Inchcape（IJCA）株式概要インチケープ・ピーエルシーは自動車流通小売業を営む。 詳細IJCA ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長2/6過去の実績4/6財務の健全性3/6配当金4/6報酬当社が推定した公正価値より62.8%で取引されている 収益は年間6.9%増加すると予測されています 過去1年間で収益は0.4%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析負債は営業キャッシュフローで十分にカバーされていない 不安定な配当実績 すべてのリスクチェックを見るIJCA Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€9.5013.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-142m11b2016201920222025202620282031Revenue UK£10.7bEarnings UK£319.6mAdvancedSet Fair ValueView all narrativesInchcape plc 競合他社Fielmann GroupSymbol: XTRA:FIEMarket cap: €3.5bAUTO1 GroupSymbol: XTRA:AG1Market cap: €4.1bZalandoSymbol: XTRA:ZALMarket cap: €4.9bHORNBACH BaumarktSymbol: HMSE:HBMMarket cap: €2.1b価格と性能株価の高値、安値、推移の概要Inchcape過去の株価現在の株価UK£9.5052週高値UK£10.1452週安値UK£7.37ベータ0.971ヶ月の変化4.97%3ヶ月変化-1.04%1年変化17.79%3年間の変化7.89%5年間の変化3.26%IPOからの変化-11.81%最新ニュースお知らせ • Mar 24Inchcape plc, Annual General Meeting, May 14, 2026Inchcape plc, Annual General Meeting, May 14, 2026. Location: the royal automobile club, 89 pall mall, st jamess, sw1y 5hs, london United Kingdomお知らせ • Mar 21Inchcape plc Announces Directorate ChangesInchcape PLC announced the following changes to the Board of Directors. Following three years on the Board, Juan Pablo Del Río will step down in May 2026 and will not be seeking re-election at the Annual General Meeting. Felipe Del Río will be appointed to the Board on May 14, 2026 and will also stand for election at the Annual General Meeting. Felipe is an Industrial Civil Engineer with more than five decades of senior executive, board level and entrepreneurial experience across automotive distribution, financial services, real estate, insurance, higher education and public administration. Felipe brings a wealth of automotive and corporate experience and will continue the representation of the Del Río family on the Inchcape Board. Felipe is also Board President of Dercorp Holding company, 4 Life Insurance company, Huillinco, Sociedad de Rentas Inmobiliarias SpA, and Fundación Emprepolis.お知らせ • Mar 03+ 1 more updateInchcape plc Proposes Final Dividend for the Year Ended 31 December 2025, Payable on 15 June 2026Inchcape plc proposed a final dividend of 22.8 pence for the Year Ended 31 December 2025, which is subject to the approval of shareholders at the 2026 Annual general meeting, and if approved will be paid on 15 June 2026 to shareholders on the register at close of business on 8 May 2026. This follows an interim dividend of 9.5 pence, and takes the total full year dividend in respect of Fiscal Year 2025 to 32.3 pence, up 13% from the prior year. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 22 May 2026.お知らせ • Jan 14Inchcape plc to Report First Half, 2026 Results on Jul 28, 2026Inchcape plc announced that they will report first half, 2026 results on Jul 28, 2026お知らせ • Oct 24Inchcape plc Reiterates Earnings Guidance for the Fiscal Year 2025Inchcape plc reiterated earnings guidance for the fiscal year 2025. For the year, the company higher EPS growth, relative to profit growth: Driven by operating performance and capital allocation and in-line with medium term target of >10% EPS CAGR.お知らせ • Oct 23Inchcape plc to Report Fiscal Year 2025 Results on Mar 03, 2026Inchcape plc announced that they will report fiscal year 2025 results on Mar 03, 2026最新情報をもっと見るRecent updatesお知らせ • Mar 24Inchcape plc, Annual General Meeting, May 14, 2026Inchcape plc, Annual General Meeting, May 14, 2026. Location: the royal automobile club, 89 pall mall, st jamess, sw1y 5hs, london United Kingdomお知らせ • Mar 21Inchcape plc Announces Directorate ChangesInchcape PLC announced the following changes to the Board of Directors. Following three years on the Board, Juan Pablo Del Río will step down in May 2026 and will not be seeking re-election at the Annual General Meeting. Felipe Del Río will be appointed to the Board on May 14, 2026 and will also stand for election at the Annual General Meeting. Felipe is an Industrial Civil Engineer with more than five decades of senior executive, board level and entrepreneurial experience across automotive distribution, financial services, real estate, insurance, higher education and public administration. Felipe brings a wealth of automotive and corporate experience and will continue the representation of the Del Río family on the Inchcape Board. Felipe is also Board President of Dercorp Holding company, 4 Life Insurance company, Huillinco, Sociedad de Rentas Inmobiliarias SpA, and Fundación Emprepolis.お知らせ • Mar 03+ 1 more updateInchcape plc Proposes Final Dividend for the Year Ended 31 December 2025, Payable on 15 June 2026Inchcape plc proposed a final dividend of 22.8 pence for the Year Ended 31 December 2025, which is subject to the approval of shareholders at the 2026 Annual general meeting, and if approved will be paid on 15 June 2026 to shareholders on the register at close of business on 8 May 2026. This follows an interim dividend of 9.5 pence, and takes the total full year dividend in respect of Fiscal Year 2025 to 32.3 pence, up 13% from the prior year. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 22 May 2026.お知らせ • Jan 14Inchcape plc to Report First Half, 2026 Results on Jul 28, 2026Inchcape plc announced that they will report first half, 2026 results on Jul 28, 2026お知らせ • Oct 24Inchcape plc Reiterates Earnings Guidance for the Fiscal Year 2025Inchcape plc reiterated earnings guidance for the fiscal year 2025. For the year, the company higher EPS growth, relative to profit growth: Driven by operating performance and capital allocation and in-line with medium term target of >10% EPS CAGR.お知らせ • Oct 23Inchcape plc to Report Fiscal Year 2025 Results on Mar 03, 2026Inchcape plc announced that they will report fiscal year 2025 results on Mar 03, 2026お知らせ • Oct 02Inchcape plc Appoints Tracy Clarke as A Non-Executive Director with Effect from 31 December 2025Inchcape plc announced the appointment of Tracy Clarke as a Non-Executive Director with effect from 31 December 2025. Tracy Clarke has had a 35-year executive career with Standard Chartered Bank in which time she held several senior positions across a variety of functions. During her tenure she led operations in Europe and the Americas, as well as private banking internationally. She is also a seasoned non-executive director with experience gained from a diverse range of organisations. She has extensive knowledge of remuneration, M&A, and emerging markets. She is currently a non-executive director at Haleon plc and TP ICAP Group plc, and also senior independent director of Starling Bank Limited.お知らせ • Jul 31+ 1 more updateInchcape plc Declares Interim Dividend, Payable on 5 September 2025The Board of Inchcape plc has declared an interim dividend of 9.5 pence per ordinary share which will be paid on 5 September 2025 to shareholders on the register at close of business on 8 August 2025.お知らせ • Jun 26Inchcape plc Re-Iterates Earnings Guidance for the Fiscal Year 2025Inchcape plc re-iterated earnings guidance for the fiscal year 2025. For the year, the company Higher EPS growth expected, driven by profit growth and on-going share buybacks.お知らせ • Mar 14Inchcape plc Announces Directorate Change, with Effect from 13 April 2025Inchcape plc announced that Sarah Kuijlaars, Non-Executive Director and Chair of the Audit Committee, has resigned from the Board of Inchcape plc with effect from 13 April 2025, due to scheduling conflicts with her executive responsibilities. The Company also confirms that Stuart Rowley, who joined the Board in July 2023, will succeed Sarah Kuijlaars as Chair of the Audit Committee. Accordingly, the membership of the Audit Committee from 13 April 2025 will be Stuart Rowley, Byron Grote, and Alison Platt, all of whom are independent Non-Executive Directors.お知らせ • Mar 05Inchcape plc, Annual General Meeting, May 15, 2025Inchcape plc, Annual General Meeting, May 15, 2025.お知らせ • Mar 04Inchcape plc Proposes Final Ordinary Dividend for the Year 2024, Payable on 16 June 2025The Board of Inchcape plc has proposed a final ordinary dividend of 17.2 pence, which is subject to the approval of shareholders at the 2025 Annual general meeting, and if approved will be paid on 16th June 2025. This follows an interim dividend of 11.3 pence, and takes the total dividend in respect of fiscal year 2024 to 28.5 pence. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 23rd May 2025. Ex-dividend date for 2024 full year dividend is 1 May 2025. Record date is 2 May 2025. Payment date is 16 June 2025.お知らせ • Feb 27Inchcape plc to Report First Half, 2025 Results on Jul 29, 2025Inchcape plc announced that they will report first half, 2025 results on Jul 29, 2025Board Change • Dec 30High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior Independent Director Helen Normoyle Platt was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 24Inchcape plc to Report Fiscal Year 2024 Results on Mar 04, 2025Inchcape plc announced that they will report fiscal year 2024 results on Mar 04, 2025Declared Dividend • Aug 02First half dividend of UK£0.11 announcedShareholders will receive a dividend of UK£0.11. Ex-date: 8th August 2024 Payment date: 6th September 2024 Dividend yield will be 4.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 01Group 1 Automotive, Inc. (NYSE:GPI) completed the acquisition of Inchcape U.K. Dealerships from Inchcape plc (LSE:INCH).Group 1 Automotive, Inc. (NYSE:GPI) entered into a definitive agreement to acquire Inchcape U.K. Dealerships from Inchcape plc (LSE:INCH) for approximately £346 million on April 15, 2024. The transaction is an all-cash transaction, inclusive of £220 million of appraised real estate value. In 2023, the Inchcape U.K. dealerships generated approximately £2.1 billion in annual revenues. The transaction is subject to the receipt of approval from the Financial Conduct Authority and is expected to close in the third quarter of 2024. J.P. Morgan Securities LLC acted as exclusive financial adviser to Group 1 on the transaction. Faye Garvey , James Vernon, Eleanor Hart, Lorna McCaa, John Finnick, Christopher Graf, Lorna Rogers Dentons UK and Middle East LLP acted as legal advisers to Group 1. Roddy Martin, Casey Dalton, Natalia Rodriguez, Sam Brown, Paul Ellerman and Tim Leaver, Clive, Kristen Roberts, Kathryn Oie from Herbert Smith Freehills LLP acted as legal advisors to Inchcape plc (LSE:INCH) in the transaction. Group 1 Automotive, Inc. (NYSE:GPI) completed the acquisition of Inchcape U.K. Dealerships from Inchcape plc (LSE:INCH) on August 1, 2024. The completion of the Disposal follows approval from the Financial Conduct Authority obtained on July 29, 2024.Reported Earnings • Jul 31First half 2024 earnings released: EPS: UK£0.28 (vs UK£0.26 in 1H 2023)First half 2024 results: EPS: UK£0.28 (up from UK£0.26 in 1H 2023). Revenue: UK£4.73b (up 3.6% from 1H 2023). Net income: UK£115.0m (up 8.5% from 1H 2023). Profit margin: 2.4% (up from 2.3% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat 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 increased by 37% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jul 30Inchcape plc Declares Interim Dividend, Payable on September 6, 2024The Board of Inchcape plc has declared an interim dividend of 11.3 pence per ordinary share which will be paid on 6th September 2024 to shareholders on the register at close of business on 9th August 2024. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 15th August 2024.お知らせ • May 10Inchcape plc Announces Board and Committee ChangesInchcape plc announced following the conclusion of Annual General Meeting held on May 9, 2024, the following Board changes have now taken immediate effect: Jerry Buhlmann succeeds Nigel Stein as Chairman of the Board. Jerry will step down from being a member of the Company's Audit Committee. Alison Platt is appointed as Senior Independent Director of the Company. Nigel Stein has retired from the Board.Upcoming Dividend • Apr 25Upcoming dividend of UK£0.24 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.6%).お知らせ • Apr 02AutoNation Reportedly Eyes Driving Seat at Inchcape UKSky News has learned that AutoNation, Inc. (NYSE:AN), which has a market capitalisation of nearly $7 billion (£5.5 billion), is among the suitors circling the business since Inchcape plc (LSE:INCH) confirmed in January it was conducting a strategic review. AutoNation is said to be at the early stages of considering an offer and may yet not decide to proceed with one, according to industry sources. If it does go ahead, it would represent a first step into the UK for AutoNation after it withdrew six months ago from a bidding war for Pendragon, another London-listed car dealer. A deal could be worth in the region of £350 million, insiders said. AutoNation failed to respond to several emailed and telephoned requests for comment. The Inchcape UK division consists of 70 sites, employing 3,700 people, and works with car manufacturers including Audi, BMW, Jaguar, Toyota and Volkswagen.New Risk • Mar 30New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Declared Dividend • Mar 07Final dividend of UK£0.24 announcedShareholders will receive a dividend of UK£0.24. Ex-date: 2nd May 2024 Payment date: 17th June 2024 Dividend yield will be 4.8%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 05Full year 2023 earnings released: EPS: UK£0.66 (vs UK£0.61 in FY 2022)Full year 2023 results: EPS: UK£0.66 (up from UK£0.61 in FY 2022). Revenue: UK£11.4b (up 41% from FY 2022). Net income: UK£270.0m (up 17% from FY 2022). Profit margin: 2.4% (down from 2.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Mar 05Inchcape plc to Report First Half, 2024 Results on Jul 30, 2024Inchcape plc announced that they will report first half, 2024 results on Jul 30, 2024お知らせ • Jan 30Inchcape plc's Response to Media Reports Relating to UK Retail BusinessThe Board of Inchcape plc (LSE:INCH) notes the recent press speculation in relation to UK Retail business. Inchcape confirms that following approaches from a number of interested parties it is reviewing strategic options for the UK Retail business, which potentially could include a sale. This review is at a very early stage and there can be no certainty that it will result in a transaction.お知らせ • Dec 15Inchcape plc, Annual General Meeting, May 09, 2024Inchcape plc, Annual General Meeting, May 09, 2024.お知らせ • Dec 14Inchcape plc Announces Board ChangesInchcape plc announced the retirement of Nigel Stein as Chair of its Board of Directors and the appointment of Alison Platt as a Non-Executive Director. Alison joins the Board on 2 January 2024 and will succeed Jerry Buhlmann as Senior Independent Director in May 2024. Nigel, who has been the Chair since 2018 and a Board member since 2015, will be standing down at the AGM, given his nine-year term as a member of the Board will come to an end during 2024. Jerry has over 40 years' experience in the media and advertising industries and was formerly CEO of Aegis Group plc and Dentsu Aegis Network. Jerry is currently Chair of private equity-owned digital marketing agencies - Dept, Croud Limited, and Hybrid and is also a member of the Supervisory Board of ServicePlan GmBH. Alison currently serves as chair for Dechra Pharmaceuticals PLC, and will join as Chair of Hargreaves Lansdown in early 2024. She also serves as Non-Executive Director and Chair of the Remuneration Committee for Tesco, and as Chair of Ageas UK, which is unlisted. She previously held senior leadership positions at Countrywide Group Ltd., where she was CEO, BUPA and British Airways Plc as well as Chair of Legal & General Financial Advice and Non-Executive Director at Cable & Wireless Communications plc and the Foreign and Commonwealth Office.お知らせ • Oct 27+ 1 more updateInchcape plc to Report Fiscal Year 2023 Results on Mar 05, 2024Inchcape plc announced that they will report fiscal year 2023 results on Mar 05, 2024Recent Insider Transactions • Sep 13Group CEO & Director recently sold €376k worth of stockOn the 8th of September, Duncan Tait sold around 42k shares on-market at roughly €8.86 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Duncan's only on-market trade for the last 12 months.お知らせ • Aug 04Inchcape plc (LSE:INCH) Completed the acquisition of 60% stake in CATS Group of Companies.Inchcape plc (LSE:INCH) announces an agreement to 60% stake in CATS Group of Companies on January 17, 2023. The remaining 40% being owned by CATS' founding Ang family and its associates, who will also continue to be represented on the CATS Board, by Felix Ang, and in the management team. The transaction remains subject to customary conditions with completion anticipated in the second half of 2023. Inchcape plc (LSE:INCH) Completed the acquisition of 60% stake in CATS Group of Companies on August 2, 2023.Buying Opportunity • Jul 31Now 20% undervaluedOver the last 90 days, the stock is up 3.5%. The fair value is estimated to be €11.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 90%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 77% in the next 2 years.Reported Earnings • Jul 28First half 2023 earnings released: EPS: UK£0.32 (vs UK£0.36 in 1H 2022)First half 2023 results: EPS: UK£0.32 (down from UK£0.36 in 1H 2022). Revenue: UK£5.63b (up 45% from 1H 2022). Net income: UK£132.1m (down 3.7% from 1H 2022). Profit margin: 2.3% (down from 3.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 13Inchcape plc Announces Directorate Change Effective 17 July 2023Inchcape plc announced the appointment of Stuart Rowley as a Non-Executive Director with effect from 17 July 2023. Stuart will become a member of the Audit and Nomination Committees upon appointment. Stuart Rowley recently retired from Ford Motor Company after more than 30 years' service. He brings a deep understanding of the global automotive industry having begun his career as a finance leader before transitioning to general management, operations and strategy roles, most recently as President and Chair of Ford Europe, and Chief Transformation & Quality Officer of Ford Motor Company.Buying Opportunity • Jul 07Now 22% undervaluedOver the last 90 days, the stock is up 6.8%. The fair value is estimated to be €11.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.Buying Opportunity • Jun 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 5.8%. The fair value is estimated to be €11.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.お知らせ • May 25+ 1 more updateInchcape plc Appoints Adrian Lewis as Executive DirectorInchcape plc announced that Adrian Lewis has been appointed as Executive Director of Inchcape plc from 24-May-23. This follows a rigorous and comprehensive selection process that considered both internal and external candidates. Adrian joined Inchcape in September 2015 and, since November 2022, has been the Interim CFO of the Group and helped to manage the completion of the acquisition of Derco. Prior to this, Adrian worked in a range of roles across the company, most recently as Group Financial Controller from October 2020. Before that, Adrian spent three years based in Singapore as CFO of the APAC region after starting his career with Inchcape as the CFO of the Emerging Markets Region. In addition to his Inchcape experience, Adrian has more than 15 years of global business experience, including various senior commercial and financial roles at Tesco plc.Buying Opportunity • May 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €11.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.Upcoming Dividend • May 04Upcoming dividend of UK£0.21 per share at 3.7% yieldEligible shareholders must have bought the stock before 11 May 2023. Payment date: 19 June 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.4%).Buying Opportunity • Apr 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €10.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €8.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Retail Distributors industry in Europe. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.95 per share.Recent Insider Transactions • Mar 29Key Executive recently bought €89k worth of stockOn the 28th of March, Nigel Stein bought around 11k shares on-market at roughly €8.08 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Nigel's only on-market trade for the last 12 months.Reported Earnings • Mar 25Full year 2022 earnings released: EPS: UK£0.61 (vs UK£0.30 in FY 2021)Full year 2022 results: EPS: UK£0.61 (up from UK£0.30 in FY 2021). Revenue: UK£8.13b (up 6.4% from FY 2021). Net income: UK£229.9m (up 97% from FY 2021). Profit margin: 2.8% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Board Change • Feb 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Byron Grote was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 20+ 1 more updateInchcape plc, Annual General Meeting, May 18, 2023Inchcape plc, Annual General Meeting, May 18, 2023. Agenda: To consider Directorate Change.お知らせ • Jan 18Inchcape plc (LSE:INCH) agreed to acquire 60% stake in CATS Motors Inc.Inchcape plc (LSE:INCH) announces an agreement to 60% stake in CATS Group of Companies on January 17, 2023. The remaining 40% being owned by CATS' founding Ang family and its associates, who will also continue to be represented on the CATS Board, by Felix Ang, and in the management team. The transaction remains subject to customary conditions with completion anticipated in the second half of 2023.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to €10.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Retail Distributors industry in Europe. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.67 per share.お知らせ • Nov 29Inchcape plc Announces Conditional Appointment of Juan Pablo Del Río as A Non-Executive DirectorInchcape plc announced the conditional appointment of Juan Pablo Del Río as a Non-Executive Director with effect from the Admission of the Consideration Shares to be issued by Inchcape plc on completion of the Transaction. Juan Pablo is an existing director of both Dercorp CL SpA and Dercorp EX SpA and is also on the board of several subsidiaries within the Derco group. In addition, Juan Pablo is currently a member of the board of directors of Cruzados S.A.D.P. (a company with shares listed on the Santiago Stock Exchange) and is chairman of Sodimac S.A, a position he has held since 1986. He was a member of the board of directors of Falabella S.A., a company with shares listed on the Santiago Stock Exchange, between 2015 and 2020 and has held a number of senior leadership roles across a range of companies within the automotive, retail and real estate sectors in Latin America.お知らせ • Nov 28+ 1 more updateInchcape plc Announces Management ChangesInchcape plc announced that Gijsbert de Zoeten, Group Chief Financial Officer, has voluntarily tendered his resignation, and will be standing down from the Board with immediate effect. This follows an incident at a recent event where, through a lapse in judgement, he displayed personal behaviour falling short of the high standards expected of the leadership of the Group. His decision is unrelated to the company's financial performance or strategic direction, including the Derco acquisition. The Class 1 Circular to shareholders is expected to be published later, and will reaffirm the Group's 2022 outlook and the expected timetable to completion of the Derco transaction, as detailed in our announcement on 27 October 2022. In keeping with the company's succession planning, Adrian Lewis, currently Group Financial Controller, has been appointed Acting Group Chief Financial Officer. A process to identify a permanent successor is being initiated. Adrian Lewis joined Inchcape in 2015, initially as CFO for the Emerging Markets region where he played a leading role the Indumotora acquisition and integration, at the time Inchcape's most significant acquisition for many years. Adrian subsequently moved to Singapore as CFO for the Asia Pacific region, Inchcape's most profitable region. In October 2020, Adrian returned to the UK to lead the finance function as Group Financial Controller. Prior to Inchcape Adrian held various senior finance roles at Tesco.お知らせ • Nov 17Inchcape plc ADR - Unsponsored to Be Deleted from OTC EquityInchcape plc American Depositary Receipts - Unsponsored (United Kingdom) will be deleted from OTC Equity effective form November 17, 2022, due to ADR /GDR Program Terminated.お知らせ • Nov 01Inchcape plc Appoints Byron Grote as A Non-Executive Director with Effect from 3 January 2023Inchcape plc announced the appointment of Byron Grote as a Non-Executive Director with effect from 3 January 2023. Byron will become a member of the Audit and Nomination Committees upon appointment. Byron has extensive experience across a range of leading international businesses at Board level, particularly in finance and chairing audit committees. Having previously been Chief Financial Officer at BP plc between 2002 to 2011, Byron is currently Senior Independent Director at Tesco plc, Non-Executive Director at InterContinental Hotels Group plc, and Deputy Chairman of the Supervisory Board at Akzo Nobel N.V. Byron is also Non-Executive Director at Standard Chartered plc (retiring on 30 November 2022). Byron has previously served on the Boards of Unilever plc and Anglo-American plc.Board Change • Oct 31High number of new directorsIndependent Non-Executive Director Sarah Kuijlaars was the last director to join the board, commencing their role in 2022.Buying Opportunity • Sep 20Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.8%. The fair value is estimated to be €10.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has grown by 7.8%. Revenue is forecast to grow by 1.5% in 2 years. Earnings is forecast to grow by 11% in the next 2 years.Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£23.9m from profit in 1H 2021). Profit margin: (down from 0.6% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 4.5% compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Jul 28Inchcape plc Declares Interim Dividend for the Period Ending 30 June 2022, Payable on 2 September 2022Inchcape plc has declared a interim dividend of 7.5 pence per ordinary share for the period ending 30 June 2022, which will be paid on 2 September 2022 to shareholders on the register at close of business on 5 August 2022. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 12 August 2022. Ex-dividend date for 2022 interim dividend is 4 August 2022.Buying Opportunity • Jun 18Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be €10.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.Buying Opportunity • Jun 01Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €10.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 31% per annum over the same time period.お知らせ • May 31Inchcape plc Announces Directorate ChangeInchcape plc announces that Till Vestring, Non-Executive Director, stepped down from the Board following the conclusion of the Annual General Meeting on 19 May 2022. Alex Jensen, Non-Executive Director, has been appointed as a member to the Company's Remuneration Committee with effect from 19 May 2022. Alex remains Chair of the CSR Committee and a member of the Nomination Committee.Buying Opportunity • May 07Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €10.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 31% per annum over the same time period.Upcoming Dividend • May 05Upcoming dividend of UK£0.16 per shareEligible shareholders must have bought the stock before 12 May 2022. Payment date: 21 June 2022. Payout ratio is on the higher end at 75%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.1%). Higher than average of industry peers (2.0%).お知らせ • May 04Inchcape plc (LSE:INCH) completed the acquisition of Interamericana Trading Corporation and Simpson Motors from Simpson Group.Inchcape plc (LSE:INCH) signed an agreement to acquire Interamericana Trading Corporation and Simpson Motors from Simpson Group on December 7, 2021. The transaction is subject to customary conditions, including receipt of local regulatory approvals. The transaction is expected to close in first half of 2022. The acquired businesses are expected to add approximately £120 million of annualized revenue, and will be accretive to Inchcape margins. Duncan Stiles of Stephenson Harwood LLP acted as legal advisor to Simpson Group. Roddy Martin of Herbert Smith Freehills LLP acted as legal advisor to Inchcape plc in the transaction. Greenhill & Co. International LLP acted as financial advisor to Inchcape plc. Inchcape plc (LSE:INCH) completed the acquisition of Interamericana Trading Corporation and Simpson Motors from Simpson Group om May 3, 2022.お知らせ • May 03Inchcape ADR – Unsponsored Deleted from Other OTCInchcape plc American Depositary Receipts - Unsponsored (United Kingdom) has been deleted from Other OTC effective from May 02, 2022, due to other reasons.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Sarah Kuijlaars was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 12Inchcape plc ADRs to Be Deleted from Other OTCInchcape plc's American Depositary Receipts (ADRs)- Sponsored will be deleted from other OTC effective from April 12, 2022 due to ADR /GDR Program Terminated.Buying Opportunity • Apr 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be €10.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Buying Opportunity • Mar 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be UK£10.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% per annum over the last 3 years. The company has become profitable over the last year.Reported Earnings • Feb 25Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.30 (up from UK£0.36 loss in FY 2020). Revenue: UK£7.64b (up 12% from FY 2020). Net income: UK£117.0m (up UK£257.1m from FY 2020). Profit margin: 1.5% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.3%, compared to a 6.9% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Feb 25+ 1 more updateInchcape plc, Annual General Meeting, May 19, 2022Inchcape plc, Annual General Meeting, May 19, 2022.お知らせ • Feb 24Inchcape plc Proposes Final Dividend for the Year Ended December 31, 2021, Payable on 21 June 2022Inchcape plc announced that a final proposed dividend for the year ended 31 December 2021 of 16.1 pence per share is subject to approval by shareholders at the Annual General Meeting and has not been included as a liability as at 31 December 2021. Dividend to be paid on 21 June 2022 to shareholders on the register at close of business on 13 May 2022.Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Sarah Kuijlaars was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 08Inchcape plc (LSE:INCH) signed an agreement to acquire Interamericana Trading Corporation and Simpson Motors from the Simpson Group.Inchcape plc (LSE:INCH) signed an agreement to acquire Interamericana Trading Corporation and Simpson Motors from the Simpson Group on December 7, 2021. The transaction is subject to customary conditions, including receipt of local regulatory approvals. The transaction is expected to close in first half of 2022. The acquired businesses are expected to add approximately £120 million of annualized revenue, and will be accretive to Inchcape margins.Reported Earnings • Jul 30First half 2021 earnings released: EPS UK£0.061 (vs UK£0.48 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£3.93b (up 30% from 1H 2020). Net income: UK£23.9m (up UK£214.3m from 1H 2020). Profit margin: 0.6% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Jun 04Lloyd Motors Limited acquired Jaguar Land Rover from Inchcape plc (LSE:INCH).Lloyd Motors Limited acquired Jaguar Land Rover from Inchcape plc (LSE:INCH) in the week of June 2, 2021. Lloyd Motors Limited completed the acquisition of Jaguar Land Rover from Inchcape plc (LSE:INCH) in the week of June 2, 2021.お知らせ • May 28Inchcape plc Approves Final DividendInchcape plc in its Annual General Meeting held on 27 May 2021, approved final dividend of 6.9 pence per ordinary share.Upcoming Dividend • May 06Upcoming dividend of UK£0.069 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 21 June 2021. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.2%).Reported Earnings • Mar 20Full year 2020 earnings released: UK£0.36 loss per share (vs UK£0.79 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£6.84b (down 27% from FY 2019). Net loss: UK£140.1m (down 143% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • Feb 26Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£6.84b (down 27% from FY 2019). Net loss: UK£140.1m (down 143% from profit in FY 2019).Analyst Estimate Surprise Post Earnings • Feb 26Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 7.5% while theRetail Distributors industry in Germany is not expected to grow.お知らせ • Feb 26An unknown buyer acquired 13 UK and 2 dealerships in Australia from Inchcape plc (LSE:INCH) for £64 million.An unknown buyer acquired 13 UK and 2 dealerships in Australia from Inchcape plc (LSE:INCH) for £64 million during year 2020. An unknown buyer completed the acquisition of 13 UK and 2 dealerships in Australia from Inchcape plc (LSE:INCH) during year 2020.お知らせ • Feb 25Inchcape plc, Annual General Meeting, May 27, 2021Inchcape plc, Annual General Meeting, May 27, 2021.Is New 90 Day High Low • Feb 20New 90-day high: €8.15The company is up 18% from its price of €6.90 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.72 per share.お知らせ • Feb 03Inchcape plc Announces Resignation of Rachel Empey as Non-Executive Director from its Board with Effect from April 30, 2021Inchcape plc announced that Rachel Empey, non-executive director, has resigned from the Board of Inchcape plc with effect from April 30, 2021.Is New 90 Day High Low • Feb 03New 90-day high: €7.65The company is up 29% from its price of €5.95 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 32% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.93 per share.お知らせ • Jan 19Inchcape plc to Report Q3, 2021 Results on Oct 28, 2021Inchcape plc announced that they will report Q3, 2021 results on Oct 28, 2021Is New 90 Day High Low • Jan 08New 90-day high: €7.59The company is up 46% from its price of €5.19 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. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.07 per share.Is New 90 Day High Low • Dec 12New 90-day high: €7.23The company is up 43% from its price of €5.07 on 11 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.89 per share.お知らせ • Dec 01Inchcape plc (LSE:INCH) agreed to acquire MINI and BMW Motorrad brands from Automotores Gildemeister Perú S.A.Inchcape plc (LSE:INCH) agreed to acquire MINI and BMW Motorrad brands from Automotores Gildemeister Perú S.A. on November 30, 2020. The transaction includes transfer of MINI brand in Chile and Peru and BMW Motorrad in Peru. The transaction is expected to close by the end of December 2020.Is New 90 Day High Low • Nov 05New 90-day high: €6.14The company is up 15% from its price of €5.33 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.71 per share.お知らせ • Nov 05Inchcape plc to Report Fiscal Year 2020 Results on Feb 25, 2021Inchcape plc announced that they will report fiscal year 2020 results on Feb 25, 2021Is New 90 Day High Low • Sep 23New 90-day low: €4.62The company is down 15% from its price of €5.44 on 25 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.16 per share.お知らせ • Aug 20Inchcape plc (LSE:INCH) acquired Mercedes-Benz vehicles distribution in El Salvador of Star Motors from Star Motors.Inchcape plc (LSE:INCH) acquired Mercedes-Benz vehicles distribution in El Salvador of Star Motors from Star Motors on August 19, 2020. Inchcape plc (LSE:INCH) completed the acquisition of Mercedes-Benz vehicles distribution in El Salvador of Star Motors from Star Motors on August 19, 2020.株主還元IJCADE Retail DistributorsDE 市場7D-1.6%1.2%-0.02%1Y17.8%8.5%0.1%株主還元を見る業界別リターン: IJCA過去 1 年間で8.5 % の収益を上げたGerman Retail Distributors業界を上回りました。リターン対市場: IJCA過去 1 年間で0.1 % の収益を上げたGerman市場を上回りました。価格変動Is IJCA's price volatile compared to industry and market?IJCA volatilityIJCA Average Weekly Movement4.5%Retail Distributors Industry Average Movement5.2%Market Average Movement6.0%10% most volatile stocks in DE Market13.0%10% least volatile stocks in DE Market2.7%安定した株価: IJCA 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: IJCAの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト184716,209Duncan Taitwww.inchcape.comインチケープ・ピーエルシーは自動車流通小売業を営む。新車、中古車、部品の流通、販売、マーケティングを行う。同社は、アフターセールス・サービス、車体修理、金融・保険商品・サービス、商品企画、物流、ブランド・マーケティング、チャネル・マネジメント、小売サービスを提供している。アジア太平洋、英国、その他の欧州、米州、アフリカで事業を展開している。同社は1847年に設立され、英国ロンドンに本社を置いている。もっと見るInchcape plc 基礎のまとめInchcape の収益と売上を時価総額と比較するとどうか。IJCA 基礎統計学時価総額€3.36b収益（TTM）€314.55m売上高(TTM)€10.52b10.7xPER（株価収益率0.3xP/SレシオIJCA は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計IJCA 損益計算書（TTM）収益UK£9.10b売上原価UK£7.55b売上総利益UK£1.55bその他の費用UK£1.28b収益UK£272.00m直近の収益報告Dec 31, 2025次回決算日Jul 28, 2026一株当たり利益（EPS）0.77グロス・マージン17.03%純利益率2.99%有利子負債／自己資本比率200.2%IJCA の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.9%現在の配当利回り45%配当性向IJCA 配当は確実ですか？IJCA 配当履歴とベンチマークを見るIJCA 、いつまでに購入すれば配当金を受け取れますか？Inchcape 配当日配当落ち日May 07 2026配当支払日Jun 15 2026配当落ちまでの日数5 days配当支払日までの日数34 daysIJCA 配当は確実ですか？IJCA 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 01:37終値2026/05/11 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Inchcape plc 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。21 アナリスト機関James ZarembaBarclaysJames BaylissBerenbergAndrew GroblerBNP Paribas18 その他のアナリストを表示
お知らせ • Mar 24Inchcape plc, Annual General Meeting, May 14, 2026Inchcape plc, Annual General Meeting, May 14, 2026. Location: the royal automobile club, 89 pall mall, st jamess, sw1y 5hs, london United Kingdom
お知らせ • Mar 21Inchcape plc Announces Directorate ChangesInchcape PLC announced the following changes to the Board of Directors. Following three years on the Board, Juan Pablo Del Río will step down in May 2026 and will not be seeking re-election at the Annual General Meeting. Felipe Del Río will be appointed to the Board on May 14, 2026 and will also stand for election at the Annual General Meeting. Felipe is an Industrial Civil Engineer with more than five decades of senior executive, board level and entrepreneurial experience across automotive distribution, financial services, real estate, insurance, higher education and public administration. Felipe brings a wealth of automotive and corporate experience and will continue the representation of the Del Río family on the Inchcape Board. Felipe is also Board President of Dercorp Holding company, 4 Life Insurance company, Huillinco, Sociedad de Rentas Inmobiliarias SpA, and Fundación Emprepolis.
お知らせ • Mar 03+ 1 more updateInchcape plc Proposes Final Dividend for the Year Ended 31 December 2025, Payable on 15 June 2026Inchcape plc proposed a final dividend of 22.8 pence for the Year Ended 31 December 2025, which is subject to the approval of shareholders at the 2026 Annual general meeting, and if approved will be paid on 15 June 2026 to shareholders on the register at close of business on 8 May 2026. This follows an interim dividend of 9.5 pence, and takes the total full year dividend in respect of Fiscal Year 2025 to 32.3 pence, up 13% from the prior year. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 22 May 2026.
お知らせ • Jan 14Inchcape plc to Report First Half, 2026 Results on Jul 28, 2026Inchcape plc announced that they will report first half, 2026 results on Jul 28, 2026
お知らせ • Oct 24Inchcape plc Reiterates Earnings Guidance for the Fiscal Year 2025Inchcape plc reiterated earnings guidance for the fiscal year 2025. For the year, the company higher EPS growth, relative to profit growth: Driven by operating performance and capital allocation and in-line with medium term target of >10% EPS CAGR.
お知らせ • Oct 23Inchcape plc to Report Fiscal Year 2025 Results on Mar 03, 2026Inchcape plc announced that they will report fiscal year 2025 results on Mar 03, 2026
お知らせ • Mar 24Inchcape plc, Annual General Meeting, May 14, 2026Inchcape plc, Annual General Meeting, May 14, 2026. Location: the royal automobile club, 89 pall mall, st jamess, sw1y 5hs, london United Kingdom
お知らせ • Mar 21Inchcape plc Announces Directorate ChangesInchcape PLC announced the following changes to the Board of Directors. Following three years on the Board, Juan Pablo Del Río will step down in May 2026 and will not be seeking re-election at the Annual General Meeting. Felipe Del Río will be appointed to the Board on May 14, 2026 and will also stand for election at the Annual General Meeting. Felipe is an Industrial Civil Engineer with more than five decades of senior executive, board level and entrepreneurial experience across automotive distribution, financial services, real estate, insurance, higher education and public administration. Felipe brings a wealth of automotive and corporate experience and will continue the representation of the Del Río family on the Inchcape Board. Felipe is also Board President of Dercorp Holding company, 4 Life Insurance company, Huillinco, Sociedad de Rentas Inmobiliarias SpA, and Fundación Emprepolis.
お知らせ • Mar 03+ 1 more updateInchcape plc Proposes Final Dividend for the Year Ended 31 December 2025, Payable on 15 June 2026Inchcape plc proposed a final dividend of 22.8 pence for the Year Ended 31 December 2025, which is subject to the approval of shareholders at the 2026 Annual general meeting, and if approved will be paid on 15 June 2026 to shareholders on the register at close of business on 8 May 2026. This follows an interim dividend of 9.5 pence, and takes the total full year dividend in respect of Fiscal Year 2025 to 32.3 pence, up 13% from the prior year. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 22 May 2026.
お知らせ • Jan 14Inchcape plc to Report First Half, 2026 Results on Jul 28, 2026Inchcape plc announced that they will report first half, 2026 results on Jul 28, 2026
お知らせ • Oct 24Inchcape plc Reiterates Earnings Guidance for the Fiscal Year 2025Inchcape plc reiterated earnings guidance for the fiscal year 2025. For the year, the company higher EPS growth, relative to profit growth: Driven by operating performance and capital allocation and in-line with medium term target of >10% EPS CAGR.
お知らせ • Oct 23Inchcape plc to Report Fiscal Year 2025 Results on Mar 03, 2026Inchcape plc announced that they will report fiscal year 2025 results on Mar 03, 2026
お知らせ • Oct 02Inchcape plc Appoints Tracy Clarke as A Non-Executive Director with Effect from 31 December 2025Inchcape plc announced the appointment of Tracy Clarke as a Non-Executive Director with effect from 31 December 2025. Tracy Clarke has had a 35-year executive career with Standard Chartered Bank in which time she held several senior positions across a variety of functions. During her tenure she led operations in Europe and the Americas, as well as private banking internationally. She is also a seasoned non-executive director with experience gained from a diverse range of organisations. She has extensive knowledge of remuneration, M&A, and emerging markets. She is currently a non-executive director at Haleon plc and TP ICAP Group plc, and also senior independent director of Starling Bank Limited.
お知らせ • Jul 31+ 1 more updateInchcape plc Declares Interim Dividend, Payable on 5 September 2025The Board of Inchcape plc has declared an interim dividend of 9.5 pence per ordinary share which will be paid on 5 September 2025 to shareholders on the register at close of business on 8 August 2025.
お知らせ • Jun 26Inchcape plc Re-Iterates Earnings Guidance for the Fiscal Year 2025Inchcape plc re-iterated earnings guidance for the fiscal year 2025. For the year, the company Higher EPS growth expected, driven by profit growth and on-going share buybacks.
お知らせ • Mar 14Inchcape plc Announces Directorate Change, with Effect from 13 April 2025Inchcape plc announced that Sarah Kuijlaars, Non-Executive Director and Chair of the Audit Committee, has resigned from the Board of Inchcape plc with effect from 13 April 2025, due to scheduling conflicts with her executive responsibilities. The Company also confirms that Stuart Rowley, who joined the Board in July 2023, will succeed Sarah Kuijlaars as Chair of the Audit Committee. Accordingly, the membership of the Audit Committee from 13 April 2025 will be Stuart Rowley, Byron Grote, and Alison Platt, all of whom are independent Non-Executive Directors.
お知らせ • Mar 05Inchcape plc, Annual General Meeting, May 15, 2025Inchcape plc, Annual General Meeting, May 15, 2025.
お知らせ • Mar 04Inchcape plc Proposes Final Ordinary Dividend for the Year 2024, Payable on 16 June 2025The Board of Inchcape plc has proposed a final ordinary dividend of 17.2 pence, which is subject to the approval of shareholders at the 2025 Annual general meeting, and if approved will be paid on 16th June 2025. This follows an interim dividend of 11.3 pence, and takes the total dividend in respect of fiscal year 2024 to 28.5 pence. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 23rd May 2025. Ex-dividend date for 2024 full year dividend is 1 May 2025. Record date is 2 May 2025. Payment date is 16 June 2025.
お知らせ • Feb 27Inchcape plc to Report First Half, 2025 Results on Jul 29, 2025Inchcape plc announced that they will report first half, 2025 results on Jul 29, 2025
Board Change • Dec 30High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior Independent Director Helen Normoyle Platt was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 24Inchcape plc to Report Fiscal Year 2024 Results on Mar 04, 2025Inchcape plc announced that they will report fiscal year 2024 results on Mar 04, 2025
Declared Dividend • Aug 02First half dividend of UK£0.11 announcedShareholders will receive a dividend of UK£0.11. Ex-date: 8th August 2024 Payment date: 6th September 2024 Dividend yield will be 4.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 01Group 1 Automotive, Inc. (NYSE:GPI) completed the acquisition of Inchcape U.K. Dealerships from Inchcape plc (LSE:INCH).Group 1 Automotive, Inc. (NYSE:GPI) entered into a definitive agreement to acquire Inchcape U.K. Dealerships from Inchcape plc (LSE:INCH) for approximately £346 million on April 15, 2024. The transaction is an all-cash transaction, inclusive of £220 million of appraised real estate value. In 2023, the Inchcape U.K. dealerships generated approximately £2.1 billion in annual revenues. The transaction is subject to the receipt of approval from the Financial Conduct Authority and is expected to close in the third quarter of 2024. J.P. Morgan Securities LLC acted as exclusive financial adviser to Group 1 on the transaction. Faye Garvey , James Vernon, Eleanor Hart, Lorna McCaa, John Finnick, Christopher Graf, Lorna Rogers Dentons UK and Middle East LLP acted as legal advisers to Group 1. Roddy Martin, Casey Dalton, Natalia Rodriguez, Sam Brown, Paul Ellerman and Tim Leaver, Clive, Kristen Roberts, Kathryn Oie from Herbert Smith Freehills LLP acted as legal advisors to Inchcape plc (LSE:INCH) in the transaction. Group 1 Automotive, Inc. (NYSE:GPI) completed the acquisition of Inchcape U.K. Dealerships from Inchcape plc (LSE:INCH) on August 1, 2024. The completion of the Disposal follows approval from the Financial Conduct Authority obtained on July 29, 2024.
Reported Earnings • Jul 31First half 2024 earnings released: EPS: UK£0.28 (vs UK£0.26 in 1H 2023)First half 2024 results: EPS: UK£0.28 (up from UK£0.26 in 1H 2023). Revenue: UK£4.73b (up 3.6% from 1H 2023). Net income: UK£115.0m (up 8.5% from 1H 2023). Profit margin: 2.4% (up from 2.3% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat 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 increased by 37% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jul 30Inchcape plc Declares Interim Dividend, Payable on September 6, 2024The Board of Inchcape plc has declared an interim dividend of 11.3 pence per ordinary share which will be paid on 6th September 2024 to shareholders on the register at close of business on 9th August 2024. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 15th August 2024.
お知らせ • May 10Inchcape plc Announces Board and Committee ChangesInchcape plc announced following the conclusion of Annual General Meeting held on May 9, 2024, the following Board changes have now taken immediate effect: Jerry Buhlmann succeeds Nigel Stein as Chairman of the Board. Jerry will step down from being a member of the Company's Audit Committee. Alison Platt is appointed as Senior Independent Director of the Company. Nigel Stein has retired from the Board.
Upcoming Dividend • Apr 25Upcoming dividend of UK£0.24 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.6%).
お知らせ • Apr 02AutoNation Reportedly Eyes Driving Seat at Inchcape UKSky News has learned that AutoNation, Inc. (NYSE:AN), which has a market capitalisation of nearly $7 billion (£5.5 billion), is among the suitors circling the business since Inchcape plc (LSE:INCH) confirmed in January it was conducting a strategic review. AutoNation is said to be at the early stages of considering an offer and may yet not decide to proceed with one, according to industry sources. If it does go ahead, it would represent a first step into the UK for AutoNation after it withdrew six months ago from a bidding war for Pendragon, another London-listed car dealer. A deal could be worth in the region of £350 million, insiders said. AutoNation failed to respond to several emailed and telephoned requests for comment. The Inchcape UK division consists of 70 sites, employing 3,700 people, and works with car manufacturers including Audi, BMW, Jaguar, Toyota and Volkswagen.
New Risk • Mar 30New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Declared Dividend • Mar 07Final dividend of UK£0.24 announcedShareholders will receive a dividend of UK£0.24. Ex-date: 2nd May 2024 Payment date: 17th June 2024 Dividend yield will be 4.8%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: UK£0.66 (vs UK£0.61 in FY 2022)Full year 2023 results: EPS: UK£0.66 (up from UK£0.61 in FY 2022). Revenue: UK£11.4b (up 41% from FY 2022). Net income: UK£270.0m (up 17% from FY 2022). Profit margin: 2.4% (down from 2.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Mar 05Inchcape plc to Report First Half, 2024 Results on Jul 30, 2024Inchcape plc announced that they will report first half, 2024 results on Jul 30, 2024
お知らせ • Jan 30Inchcape plc's Response to Media Reports Relating to UK Retail BusinessThe Board of Inchcape plc (LSE:INCH) notes the recent press speculation in relation to UK Retail business. Inchcape confirms that following approaches from a number of interested parties it is reviewing strategic options for the UK Retail business, which potentially could include a sale. This review is at a very early stage and there can be no certainty that it will result in a transaction.
お知らせ • Dec 15Inchcape plc, Annual General Meeting, May 09, 2024Inchcape plc, Annual General Meeting, May 09, 2024.
お知らせ • Dec 14Inchcape plc Announces Board ChangesInchcape plc announced the retirement of Nigel Stein as Chair of its Board of Directors and the appointment of Alison Platt as a Non-Executive Director. Alison joins the Board on 2 January 2024 and will succeed Jerry Buhlmann as Senior Independent Director in May 2024. Nigel, who has been the Chair since 2018 and a Board member since 2015, will be standing down at the AGM, given his nine-year term as a member of the Board will come to an end during 2024. Jerry has over 40 years' experience in the media and advertising industries and was formerly CEO of Aegis Group plc and Dentsu Aegis Network. Jerry is currently Chair of private equity-owned digital marketing agencies - Dept, Croud Limited, and Hybrid and is also a member of the Supervisory Board of ServicePlan GmBH. Alison currently serves as chair for Dechra Pharmaceuticals PLC, and will join as Chair of Hargreaves Lansdown in early 2024. She also serves as Non-Executive Director and Chair of the Remuneration Committee for Tesco, and as Chair of Ageas UK, which is unlisted. She previously held senior leadership positions at Countrywide Group Ltd., where she was CEO, BUPA and British Airways Plc as well as Chair of Legal & General Financial Advice and Non-Executive Director at Cable & Wireless Communications plc and the Foreign and Commonwealth Office.
お知らせ • Oct 27+ 1 more updateInchcape plc to Report Fiscal Year 2023 Results on Mar 05, 2024Inchcape plc announced that they will report fiscal year 2023 results on Mar 05, 2024
Recent Insider Transactions • Sep 13Group CEO & Director recently sold €376k worth of stockOn the 8th of September, Duncan Tait sold around 42k shares on-market at roughly €8.86 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Duncan's only on-market trade for the last 12 months.
お知らせ • Aug 04Inchcape plc (LSE:INCH) Completed the acquisition of 60% stake in CATS Group of Companies.Inchcape plc (LSE:INCH) announces an agreement to 60% stake in CATS Group of Companies on January 17, 2023. The remaining 40% being owned by CATS' founding Ang family and its associates, who will also continue to be represented on the CATS Board, by Felix Ang, and in the management team. The transaction remains subject to customary conditions with completion anticipated in the second half of 2023. Inchcape plc (LSE:INCH) Completed the acquisition of 60% stake in CATS Group of Companies on August 2, 2023.
Buying Opportunity • Jul 31Now 20% undervaluedOver the last 90 days, the stock is up 3.5%. The fair value is estimated to be €11.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 90%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 77% in the next 2 years.
Reported Earnings • Jul 28First half 2023 earnings released: EPS: UK£0.32 (vs UK£0.36 in 1H 2022)First half 2023 results: EPS: UK£0.32 (down from UK£0.36 in 1H 2022). Revenue: UK£5.63b (up 45% from 1H 2022). Net income: UK£132.1m (down 3.7% from 1H 2022). Profit margin: 2.3% (down from 3.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 13Inchcape plc Announces Directorate Change Effective 17 July 2023Inchcape plc announced the appointment of Stuart Rowley as a Non-Executive Director with effect from 17 July 2023. Stuart will become a member of the Audit and Nomination Committees upon appointment. Stuart Rowley recently retired from Ford Motor Company after more than 30 years' service. He brings a deep understanding of the global automotive industry having begun his career as a finance leader before transitioning to general management, operations and strategy roles, most recently as President and Chair of Ford Europe, and Chief Transformation & Quality Officer of Ford Motor Company.
Buying Opportunity • Jul 07Now 22% undervaluedOver the last 90 days, the stock is up 6.8%. The fair value is estimated to be €11.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
Buying Opportunity • Jun 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 5.8%. The fair value is estimated to be €11.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
お知らせ • May 25+ 1 more updateInchcape plc Appoints Adrian Lewis as Executive DirectorInchcape plc announced that Adrian Lewis has been appointed as Executive Director of Inchcape plc from 24-May-23. This follows a rigorous and comprehensive selection process that considered both internal and external candidates. Adrian joined Inchcape in September 2015 and, since November 2022, has been the Interim CFO of the Group and helped to manage the completion of the acquisition of Derco. Prior to this, Adrian worked in a range of roles across the company, most recently as Group Financial Controller from October 2020. Before that, Adrian spent three years based in Singapore as CFO of the APAC region after starting his career with Inchcape as the CFO of the Emerging Markets Region. In addition to his Inchcape experience, Adrian has more than 15 years of global business experience, including various senior commercial and financial roles at Tesco plc.
Buying Opportunity • May 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €11.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
Upcoming Dividend • May 04Upcoming dividend of UK£0.21 per share at 3.7% yieldEligible shareholders must have bought the stock before 11 May 2023. Payment date: 19 June 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.4%).
Buying Opportunity • Apr 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €10.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €8.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Retail Distributors industry in Europe. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.95 per share.
Recent Insider Transactions • Mar 29Key Executive recently bought €89k worth of stockOn the 28th of March, Nigel Stein bought around 11k shares on-market at roughly €8.08 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Nigel's only on-market trade for the last 12 months.
Reported Earnings • Mar 25Full year 2022 earnings released: EPS: UK£0.61 (vs UK£0.30 in FY 2021)Full year 2022 results: EPS: UK£0.61 (up from UK£0.30 in FY 2021). Revenue: UK£8.13b (up 6.4% from FY 2021). Net income: UK£229.9m (up 97% from FY 2021). Profit margin: 2.8% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Board Change • Feb 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Byron Grote was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 20+ 1 more updateInchcape plc, Annual General Meeting, May 18, 2023Inchcape plc, Annual General Meeting, May 18, 2023. Agenda: To consider Directorate Change.
お知らせ • Jan 18Inchcape plc (LSE:INCH) agreed to acquire 60% stake in CATS Motors Inc.Inchcape plc (LSE:INCH) announces an agreement to 60% stake in CATS Group of Companies on January 17, 2023. The remaining 40% being owned by CATS' founding Ang family and its associates, who will also continue to be represented on the CATS Board, by Felix Ang, and in the management team. The transaction remains subject to customary conditions with completion anticipated in the second half of 2023.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to €10.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Retail Distributors industry in Europe. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.67 per share.
お知らせ • Nov 29Inchcape plc Announces Conditional Appointment of Juan Pablo Del Río as A Non-Executive DirectorInchcape plc announced the conditional appointment of Juan Pablo Del Río as a Non-Executive Director with effect from the Admission of the Consideration Shares to be issued by Inchcape plc on completion of the Transaction. Juan Pablo is an existing director of both Dercorp CL SpA and Dercorp EX SpA and is also on the board of several subsidiaries within the Derco group. In addition, Juan Pablo is currently a member of the board of directors of Cruzados S.A.D.P. (a company with shares listed on the Santiago Stock Exchange) and is chairman of Sodimac S.A, a position he has held since 1986. He was a member of the board of directors of Falabella S.A., a company with shares listed on the Santiago Stock Exchange, between 2015 and 2020 and has held a number of senior leadership roles across a range of companies within the automotive, retail and real estate sectors in Latin America.
お知らせ • Nov 28+ 1 more updateInchcape plc Announces Management ChangesInchcape plc announced that Gijsbert de Zoeten, Group Chief Financial Officer, has voluntarily tendered his resignation, and will be standing down from the Board with immediate effect. This follows an incident at a recent event where, through a lapse in judgement, he displayed personal behaviour falling short of the high standards expected of the leadership of the Group. His decision is unrelated to the company's financial performance or strategic direction, including the Derco acquisition. The Class 1 Circular to shareholders is expected to be published later, and will reaffirm the Group's 2022 outlook and the expected timetable to completion of the Derco transaction, as detailed in our announcement on 27 October 2022. In keeping with the company's succession planning, Adrian Lewis, currently Group Financial Controller, has been appointed Acting Group Chief Financial Officer. A process to identify a permanent successor is being initiated. Adrian Lewis joined Inchcape in 2015, initially as CFO for the Emerging Markets region where he played a leading role the Indumotora acquisition and integration, at the time Inchcape's most significant acquisition for many years. Adrian subsequently moved to Singapore as CFO for the Asia Pacific region, Inchcape's most profitable region. In October 2020, Adrian returned to the UK to lead the finance function as Group Financial Controller. Prior to Inchcape Adrian held various senior finance roles at Tesco.
お知らせ • Nov 17Inchcape plc ADR - Unsponsored to Be Deleted from OTC EquityInchcape plc American Depositary Receipts - Unsponsored (United Kingdom) will be deleted from OTC Equity effective form November 17, 2022, due to ADR /GDR Program Terminated.
お知らせ • Nov 01Inchcape plc Appoints Byron Grote as A Non-Executive Director with Effect from 3 January 2023Inchcape plc announced the appointment of Byron Grote as a Non-Executive Director with effect from 3 January 2023. Byron will become a member of the Audit and Nomination Committees upon appointment. Byron has extensive experience across a range of leading international businesses at Board level, particularly in finance and chairing audit committees. Having previously been Chief Financial Officer at BP plc between 2002 to 2011, Byron is currently Senior Independent Director at Tesco plc, Non-Executive Director at InterContinental Hotels Group plc, and Deputy Chairman of the Supervisory Board at Akzo Nobel N.V. Byron is also Non-Executive Director at Standard Chartered plc (retiring on 30 November 2022). Byron has previously served on the Boards of Unilever plc and Anglo-American plc.
Board Change • Oct 31High number of new directorsIndependent Non-Executive Director Sarah Kuijlaars was the last director to join the board, commencing their role in 2022.
Buying Opportunity • Sep 20Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.8%. The fair value is estimated to be €10.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has grown by 7.8%. Revenue is forecast to grow by 1.5% in 2 years. Earnings is forecast to grow by 11% in the next 2 years.
Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£23.9m from profit in 1H 2021). Profit margin: (down from 0.6% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 4.5% compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Jul 28Inchcape plc Declares Interim Dividend for the Period Ending 30 June 2022, Payable on 2 September 2022Inchcape plc has declared a interim dividend of 7.5 pence per ordinary share for the period ending 30 June 2022, which will be paid on 2 September 2022 to shareholders on the register at close of business on 5 August 2022. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 12 August 2022. Ex-dividend date for 2022 interim dividend is 4 August 2022.
Buying Opportunity • Jun 18Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be €10.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.
Buying Opportunity • Jun 01Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €10.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 31% per annum over the same time period.
お知らせ • May 31Inchcape plc Announces Directorate ChangeInchcape plc announces that Till Vestring, Non-Executive Director, stepped down from the Board following the conclusion of the Annual General Meeting on 19 May 2022. Alex Jensen, Non-Executive Director, has been appointed as a member to the Company's Remuneration Committee with effect from 19 May 2022. Alex remains Chair of the CSR Committee and a member of the Nomination Committee.
Buying Opportunity • May 07Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €10.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 31% per annum over the same time period.
Upcoming Dividend • May 05Upcoming dividend of UK£0.16 per shareEligible shareholders must have bought the stock before 12 May 2022. Payment date: 21 June 2022. Payout ratio is on the higher end at 75%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.1%). Higher than average of industry peers (2.0%).
お知らせ • May 04Inchcape plc (LSE:INCH) completed the acquisition of Interamericana Trading Corporation and Simpson Motors from Simpson Group.Inchcape plc (LSE:INCH) signed an agreement to acquire Interamericana Trading Corporation and Simpson Motors from Simpson Group on December 7, 2021. The transaction is subject to customary conditions, including receipt of local regulatory approvals. The transaction is expected to close in first half of 2022. The acquired businesses are expected to add approximately £120 million of annualized revenue, and will be accretive to Inchcape margins. Duncan Stiles of Stephenson Harwood LLP acted as legal advisor to Simpson Group. Roddy Martin of Herbert Smith Freehills LLP acted as legal advisor to Inchcape plc in the transaction. Greenhill & Co. International LLP acted as financial advisor to Inchcape plc. Inchcape plc (LSE:INCH) completed the acquisition of Interamericana Trading Corporation and Simpson Motors from Simpson Group om May 3, 2022.
お知らせ • May 03Inchcape ADR – Unsponsored Deleted from Other OTCInchcape plc American Depositary Receipts - Unsponsored (United Kingdom) has been deleted from Other OTC effective from May 02, 2022, due to other reasons.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Sarah Kuijlaars was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 12Inchcape plc ADRs to Be Deleted from Other OTCInchcape plc's American Depositary Receipts (ADRs)- Sponsored will be deleted from other OTC effective from April 12, 2022 due to ADR /GDR Program Terminated.
Buying Opportunity • Apr 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be €10.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Buying Opportunity • Mar 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be UK£10.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% per annum over the last 3 years. The company has become profitable over the last year.
Reported Earnings • Feb 25Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.30 (up from UK£0.36 loss in FY 2020). Revenue: UK£7.64b (up 12% from FY 2020). Net income: UK£117.0m (up UK£257.1m from FY 2020). Profit margin: 1.5% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.3%, compared to a 6.9% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Feb 25+ 1 more updateInchcape plc, Annual General Meeting, May 19, 2022Inchcape plc, Annual General Meeting, May 19, 2022.
お知らせ • Feb 24Inchcape plc Proposes Final Dividend for the Year Ended December 31, 2021, Payable on 21 June 2022Inchcape plc announced that a final proposed dividend for the year ended 31 December 2021 of 16.1 pence per share is subject to approval by shareholders at the Annual General Meeting and has not been included as a liability as at 31 December 2021. Dividend to be paid on 21 June 2022 to shareholders on the register at close of business on 13 May 2022.
Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Sarah Kuijlaars was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 08Inchcape plc (LSE:INCH) signed an agreement to acquire Interamericana Trading Corporation and Simpson Motors from the Simpson Group.Inchcape plc (LSE:INCH) signed an agreement to acquire Interamericana Trading Corporation and Simpson Motors from the Simpson Group on December 7, 2021. The transaction is subject to customary conditions, including receipt of local regulatory approvals. The transaction is expected to close in first half of 2022. The acquired businesses are expected to add approximately £120 million of annualized revenue, and will be accretive to Inchcape margins.
Reported Earnings • Jul 30First half 2021 earnings released: EPS UK£0.061 (vs UK£0.48 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£3.93b (up 30% from 1H 2020). Net income: UK£23.9m (up UK£214.3m from 1H 2020). Profit margin: 0.6% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Jun 04Lloyd Motors Limited acquired Jaguar Land Rover from Inchcape plc (LSE:INCH).Lloyd Motors Limited acquired Jaguar Land Rover from Inchcape plc (LSE:INCH) in the week of June 2, 2021. Lloyd Motors Limited completed the acquisition of Jaguar Land Rover from Inchcape plc (LSE:INCH) in the week of June 2, 2021.
お知らせ • May 28Inchcape plc Approves Final DividendInchcape plc in its Annual General Meeting held on 27 May 2021, approved final dividend of 6.9 pence per ordinary share.
Upcoming Dividend • May 06Upcoming dividend of UK£0.069 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 21 June 2021. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.2%).
Reported Earnings • Mar 20Full year 2020 earnings released: UK£0.36 loss per share (vs UK£0.79 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£6.84b (down 27% from FY 2019). Net loss: UK£140.1m (down 143% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 26Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£6.84b (down 27% from FY 2019). Net loss: UK£140.1m (down 143% from profit in FY 2019).
Analyst Estimate Surprise Post Earnings • Feb 26Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 7.5% while theRetail Distributors industry in Germany is not expected to grow.
お知らせ • Feb 26An unknown buyer acquired 13 UK and 2 dealerships in Australia from Inchcape plc (LSE:INCH) for £64 million.An unknown buyer acquired 13 UK and 2 dealerships in Australia from Inchcape plc (LSE:INCH) for £64 million during year 2020. An unknown buyer completed the acquisition of 13 UK and 2 dealerships in Australia from Inchcape plc (LSE:INCH) during year 2020.
お知らせ • Feb 25Inchcape plc, Annual General Meeting, May 27, 2021Inchcape plc, Annual General Meeting, May 27, 2021.
Is New 90 Day High Low • Feb 20New 90-day high: €8.15The company is up 18% from its price of €6.90 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.72 per share.
お知らせ • Feb 03Inchcape plc Announces Resignation of Rachel Empey as Non-Executive Director from its Board with Effect from April 30, 2021Inchcape plc announced that Rachel Empey, non-executive director, has resigned from the Board of Inchcape plc with effect from April 30, 2021.
Is New 90 Day High Low • Feb 03New 90-day high: €7.65The company is up 29% from its price of €5.95 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 32% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.93 per share.
お知らせ • Jan 19Inchcape plc to Report Q3, 2021 Results on Oct 28, 2021Inchcape plc announced that they will report Q3, 2021 results on Oct 28, 2021
Is New 90 Day High Low • Jan 08New 90-day high: €7.59The company is up 46% from its price of €5.19 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. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.07 per share.
Is New 90 Day High Low • Dec 12New 90-day high: €7.23The company is up 43% from its price of €5.07 on 11 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.89 per share.
お知らせ • Dec 01Inchcape plc (LSE:INCH) agreed to acquire MINI and BMW Motorrad brands from Automotores Gildemeister Perú S.A.Inchcape plc (LSE:INCH) agreed to acquire MINI and BMW Motorrad brands from Automotores Gildemeister Perú S.A. on November 30, 2020. The transaction includes transfer of MINI brand in Chile and Peru and BMW Motorrad in Peru. The transaction is expected to close by the end of December 2020.
Is New 90 Day High Low • Nov 05New 90-day high: €6.14The company is up 15% from its price of €5.33 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.71 per share.
お知らせ • Nov 05Inchcape plc to Report Fiscal Year 2020 Results on Feb 25, 2021Inchcape plc announced that they will report fiscal year 2020 results on Feb 25, 2021
Is New 90 Day High Low • Sep 23New 90-day low: €4.62The company is down 15% from its price of €5.44 on 25 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.16 per share.
お知らせ • Aug 20Inchcape plc (LSE:INCH) acquired Mercedes-Benz vehicles distribution in El Salvador of Star Motors from Star Motors.Inchcape plc (LSE:INCH) acquired Mercedes-Benz vehicles distribution in El Salvador of Star Motors from Star Motors on August 19, 2020. Inchcape plc (LSE:INCH) completed the acquisition of Mercedes-Benz vehicles distribution in El Salvador of Star Motors from Star Motors on August 19, 2020.
