Revenue: €4.09b (up 114% from 1H 2022). Net income: €285.9m (up 49% from 1H 2022). Profit margin: 7.0% (down from 10.0% 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 13% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 45% per year.お知らせ • May 31D'Ieteren Group SA to Report Fiscal Year 2023 Results on Mar 05, 2024D'Ieteren Group SA announced that they will report fiscal year 2023 results on Mar 05, 2024Upcoming Dividend • May 30Upcoming dividend of €2.10 per share at 1.8% yieldEligible shareholders must have bought the stock before 06 June 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.5%).お知らせ • May 26D'Ieteren Group SA, Annual General Meeting, May 25, 2023D'Ieteren Group SA, Annual General Meeting, May 25, 2023, at 15:00 Central European Standard Time. Agenda: To propose a gross ordinary dividend of share to its shareholders; to approve the appointments as Independent Directors, of Allegra Patrizi Unipersonnelle, represented by Mrs Allegra Patrizi, of LSIM SA, represented by Mr Wolfgang de Limburg Stirum, and of Diligencia Consult SRL, represented by Mrs Diane Govaerts.Reported Earnings • Mar 12Full year 2022 earnings released: EPS: €6.24 (vs €4.75 in FY 2021)Full year 2022 results: EPS: €6.24 (up from €4.75 in FY 2021). Revenue: €4.71b (up 40% from FY 2021). Net income: €335.7m (up 32% from FY 2021). Profit margin: 7.1% (down from 7.5% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 62% per year whereas the company’s share price has increased by 57% per year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Cécile Bonnefond was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Sep 07First half 2022 earnings released: EPS: €3.55 (vs €3.43 in 1H 2021)First half 2022 results: EPS: €3.55 (up from €3.43 in 1H 2021). Revenue: €1.91b (up 1.0% from 1H 2021). Net income: €191.6m (up 4.8% from 1H 2021). Profit margin: 10.0% (in line with 1H 2021). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 19D'Ieteren Group SA to Report First Half, 2023 Results on Sep 07, 2023D'Ieteren Group SA announced that they will report first half, 2023 results on Sep 07, 2023Upcoming Dividend • May 31Upcoming dividend of €1.47 per shareEligible shareholders must have bought the stock before 07 June 2022. Payment date: 09 June 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (2.0%).Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Cécile Bonnefond was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 24Full year 2021 earnings released: EPS: €4.75 (vs €2.56 in FY 2020)Full year 2021 results: EPS: €4.75 (up from €2.56 in FY 2020). Revenue: €3.36b (up 1.3% from FY 2020). Net income: €253.5m (up 85% from FY 2020). Profit margin: 7.5% (up from 4.1% in FY 2020). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 23%, compared to a 17% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 61% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €117, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Retail Distributors industry in Europe. Total returns to shareholders of 236% over the past three years.Reported Earnings • Sep 05First half 2021 earnings released: EPS €3.39 (vs €0.39 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.89b (up 25% from 1H 2020). Net income: €182.8m (up €162.2m from 1H 2020). Profit margin: 9.7% (up from 1.4% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improved over the past weekAfter last week's 21% share price gain to €131, the stock trades at a trailing P/E ratio of 50.7x. Average forward P/E is 17x in the Retail Distributors industry in Europe. Total returns to shareholders of 267% over the past three years.Upcoming Dividend • May 25Upcoming dividend of €0.94 per shareEligible shareholders must have bought the stock before 01 June 2021. Payment date: 03 June 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.2%).Reported Earnings • Apr 24Full year 2020 earnings released: EPS €2.62 (vs €1.18 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €3.32b (down 13% from FY 2019). Net income: €140.3m (up 120% from FY 2019). Profit margin: 4.2% (up from 1.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 14Revenue beats expectationsRevenue exceeded analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 3.9%, compared to a 6.0% growth forecast for the Retail Distributors industry in Germany.Reported Earnings • Mar 14Full year 2020 earnings released: EPS €2.62 (vs €1.18 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €3.32b (down 13% from FY 2019). Net income: €140.3m (up 120% from FY 2019). Profit margin: 4.2% (up from 1.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Mar 11New 90-day high: €78.40The company is up 17% from its price of €66.80 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Retail Distributors industry, which is also up 17% over the same period.Is New 90 Day High Low • Jan 07New 90-day high: €71.30The company is up 35% from its price of €53.00 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 30% over the same period.Is New 90 Day High Low • Dec 09New 90-day high: €60.60The company is up 13% from its price of €53.60 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 22% over the same period.Is New 90 Day High Low • Nov 13New 90-day high: €56.80The company is up 21% from its price of €46.80 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Retail Distributors industry, which is also up 21% over the same period.Is New 90 Day High Low • Oct 29New 90-day low: €44.85The company is down 7.0% from its price of €48.25 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is up 4.0% over the same period.業績と収益の成長予測DB:DJDA - 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12/31/20288,774784518606412/31/20278,436670429539512/31/20268,082554389495612/31/20258,034420440552N/A9/30/20257,969432393511N/A6/30/20257,904445345471N/A3/31/20258,029406544671N/A12/31/20248,155368742872N/A9/30/20248,178374758871N/A6/30/20248,201380773870N/A3/31/20248,092439552653N/A12/31/20237,984499330437N/A6/30/20236,890432-132-8N/A3/31/20235,802379-6041N/A12/31/20224,7153261390N/A6/30/20223,379249191242N/A3/31/20223,370249160209N/A12/31/20213,361249129176N/A9/30/20213,52927482121N/A6/30/20213,6982983466N/A3/31/20213,50821789119N/A12/31/20203,318137143173N/A9/30/20203,30958139174N/A6/30/20203,299-21135176N/A3/31/20203,5492267113N/A12/31/20193,79965-149N/A9/30/20193,65863N/A37N/A6/30/20193,51861N/A24N/A3/31/20193,55048N/A265N/A12/31/20183,58134N/A505N/A9/30/20183,60863N/A550N/A6/30/20183,63692N/A595N/A3/31/20183,54680N/A359N/A12/31/20173,45568N/A123N/A6/30/20171,64013N/A41N/A3/31/20172,40352N/A111N/A12/31/20163,16691N/A182N/A9/30/20166,364132N/A405N/A6/30/20166,255191N/A422N/A3/31/20166,145180N/A372N/A12/31/20156,035170N/A321N/A6/30/20155,67973N/A256N/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: DJDAの予測収益成長率 (年間20% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: DJDAの収益 ( 20% ) はGerman市場 ( 17% ) よりも速いペースで成長すると予測されています。高成長収益: DJDA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: DJDAの収益 ( 3% ) 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: DJDAの収益 ( 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: DJDAの 自己資本利益率 は、3年後には高くなると予測されています ( 29 %)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2026/05/21 20:49終値2026/05/21 00:00収益2025/12/31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D'Ieteren Group SA 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James Rowland ClarkBarclaysGaurav JainBarclaysWilliam KirknessBernstein9 その他のアナリストを表示
お知らせ • May 15D'Ieteren Group SA to Report Fiscal Year 2026 Results on Mar 10, 2027D'Ieteren Group SA announced that they will report fiscal year 2026 results on Mar 10, 2027
お知らせ • Dec 26D'Ieteren Group SA to Report First Half, 2026 Results on Sep 09, 2026D'Ieteren Group SA announced that they will report first half, 2026 results on Sep 09, 2026
お知らせ • Jun 12D'Ieteren Group SA to Report Fiscal Year 2025 Results on Mar 10, 2026D'Ieteren Group SA announced that they will report fiscal year 2025 results on Mar 10, 2026
お知らせ • May 27D'Ieteren Group SA announces Annual dividend, payable on June 12, 2025D'Ieteren Group SA announced Annual dividend of EUR 1.1200 per share payable on June 12, 2025, ex-date on June 10, 2025 and record date on June 11, 2025.
お知らせ • Feb 12D'Ieteren Group SA to Report First Half, 2025 Results on Sep 03, 2025D'Ieteren Group SA announced that they will report first half, 2025 results on Sep 03, 2025
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €197, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 9x in the Retail Distributors industry in Europe. Total returns to shareholders of 50% over the past three years.
Reported Earnings • Sep 11First half 2024 earnings released: EPS: €3.11 (vs €5.39 in 1H 2023)First half 2024 results: EPS: €3.11 (down from €5.39 in 1H 2023). Revenue: €4.30b (up 5.3% from 1H 2023). Net income: €166.6m (down 42% from 1H 2023). Profit margin: 3.9% (down from 7.0% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Sep 11D'Ieteren Group SA Proposes Extraordinary DividendD'Ieteren Group SA proposed extraordinary dividend of EUR 74.00 per share as a reward group shareholders for their continued support after the value creation in the recent years.
Declared Dividend • Jun 06Dividend of €2.63 announcedShareholders will receive a dividend of €2.63. Ex-date: 11th June 2024 Payment date: 13th June 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 15D'Ieteren Group SA to Report Fiscal Year 2024 Results on Mar 10, 2025D'Ieteren Group SA announced that they will report fiscal year 2024 results on Mar 10, 2025
Reported Earnings • Mar 07Full year 2023 earnings released: EPS: €9.41 (vs €6.23 in FY 2022)Full year 2023 results: EPS: €9.41 (up from €6.23 in FY 2022). Revenue: €7.98b (up 69% from FY 2022). Net income: €498.8m (up 50% from FY 2022). Profit margin: 6.2% (down from 7.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 34% per year.
お知らせ • Dec 15D'Ieteren Group SA to Report First Half, 2024 Results on Sep 10, 2024D'Ieteren Group SA announced that they will report first half, 2024 results on Sep 10, 2024
Reported Earnings • Sep 11First half 2023 earnings released: EPS: €5.33 (vs €3.59 in 1H 2022)First half 2023 results: EPS: €5.33 (up from €3.59 in 1H 2022). Revenue: €4.09b (up 114% from 1H 2022). Net income: €285.9m (up 49% from 1H 2022). Profit margin: 7.0% (down from 10.0% 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 13% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 45% per year.
お知らせ • May 31D'Ieteren Group SA to Report Fiscal Year 2023 Results on Mar 05, 2024D'Ieteren Group SA announced that they will report fiscal year 2023 results on Mar 05, 2024
Upcoming Dividend • May 30Upcoming dividend of €2.10 per share at 1.8% yieldEligible shareholders must have bought the stock before 06 June 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.5%).
お知らせ • May 26D'Ieteren Group SA, Annual General Meeting, May 25, 2023D'Ieteren Group SA, Annual General Meeting, May 25, 2023, at 15:00 Central European Standard Time. Agenda: To propose a gross ordinary dividend of share to its shareholders; to approve the appointments as Independent Directors, of Allegra Patrizi Unipersonnelle, represented by Mrs Allegra Patrizi, of LSIM SA, represented by Mr Wolfgang de Limburg Stirum, and of Diligencia Consult SRL, represented by Mrs Diane Govaerts.
Reported Earnings • Mar 12Full year 2022 earnings released: EPS: €6.24 (vs €4.75 in FY 2021)Full year 2022 results: EPS: €6.24 (up from €4.75 in FY 2021). Revenue: €4.71b (up 40% from FY 2021). Net income: €335.7m (up 32% from FY 2021). Profit margin: 7.1% (down from 7.5% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 62% per year whereas the company’s share price has increased by 57% per year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Cécile Bonnefond was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Sep 07First half 2022 earnings released: EPS: €3.55 (vs €3.43 in 1H 2021)First half 2022 results: EPS: €3.55 (up from €3.43 in 1H 2021). Revenue: €1.91b (up 1.0% from 1H 2021). Net income: €191.6m (up 4.8% from 1H 2021). Profit margin: 10.0% (in line with 1H 2021). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 19D'Ieteren Group SA to Report First Half, 2023 Results on Sep 07, 2023D'Ieteren Group SA announced that they will report first half, 2023 results on Sep 07, 2023
Upcoming Dividend • May 31Upcoming dividend of €1.47 per shareEligible shareholders must have bought the stock before 07 June 2022. Payment date: 09 June 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (2.0%).
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Cécile Bonnefond was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 24Full year 2021 earnings released: EPS: €4.75 (vs €2.56 in FY 2020)Full year 2021 results: EPS: €4.75 (up from €2.56 in FY 2020). Revenue: €3.36b (up 1.3% from FY 2020). Net income: €253.5m (up 85% from FY 2020). Profit margin: 7.5% (up from 4.1% in FY 2020). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 23%, compared to a 17% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 61% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €117, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Retail Distributors industry in Europe. Total returns to shareholders of 236% over the past three years.
Reported Earnings • Sep 05First half 2021 earnings released: EPS €3.39 (vs €0.39 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.89b (up 25% from 1H 2020). Net income: €182.8m (up €162.2m from 1H 2020). Profit margin: 9.7% (up from 1.4% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improved over the past weekAfter last week's 21% share price gain to €131, the stock trades at a trailing P/E ratio of 50.7x. Average forward P/E is 17x in the Retail Distributors industry in Europe. Total returns to shareholders of 267% over the past three years.
Upcoming Dividend • May 25Upcoming dividend of €0.94 per shareEligible shareholders must have bought the stock before 01 June 2021. Payment date: 03 June 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.2%).
Reported Earnings • Apr 24Full year 2020 earnings released: EPS €2.62 (vs €1.18 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €3.32b (down 13% from FY 2019). Net income: €140.3m (up 120% from FY 2019). Profit margin: 4.2% (up from 1.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 14Revenue beats expectationsRevenue exceeded analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 3.9%, compared to a 6.0% growth forecast for the Retail Distributors industry in Germany.
Reported Earnings • Mar 14Full year 2020 earnings released: EPS €2.62 (vs €1.18 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €3.32b (down 13% from FY 2019). Net income: €140.3m (up 120% from FY 2019). Profit margin: 4.2% (up from 1.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Mar 11New 90-day high: €78.40The company is up 17% from its price of €66.80 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Retail Distributors industry, which is also up 17% over the same period.
Is New 90 Day High Low • Jan 07New 90-day high: €71.30The company is up 35% from its price of €53.00 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 30% over the same period.
Is New 90 Day High Low • Dec 09New 90-day high: €60.60The company is up 13% from its price of €53.60 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 22% over the same period.
Is New 90 Day High Low • Nov 13New 90-day high: €56.80The company is up 21% from its price of €46.80 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Retail Distributors industry, which is also up 21% over the same period.
Is New 90 Day High Low • Oct 29New 90-day low: €44.85The company is down 7.0% from its price of €48.25 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is up 4.0% over the same period.