ComfortDelGro（VZ1）株式概要コンフォートデルグロ・コーポレーション・リミテッドはその子会社とともに、シンガポール、英国、オーストラリア、中国、マレーシアで公共交通サービスを提供している。 詳細VZ1 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績2/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より28.3%で取引されている 過去5年間の収益は年間15.3%増加しました。 リスク分析今後3年間の収益は年平均0.6%減少すると予測されている。 6.34%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るVZ1 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW500,622 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG500,622 investors already sharing narrativesYour Fair Value€Current Price€0.8616.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture06b2016201920222025202620282031Revenue S$5.9bEarnings S$269.8mAdvancedSet Fair ValueView all narrativesComfortDelGro Corporation Limited 競合他社SixtSymbol: XTRA:SIX2Market cap: €3.1bAllaneSymbol: DB:LNSXMarket cap: €247.3mFreetrailer GroupSymbol: DB:R0CMarket cap: €529.0mEUROKAI GmbH KGaASymbol: DB:EUK3Market cap: €808.0m価格と性能株価の高値、安値、推移の概要ComfortDelGro過去の株価現在の株価S$0.8652週高値S$1.0852週安値S$0.81ベータ0.221ヶ月の変化2.98%3ヶ月変化-6.49%1年変化-7.49%3年間の変化2.98%5年間の変化-12.63%IPOからの変化-47.67%最新ニュースNew Risk • May 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.9% average weekly change).Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. Chairman Emeritus Jit Poh Lim was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Mar 29ComfortDelGro Corporation Limited to Report First Half, 2026 Results on Aug 14, 2026ComfortDelGro Corporation Limited announced that they will report first half, 2026 results on Aug 14, 2026お知らせ • Feb 27ComfortDelGro Corporation Limited, Annual General Meeting, Apr 24, 2026ComfortDelGro Corporation Limited, Annual General Meeting, Apr 24, 2026.お知らせ • Jan 15ComfortDelGro Corporation Limited to Report Fiscal Year 2025 Results on Feb 27, 2026ComfortDelGro Corporation Limited announced that they will report fiscal year 2025 results After-Market on Feb 27, 2026お知らせ • Sep 02ComfortDelGro Corporation Limited (SGX:C52) acquired remaining 46.50% stake in Citycab Pte Ltd. from ST Engineering Land Systems Ltd. for approximately SGD 120 million.ComfortDelGro Corporation Limited (SGX:C52) acquired remaining 46.50% stake in Citycab Pte Ltd. from ST Engineering Land Systems Ltd. for approximately SGD 120 million on September 1, 2025. A cash consideration of SGD 116.3 million will be paid by ComfortDelGro Corporation Limited. As part of consideration, SGD 116.3 million is paid towards common equity of Citycab Pte Ltd. Deloitte & Touche Financial Advisory Services Pte. Ltd. acted as Fairness opinion provider to Citycab Pte Ltd. ComfortDelGro Corporation Limited (SGX:C52) acquired remaining 46.50% stake in Citycab Pte Ltd. from ST Engineering Land Systems Ltd. on September 1, 2025最新情報をもっと見るRecent updatesNew Risk • May 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.9% average weekly change).Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. Chairman Emeritus Jit Poh Lim was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Mar 29ComfortDelGro Corporation Limited to Report First Half, 2026 Results on Aug 14, 2026ComfortDelGro Corporation Limited announced that they will report first half, 2026 results on Aug 14, 2026お知らせ • Feb 27ComfortDelGro Corporation Limited, Annual General Meeting, Apr 24, 2026ComfortDelGro Corporation Limited, Annual General Meeting, Apr 24, 2026.お知らせ • Jan 15ComfortDelGro Corporation Limited to Report Fiscal Year 2025 Results on Feb 27, 2026ComfortDelGro Corporation Limited announced that they will report fiscal year 2025 results After-Market on Feb 27, 2026お知らせ • Sep 02ComfortDelGro Corporation Limited (SGX:C52) acquired remaining 46.50% stake in Citycab Pte Ltd. from ST Engineering Land Systems Ltd. for approximately SGD 120 million.ComfortDelGro Corporation Limited (SGX:C52) acquired remaining 46.50% stake in Citycab Pte Ltd. from ST Engineering Land Systems Ltd. for approximately SGD 120 million on September 1, 2025. A cash consideration of SGD 116.3 million will be paid by ComfortDelGro Corporation Limited. As part of consideration, SGD 116.3 million is paid towards common equity of Citycab Pte Ltd. Deloitte & Touche Financial Advisory Services Pte. Ltd. acted as Fairness opinion provider to Citycab Pte Ltd. ComfortDelGro Corporation Limited (SGX:C52) acquired remaining 46.50% stake in Citycab Pte Ltd. from ST Engineering Land Systems Ltd. on September 1, 2025お知らせ • May 15ComfortDelGro Corporation Limited Approves Tax-Exempt One-Tier Final Dividend for the Financial Year Ended 31 December 2024, Payable on 14 May 2025ComfortDelGro Corporation Limited at its Annual General Meeting held on 25 April 2025, approved a tax-exempt one-tier final dividend of 4.25 Singapore cents (SGD 0.0425) per ordinary share in respect of the Financial Year ended 31 December 2024. be paid on 14 May 2025 to members whose names appear on the Register of Members as at 5.00 p.m. on 6 May 2025.お知らせ • Feb 27ComfortDelGro Corporation Limited, Annual General Meeting, Apr 25, 2025ComfortDelGro Corporation Limited, Annual General Meeting, Apr 25, 2025.お知らせ • Jan 08ComfortDelGro Corporation Limited to Report Fiscal Year 2024 Results on Feb 27, 2025ComfortDelGro Corporation Limited announced that they will report fiscal year 2024 results After-Market on Feb 27, 2025Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1.09, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 8x in the Transportation industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.56 per share.Reported Earnings • Aug 18First half 2024 earnings released: EPS: S$0.044 (vs S$0.036 in 1H 2023)First half 2024 results: EPS: S$0.044 (up from S$0.036 in 1H 2023). Revenue: S$2.12b (up 14% from 1H 2023). Net income: S$95.3m (up 21% from 1H 2023). Profit margin: 4.5% (up from 4.2% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Declared Dividend • Aug 16First half dividend of S$0.035 announcedShareholders will receive a dividend of S$0.035. Ex-date: 21st August 2024 Payment date: 29th August 2024 Dividend yield will be 6.5%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (157% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 5.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 15ComfortDelGro Corporation Limited Declares Tax-Exempt One-Tier Dividend, Payable on 29 August 2024ComfortDelGro Corporation Limited declared a tax-exempt one-tier dividend of 3.52 cents (2023: 2.90 cents) per ordinary share. The interim dividend will be paid on 29 August 2024. Shareholders (being depositors) whose securities accounts with The Central Depository (Pte) Limited are credited with ordinary shares in the capital of the Company as at 5.00 p.m. on 22 August 2024 will be entitled to the interim dividend.お知らせ • Jun 26ComfortDelGro Corporation Limited Announces Retirement of Chia Jackson as CEOComfortDelGro Corporation Limited announced that Mr. Chia Jackson, CEO of ComfortDelGro's Private Mobility Group (PMG), will be retiring from his role on 19 September 2024 to pursue personal interests. The PMG encompasses the Group's taxi, private hire, car rental and ride hailing businesses. Other DirectorShips Past includes COMFORTDELGRO SWAN PTY LTD 2. SWAN TAXI PTY LTD. Other DirectorShips Present includes CABCHARGE ASIA PTE LTD 2. CITYCAB PTE LTD 3. CDG ZIG HOLDINGS PTE. LTD. 4. CDG ZIG PTE. LTD. 5. COMFORT TRANSPORTATION PTE LTD 6. COMFORTDELGRO BUS PTE. LTD. 7. COMFORTDELGRO ENGINEERING PTE. LTD. 8. COMFORTDELGRO MEDCARE PTE. LTD. 9. COMFORTDELGRO RENT-A-CAR PTE. LTD. 10. MING CHUAN TRANSPORTATION PTE. LTD. 11. VICOM LTD 12. CITYLIMO LEASING (M) SDN BHD.お知らせ • May 15ComfortDelGro Corporation Limited Approves Tax-Exempt One-Tier Final Dividend in Respect of the Financial Year Ended 31 December 2023, Payable on 15 May 2024ComfortDelGro Corporation Limited at its AGM held on April 26, 2024 approved tax-exempt one-tier final dividend of 3.76 Singapore cents (SGD 0.0376) per ordinary share in respect of the financial year ended 31 December 2023. A tax-exempt one-tier final dividend in respect of the Financial Year ended 31 December 2023, as proposed by the Board of Directors, be paid on 15 May 2024 to members whose names appear on the Register of Members as at 5.00p.m. on 7 May 2024.Upcoming Dividend • Apr 29Upcoming dividend of S$0.038 per shareEligible shareholders must have bought the stock before 06 May 2024. Payment date: 15 May 2024. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (4.6%).Reported Earnings • Mar 30Full year 2023 earnings released: EPS: S$0.083 (vs S$0.08 in FY 2022)Full year 2023 results: EPS: S$0.083 (up from S$0.08 in FY 2022). Revenue: S$3.88b (up 2.6% from FY 2022). Net income: S$180.5m (up 4.3% from FY 2022). Profit margin: 4.7% (up from 4.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% 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 28+ 2 more updatesComfortDelGro Corporation Limited to Report First Half, 2024 Results on Aug 14, 2024ComfortDelGro Corporation Limited announced that they will report first half, 2024 results on Aug 14, 2024Declared Dividend • Mar 03Final dividend of S$0.038 announcedShareholders will receive a dividend of S$0.038. Ex-date: 6th May 2024 Payment date: 15th May 2024 Dividend yield will be 6.2%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (0.684% earnings payout ratio) but not covered by cash flows (178% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: S$0.083 (vs S$0.08 in FY 2022)Full year 2023 results: EPS: S$0.083 (up from S$0.08 in FY 2022). Revenue: S$3.88b (up 2.6% from FY 2022). Net income: S$180.5m (up 4.3% from FY 2022). Profit margin: 4.7% (up from 4.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Feb 10ComfortDelGro Corporation Limited to Report Fiscal Year 2023 Results on Feb 09, 2024ComfortDelGro Corporation Limited announced that they will report fiscal year 2023 results After-Market on Feb 09, 2024お知らせ • Dec 29ComfortDelGro Corporation Limited Announces Changes to the Board Committees, with Effect from 1 January 2024ComfortDelGro Corporation Limited announced the appointment of Cher Ya Li, Sheryl as Company Secretary, with effect from 1 January 2024. Professional Qualifications are Bachelor of Laws from the National University of Singapore and is admitted to the Singapore Bar. Working Experience is 1 Nov. 2021 till Present - Assistant General Counsel, ComfortDelGro Corporation Limited 2017 to 2021 - Legal Cousel, Singapore Press Holdings Limited 2012 to 2016 - Associate, Withers KhattarWong. Mr. Choi Shing Kwok, the Deputy Chairman and an Independent Non-Executive Director,will step down as a member of the Audit & Risk Committee ("ARC") and join the SIC as itsmember, whilst Ms Tham Ee Mern Lilian, an Independent Non-Executive Director, will stepdown as a member of the SIC and be appointed a member of the ARC.お知らせ • Aug 30ComfortDelGro Corporation Limited Announces Promotion of Tommy Tan Ah Han as Chief Executive Officer of ComfortDelGro Taxi, Effective September 1, 2023ComfortDelGro Corporation Limited announced that it will promote the Chief Operating Officer (COO) of its Singapore Taxi Business, Mr. Tommy Tan Ah Han, to Chief Executive Officer (CEO) of ComfortDelGro Taxi with effect from 1 September 2023, as part of its planned succession programme. He will take over from Mr. Jackson Chia, 53, who will continue as the CEO of ComfortDelGro's Private Mobility Group (PMG), which is the umbrella division that oversees its local taxi, private bus and car leasing businesses. Mr. Tan, 51, has been with the Group since September 2019; cutting his teeth in the taxi business just two months after he joined. As the COO for some three-and-a-half years now, he oversees and manages the entire operations of the nearly 10,000-strong vehicle fleets, including growing its electric taxi and private-hire fleets. He also had a six-month stint at Swan Taxi - the Group's taxi business in Perth, Western Australia - where he turned around the business and grew the number of taxis within the network by more than 20%. During the pandemic, he played an integral role in deploying safe management measures such as distributing masks and disinfectants to cabbies, as well as trialling cabin shields to keep drivers safe. He was also involved in disbursing the COVID-19 Relief Fund and the Company's rental waivers and subsidies to help cabbies cope financially. Mr. Tan also served as a member of the Tripartite Work Group on Representation for Platform Workers where the Government accepted all its eight recommendations last month. Prior to joining the Group, he had spent 28 years with the Republic of Singapore Air Force (RSAF) as a veteran fighter pilot and was its Chief of Staff - Air Staff (COS-AS).お知らせ • Aug 23ComfortDelGro Corporation Limited Declares Interim Dividend, Payable on 31 August 2023ComfortDelGro Corporation Limited announced declaration of Interim Dividend of SGD 0.029 per ordinary share for the financial year ending 31 December 2023. The Declared Interim Dividend of the Company will now be paid on Thursday, 31 August 2023, instead of Friday, 1 September 2023. Shareholders (being depositors) whose securities accounts with The Central Depository (Pte) Limited are credited with ordinary shares in the capital of the Company as at 5.00 p.m. on Tuesday, 22 August 2023 will be entitled to the Declared Interim Dividend.Reported Earnings • Aug 15First half 2023 earnings released: EPS: S$0.036 (vs S$0.053 in 1H 2022)First half 2023 results: EPS: S$0.036 (down from S$0.053 in 1H 2022). Revenue: S$1.86b (up 1.0% from 1H 2022). Net income: S$78.5m (down 32% from 1H 2022). Profit margin: 4.2% (down from 6.3% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.New Risk • Jul 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).お知らせ • May 19+ 1 more updateComfortDelGro Corporation Limited Declares Special Tax-Exempt One-Tier Dividend in Respect of the Financial Year Ended 31 December 2022, Payable on 18 May 2023ComfortDelGro Corporation Limited at its Annual General Meeting held on 28 April 2023 declared a special tax-exempt one-tier dividend of 2.46 Singapore cents (SGD 0.0246) per ordinary share in respect of the financial year ended 31 December 2022 be paid on 18 May 2023 to members whose names appear on the Register of Members as at 5.00 p.m. on 9 May 2023.Upcoming Dividend • May 01Upcoming dividend of S$0.042 per share at 3.9% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 18 May 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.2%).Reported Earnings • Feb 26Full year 2022 earnings released: EPS: S$0.08 (vs S$0.06 in FY 2021)Full year 2022 results: EPS: S$0.08 (up from S$0.06 in FY 2021). Revenue: S$3.78b (up 6.9% from FY 2021). Net income: S$173.1m (up 33% from FY 2021). Profit margin: 4.6% (up from 3.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Board Change • Feb 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. MD, Group CEO, CEO of SBS Transit & Non-Independent Executive Director Siak Kian Cheng 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.Reported Earnings • Aug 17First half 2022 earnings released: EPS: S$0.055 (vs S$0.042 in 1H 2021)First half 2022 results: EPS: S$0.055 (up from S$0.042 in 1H 2021). Revenue: S$1.86b (up 6.7% from 1H 2021). Net income: S$118.7m (up 30% from 1H 2021). Profit margin: 6.4% (up from 5.2% in 1H 2021). Over the next year, revenue is forecast to grow 3.9%, compared to a 7.4% growth forecast for the Transportation industry in Germany. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Upcoming Dividend • May 02Upcoming dividend of S$0.021 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 27 May 2022. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.1%). Lower than average of industry peers (4.7%).Reported Earnings • Apr 02Full year 2021 earnings released: EPS: S$0.06 (vs S$0.028 in FY 2020)Full year 2021 results: EPS: S$0.06 (up from S$0.028 in FY 2020). Revenue: S$3.54b (up 9.1% from FY 2020). Net income: S$130.1m (up 114% from FY 2020). Profit margin: 3.7% (up from 1.9% in FY 2020). Over the next year, revenue is forecast to grow 5.9%, compared to a 14% growth forecast for the industry in Germany.Reported Earnings • Mar 03Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: S$3.54b (up 9.6% from FY 2020). Net income: S$130.1m (up 111% from FY 2020). Profit margin: 3.7% (up from 1.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.1%, compared to a 18% growth forecast for the industry in Germany.お知らせ • Jun 17Addison Lee Limited agreed to acquire CityFleet Networks Limited from ComfortDelGro Corporation Limited (SGX:C52).Addison Lee Limited agreed to acquire CityFleet Networks Limited from ComfortDelGro Corporation Limited (SGX:C52) on June 16, 2021. Addison will also acquire subsidiary of CityFleet, Computer Cab plc and Flightlink International Limited.お知らせ • May 13Comfortdelgro Corporation Limited Approves Tax-Exempt One-Tier Final Dividend for the Year Ended December 31, 2020, Payable on May 20, 2021ComfortDelGro Corporation Limited at its annual general meeting held on April 30, 2021 approved a tax-exempt one-tier final dividend of 1.43 cents per ordinary share in respect of the financial year ended December 31, 2020, as proposed by the Board of Directors be paid on May 20, 2021 to members whose names appear on the Register of Members on May 10, 2021.Upcoming Dividend • Apr 30Upcoming dividend of S$0.014 per shareEligible shareholders must have bought the stock before 07 May 2021. Payment date: 20 May 2021. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (5.7%).Reported Earnings • Mar 27Full year 2020 earnings released: EPS S$0.029 (vs S$0.12 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: S$3.23b (down 17% from FY 2019). Net income: S$61.8m (down 77% from FY 2019). Profit margin: 1.9% (down from 6.8% in FY 2019).Analyst Estimate Surprise Post Earnings • Feb 19Revenue misses expectationsRevenue missed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 12%, compared to a 177% growth forecast for the Transportation industry in Germany.Reported Earnings • Feb 18Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: S$3.23b (down 17% from FY 2019). Net income: S$61.8m (down 77% from FY 2019). Profit margin: 1.9% (down from 6.8% in FY 2019).お知らせ • Jan 26ComfortDelGro Corporation Limited to Report Fiscal Year 2020 Results on Feb 15, 2021ComfortDelGro Corporation Limited announced that they will report fiscal year 2020 results After-Market on Feb 15, 2021Is New 90 Day High Low • Nov 17New 90-day high: €0.96The company is up 15% from its price of €0.83 on 19 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Transportation industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.43 per share.お知らせ • Aug 16ComfortDelGro Corporation Limited Not to Declare an Interim Half Year DividendComfortDelGro Corporation Limited announced that for the first time, the board has decided not to declare an interim half-year dividend. An interim dividend of 4.5 Singapore cent was declared a year ago.株主還元VZ1DE TransportationDE 市場7D1.2%3.2%4.3%1Y-7.5%7.3%2.9%株主還元を見る業界別リターン: VZ1過去 1 年間で7.3 % の収益を上げたGerman Transportation業界を下回りました。リターン対市場: VZ1は、過去 1 年間で2.9 % のリターンを上げたGerman市場を下回りました。価格変動Is VZ1's price volatile compared to industry and market?VZ1 volatilityVZ1 Average Weekly Movement6.8%Transportation Industry Average Movement4.5%Market Average Movement5.6%10% most volatile stocks in DE Market12.6%10% least volatile stocks in DE Market2.7%安定した株価: VZ1 、 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: VZ1の 週次ボラティリティ ( 7% ) 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200326,277Siak Kian Chengwww.comfortdelgro.comコンフォートデルグロ社（ComfortDelGro Corporation Limited）は子会社とともに、シンガポール、英国、オーストラリア、中国、マレーシアで公共交通サービスを提供している。5つのセグメントで事業を展開している：公共輸送、タクシー/PHV、その他民間輸送、検査・試験サービス、その他セグメント。同社は、通勤客向けのバスや鉄道サービス、タクシーやバスのレンタルサービス、患者向けの非緊急輸送サービス、自動車のメンテナンスや修理サービス、電気自動車の充電サービスなどを提供しているほか、ディーゼルやガソリンの販売も行っている。また、自動車検査・試験サービス、非自動車検査・試験・コンサルタントサービス、タクシー局、定期サービス、自動車教習所、レンタカー・リース、事故修理、保険仲介サービス、自動車エンジニアリングサービス、バスステーション、屋外広告、物流ソリューションも提供している。さらに、自動車運転センターも運営している。同社は2003年に法人化され、シンガポールに本社を置いている。もっと見るComfortDelGro Corporation Limited 基礎のまとめComfortDelGro の収益と売上を時価総額と比較するとどうか。VZ1 基礎統計学時価総額€1.96b収益（TTM）€155.83m売上高(TTM)€3.42b12.6xPER（株価収益率0.6xP/SレシオVZ1 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VZ1 損益計算書（TTM）収益S$5.06b売上原価S$3.97b売上総利益S$1.09bその他の費用S$863.30m収益S$230.30m直近の収益報告Dec 31, 2025次回決算日Aug 14, 2026一株当たり利益（EPS）0.11グロス・マージン21.62%純利益率4.55%有利子負債／自己資本比率52.7%VZ1 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6.3%現在の配当利回り80%配当性向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2026/07/06 18:17終値2026/07/06 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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ComfortDelGro Corporation Limited 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。24 アナリスト機関Patrick XuBarclaysKok Hoe YapCGS InternationalHui YowCGS International21 その他のアナリストを表示
New Risk • May 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.9% average weekly change).
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. Chairman Emeritus Jit Poh Lim was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Mar 29ComfortDelGro Corporation Limited to Report First Half, 2026 Results on Aug 14, 2026ComfortDelGro Corporation Limited announced that they will report first half, 2026 results on Aug 14, 2026
お知らせ • Feb 27ComfortDelGro Corporation Limited, Annual General Meeting, Apr 24, 2026ComfortDelGro Corporation Limited, Annual General Meeting, Apr 24, 2026.
お知らせ • Jan 15ComfortDelGro Corporation Limited to Report Fiscal Year 2025 Results on Feb 27, 2026ComfortDelGro Corporation Limited announced that they will report fiscal year 2025 results After-Market on Feb 27, 2026
お知らせ • Sep 02ComfortDelGro Corporation Limited (SGX:C52) acquired remaining 46.50% stake in Citycab Pte Ltd. from ST Engineering Land Systems Ltd. for approximately SGD 120 million.ComfortDelGro Corporation Limited (SGX:C52) acquired remaining 46.50% stake in Citycab Pte Ltd. from ST Engineering Land Systems Ltd. for approximately SGD 120 million on September 1, 2025. A cash consideration of SGD 116.3 million will be paid by ComfortDelGro Corporation Limited. As part of consideration, SGD 116.3 million is paid towards common equity of Citycab Pte Ltd. Deloitte & Touche Financial Advisory Services Pte. Ltd. acted as Fairness opinion provider to Citycab Pte Ltd. ComfortDelGro Corporation Limited (SGX:C52) acquired remaining 46.50% stake in Citycab Pte Ltd. from ST Engineering Land Systems Ltd. on September 1, 2025
New Risk • May 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.9% average weekly change).
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. Chairman Emeritus Jit Poh Lim was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Mar 29ComfortDelGro Corporation Limited to Report First Half, 2026 Results on Aug 14, 2026ComfortDelGro Corporation Limited announced that they will report first half, 2026 results on Aug 14, 2026
お知らせ • Feb 27ComfortDelGro Corporation Limited, Annual General Meeting, Apr 24, 2026ComfortDelGro Corporation Limited, Annual General Meeting, Apr 24, 2026.
お知らせ • Jan 15ComfortDelGro Corporation Limited to Report Fiscal Year 2025 Results on Feb 27, 2026ComfortDelGro Corporation Limited announced that they will report fiscal year 2025 results After-Market on Feb 27, 2026
お知らせ • Sep 02ComfortDelGro Corporation Limited (SGX:C52) acquired remaining 46.50% stake in Citycab Pte Ltd. from ST Engineering Land Systems Ltd. for approximately SGD 120 million.ComfortDelGro Corporation Limited (SGX:C52) acquired remaining 46.50% stake in Citycab Pte Ltd. from ST Engineering Land Systems Ltd. for approximately SGD 120 million on September 1, 2025. A cash consideration of SGD 116.3 million will be paid by ComfortDelGro Corporation Limited. As part of consideration, SGD 116.3 million is paid towards common equity of Citycab Pte Ltd. Deloitte & Touche Financial Advisory Services Pte. Ltd. acted as Fairness opinion provider to Citycab Pte Ltd. ComfortDelGro Corporation Limited (SGX:C52) acquired remaining 46.50% stake in Citycab Pte Ltd. from ST Engineering Land Systems Ltd. on September 1, 2025
お知らせ • May 15ComfortDelGro Corporation Limited Approves Tax-Exempt One-Tier Final Dividend for the Financial Year Ended 31 December 2024, Payable on 14 May 2025ComfortDelGro Corporation Limited at its Annual General Meeting held on 25 April 2025, approved a tax-exempt one-tier final dividend of 4.25 Singapore cents (SGD 0.0425) per ordinary share in respect of the Financial Year ended 31 December 2024. be paid on 14 May 2025 to members whose names appear on the Register of Members as at 5.00 p.m. on 6 May 2025.
お知らせ • Feb 27ComfortDelGro Corporation Limited, Annual General Meeting, Apr 25, 2025ComfortDelGro Corporation Limited, Annual General Meeting, Apr 25, 2025.
お知らせ • Jan 08ComfortDelGro Corporation Limited to Report Fiscal Year 2024 Results on Feb 27, 2025ComfortDelGro Corporation Limited announced that they will report fiscal year 2024 results After-Market on Feb 27, 2025
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1.09, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 8x in the Transportation industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.56 per share.
Reported Earnings • Aug 18First half 2024 earnings released: EPS: S$0.044 (vs S$0.036 in 1H 2023)First half 2024 results: EPS: S$0.044 (up from S$0.036 in 1H 2023). Revenue: S$2.12b (up 14% from 1H 2023). Net income: S$95.3m (up 21% from 1H 2023). Profit margin: 4.5% (up from 4.2% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Declared Dividend • Aug 16First half dividend of S$0.035 announcedShareholders will receive a dividend of S$0.035. Ex-date: 21st August 2024 Payment date: 29th August 2024 Dividend yield will be 6.5%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (157% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 5.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 15ComfortDelGro Corporation Limited Declares Tax-Exempt One-Tier Dividend, Payable on 29 August 2024ComfortDelGro Corporation Limited declared a tax-exempt one-tier dividend of 3.52 cents (2023: 2.90 cents) per ordinary share. The interim dividend will be paid on 29 August 2024. Shareholders (being depositors) whose securities accounts with The Central Depository (Pte) Limited are credited with ordinary shares in the capital of the Company as at 5.00 p.m. on 22 August 2024 will be entitled to the interim dividend.
お知らせ • Jun 26ComfortDelGro Corporation Limited Announces Retirement of Chia Jackson as CEOComfortDelGro Corporation Limited announced that Mr. Chia Jackson, CEO of ComfortDelGro's Private Mobility Group (PMG), will be retiring from his role on 19 September 2024 to pursue personal interests. The PMG encompasses the Group's taxi, private hire, car rental and ride hailing businesses. Other DirectorShips Past includes COMFORTDELGRO SWAN PTY LTD 2. SWAN TAXI PTY LTD. Other DirectorShips Present includes CABCHARGE ASIA PTE LTD 2. CITYCAB PTE LTD 3. CDG ZIG HOLDINGS PTE. LTD. 4. CDG ZIG PTE. LTD. 5. COMFORT TRANSPORTATION PTE LTD 6. COMFORTDELGRO BUS PTE. LTD. 7. COMFORTDELGRO ENGINEERING PTE. LTD. 8. COMFORTDELGRO MEDCARE PTE. LTD. 9. COMFORTDELGRO RENT-A-CAR PTE. LTD. 10. MING CHUAN TRANSPORTATION PTE. LTD. 11. VICOM LTD 12. CITYLIMO LEASING (M) SDN BHD.
お知らせ • May 15ComfortDelGro Corporation Limited Approves Tax-Exempt One-Tier Final Dividend in Respect of the Financial Year Ended 31 December 2023, Payable on 15 May 2024ComfortDelGro Corporation Limited at its AGM held on April 26, 2024 approved tax-exempt one-tier final dividend of 3.76 Singapore cents (SGD 0.0376) per ordinary share in respect of the financial year ended 31 December 2023. A tax-exempt one-tier final dividend in respect of the Financial Year ended 31 December 2023, as proposed by the Board of Directors, be paid on 15 May 2024 to members whose names appear on the Register of Members as at 5.00p.m. on 7 May 2024.
Upcoming Dividend • Apr 29Upcoming dividend of S$0.038 per shareEligible shareholders must have bought the stock before 06 May 2024. Payment date: 15 May 2024. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (4.6%).
Reported Earnings • Mar 30Full year 2023 earnings released: EPS: S$0.083 (vs S$0.08 in FY 2022)Full year 2023 results: EPS: S$0.083 (up from S$0.08 in FY 2022). Revenue: S$3.88b (up 2.6% from FY 2022). Net income: S$180.5m (up 4.3% from FY 2022). Profit margin: 4.7% (up from 4.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% 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 28+ 2 more updatesComfortDelGro Corporation Limited to Report First Half, 2024 Results on Aug 14, 2024ComfortDelGro Corporation Limited announced that they will report first half, 2024 results on Aug 14, 2024
Declared Dividend • Mar 03Final dividend of S$0.038 announcedShareholders will receive a dividend of S$0.038. Ex-date: 6th May 2024 Payment date: 15th May 2024 Dividend yield will be 6.2%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (0.684% earnings payout ratio) but not covered by cash flows (178% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: S$0.083 (vs S$0.08 in FY 2022)Full year 2023 results: EPS: S$0.083 (up from S$0.08 in FY 2022). Revenue: S$3.88b (up 2.6% from FY 2022). Net income: S$180.5m (up 4.3% from FY 2022). Profit margin: 4.7% (up from 4.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Feb 10ComfortDelGro Corporation Limited to Report Fiscal Year 2023 Results on Feb 09, 2024ComfortDelGro Corporation Limited announced that they will report fiscal year 2023 results After-Market on Feb 09, 2024
お知らせ • Dec 29ComfortDelGro Corporation Limited Announces Changes to the Board Committees, with Effect from 1 January 2024ComfortDelGro Corporation Limited announced the appointment of Cher Ya Li, Sheryl as Company Secretary, with effect from 1 January 2024. Professional Qualifications are Bachelor of Laws from the National University of Singapore and is admitted to the Singapore Bar. Working Experience is 1 Nov. 2021 till Present - Assistant General Counsel, ComfortDelGro Corporation Limited 2017 to 2021 - Legal Cousel, Singapore Press Holdings Limited 2012 to 2016 - Associate, Withers KhattarWong. Mr. Choi Shing Kwok, the Deputy Chairman and an Independent Non-Executive Director,will step down as a member of the Audit & Risk Committee ("ARC") and join the SIC as itsmember, whilst Ms Tham Ee Mern Lilian, an Independent Non-Executive Director, will stepdown as a member of the SIC and be appointed a member of the ARC.
お知らせ • Aug 30ComfortDelGro Corporation Limited Announces Promotion of Tommy Tan Ah Han as Chief Executive Officer of ComfortDelGro Taxi, Effective September 1, 2023ComfortDelGro Corporation Limited announced that it will promote the Chief Operating Officer (COO) of its Singapore Taxi Business, Mr. Tommy Tan Ah Han, to Chief Executive Officer (CEO) of ComfortDelGro Taxi with effect from 1 September 2023, as part of its planned succession programme. He will take over from Mr. Jackson Chia, 53, who will continue as the CEO of ComfortDelGro's Private Mobility Group (PMG), which is the umbrella division that oversees its local taxi, private bus and car leasing businesses. Mr. Tan, 51, has been with the Group since September 2019; cutting his teeth in the taxi business just two months after he joined. As the COO for some three-and-a-half years now, he oversees and manages the entire operations of the nearly 10,000-strong vehicle fleets, including growing its electric taxi and private-hire fleets. He also had a six-month stint at Swan Taxi - the Group's taxi business in Perth, Western Australia - where he turned around the business and grew the number of taxis within the network by more than 20%. During the pandemic, he played an integral role in deploying safe management measures such as distributing masks and disinfectants to cabbies, as well as trialling cabin shields to keep drivers safe. He was also involved in disbursing the COVID-19 Relief Fund and the Company's rental waivers and subsidies to help cabbies cope financially. Mr. Tan also served as a member of the Tripartite Work Group on Representation for Platform Workers where the Government accepted all its eight recommendations last month. Prior to joining the Group, he had spent 28 years with the Republic of Singapore Air Force (RSAF) as a veteran fighter pilot and was its Chief of Staff - Air Staff (COS-AS).
お知らせ • Aug 23ComfortDelGro Corporation Limited Declares Interim Dividend, Payable on 31 August 2023ComfortDelGro Corporation Limited announced declaration of Interim Dividend of SGD 0.029 per ordinary share for the financial year ending 31 December 2023. The Declared Interim Dividend of the Company will now be paid on Thursday, 31 August 2023, instead of Friday, 1 September 2023. Shareholders (being depositors) whose securities accounts with The Central Depository (Pte) Limited are credited with ordinary shares in the capital of the Company as at 5.00 p.m. on Tuesday, 22 August 2023 will be entitled to the Declared Interim Dividend.
Reported Earnings • Aug 15First half 2023 earnings released: EPS: S$0.036 (vs S$0.053 in 1H 2022)First half 2023 results: EPS: S$0.036 (down from S$0.053 in 1H 2022). Revenue: S$1.86b (up 1.0% from 1H 2022). Net income: S$78.5m (down 32% from 1H 2022). Profit margin: 4.2% (down from 6.3% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
New Risk • Jul 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).
お知らせ • May 19+ 1 more updateComfortDelGro Corporation Limited Declares Special Tax-Exempt One-Tier Dividend in Respect of the Financial Year Ended 31 December 2022, Payable on 18 May 2023ComfortDelGro Corporation Limited at its Annual General Meeting held on 28 April 2023 declared a special tax-exempt one-tier dividend of 2.46 Singapore cents (SGD 0.0246) per ordinary share in respect of the financial year ended 31 December 2022 be paid on 18 May 2023 to members whose names appear on the Register of Members as at 5.00 p.m. on 9 May 2023.
Upcoming Dividend • May 01Upcoming dividend of S$0.042 per share at 3.9% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 18 May 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.2%).
Reported Earnings • Feb 26Full year 2022 earnings released: EPS: S$0.08 (vs S$0.06 in FY 2021)Full year 2022 results: EPS: S$0.08 (up from S$0.06 in FY 2021). Revenue: S$3.78b (up 6.9% from FY 2021). Net income: S$173.1m (up 33% from FY 2021). Profit margin: 4.6% (up from 3.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Board Change • Feb 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. MD, Group CEO, CEO of SBS Transit & Non-Independent Executive Director Siak Kian Cheng 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.
Reported Earnings • Aug 17First half 2022 earnings released: EPS: S$0.055 (vs S$0.042 in 1H 2021)First half 2022 results: EPS: S$0.055 (up from S$0.042 in 1H 2021). Revenue: S$1.86b (up 6.7% from 1H 2021). Net income: S$118.7m (up 30% from 1H 2021). Profit margin: 6.4% (up from 5.2% in 1H 2021). Over the next year, revenue is forecast to grow 3.9%, compared to a 7.4% growth forecast for the Transportation industry in Germany. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • May 02Upcoming dividend of S$0.021 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 27 May 2022. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.1%). Lower than average of industry peers (4.7%).
Reported Earnings • Apr 02Full year 2021 earnings released: EPS: S$0.06 (vs S$0.028 in FY 2020)Full year 2021 results: EPS: S$0.06 (up from S$0.028 in FY 2020). Revenue: S$3.54b (up 9.1% from FY 2020). Net income: S$130.1m (up 114% from FY 2020). Profit margin: 3.7% (up from 1.9% in FY 2020). Over the next year, revenue is forecast to grow 5.9%, compared to a 14% growth forecast for the industry in Germany.
Reported Earnings • Mar 03Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: S$3.54b (up 9.6% from FY 2020). Net income: S$130.1m (up 111% from FY 2020). Profit margin: 3.7% (up from 1.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.1%, compared to a 18% growth forecast for the industry in Germany.
お知らせ • Jun 17Addison Lee Limited agreed to acquire CityFleet Networks Limited from ComfortDelGro Corporation Limited (SGX:C52).Addison Lee Limited agreed to acquire CityFleet Networks Limited from ComfortDelGro Corporation Limited (SGX:C52) on June 16, 2021. Addison will also acquire subsidiary of CityFleet, Computer Cab plc and Flightlink International Limited.
お知らせ • May 13Comfortdelgro Corporation Limited Approves Tax-Exempt One-Tier Final Dividend for the Year Ended December 31, 2020, Payable on May 20, 2021ComfortDelGro Corporation Limited at its annual general meeting held on April 30, 2021 approved a tax-exempt one-tier final dividend of 1.43 cents per ordinary share in respect of the financial year ended December 31, 2020, as proposed by the Board of Directors be paid on May 20, 2021 to members whose names appear on the Register of Members on May 10, 2021.
Upcoming Dividend • Apr 30Upcoming dividend of S$0.014 per shareEligible shareholders must have bought the stock before 07 May 2021. Payment date: 20 May 2021. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (5.7%).
Reported Earnings • Mar 27Full year 2020 earnings released: EPS S$0.029 (vs S$0.12 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: S$3.23b (down 17% from FY 2019). Net income: S$61.8m (down 77% from FY 2019). Profit margin: 1.9% (down from 6.8% in FY 2019).
Analyst Estimate Surprise Post Earnings • Feb 19Revenue misses expectationsRevenue missed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 12%, compared to a 177% growth forecast for the Transportation industry in Germany.
Reported Earnings • Feb 18Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: S$3.23b (down 17% from FY 2019). Net income: S$61.8m (down 77% from FY 2019). Profit margin: 1.9% (down from 6.8% in FY 2019).
お知らせ • Jan 26ComfortDelGro Corporation Limited to Report Fiscal Year 2020 Results on Feb 15, 2021ComfortDelGro Corporation Limited announced that they will report fiscal year 2020 results After-Market on Feb 15, 2021
Is New 90 Day High Low • Nov 17New 90-day high: €0.96The company is up 15% from its price of €0.83 on 19 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Transportation industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.43 per share.
お知らせ • Aug 16ComfortDelGro Corporation Limited Not to Declare an Interim Half Year DividendComfortDelGro Corporation Limited announced that for the first time, the board has decided not to declare an interim half-year dividend. An interim dividend of 4.5 Singapore cent was declared a year ago.
