View ValuationJB Hi-Fi 将来の成長Future 基準チェック /26JB Hi-Fi利益と収益がそれぞれ年間3.2%と3.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に28.2% 3.1%なると予測されています。主要情報3.2%収益成長率3.07%EPS成長率Specialty Retail 収益成長29.3%収益成長率3.6%将来の株主資本利益率28.15%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Feb 16JB Hi-Fi Limited Declares Estimated Interim Dividend for the Six Months Ended 31 December 2025, Payable on 13 March 2026The board of directors of JB Hi-Fi Limited declared estimated payment of fully franked an interim dividend of 210 cents per share for the six months ended 31 December 2025. The record date is 27 February 2026. Dividend payment date: 13 March 2026. Ex-date: 26 February 2026.お知らせ • Aug 26JB Hi-Fi Limited, Annual General Meeting, Oct 30, 2025JB Hi-Fi Limited, Annual General Meeting, Oct 30, 2025.お知らせ • Apr 22JB Hi-Fi Limited to Report Fiscal Year 2025 Results on Aug 11, 2025JB Hi-Fi Limited announced that they will report fiscal year 2025 results on Aug 11, 2025お知らせ • Feb 10JB Hi-Fi Limited Declares Interim Dividend, Payable on 7 March 2025The Board JB Hi-Fi Limited declared an interim dividend of 170 cents per share (cps) fully franked, up 12 cps or 7.6%, and representing 65% of NPAT. The record date for the interim dividend is 21 February 2025, with payment to be made on 7 March 2025.お知らせ • Jan 08JB Hi-Fi Limited to Report First Half, 2025 Results on Feb 10, 2025JB Hi-Fi Limited announced that they will report first half, 2025 results on Feb 10, 2025お知らせ • Sep 04JB Hi-Fi Limited (ASX:JBH) completed the acquisition of 75% stake in E. & S. Trading Co. (Discounts) Pty. Ltd. for AUD 47.8 million.JB Hi-Fi Limited (ASX:JBH) entered into an agreement to acquire 75% stake in E. & S. Trading Co. (Discounts) Pty. Ltd. for AUD 47.8 million on August 9, 2024. Initial acquisition of 75% for cash consideration of AUD 47.8 million on a cash-free / debt-free basis. Put and call option arrangement in place for the acquisition of the remaining 25% in September 2029. E. & S. The acquisition will be funded through existing cash reserves. Trading in FY24 revenue of circa AUD 230 million revenue and normalised pre AASB16 EBITDA of circa AUD 7 million. Rob Sinclair to continue as Managing Director of the business. Completion of the acquisition is subject to customary completion conditions and is expected to occur in September 2024 JB Hi-Fi Limited (ASX:JBH) completed the acquisition of 75% stake in E. & S. Trading Co. (Discounts) Pty. Ltd.on September 2, 2024.Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Non-Executive Director Christy Boyce was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Aug 27Group CFO & Executive Director recently sold €463k worth of stockOn the 26th of August, Nick Wells sold around 10k shares on-market at roughly €46.06 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Nick has been a net seller over the last 12 months, reducing personal holdings by €1.0m.お知らせ • Aug 27JB Hi-Fi Limited, Annual General Meeting, Oct 31, 2024JB Hi-Fi Limited, Annual General Meeting, Oct 31, 2024.Declared Dividend • Aug 14Final dividend of AU$1.83 announcedShareholders will receive a dividend of AU$1.83. Ex-date: 22nd August 2024 Payment date: 6th September 2024 Dividend yield will be 6.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 12Full year 2024 earnings released: EPS: AU$4.01 (vs AU$4.80 in FY 2023)Full year 2024 results: EPS: AU$4.01 (down from AU$4.80 in FY 2023). Revenue: AU$9.59b (flat on FY 2023). Net income: AU$438.8m (down 16% from FY 2023). Profit margin: 4.6% (down from 5.4% in FY 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Aug 12JB Hi-Fi Limited (ASX:JBH) entered into an agreement to acquire 75% stake in E. & S. Trading Co. (Discounts) Pty. Ltd. for AUD 47.8 million.JB Hi-Fi Limited (ASX:JBH) entered into an agreement to acquire 75% stake in E. & S. Trading Co. (Discounts) Pty. Ltd. for AUD 47.8 million on August 9, 2024. Initial acquisition of 75% for cash consideration of AUD 47.8 million on a cash-free / debt-free basis. Put and call option arrangement in place for the acquisition of the remaining 25% in September 2029. E. & S. The acquisition will be funded through existing cash reserves. Trading in FY24 revenue of circa AUD 230 million revenue and normalised pre AASB16 EBITDA of circa AUD 7 million. Rob Sinclair to continue as Managing Director of the business. Completion of the acquisition is subject to customary completion conditions and is expected to occur in September 2024お知らせ • Jul 04JB Hi-Fi Limited to Report Fiscal Year 2024 Results on Aug 12, 2024JB Hi-Fi Limited announced that they will report fiscal year 2024 results on Aug 12, 2024Buy Or Sell Opportunity • May 09Now 21% undervaluedOver the last 90 days, the stock has risen 2.4% to €34.80. The fair value is estimated to be €43.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 4.9%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are forecast to decline by 1.8% per annum over the same time period.Upcoming Dividend • Feb 16Upcoming dividend of AU$1.58 per share at 4.9% yieldEligible shareholders must have bought the stock before 22 February 2024. Payment date: 08 March 2024. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (3.4%).Declared Dividend • Feb 14First half dividend of AU$1.58 announcedShareholders will receive a dividend of AU$1.58. Ex-date: 22nd February 2024 Payment date: 8th March 2024 Dividend yield will be 5.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.3% over the next 3 years. However, it would need to fall by 28% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Feb 13First half 2024 earnings released: EPS: AU$2.42 (vs AU$3.02 in 1H 2023)First half 2024 results: EPS: AU$2.42 (down from AU$3.02 in 1H 2023). Revenue: AU$5.16b (down 2.2% from 1H 2023). Net income: AU$264.3m (down 20% from 1H 2023). Profit margin: 5.1% (down from 6.2% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.お知らせ • Sep 13JB Hi-Fi Limited to Report First Half, 2024 Results on Feb 12, 2024JB Hi-Fi Limited announced that they will report first half, 2024 results on Feb 12, 2024Recent Insider Transactions • Aug 30Group CFO & Executive Director recently sold €551k worth of stockOn the 29th of August, Nick Wells sold around 21k shares on-market at roughly €26.37 per share. This transaction amounted to 30% 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 Nick's only on-market trade for the last 12 months.お知らせ • Aug 25JB Hi-Fi Limited, Annual General Meeting, Oct 26, 2023JB Hi-Fi Limited, Annual General Meeting, Oct 26, 2023, at 10:30 AUS Eastern Standard Time.Upcoming Dividend • Aug 17Upcoming dividend of AU$1.15 per share at 6.6% yieldEligible shareholders must have bought the stock before 24 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.7%).Reported Earnings • Aug 14Full year 2023 earnings released: EPS: AU$4.80 (vs AU$4.79 in FY 2022)Full year 2023 results: EPS: AU$4.80. Revenue: AU$9.63b (up 4.3% from FY 2022). Net income: AU$524.6m (down 3.7% from FY 2022). Profit margin: 5.4% (down from 5.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Specialty Retail industry in Germany.Upcoming Dividend • Feb 16Upcoming dividend of AU$1.97 per share at 7.0% yieldEligible shareholders must have bought the stock before 23 February 2023. Payment date: 10 March 2023. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 7.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.8%).Reported Earnings • Feb 13First half 2023 earnings released: EPS: AU$3.02 (vs AU$2.51 in 1H 2022)First half 2023 results: EPS: AU$3.02 (up from AU$2.51 in 1H 2022). Revenue: AU$5.28b (up 8.6% from 1H 2022). Net income: AU$329.9m (up 15% from 1H 2022). Profit margin: 6.2% (up from 5.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 13JB Hi-Fi Limited Announces Dividend for the Period of Six Months Ended December 31, 2022, Payment Date to Be 10 March, 2023JB Hi-Fi Limited announced dividend for the period of six months ended December 31, 2022 of AUD 1.97000000 with Record Date of 24 February 2023; Ex Date 23 February, 2023 and Payment Date to be 10 March, 2023.お知らせ • Jan 11JB Hi-Fi Limited to Report First Half, 2023 Results on Feb 13, 2023JB Hi-Fi Limited announced that they will report first half, 2023 results on Feb 13, 2023Buying Opportunity • Dec 15Now 20% undervaluedOver the last 90 days, the stock is up 2.2%. The fair value is estimated to be €35.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 0.2% per annum. Earnings is forecast to decline by 9.7% per annum over the same time period.Recent Insider Transactions • Aug 31Group CEO & Executive Director recently sold €1.0m worth of stockOn the 29th of August, Terry Smart sold around 35k shares on-market at roughly €28.78 per share. This transaction amounted to 21% 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 Terry's only on-market trade for the last 12 months.Recent Insider Transactions • Aug 23Independent Non-Executive Director recently bought €60k worth of stockOn the 18th of August, Melanie Wilson bought around 2k shares on-market at roughly €30.16 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €178k more in shares than they have sold in the last 12 months.Upcoming Dividend • Aug 18Upcoming dividend of AU$1.53 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 7.2%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (4.0%).Reported Earnings • Aug 16Full year 2022 earnings released: EPS: AU$4.79 (vs AU$4.41 in FY 2021)Full year 2022 results: EPS: AU$4.79 (up from AU$4.41 in FY 2021). Revenue: AU$9.23b (up 3.5% from FY 2021). Net income: AU$544.9m (up 7.7% from FY 2021). Profit margin: 5.9% (up from 5.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 2.8% compared to a 11% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Apr 01Now 22% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €46.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings is forecast to decline by 5.6% per annum over the same time period.Reported Earnings • Feb 16First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$2.51 (down from AU$2.77 in 1H 2021). Revenue: AU$4.86b (down 1.6% from 1H 2021). Net income: AU$287.9m (down 9.4% from 1H 2021). Profit margin: 5.9% (down from 6.4% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to stay flat compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 32% per year.Buying Opportunity • Jan 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be AU$35.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 29% per annum over the last 3 years.Board Change • Sep 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Terry Smart was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Terry Smart was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Terry Smart was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Sep 01Non-Executive Director recently bought €87k worth of stockOn the 26th of August, Geoffrey Roberts bought around 3k shares on-market at roughly €29.01 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €131k more in shares than they have sold in the last 12 months.Executive Departure • Aug 30Group CEO & Executive Director Richard Murray has left the companyDuring their tenure, earnings grew by 23% annually compared to the industry average of 19%. On the 27th of August, Richard Murray left the company after 9.2 in the role. As of June 2021, Richard still personally held 138.80k shares (€4.4m worth at the time). Richard is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 7.08 years. Under Richard's leadership, the company delivered a total shareholder return of 229%.Reported Earnings • Aug 21Full year 2021 earnings released: EPS AU$4.41 (vs AU$2.63 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$8.92b (up 13% from FY 2020). Net income: AU$506.1m (up 67% from FY 2020). Profit margin: 5.7% (up from 3.8% in FY 2020). The increase in margin was driven by higher revenue. Like-for-like sales growth: 13.0% vs FY 2020 Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 19Upcoming dividend of AU$1.07 per shareEligible shareholders must have bought the stock before 26 August 2021. Payment date: 10 September 2021. Trailing yield: 5.8%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (2.3%).業績と収益の成長予測DB:JB3 - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/202812,089533725809156/30/202711,589509673765166/30/202611,1324926507601612/31/202510,970483575665N/A9/30/202510,762473602688N/A6/30/202510,555462629712N/A3/31/202510,328461665744N/A12/31/202410,101460700776N/A9/30/20249,847449689765N/A6/30/20249,592439678753N/A3/31/20249,551449658733N/A12/31/20239,510459639713N/A9/30/20239,568492641715N/A6/30/20239,626525644716N/A3/31/20239,638556498564N/A12/31/20229,649587352412N/A9/30/20229,440566461520N/A6/30/20229,232545570627N/A3/31/20229,034511736795N/A12/31/20218,837476902962N/A9/30/20218,876491701760N/A6/30/20218,916506501559N/A3/31/20218,891478800851N/A12/31/20208,8654491,0991,144N/A9/30/20208,3923761,0181,062N/A6/30/20207,919302938981N/A3/31/20207,583281597644N/A12/31/20197,247260257306N/A9/30/20197,171255N/A304N/A6/30/20197,095250N/A302N/A3/31/20197,052246N/A250N/A12/31/20187,008242N/A199N/A9/30/20186,931237N/A245N/A6/30/20186,854233N/A292N/A3/31/20186,778223N/A290N/A12/31/20176,702214N/A288N/A9/30/20176,165193N/A239N/A6/30/20175,628172N/A191N/A3/31/20175,041170N/A196N/A12/31/20164,454167N/A202N/A9/30/20164,204160N/A193N/A6/30/20163,955152N/A185N/A3/31/20163,879148N/A180N/A12/31/20153,804143N/A174N/A9/30/20153,728140N/A177N/A6/30/20153,652137N/A180N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: JB3の予測収益成長率 (年間3.2% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: JB3の収益 ( 3.2% ) German市場 ( 17.2% ) よりも低い成長が予測されています。高成長収益: JB3の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: JB3の収益 ( 3.6% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: JB3の収益 ( 3.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: JB3の 自己資本利益率 は、3年後には高くなると予測されています ( 28.2 %)成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 14:19終値2026/05/25 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋JB Hi-Fi Limited 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28 アナリスト機関Thomas KierathBarrenjoey Markets Pty LimitedNicholas McGarrigleBarrenjoey Markets Pty LimitedChamithri RatnapalaBell Potter25 その他のアナリストを表示
お知らせ • Feb 16JB Hi-Fi Limited Declares Estimated Interim Dividend for the Six Months Ended 31 December 2025, Payable on 13 March 2026The board of directors of JB Hi-Fi Limited declared estimated payment of fully franked an interim dividend of 210 cents per share for the six months ended 31 December 2025. The record date is 27 February 2026. Dividend payment date: 13 March 2026. Ex-date: 26 February 2026.
お知らせ • Aug 26JB Hi-Fi Limited, Annual General Meeting, Oct 30, 2025JB Hi-Fi Limited, Annual General Meeting, Oct 30, 2025.
お知らせ • Apr 22JB Hi-Fi Limited to Report Fiscal Year 2025 Results on Aug 11, 2025JB Hi-Fi Limited announced that they will report fiscal year 2025 results on Aug 11, 2025
お知らせ • Feb 10JB Hi-Fi Limited Declares Interim Dividend, Payable on 7 March 2025The Board JB Hi-Fi Limited declared an interim dividend of 170 cents per share (cps) fully franked, up 12 cps or 7.6%, and representing 65% of NPAT. The record date for the interim dividend is 21 February 2025, with payment to be made on 7 March 2025.
お知らせ • Jan 08JB Hi-Fi Limited to Report First Half, 2025 Results on Feb 10, 2025JB Hi-Fi Limited announced that they will report first half, 2025 results on Feb 10, 2025
お知らせ • Sep 04JB Hi-Fi Limited (ASX:JBH) completed the acquisition of 75% stake in E. & S. Trading Co. (Discounts) Pty. Ltd. for AUD 47.8 million.JB Hi-Fi Limited (ASX:JBH) entered into an agreement to acquire 75% stake in E. & S. Trading Co. (Discounts) Pty. Ltd. for AUD 47.8 million on August 9, 2024. Initial acquisition of 75% for cash consideration of AUD 47.8 million on a cash-free / debt-free basis. Put and call option arrangement in place for the acquisition of the remaining 25% in September 2029. E. & S. The acquisition will be funded through existing cash reserves. Trading in FY24 revenue of circa AUD 230 million revenue and normalised pre AASB16 EBITDA of circa AUD 7 million. Rob Sinclair to continue as Managing Director of the business. Completion of the acquisition is subject to customary completion conditions and is expected to occur in September 2024 JB Hi-Fi Limited (ASX:JBH) completed the acquisition of 75% stake in E. & S. Trading Co. (Discounts) Pty. Ltd.on September 2, 2024.
Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Non-Executive Director Christy Boyce was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Aug 27Group CFO & Executive Director recently sold €463k worth of stockOn the 26th of August, Nick Wells sold around 10k shares on-market at roughly €46.06 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Nick has been a net seller over the last 12 months, reducing personal holdings by €1.0m.
お知らせ • Aug 27JB Hi-Fi Limited, Annual General Meeting, Oct 31, 2024JB Hi-Fi Limited, Annual General Meeting, Oct 31, 2024.
Declared Dividend • Aug 14Final dividend of AU$1.83 announcedShareholders will receive a dividend of AU$1.83. Ex-date: 22nd August 2024 Payment date: 6th September 2024 Dividend yield will be 6.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 12Full year 2024 earnings released: EPS: AU$4.01 (vs AU$4.80 in FY 2023)Full year 2024 results: EPS: AU$4.01 (down from AU$4.80 in FY 2023). Revenue: AU$9.59b (flat on FY 2023). Net income: AU$438.8m (down 16% from FY 2023). Profit margin: 4.6% (down from 5.4% in FY 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Aug 12JB Hi-Fi Limited (ASX:JBH) entered into an agreement to acquire 75% stake in E. & S. Trading Co. (Discounts) Pty. Ltd. for AUD 47.8 million.JB Hi-Fi Limited (ASX:JBH) entered into an agreement to acquire 75% stake in E. & S. Trading Co. (Discounts) Pty. Ltd. for AUD 47.8 million on August 9, 2024. Initial acquisition of 75% for cash consideration of AUD 47.8 million on a cash-free / debt-free basis. Put and call option arrangement in place for the acquisition of the remaining 25% in September 2029. E. & S. The acquisition will be funded through existing cash reserves. Trading in FY24 revenue of circa AUD 230 million revenue and normalised pre AASB16 EBITDA of circa AUD 7 million. Rob Sinclair to continue as Managing Director of the business. Completion of the acquisition is subject to customary completion conditions and is expected to occur in September 2024
お知らせ • Jul 04JB Hi-Fi Limited to Report Fiscal Year 2024 Results on Aug 12, 2024JB Hi-Fi Limited announced that they will report fiscal year 2024 results on Aug 12, 2024
Buy Or Sell Opportunity • May 09Now 21% undervaluedOver the last 90 days, the stock has risen 2.4% to €34.80. The fair value is estimated to be €43.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 4.9%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are forecast to decline by 1.8% per annum over the same time period.
Upcoming Dividend • Feb 16Upcoming dividend of AU$1.58 per share at 4.9% yieldEligible shareholders must have bought the stock before 22 February 2024. Payment date: 08 March 2024. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (3.4%).
Declared Dividend • Feb 14First half dividend of AU$1.58 announcedShareholders will receive a dividend of AU$1.58. Ex-date: 22nd February 2024 Payment date: 8th March 2024 Dividend yield will be 5.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.3% over the next 3 years. However, it would need to fall by 28% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Feb 13First half 2024 earnings released: EPS: AU$2.42 (vs AU$3.02 in 1H 2023)First half 2024 results: EPS: AU$2.42 (down from AU$3.02 in 1H 2023). Revenue: AU$5.16b (down 2.2% from 1H 2023). Net income: AU$264.3m (down 20% from 1H 2023). Profit margin: 5.1% (down from 6.2% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Sep 13JB Hi-Fi Limited to Report First Half, 2024 Results on Feb 12, 2024JB Hi-Fi Limited announced that they will report first half, 2024 results on Feb 12, 2024
Recent Insider Transactions • Aug 30Group CFO & Executive Director recently sold €551k worth of stockOn the 29th of August, Nick Wells sold around 21k shares on-market at roughly €26.37 per share. This transaction amounted to 30% 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 Nick's only on-market trade for the last 12 months.
お知らせ • Aug 25JB Hi-Fi Limited, Annual General Meeting, Oct 26, 2023JB Hi-Fi Limited, Annual General Meeting, Oct 26, 2023, at 10:30 AUS Eastern Standard Time.
Upcoming Dividend • Aug 17Upcoming dividend of AU$1.15 per share at 6.6% yieldEligible shareholders must have bought the stock before 24 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.7%).
Reported Earnings • Aug 14Full year 2023 earnings released: EPS: AU$4.80 (vs AU$4.79 in FY 2022)Full year 2023 results: EPS: AU$4.80. Revenue: AU$9.63b (up 4.3% from FY 2022). Net income: AU$524.6m (down 3.7% from FY 2022). Profit margin: 5.4% (down from 5.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Specialty Retail industry in Germany.
Upcoming Dividend • Feb 16Upcoming dividend of AU$1.97 per share at 7.0% yieldEligible shareholders must have bought the stock before 23 February 2023. Payment date: 10 March 2023. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 7.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.8%).
Reported Earnings • Feb 13First half 2023 earnings released: EPS: AU$3.02 (vs AU$2.51 in 1H 2022)First half 2023 results: EPS: AU$3.02 (up from AU$2.51 in 1H 2022). Revenue: AU$5.28b (up 8.6% from 1H 2022). Net income: AU$329.9m (up 15% from 1H 2022). Profit margin: 6.2% (up from 5.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 13JB Hi-Fi Limited Announces Dividend for the Period of Six Months Ended December 31, 2022, Payment Date to Be 10 March, 2023JB Hi-Fi Limited announced dividend for the period of six months ended December 31, 2022 of AUD 1.97000000 with Record Date of 24 February 2023; Ex Date 23 February, 2023 and Payment Date to be 10 March, 2023.
お知らせ • Jan 11JB Hi-Fi Limited to Report First Half, 2023 Results on Feb 13, 2023JB Hi-Fi Limited announced that they will report first half, 2023 results on Feb 13, 2023
Buying Opportunity • Dec 15Now 20% undervaluedOver the last 90 days, the stock is up 2.2%. The fair value is estimated to be €35.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 0.2% per annum. Earnings is forecast to decline by 9.7% per annum over the same time period.
Recent Insider Transactions • Aug 31Group CEO & Executive Director recently sold €1.0m worth of stockOn the 29th of August, Terry Smart sold around 35k shares on-market at roughly €28.78 per share. This transaction amounted to 21% 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 Terry's only on-market trade for the last 12 months.
Recent Insider Transactions • Aug 23Independent Non-Executive Director recently bought €60k worth of stockOn the 18th of August, Melanie Wilson bought around 2k shares on-market at roughly €30.16 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €178k more in shares than they have sold in the last 12 months.
Upcoming Dividend • Aug 18Upcoming dividend of AU$1.53 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 7.2%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (4.0%).
Reported Earnings • Aug 16Full year 2022 earnings released: EPS: AU$4.79 (vs AU$4.41 in FY 2021)Full year 2022 results: EPS: AU$4.79 (up from AU$4.41 in FY 2021). Revenue: AU$9.23b (up 3.5% from FY 2021). Net income: AU$544.9m (up 7.7% from FY 2021). Profit margin: 5.9% (up from 5.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 2.8% compared to a 11% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Apr 01Now 22% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €46.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings is forecast to decline by 5.6% per annum over the same time period.
Reported Earnings • Feb 16First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$2.51 (down from AU$2.77 in 1H 2021). Revenue: AU$4.86b (down 1.6% from 1H 2021). Net income: AU$287.9m (down 9.4% from 1H 2021). Profit margin: 5.9% (down from 6.4% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to stay flat compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 32% per year.
Buying Opportunity • Jan 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be AU$35.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 29% per annum over the last 3 years.
Board Change • Sep 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Terry Smart was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Terry Smart was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Terry Smart was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Sep 01Non-Executive Director recently bought €87k worth of stockOn the 26th of August, Geoffrey Roberts bought around 3k shares on-market at roughly €29.01 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €131k more in shares than they have sold in the last 12 months.
Executive Departure • Aug 30Group CEO & Executive Director Richard Murray has left the companyDuring their tenure, earnings grew by 23% annually compared to the industry average of 19%. On the 27th of August, Richard Murray left the company after 9.2 in the role. As of June 2021, Richard still personally held 138.80k shares (€4.4m worth at the time). Richard is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 7.08 years. Under Richard's leadership, the company delivered a total shareholder return of 229%.
Reported Earnings • Aug 21Full year 2021 earnings released: EPS AU$4.41 (vs AU$2.63 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$8.92b (up 13% from FY 2020). Net income: AU$506.1m (up 67% from FY 2020). Profit margin: 5.7% (up from 3.8% in FY 2020). The increase in margin was driven by higher revenue. Like-for-like sales growth: 13.0% vs FY 2020 Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 19Upcoming dividend of AU$1.07 per shareEligible shareholders must have bought the stock before 26 August 2021. Payment date: 10 September 2021. Trailing yield: 5.8%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (2.3%).