View Future GrowthCompagnie de l'Odet 過去の業績過去 基準チェック /36Compagnie de l'Odetは、平均年間49%の収益成長を遂げていますが、 Logistics業界の収益は、年間 成長しています。収益は、平均年間7% 41.3%収益成長率で 減少しています。 Compagnie de l'Odetの自己資本利益率は1.6%であり、純利益率は6.8%です。主要情報48.95%収益成長率48.95%EPS成長率Logistics 業界の成長20.75%収益成長率-41.34%株主資本利益率1.59%ネット・マージン6.83%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Mar 18Full year 2025 earnings releasedFull year 2025 results: Revenue: €2.92b (down 6.5% from FY 2024). Net income: €200.0m (up €859.3m from FY 2024). Profit margin: 6.8% (up from net loss in FY 2024). The move to profitability was driven by lower expenses.Reported Earnings • Sep 19First half 2025 earnings releasedFirst half 2025 results: Revenue: €1.55b (down 85% from 1H 2024). Net income: €149.0m (up €1.63b from 1H 2024). Profit margin: 9.6% (up from net loss in 1H 2024). The move to profitability was driven by lower expenses.Reported Earnings • Mar 18Full year 2024 earnings releasedFull year 2024 results: Revenue: €3.13b (down 77% from FY 2023). Net loss: €659.0m (loss widened €626.6m from FY 2023).Reported Earnings • Sep 19First half 2024 earnings releasedFirst half 2024 results: Revenue: €10.6b (up 70% from 1H 2023). Net loss: €1.48b (loss widened €1.46b from 1H 2023).Reported Earnings • Apr 30Full year 2023 earnings released: €7.63 loss per share (vs €351 loss in FY 2022)Full year 2023 results: €7.63 loss per share (improved from €351 loss in FY 2022). Revenue: €13.7b (flat on FY 2022). Net loss: €32.4m (loss narrowed 98% from FY 2022). 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 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 19Full year 2023 earnings releasedFull year 2023 results: Revenue: €13.7b (down 34% from FY 2022). Net loss: €33.0m (loss narrowed 97% from FY 2022).すべての更新を表示Recent updatesお知らせ • Jun 18Compagnie de l'Odetat Approves a Dividend, Payable on June 25, 2026Compagnie de l'Odetat at its Combined General Meeting held on June 17, 2026 approved a dividend of EUR 4.80 per share, up 9% from the dividend paid in 2025, will be paid on June 25, 2026.Upcoming Dividend • Jun 16Upcoming dividend of €4.80 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.3%).お知らせ • Apr 16Compagnie de l'Odet, Annual General Meeting, Jun 17, 2026Compagnie de l'Odet, Annual General Meeting, Jun 17, 2026. Location: auditorium havas 2 bis rue godefroy, puteaux FranceBuy Or Sell Opportunity • Apr 08Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 4.7% to €1,374. The fair value is estimated to be €1,086, however this is not to be taken as a sell recommendation but rather should be used as a guide only.Declared Dividend • Mar 23Dividend increased to €4.80Dividend of €4.80 is 9.1% higher than last year. Ex-date: 23rd June 2026 Payment date: 25th June 2026 Dividend yield will be 0.4%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 2%. Cash payout ratio: 7%.Reported Earnings • Mar 18Full year 2025 earnings releasedFull year 2025 results: Revenue: €2.92b (down 6.5% from FY 2024). Net income: €200.0m (up €859.3m from FY 2024). Profit margin: 6.8% (up from net loss in FY 2024). The move to profitability was driven by lower expenses.お知らせ • Mar 18Compagnie De L'odet Proposes Dividend, Payable on June 25, 2026Compagnie de l'Odet announced that at the General Shareholders’ Meeting will be asked to approve the distribution of a dividend of €4.80 per share, an increase of 9% compared with the dividend paid for the 2024 fiscal year. The ex-dividend date will be June 23, 2026, with payment in cash only on June 25, 2026.Reported Earnings • Sep 19First half 2025 earnings releasedFirst half 2025 results: Revenue: €1.55b (down 85% from 1H 2024). Net income: €149.0m (up €1.63b from 1H 2024). Profit margin: 9.6% (up from net loss in 1H 2024). The move to profitability was driven by lower expenses.Upcoming Dividend • Jun 17Upcoming dividend of €4.40 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 26 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (2.6%).お知らせ • Apr 16Compagnie de l'Odet, Annual General Meeting, Jun 17, 2025Compagnie de l'Odet, Annual General Meeting, Jun 17, 2025. Location: auditorium havas 2 bis rue godefroy, puteaux FranceDeclared Dividend • Mar 20Dividend increased to €4.40Dividend of €4.40 is 10% higher than last year. Ex-date: 24th June 2025 Payment date: 26th June 2025 Dividend yield will be 0.3%, which is lower than the industry average of 3.1%.お知らせ • Mar 19Compagnie de l'Odet announces Annual dividend, payable on June 26, 2025Compagnie de l'Odet announced Annual dividend of EUR 4.4000 per share payable on June 26, 2025, ex-date on June 24, 2025 and record date on June 25, 2025.Reported Earnings • Mar 18Full year 2024 earnings releasedFull year 2024 results: Revenue: €3.13b (down 77% from FY 2023). Net loss: €659.0m (loss widened €626.6m from FY 2023).Reported Earnings • Sep 19First half 2024 earnings releasedFirst half 2024 results: Revenue: €10.6b (up 70% from 1H 2023). Net loss: €1.48b (loss widened €1.46b from 1H 2023).Upcoming Dividend • Jun 19Upcoming dividend of €4.00 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 27 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%).Upcoming Dividend • Jun 18Upcoming dividend of €4.00 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 27 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%).Reported Earnings • Apr 30Full year 2023 earnings released: €7.63 loss per share (vs €351 loss in FY 2022)Full year 2023 results: €7.63 loss per share (improved from €351 loss in FY 2022). Revenue: €13.7b (flat on FY 2022). Net loss: €32.4m (loss narrowed 98% from FY 2022). 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 14% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Apr 05Now 21% undervaluedOver the last 90 days, the stock has risen 10% to €1,586. The fair value is estimated to be €2,004, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Declared Dividend • Apr 01Dividend increased to €4.00Dividend of €4.00 is 11% higher than last year. Ex-date: 25th June 2024 Payment date: 27th June 2024 Dividend yield will be 0.3%, which is lower than the industry average of 3.1%.Reported Earnings • Mar 19Full year 2023 earnings releasedFull year 2023 results: Revenue: €13.7b (down 34% from FY 2022). Net loss: €33.0m (loss narrowed 97% from FY 2022).お知らせ • Mar 18Compagnie de l'Odet(ENXTPA:ODET) dropped from FTSE All-World Index (USD)Compagnie de l'Odet(ENXTPA:ODET) dropped from FTSE All-World Index (USD)お知らせ • Mar 15Compagnie de l'Odet Proposes Cash Dividend for the Year 2023, Payable on June 27, 2024Compagnie de l'Odet announced the general shareholders meeting will be asked to distribute a dividend of EUR 4 per share for the year 2023 compared to EUR 3.6 per share in 2022. The dividend will be detached on June 25, 2024 and the payment, exclusively in cash, will be made on June 27, 2024.Reported Earnings • Sep 15First half 2023 earnings releasedFirst half 2023 results: Revenue: €6.23b (down 46% from 1H 2022). Net loss: €25.0m (down 108% from profit in 1H 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 116 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Jun 13Upcoming dividend of €3.60 per share at 0.2% yieldEligible shareholders must have bought the stock before 20 June 2023. Payment date: 22 June 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).Reported Earnings • Mar 15Full year 2022 earnings releasedFull year 2022 results: Revenue: €20.7b (up 4.6% from FY 2021). Net loss: €1.20b (loss narrowed 93% from FY 2021).Buying Opportunity • Feb 24Now 20% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be €1,771, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.Buying Opportunity • Jan 20Now 21% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be €1,805, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €100.0m from profit in 1H 2021). Profit margin: (down from 0.8% in 1H 2021). The decrease in margin was driven by lower expenses.Upcoming Dividend • Jun 02Upcoming dividend of €3.60 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 13 June 2022. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (3.5%).お知らせ • May 27Compagnie de l'Odet Approves Dividend, Payable on June 13, 2022Compagnie de l'Odet announced that at the General Shareholders Meeting was held on May 25, 2022, the company approved the dividend of €3.60, compared with €3.00 last year, will be paid on June 13, 2022.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1,245, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 16x in the Logistics industry in Europe. Total returns to shareholders of 66% over the past three years.Reported Earnings • Sep 10First half 2021 earnings released: EPS €23.56 (vs €19.77 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €12.8b (up 10% from 1H 2020). Net income: €100.0m (up 19% from 1H 2020). Profit margin: 0.8% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 02First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €12.8b (up 10% from 1H 2020). Net income: €100.0m (up 19% from 1H 2020). Profit margin: 0.8% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue.Upcoming Dividend • Jun 03Upcoming dividend of €3.00 per shareEligible shareholders must have bought the stock before 10 June 2021. Payment date: 14 June 2021. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.8%).Reported Earnings • Mar 07Full year 2020 earnings releasedThe company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €24.1b (down 3.0% from FY 2019). Net income: €214.0m (up 76% from FY 2019). Profit margin: 0.9% (up from 0.5% in FY 2019).お知らせ • Mar 05Financière de l'Odet SA, Annual General Meeting, May 26, 2021Financière de l'Odet SA, Annual General Meeting, May 26, 2021. Agenda: to change the name Financière de l’Odet into Compagnie de l’Odet.Is New 90 Day High Low • Feb 23New 90-day high: €892The company is up 22% from its price of €732 on 24 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 Logistics industry, which is up 12% over the same period.Is New 90 Day High Low • Feb 06New 90-day high: €802The company is up 16% from its price of €690 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 2.0% over the same period.Is New 90 Day High Low • Jan 05New 90-day high: €782The company is up 18% from its price of €664 on 07 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 Logistics industry, which is up 5.0% over the same period.Is New 90 Day High Low • Dec 15New 90-day high: €744The company is up 8.0% from its price of €688 on 15 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 Logistics industry, which is up 4.0% over the same period.Is New 90 Day High Low • Nov 10New 90-day high: €712The company is up 6.0% from its price of €670 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 16% over the same period.収支内訳Compagnie de l'Odet の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BST:49F 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 252,92420015030 Sep 253,03066715030 Jun 253,1361,13416031 Mar 253,13223715031 Dec 243,129-65915030 Sep 24805-1,3676030 Jun 24-1,518-2,074-3031 Mar 24827-1,2654031 Dec 233,172-45511030 Sep 238,326-98631030 Jun 2313,479-1,51650031 Mar 2313,557-1,50453031 Dec 2213,634-1,49256030 Sep 2213,850-9,30149030 Jun 2214,065-17,11042031 Mar 2215,352-17,25962031 Dec 2116,638-17,40981030 Jun 2114,032-1,432194031 Mar 2115,359-1,241161031 Dec 2016,686-1,050128030 Sep 2024,3921720030 Jun 2024,6751290031 Mar 2024,7591260031 Dec 1924,8431220030 Sep 1924,3831360030 Jun 1923,9231500031 Mar 1923,4741360031 Dec 1823,0241220030 Sep 1822,6011820030 Jun 1822,1772430031 Mar 1820,2573050031 Dec 1718,3373670030 Sep 1715,2512950030 Jun 1712,1642240031 Mar 1711,1202260031 Dec 1610,0762280030 Sep 1610,2542270030 Jun 1610,4332250031 Mar 1610,6292610031 Dec 1510,8242970030 Sep 1510,84029700質の高い収益: 49Fは 高品質の収益 を持っています。利益率の向上: 49F過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 49F過去 5 年間で収益を上げており、収益は年間49%増加しています。成長の加速: 49Fは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: 49F昨年収益を上げたため、昨年の収益成長をLogistics業界 ( -9.1% ) と比較することは困難です。株主資本利益率高いROE: 49Fの 自己資本利益率 ( 1.6% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTransportation 、過去の業績が好調な企業。View Financial Health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2026/08/04 07:06終値2026/08/04 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Compagnie de l'Odet 0 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。0
Reported Earnings • Mar 18Full year 2025 earnings releasedFull year 2025 results: Revenue: €2.92b (down 6.5% from FY 2024). Net income: €200.0m (up €859.3m from FY 2024). Profit margin: 6.8% (up from net loss in FY 2024). The move to profitability was driven by lower expenses.
Reported Earnings • Sep 19First half 2025 earnings releasedFirst half 2025 results: Revenue: €1.55b (down 85% from 1H 2024). Net income: €149.0m (up €1.63b from 1H 2024). Profit margin: 9.6% (up from net loss in 1H 2024). The move to profitability was driven by lower expenses.
Reported Earnings • Mar 18Full year 2024 earnings releasedFull year 2024 results: Revenue: €3.13b (down 77% from FY 2023). Net loss: €659.0m (loss widened €626.6m from FY 2023).
Reported Earnings • Sep 19First half 2024 earnings releasedFirst half 2024 results: Revenue: €10.6b (up 70% from 1H 2023). Net loss: €1.48b (loss widened €1.46b from 1H 2023).
Reported Earnings • Apr 30Full year 2023 earnings released: €7.63 loss per share (vs €351 loss in FY 2022)Full year 2023 results: €7.63 loss per share (improved from €351 loss in FY 2022). Revenue: €13.7b (flat on FY 2022). Net loss: €32.4m (loss narrowed 98% from FY 2022). 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 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 19Full year 2023 earnings releasedFull year 2023 results: Revenue: €13.7b (down 34% from FY 2022). Net loss: €33.0m (loss narrowed 97% from FY 2022).
お知らせ • Jun 18Compagnie de l'Odetat Approves a Dividend, Payable on June 25, 2026Compagnie de l'Odetat at its Combined General Meeting held on June 17, 2026 approved a dividend of EUR 4.80 per share, up 9% from the dividend paid in 2025, will be paid on June 25, 2026.
Upcoming Dividend • Jun 16Upcoming dividend of €4.80 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.3%).
お知らせ • Apr 16Compagnie de l'Odet, Annual General Meeting, Jun 17, 2026Compagnie de l'Odet, Annual General Meeting, Jun 17, 2026. Location: auditorium havas 2 bis rue godefroy, puteaux France
Buy Or Sell Opportunity • Apr 08Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 4.7% to €1,374. The fair value is estimated to be €1,086, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
Declared Dividend • Mar 23Dividend increased to €4.80Dividend of €4.80 is 9.1% higher than last year. Ex-date: 23rd June 2026 Payment date: 25th June 2026 Dividend yield will be 0.4%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 2%. Cash payout ratio: 7%.
Reported Earnings • Mar 18Full year 2025 earnings releasedFull year 2025 results: Revenue: €2.92b (down 6.5% from FY 2024). Net income: €200.0m (up €859.3m from FY 2024). Profit margin: 6.8% (up from net loss in FY 2024). The move to profitability was driven by lower expenses.
お知らせ • Mar 18Compagnie De L'odet Proposes Dividend, Payable on June 25, 2026Compagnie de l'Odet announced that at the General Shareholders’ Meeting will be asked to approve the distribution of a dividend of €4.80 per share, an increase of 9% compared with the dividend paid for the 2024 fiscal year. The ex-dividend date will be June 23, 2026, with payment in cash only on June 25, 2026.
Reported Earnings • Sep 19First half 2025 earnings releasedFirst half 2025 results: Revenue: €1.55b (down 85% from 1H 2024). Net income: €149.0m (up €1.63b from 1H 2024). Profit margin: 9.6% (up from net loss in 1H 2024). The move to profitability was driven by lower expenses.
Upcoming Dividend • Jun 17Upcoming dividend of €4.40 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 26 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (2.6%).
お知らせ • Apr 16Compagnie de l'Odet, Annual General Meeting, Jun 17, 2025Compagnie de l'Odet, Annual General Meeting, Jun 17, 2025. Location: auditorium havas 2 bis rue godefroy, puteaux France
Declared Dividend • Mar 20Dividend increased to €4.40Dividend of €4.40 is 10% higher than last year. Ex-date: 24th June 2025 Payment date: 26th June 2025 Dividend yield will be 0.3%, which is lower than the industry average of 3.1%.
お知らせ • Mar 19Compagnie de l'Odet announces Annual dividend, payable on June 26, 2025Compagnie de l'Odet announced Annual dividend of EUR 4.4000 per share payable on June 26, 2025, ex-date on June 24, 2025 and record date on June 25, 2025.
Reported Earnings • Mar 18Full year 2024 earnings releasedFull year 2024 results: Revenue: €3.13b (down 77% from FY 2023). Net loss: €659.0m (loss widened €626.6m from FY 2023).
Reported Earnings • Sep 19First half 2024 earnings releasedFirst half 2024 results: Revenue: €10.6b (up 70% from 1H 2023). Net loss: €1.48b (loss widened €1.46b from 1H 2023).
Upcoming Dividend • Jun 19Upcoming dividend of €4.00 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 27 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%).
Upcoming Dividend • Jun 18Upcoming dividend of €4.00 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 27 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%).
Reported Earnings • Apr 30Full year 2023 earnings released: €7.63 loss per share (vs €351 loss in FY 2022)Full year 2023 results: €7.63 loss per share (improved from €351 loss in FY 2022). Revenue: €13.7b (flat on FY 2022). Net loss: €32.4m (loss narrowed 98% from FY 2022). 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 14% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 05Now 21% undervaluedOver the last 90 days, the stock has risen 10% to €1,586. The fair value is estimated to be €2,004, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Declared Dividend • Apr 01Dividend increased to €4.00Dividend of €4.00 is 11% higher than last year. Ex-date: 25th June 2024 Payment date: 27th June 2024 Dividend yield will be 0.3%, which is lower than the industry average of 3.1%.
Reported Earnings • Mar 19Full year 2023 earnings releasedFull year 2023 results: Revenue: €13.7b (down 34% from FY 2022). Net loss: €33.0m (loss narrowed 97% from FY 2022).
お知らせ • Mar 18Compagnie de l'Odet(ENXTPA:ODET) dropped from FTSE All-World Index (USD)Compagnie de l'Odet(ENXTPA:ODET) dropped from FTSE All-World Index (USD)
お知らせ • Mar 15Compagnie de l'Odet Proposes Cash Dividend for the Year 2023, Payable on June 27, 2024Compagnie de l'Odet announced the general shareholders meeting will be asked to distribute a dividend of EUR 4 per share for the year 2023 compared to EUR 3.6 per share in 2022. The dividend will be detached on June 25, 2024 and the payment, exclusively in cash, will be made on June 27, 2024.
Reported Earnings • Sep 15First half 2023 earnings releasedFirst half 2023 results: Revenue: €6.23b (down 46% from 1H 2022). Net loss: €25.0m (down 108% from profit in 1H 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 116 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Jun 13Upcoming dividend of €3.60 per share at 0.2% yieldEligible shareholders must have bought the stock before 20 June 2023. Payment date: 22 June 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).
Reported Earnings • Mar 15Full year 2022 earnings releasedFull year 2022 results: Revenue: €20.7b (up 4.6% from FY 2021). Net loss: €1.20b (loss narrowed 93% from FY 2021).
Buying Opportunity • Feb 24Now 20% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be €1,771, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.
Buying Opportunity • Jan 20Now 21% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be €1,805, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €100.0m from profit in 1H 2021). Profit margin: (down from 0.8% in 1H 2021). The decrease in margin was driven by lower expenses.
Upcoming Dividend • Jun 02Upcoming dividend of €3.60 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 13 June 2022. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (3.5%).
お知らせ • May 27Compagnie de l'Odet Approves Dividend, Payable on June 13, 2022Compagnie de l'Odet announced that at the General Shareholders Meeting was held on May 25, 2022, the company approved the dividend of €3.60, compared with €3.00 last year, will be paid on June 13, 2022.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1,245, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 16x in the Logistics industry in Europe. Total returns to shareholders of 66% over the past three years.
Reported Earnings • Sep 10First half 2021 earnings released: EPS €23.56 (vs €19.77 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €12.8b (up 10% from 1H 2020). Net income: €100.0m (up 19% from 1H 2020). Profit margin: 0.8% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 02First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €12.8b (up 10% from 1H 2020). Net income: €100.0m (up 19% from 1H 2020). Profit margin: 0.8% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue.
Upcoming Dividend • Jun 03Upcoming dividend of €3.00 per shareEligible shareholders must have bought the stock before 10 June 2021. Payment date: 14 June 2021. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.8%).
Reported Earnings • Mar 07Full year 2020 earnings releasedThe company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €24.1b (down 3.0% from FY 2019). Net income: €214.0m (up 76% from FY 2019). Profit margin: 0.9% (up from 0.5% in FY 2019).
お知らせ • Mar 05Financière de l'Odet SA, Annual General Meeting, May 26, 2021Financière de l'Odet SA, Annual General Meeting, May 26, 2021. Agenda: to change the name Financière de l’Odet into Compagnie de l’Odet.
Is New 90 Day High Low • Feb 23New 90-day high: €892The company is up 22% from its price of €732 on 24 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 Logistics industry, which is up 12% over the same period.
Is New 90 Day High Low • Feb 06New 90-day high: €802The company is up 16% from its price of €690 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 2.0% over the same period.
Is New 90 Day High Low • Jan 05New 90-day high: €782The company is up 18% from its price of €664 on 07 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 Logistics industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Dec 15New 90-day high: €744The company is up 8.0% from its price of €688 on 15 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 Logistics industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Nov 10New 90-day high: €712The company is up 6.0% from its price of €670 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 16% over the same period.