Cementos Molins（CMO）株式概要セメントス・モリンス社は、スペイン、アルゼンチン、メキシコ、ウルグアイ、バングラデシュ、インド、チュニジア、ボリビア、コロンビア、クロアチア、ドイツ、トルコでセメント・石灰、プレキャストコンクリート、その他建設資材を製造・販売している。 詳細CMO ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長1/6過去の実績4/6財務の健全性2/6配当金4/6報酬株価収益率（ 14.4 x） Spanish市場（ 16.9 x）を下回っています。収益は年間8.23%増加すると予測されています 過去1年間で収益は3%増加しました リスク分析負債は営業キャッシュフローで十分にカバーされていない Spanish市場と比較した過去 3 か月間の株価の変動2.31%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CMO Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW472,506 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 NarrativeBLINRODA472,506 investors already sharing narrativesYour Fair Value€Current Price€42.4044.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue €1.7bEarnings €276.5mAdvancedSet Fair ValueView all narrativesCementos Molins, S.A. 競合他社InmocementoSymbol: BME:IMCMarket cap: €1.8bVidralaSymbol: BME:VIDMarket cap: €3.2bVicatSymbol: ENXTPA:VCTMarket cap: €2.7bTitan AmericaSymbol: NYSE:TTAMMarket cap: US$3.2b価格と性能株価の高値、安値、推移の概要Cementos Molins過去の株価現在の株価€42.4052週高値€46.8052週安値€28.20ベータ0.161ヶ月の変化11.58%3ヶ月変化12.17%1年変化41.33%3年間の変化135.56%5年間の変化139.55%IPOからの変化4,247.05%最新ニュースNew Risk • Jul 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 4.7% 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: Major Risk Debt is not well covered by operating cash flow (5.9% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (202% cash payout ratio). Share price has been volatile over the past 3 months (4.7% average weekly change).Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €45.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Basic Materials industry in Europe. Total returns to shareholders of 175% over the past three years.Upcoming Dividend • Jul 13Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 17 July 2026. Payment date: 21 July 2026. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Spanish dividend payers (5.2%). In line with average of industry peers (2.1%).Declared Dividend • Jun 29Dividend of €0.35 announcedShareholders will receive a dividend of €0.35. Ex-date: 17th July 2026 Payment date: 21st July 2026 Dividend yield will be 2.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but not covered by cash flows (202% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Paloma Casillas was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 30Cementos Molins, S.A., Annual General Meeting, Jun 26, 2026Cementos Molins, S.A., Annual General Meeting, Jun 26, 2026. Location: carretera n-340, 2-38,km 1242,sant vicenc dels horts, Spain最新情報をもっと見るRecent updatesNew Risk • Jul 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 4.7% 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: Major Risk Debt is not well covered by operating cash flow (5.9% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (202% cash payout ratio). Share price has been volatile over the past 3 months (4.7% average weekly change).Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €45.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Basic Materials industry in Europe. Total returns to shareholders of 175% over the past three years.Upcoming Dividend • Jul 13Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 17 July 2026. Payment date: 21 July 2026. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Spanish dividend payers (5.2%). In line with average of industry peers (2.1%).Declared Dividend • Jun 29Dividend of €0.35 announcedShareholders will receive a dividend of €0.35. Ex-date: 17th July 2026 Payment date: 21st July 2026 Dividend yield will be 2.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but not covered by cash flows (202% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Paloma Casillas was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 30Cementos Molins, S.A., Annual General Meeting, Jun 26, 2026Cementos Molins, S.A., Annual General Meeting, Jun 26, 2026. Location: carretera n-340, 2-38,km 1242,sant vicenc dels horts, Spainお知らせ • Jan 24Cementos Molins, S.A. (BDM:CMO) acquired 90% stake in Zenet Prefabricados Sl.Cementos Molins, S.A. (BDM:CMO) acquired 90% stake in Zenet Prefabricados Sl on January 22, 2026. The integration of Zenet will allow us to expand our structural precast offering, increase production capacity and improve operational efficiency, reinforcing our position in a construction market increasingly focused on productivity, sustainability and reduced build times. This marks the third acquisition we announced in our precast business in recent months, following the acquisition of Concremat in Portugal and Baupartner in Southeast Europe. Zenet’s founder, César Abad, will remain a shareholder and continue to support the business following the transaction. Ignacio Font, Martí Tubau, Luis Gómez, Ángel Peña, Victoria Clemente, Helena Vázquez, and Ramón Mouriño of KPMG Abogados S.L. acted as tax, legal, regulatory and labour due diligence providers for Cementos Molins, S.A. Cementos Molins, S.A. (BDM:CMO) completed the acquisition of 90% stake in Zenet Prefabricados Sl.お知らせ • Dec 19Cementos Molins, S.A. (BDM:CMO) agreed to acquire SECIL - Companhia Geral de Cal e Cimento, S.A. from Semapa - Sociedade de Investimento e Gestão, SGPS, S.A. (ENXTLS:SEM) in a transaction valued at €1.4 billion.Cementos Molins, S.A. (BDM:CMO) agreed to acquire SECIL - Companhia Geral de Cal e Cimento, S.A. from Semapa - Sociedade de Investimento e Gestão, SGPS, S.A. (ENXTLS:SEM) in a transaction valued at €1.4 billion on December 19, 2025. A cash consideration will be paid by Cementos Molins, S.A. As part of consideration, an undisclosed value is paid towards common equity of SECIL - Companhia Geral de Cal e Cimento, S.A. Molins will finance the Transaction with a combination of available cash and funds from a syndicated credit agreement and a bond issuance. The transaction is expected to be accretive. J.P. Morgan Espana S.A. acted as financial advisor for Cementos Molins, S.A. KPMG S.A. acted as financial advisor for Cementos Molins, S.A. Uría Menéndez Abogados, S.L.P. acted as legal advisor for Cementos Molins, S.A. Deloitte Auditores, S.L. acted as due diligence provider for Cementos Molins, S.A.分析記事 • Jul 04Cementos Molins' (BDM:CMO) Dividend Will Be Increased To €0.4536The board of Cementos Molins, S.A. ( BDM:CMO ) has announced that it will be paying its dividend of €0.4536 on the 17th...分析記事 • Jun 18Cementos Molins (BDM:CMO) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Jun 04Cementos Molins, S.A. (BDM:CMO) acquired Concremat - PrefabricaCAo E Obras Gerais, S.A.Cementos Molins, S.A. (BDM:CMO) acquired Concremat - PrefabricaCAo E Obras Gerais, S.A. on June 3, 2025. Molins will open two new factories in Spain and the United States for the combined investment of €100 million. For the period ending December 31, 2024, Concremat - PrefabricaCAo E Obras Gerais, S.A. reported total revenue of €52 million with 110 employees. Cementos Molins, S.A. (BDM:CMO) completed the acquisition of Concremat - PrefabricaCAo E Obras Gerais, S.A. on June 3, 2025.お知らせ • May 08Cementos Molins, S.A., Annual General Meeting, Jun 27, 2025Cementos Molins, S.A., Annual General Meeting, Jun 27, 2025. Location: carretera n-340, 2-38, km 1242, sant vicenc dels horts., Spain分析記事 • Dec 06Cementos Molins (BDM:CMO) Will Pay A Larger Dividend Than Last Year At €0.4455The board of Cementos Molins, S.A. ( BDM:CMO ) has announced that it will be paying its dividend of €0.4455 on the 19th...Price Target Changed • Sep 27Price target increased by 40% to €28.20Up from €20.10, the current price target is provided by 1 analyst. New target price is 17% above last closing price of €24.20. Stock is up 37% over the past year. The company is forecast to post earnings per share of €2.57 for next year compared to €2.39 last year.分析記事 • Sep 19Earnings Working Against Cementos Molins, S.A.'s (BDM:CMO) Share PriceWhen close to half the companies in Spain have price-to-earnings ratios (or "P/E's") above 20x, you may consider...Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: €0.87 (vs €0.63 in 2Q 2023)Second quarter 2024 results: EPS: €0.87 (up from €0.63 in 2Q 2023). Revenue: €312.3m (down 4.5% from 2Q 2023). Net income: €53.2m (up 25% from 2Q 2023). Profit margin: 17% (up from 13% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.分析記事 • Jun 30Cementos Molins' (BDM:CMO) Shareholders Will Receive A Bigger Dividend Than Last YearCementos Molins, S.A. ( BDM:CMO ) will increase its dividend from last year's comparable payment on the 17th of July to...Declared Dividend • Jun 28Dividend of €0.42 announcedShareholders will receive a dividend of €0.42. Ex-date: 15th July 2024 Payment date: 17th July 2024 Dividend yield will be 3.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but not covered by cash flows (290% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 30First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €237.2m (down 12% from 1Q 2023). Net income: €51.6m (up 38% from 1Q 2023). Profit margin: 22% (up from 14% in 1Q 2023). The increase in margin was driven by lower expenses.分析記事 • Apr 19Insufficient Growth At Cementos Molins, S.A. (BDM:CMO) Hampers Share PriceCementos Molins, S.A.'s ( BDM:CMO ) price-to-earnings (or "P/E") ratio of 8.8x might make it look like a buy right now...Reported Earnings • Mar 07Full year 2023 earnings released: EPS: €2.39 (vs €1.77 in FY 2022)Full year 2023 results: EPS: €2.39 (up from €1.77 in FY 2022). Revenue: €1.05b (down 6.4% from FY 2022). Net income: €151.4m (up 35% from FY 2022). Profit margin: 14% (up from 10.0% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 24Now 21% undervaluedOver the last 90 days, the stock has risen 8.3% to €19.50. The fair value is estimated to be €24.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 18%.分析記事 • Jan 09Is Cementos Molins (BDM:CMO) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Buying Opportunity • Jan 09Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be €23.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 18%.分析記事 • Dec 11Cementos Molins (BDM:CMO) Is Increasing Its Dividend To €0.324Cementos Molins, S.A. ( BDM:CMO ) will increase its dividend from last year's comparable payment on the 20th of...Upcoming Dividend • Dec 11Upcoming dividend of €0.32 per share at 4.4% yieldEligible shareholders must have bought the stock before 18 December 2023. Payment date: 20 December 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Spanish dividend payers (5.9%). Higher than average of industry peers (3.7%).Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: €1.88 (vs €1.36 in 3Q 2022)Third quarter 2023 results: EPS: €1.88 (up from €1.36 in 3Q 2022). Revenue: €862.9m (up 3.0% from 3Q 2022). Net income: €124.3m (up 38% from 3Q 2022). Profit margin: 14% (up from 11% in 3Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 30Second quarter 2023 earnings released: EPS: €0.63 (vs €0.58 in 2Q 2022)Second quarter 2023 results: EPS: €0.63 (up from €0.58 in 2Q 2022). Revenue: €327.1m (up 3.9% from 2Q 2022). Net income: €42.5m (up 22% from 2Q 2022). Profit margin: 13% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.Upcoming Dividend • Jul 06Upcoming dividend of €0.28 per share at 4.3% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 17 July 2023. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Lower than top quartile of Spanish dividend payers (5.9%). Higher than average of industry peers (3.4%).分析記事 • Jul 02Cementos Molins (BDM:CMO) Is Increasing Its Dividend To €0.2835Cementos Molins, S.A.'s ( BDM:CMO ) dividend will be increasing from last year's payment of the same period to €0.2835...分析記事 • Apr 03We Think Cementos Molins (BDM:CMO) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Mar 03Full year 2022 earnings released: EPS: €1.77 (vs €1.65 in FY 2021)Full year 2022 results: EPS: €1.77 (up from €1.65 in FY 2021). Revenue: €1.07b (up 31% from FY 2021). Net income: €112.0m (up 7.0% from FY 2021). Profit margin: 10% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.Upcoming Dividend • Dec 12Upcoming dividend of €0.27 per shareEligible shareholders must have bought the stock before 19 December 2022. Payment date: 21 December 2022. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Spanish dividend payers (6.0%). In line with average of industry peers (3.9%).Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Jean-Carlos Angulo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Sep 10Calculating The Fair Value Of Cementos Molins, S.A. (BDM:CMO)Today we will run through one way of estimating the intrinsic value of Cementos Molins, S.A. ( BDM:CMO ) by taking the...Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: €0.58 (vs €0.39 in 2Q 2021)Second quarter 2022 results: EPS: €0.58 (up from €0.39 in 2Q 2021). Revenue: €314.6m (up 72% from 2Q 2021). Net income: €34.9m (up 50% from 2Q 2021). Profit margin: 11% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.3%, compared to a 7.9% growth forecast for the industry in Spain. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Jul 07Upcoming dividend of €0.23 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 18 July 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Spanish dividend payers (6.1%). Lower than average of industry peers (4.6%).Price Target Changed • Apr 27Price target increased to €20.90Up from €18.10, the current price target is provided by 1 analyst. New target price is 23% above last closing price of €17.00. Stock is up 1.8% over the past year. The company is forecast to post earnings per share of €1.69 for next year compared to €1.65 last year.Reported Earnings • Feb 26Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: €1.65 (up from €1.41 in FY 2020). Revenue: €795.1m (up 34% from FY 2020). Net income: €149.9m (up 60% from FY 2020). Profit margin: 19% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 28%, compared to a 9.9% growth forecast for the industry in Spain. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 22Cementos Molins (BDM:CMO) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Dec 08Upcoming dividend of €0.23 per shareEligible shareholders must have bought the stock before 14 December 2021. Payment date: 16 December 2021. Payout ratio is a comfortable 7.8% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Spanish dividend payers (5.4%). Lower than average of industry peers (3.0%).分析記事 • Dec 04Cementos Molins (BDM:CMO) Is Increasing Its Dividend To €0.23Cementos Molins, S.A.'s ( BDM:CMO ) dividend will be increasing to €0.23 on 16th of December. Despite this raise, the...分析記事 • Nov 24Need To Know: One Analyst Is Much More Bullish On Cementos Molins, S.A. (BDM:CMO) RevenuesCementos Molins, S.A. ( BDM:CMO ) shareholders will have a reason to smile today, with the covering analyst making...Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS €0.36 (vs €0.13 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €182.6m (up 66% from 2Q 2020). Net income: €23.2m (up 183% from 2Q 2020). Profit margin: 13% (up from 7.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jul 05Upcoming dividend of €0.11 per shareEligible shareholders must have bought the stock before 12 July 2021. Payment date: 14 July 2021. Trailing yield: 2.4%. Lower than top quartile of Spanish dividend payers (4.8%). Lower than average of industry peers (2.8%).Reported Earnings • May 03First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €169.4m (up 19% from 1Q 2020). Net income: €33.4m (up 39% from 1Q 2020). Profit margin: 20% (up from 17% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.分析記事 • Apr 14We Like These Underlying Return On Capital Trends At Cementos Molins (BDM:CMO)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...分析記事 • Mar 27Does Cementos Molins (BDM:CMO) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Mar 08You Have To Love Cementos Molins, S.A.'s (BDM:CMO) DividendCould Cementos Molins, S.A. ( BDM:CMO ) be an attractive dividend share to own for the long haul? Investors are often...Is New 90 Day High Low • Mar 02New 90-day high: €14.50The company is up 9.0% from its price of €13.30 on 02 December 2020. The Spanish market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 10.0% over the same period.分析記事 • Feb 16Cementos Molins (BDM:CMO) Shareholders Booked A 50% Gain In The Last Five YearsStock pickers are generally looking for stocks that will outperform the broader market. And in our experience, buying...分析記事 • Jan 29Is Cementos Molins, S.A.'s (BDM:CMO) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Cementos Molins' (BDM:CMO) stock is up by a considerable 5.3% over the past month. Since the market usually pay for a...Is New 90 Day High Low • Jan 21New 90-day high: €14.00The company is up 3.0% from its price of €13.60 on 23 October 2020. The Spanish market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 20% over the same period.お知らせ • Jan 20Cementos Molins, S.A. (BDM:CMO) acquired an additional 39% stake in Escofet 1886 S.A. from two family shareholders of Escofet and others.Cementos Molins, S.A. (BDM:CMO) acquired an additional 39% stake in Escofet 1886 S.A. from two family shareholders of Escofet and others on January 18, 2021. Part of the family is still in the capital. Escofet will be integrated in Molins' business portfolio. Cementos Molins, S.A. (BDM:CMO) completed the acquisition of an additional 39% stake in Escofet 1886 S.A. from two family shareholders of Escofet and others on January 18, 2021.分析記事 • Jan 11Is There More Growth In Store For Cementos Molins' (BDM:CMO) Returns On Capital?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Is New 90 Day High Low • Jan 01New 90-day high: €13.70The company is up 1.0% from its price of €13.50 on 02 October 2020. The Spanish market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 15% over the same period.分析記事 • Dec 24We Think Cementos Molins (BDM:CMO) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Is New 90 Day High Low • Dec 12New 90-day low: €13.20The company is down 3.0% from its price of €13.60 on 11 September 2020. The Spanish market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 5.0% over the same period.分析記事 • Dec 07Why Cementos Molins, S.A. (BDM:CMO) Is A Top Dividend StockToday we'll take a closer look at Cementos Molins, S.A. ( BDM:CMO ) from a dividend investor's perspective. Owning a...Is New 90 Day High Low • Nov 21New 90-day low: €13.30The company is down 2.0% from its price of €13.60 on 21 August 2020. The Spanish market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 7.0% over the same period.分析記事 • Nov 17Did Cementos Molins' (BDM:CMO) Share Price Deserve to Gain 51%?When we invest, we're generally looking for stocks that outperform the market average. And while active stock picking...Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of €81.1m, down 11% from the prior year. Total revenue was €576.0m over the last 12 months, down 14% from the prior year.Is New 90 Day High Low • Sep 26New 90-day low: €13.50The company is down 4.0% from its price of €14.00 on 26 June 2020. The Spanish market is down 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 3.0% over the same period.株主還元CMOES Basic MaterialsES 市場7D2.9%0.9%1.8%1Y41.3%0.4%32.8%株主還元を見る業界別リターン: CMO過去 1 年間で0.4 % の収益を上げたSpanish Basic Materials業界を上回りました。リターン対市場: CMO過去 1 年間で32.8 % の収益を上げたSpanish市場を上回りました。価格変動Is CMO's price volatile compared to industry and market?CMO volatilityCMO Average Weekly Movement4.7%Basic Materials Industry Average Movement4.8%Market Average Movement3.2%10% most volatile stocks in ES Market6.6%10% least volatile stocks in ES Market0.7%安定した株価: CMOの株価は、 Spanish市場と比較して過去 3 か月間で変動しています。時間の経過による変動: CMOの weekly volatility ( 5% ) は過去 1 年間安定していますが、依然としてSpanishの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19284,062Marcos Cela Reywww.molins.esセメントス・モリンス社は、スペイン、アルゼンチン、メキシコ、ウルグアイ、バングラデシュ、インド、チュニジア、ボリビア、コロンビア、クロアチア、ドイツ、トルコでセメントと石灰、プレキャストコンクリート、その他の建設資材を製造・販売している。採石場、粘土鉱床、石灰石、石膏、関連製品の開発に従事している。ポルトランドセメント、カルシウムアルミネートセメント、鋳造セメント、接着セメント、白色セメント、モルタル、コンクリート、骨材を提供している。また、リサイクル、廃棄物回収、代替燃料サービスも提供している。また、パイプ、柱、梁、線路敷設用枕木、囲い、工業用ベイなどのプレキャストコンクリート製品を製造・販売している。さらに、コンクリートプレハブ製品、都市家具、建築ファサード、舗装、セラミックタイル敷設、コーティング、断熱材、コンクリート防水・補修、アンカー、組立品を提供している。セメントス・モリンス社は1928年に設立され、スペインのマドリードに本社を置いている。もっと見るCementos Molins, S.A. 基礎のまとめCementos Molins の収益と売上を時価総額と比較するとどうか。CMO 基礎統計学時価総額€2.69b収益（TTM）€186.23m売上高(TTM)€1.12b14.4xPER（株価収益率2.4xP/SレシオCMO 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CMO 損益計算書（TTM）収益€1.12b売上原価€376.47m売上総利益€743.99mその他の費用€557.77m収益€186.23m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）2.94グロス・マージン66.40%純利益率16.62%有利子負債／自己資本比率110.5%CMO 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2.3%現在の配当利回り34%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2026/07/29 01:19終値2026/07/29 00:00収益2026/03/31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Cementos Molins, S.A. 1 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。1 アナリスト機関Rafael Fernández de Heredia CalderónGVC Gaesco Valores
New Risk • Jul 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 4.7% 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: Major Risk Debt is not well covered by operating cash flow (5.9% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (202% cash payout ratio). Share price has been volatile over the past 3 months (4.7% average weekly change).
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €45.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Basic Materials industry in Europe. Total returns to shareholders of 175% over the past three years.
Upcoming Dividend • Jul 13Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 17 July 2026. Payment date: 21 July 2026. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Spanish dividend payers (5.2%). In line with average of industry peers (2.1%).
Declared Dividend • Jun 29Dividend of €0.35 announcedShareholders will receive a dividend of €0.35. Ex-date: 17th July 2026 Payment date: 21st July 2026 Dividend yield will be 2.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but not covered by cash flows (202% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Paloma Casillas was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 30Cementos Molins, S.A., Annual General Meeting, Jun 26, 2026Cementos Molins, S.A., Annual General Meeting, Jun 26, 2026. Location: carretera n-340, 2-38,km 1242,sant vicenc dels horts, Spain
New Risk • Jul 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 4.7% 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: Major Risk Debt is not well covered by operating cash flow (5.9% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (202% cash payout ratio). Share price has been volatile over the past 3 months (4.7% average weekly change).
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €45.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Basic Materials industry in Europe. Total returns to shareholders of 175% over the past three years.
Upcoming Dividend • Jul 13Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 17 July 2026. Payment date: 21 July 2026. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Spanish dividend payers (5.2%). In line with average of industry peers (2.1%).
Declared Dividend • Jun 29Dividend of €0.35 announcedShareholders will receive a dividend of €0.35. Ex-date: 17th July 2026 Payment date: 21st July 2026 Dividend yield will be 2.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but not covered by cash flows (202% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Paloma Casillas was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 30Cementos Molins, S.A., Annual General Meeting, Jun 26, 2026Cementos Molins, S.A., Annual General Meeting, Jun 26, 2026. Location: carretera n-340, 2-38,km 1242,sant vicenc dels horts, Spain
お知らせ • Jan 24Cementos Molins, S.A. (BDM:CMO) acquired 90% stake in Zenet Prefabricados Sl.Cementos Molins, S.A. (BDM:CMO) acquired 90% stake in Zenet Prefabricados Sl on January 22, 2026. The integration of Zenet will allow us to expand our structural precast offering, increase production capacity and improve operational efficiency, reinforcing our position in a construction market increasingly focused on productivity, sustainability and reduced build times. This marks the third acquisition we announced in our precast business in recent months, following the acquisition of Concremat in Portugal and Baupartner in Southeast Europe. Zenet’s founder, César Abad, will remain a shareholder and continue to support the business following the transaction. Ignacio Font, Martí Tubau, Luis Gómez, Ángel Peña, Victoria Clemente, Helena Vázquez, and Ramón Mouriño of KPMG Abogados S.L. acted as tax, legal, regulatory and labour due diligence providers for Cementos Molins, S.A. Cementos Molins, S.A. (BDM:CMO) completed the acquisition of 90% stake in Zenet Prefabricados Sl.
お知らせ • Dec 19Cementos Molins, S.A. (BDM:CMO) agreed to acquire SECIL - Companhia Geral de Cal e Cimento, S.A. from Semapa - Sociedade de Investimento e Gestão, SGPS, S.A. (ENXTLS:SEM) in a transaction valued at €1.4 billion.Cementos Molins, S.A. (BDM:CMO) agreed to acquire SECIL - Companhia Geral de Cal e Cimento, S.A. from Semapa - Sociedade de Investimento e Gestão, SGPS, S.A. (ENXTLS:SEM) in a transaction valued at €1.4 billion on December 19, 2025. A cash consideration will be paid by Cementos Molins, S.A. As part of consideration, an undisclosed value is paid towards common equity of SECIL - Companhia Geral de Cal e Cimento, S.A. Molins will finance the Transaction with a combination of available cash and funds from a syndicated credit agreement and a bond issuance. The transaction is expected to be accretive. J.P. Morgan Espana S.A. acted as financial advisor for Cementos Molins, S.A. KPMG S.A. acted as financial advisor for Cementos Molins, S.A. Uría Menéndez Abogados, S.L.P. acted as legal advisor for Cementos Molins, S.A. Deloitte Auditores, S.L. acted as due diligence provider for Cementos Molins, S.A.
分析記事 • Jul 04Cementos Molins' (BDM:CMO) Dividend Will Be Increased To €0.4536The board of Cementos Molins, S.A. ( BDM:CMO ) has announced that it will be paying its dividend of €0.4536 on the 17th...
分析記事 • Jun 18Cementos Molins (BDM:CMO) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Jun 04Cementos Molins, S.A. (BDM:CMO) acquired Concremat - PrefabricaCAo E Obras Gerais, S.A.Cementos Molins, S.A. (BDM:CMO) acquired Concremat - PrefabricaCAo E Obras Gerais, S.A. on June 3, 2025. Molins will open two new factories in Spain and the United States for the combined investment of €100 million. For the period ending December 31, 2024, Concremat - PrefabricaCAo E Obras Gerais, S.A. reported total revenue of €52 million with 110 employees. Cementos Molins, S.A. (BDM:CMO) completed the acquisition of Concremat - PrefabricaCAo E Obras Gerais, S.A. on June 3, 2025.
お知らせ • May 08Cementos Molins, S.A., Annual General Meeting, Jun 27, 2025Cementos Molins, S.A., Annual General Meeting, Jun 27, 2025. Location: carretera n-340, 2-38, km 1242, sant vicenc dels horts., Spain
分析記事 • Dec 06Cementos Molins (BDM:CMO) Will Pay A Larger Dividend Than Last Year At €0.4455The board of Cementos Molins, S.A. ( BDM:CMO ) has announced that it will be paying its dividend of €0.4455 on the 19th...
Price Target Changed • Sep 27Price target increased by 40% to €28.20Up from €20.10, the current price target is provided by 1 analyst. New target price is 17% above last closing price of €24.20. Stock is up 37% over the past year. The company is forecast to post earnings per share of €2.57 for next year compared to €2.39 last year.
分析記事 • Sep 19Earnings Working Against Cementos Molins, S.A.'s (BDM:CMO) Share PriceWhen close to half the companies in Spain have price-to-earnings ratios (or "P/E's") above 20x, you may consider...
Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: €0.87 (vs €0.63 in 2Q 2023)Second quarter 2024 results: EPS: €0.87 (up from €0.63 in 2Q 2023). Revenue: €312.3m (down 4.5% from 2Q 2023). Net income: €53.2m (up 25% from 2Q 2023). Profit margin: 17% (up from 13% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
分析記事 • Jun 30Cementos Molins' (BDM:CMO) Shareholders Will Receive A Bigger Dividend Than Last YearCementos Molins, S.A. ( BDM:CMO ) will increase its dividend from last year's comparable payment on the 17th of July to...
Declared Dividend • Jun 28Dividend of €0.42 announcedShareholders will receive a dividend of €0.42. Ex-date: 15th July 2024 Payment date: 17th July 2024 Dividend yield will be 3.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but not covered by cash flows (290% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 30First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €237.2m (down 12% from 1Q 2023). Net income: €51.6m (up 38% from 1Q 2023). Profit margin: 22% (up from 14% in 1Q 2023). The increase in margin was driven by lower expenses.
分析記事 • Apr 19Insufficient Growth At Cementos Molins, S.A. (BDM:CMO) Hampers Share PriceCementos Molins, S.A.'s ( BDM:CMO ) price-to-earnings (or "P/E") ratio of 8.8x might make it look like a buy right now...
Reported Earnings • Mar 07Full year 2023 earnings released: EPS: €2.39 (vs €1.77 in FY 2022)Full year 2023 results: EPS: €2.39 (up from €1.77 in FY 2022). Revenue: €1.05b (down 6.4% from FY 2022). Net income: €151.4m (up 35% from FY 2022). Profit margin: 14% (up from 10.0% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 24Now 21% undervaluedOver the last 90 days, the stock has risen 8.3% to €19.50. The fair value is estimated to be €24.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 18%.
分析記事 • Jan 09Is Cementos Molins (BDM:CMO) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Buying Opportunity • Jan 09Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be €23.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 18%.
分析記事 • Dec 11Cementos Molins (BDM:CMO) Is Increasing Its Dividend To €0.324Cementos Molins, S.A. ( BDM:CMO ) will increase its dividend from last year's comparable payment on the 20th of...
Upcoming Dividend • Dec 11Upcoming dividend of €0.32 per share at 4.4% yieldEligible shareholders must have bought the stock before 18 December 2023. Payment date: 20 December 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Spanish dividend payers (5.9%). Higher than average of industry peers (3.7%).
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: €1.88 (vs €1.36 in 3Q 2022)Third quarter 2023 results: EPS: €1.88 (up from €1.36 in 3Q 2022). Revenue: €862.9m (up 3.0% from 3Q 2022). Net income: €124.3m (up 38% from 3Q 2022). Profit margin: 14% (up from 11% in 3Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 30Second quarter 2023 earnings released: EPS: €0.63 (vs €0.58 in 2Q 2022)Second quarter 2023 results: EPS: €0.63 (up from €0.58 in 2Q 2022). Revenue: €327.1m (up 3.9% from 2Q 2022). Net income: €42.5m (up 22% from 2Q 2022). Profit margin: 13% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.
Upcoming Dividend • Jul 06Upcoming dividend of €0.28 per share at 4.3% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 17 July 2023. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Lower than top quartile of Spanish dividend payers (5.9%). Higher than average of industry peers (3.4%).
分析記事 • Jul 02Cementos Molins (BDM:CMO) Is Increasing Its Dividend To €0.2835Cementos Molins, S.A.'s ( BDM:CMO ) dividend will be increasing from last year's payment of the same period to €0.2835...
分析記事 • Apr 03We Think Cementos Molins (BDM:CMO) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Mar 03Full year 2022 earnings released: EPS: €1.77 (vs €1.65 in FY 2021)Full year 2022 results: EPS: €1.77 (up from €1.65 in FY 2021). Revenue: €1.07b (up 31% from FY 2021). Net income: €112.0m (up 7.0% from FY 2021). Profit margin: 10% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.
Upcoming Dividend • Dec 12Upcoming dividend of €0.27 per shareEligible shareholders must have bought the stock before 19 December 2022. Payment date: 21 December 2022. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Spanish dividend payers (6.0%). In line with average of industry peers (3.9%).
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Jean-Carlos Angulo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Sep 10Calculating The Fair Value Of Cementos Molins, S.A. (BDM:CMO)Today we will run through one way of estimating the intrinsic value of Cementos Molins, S.A. ( BDM:CMO ) by taking the...
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: €0.58 (vs €0.39 in 2Q 2021)Second quarter 2022 results: EPS: €0.58 (up from €0.39 in 2Q 2021). Revenue: €314.6m (up 72% from 2Q 2021). Net income: €34.9m (up 50% from 2Q 2021). Profit margin: 11% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.3%, compared to a 7.9% growth forecast for the industry in Spain. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Jul 07Upcoming dividend of €0.23 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 18 July 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Spanish dividend payers (6.1%). Lower than average of industry peers (4.6%).
Price Target Changed • Apr 27Price target increased to €20.90Up from €18.10, the current price target is provided by 1 analyst. New target price is 23% above last closing price of €17.00. Stock is up 1.8% over the past year. The company is forecast to post earnings per share of €1.69 for next year compared to €1.65 last year.
Reported Earnings • Feb 26Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: €1.65 (up from €1.41 in FY 2020). Revenue: €795.1m (up 34% from FY 2020). Net income: €149.9m (up 60% from FY 2020). Profit margin: 19% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 28%, compared to a 9.9% growth forecast for the industry in Spain. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 22Cementos Molins (BDM:CMO) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Dec 08Upcoming dividend of €0.23 per shareEligible shareholders must have bought the stock before 14 December 2021. Payment date: 16 December 2021. Payout ratio is a comfortable 7.8% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Spanish dividend payers (5.4%). Lower than average of industry peers (3.0%).
分析記事 • Dec 04Cementos Molins (BDM:CMO) Is Increasing Its Dividend To €0.23Cementos Molins, S.A.'s ( BDM:CMO ) dividend will be increasing to €0.23 on 16th of December. Despite this raise, the...
分析記事 • Nov 24Need To Know: One Analyst Is Much More Bullish On Cementos Molins, S.A. (BDM:CMO) RevenuesCementos Molins, S.A. ( BDM:CMO ) shareholders will have a reason to smile today, with the covering analyst making...
Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS €0.36 (vs €0.13 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €182.6m (up 66% from 2Q 2020). Net income: €23.2m (up 183% from 2Q 2020). Profit margin: 13% (up from 7.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jul 05Upcoming dividend of €0.11 per shareEligible shareholders must have bought the stock before 12 July 2021. Payment date: 14 July 2021. Trailing yield: 2.4%. Lower than top quartile of Spanish dividend payers (4.8%). Lower than average of industry peers (2.8%).
Reported Earnings • May 03First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €169.4m (up 19% from 1Q 2020). Net income: €33.4m (up 39% from 1Q 2020). Profit margin: 20% (up from 17% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.
分析記事 • Apr 14We Like These Underlying Return On Capital Trends At Cementos Molins (BDM:CMO)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
分析記事 • Mar 27Does Cementos Molins (BDM:CMO) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Mar 08You Have To Love Cementos Molins, S.A.'s (BDM:CMO) DividendCould Cementos Molins, S.A. ( BDM:CMO ) be an attractive dividend share to own for the long haul? Investors are often...
Is New 90 Day High Low • Mar 02New 90-day high: €14.50The company is up 9.0% from its price of €13.30 on 02 December 2020. The Spanish market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 10.0% over the same period.
分析記事 • Feb 16Cementos Molins (BDM:CMO) Shareholders Booked A 50% Gain In The Last Five YearsStock pickers are generally looking for stocks that will outperform the broader market. And in our experience, buying...
分析記事 • Jan 29Is Cementos Molins, S.A.'s (BDM:CMO) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Cementos Molins' (BDM:CMO) stock is up by a considerable 5.3% over the past month. Since the market usually pay for a...
Is New 90 Day High Low • Jan 21New 90-day high: €14.00The company is up 3.0% from its price of €13.60 on 23 October 2020. The Spanish market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 20% over the same period.
お知らせ • Jan 20Cementos Molins, S.A. (BDM:CMO) acquired an additional 39% stake in Escofet 1886 S.A. from two family shareholders of Escofet and others.Cementos Molins, S.A. (BDM:CMO) acquired an additional 39% stake in Escofet 1886 S.A. from two family shareholders of Escofet and others on January 18, 2021. Part of the family is still in the capital. Escofet will be integrated in Molins' business portfolio. Cementos Molins, S.A. (BDM:CMO) completed the acquisition of an additional 39% stake in Escofet 1886 S.A. from two family shareholders of Escofet and others on January 18, 2021.
分析記事 • Jan 11Is There More Growth In Store For Cementos Molins' (BDM:CMO) Returns On Capital?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Is New 90 Day High Low • Jan 01New 90-day high: €13.70The company is up 1.0% from its price of €13.50 on 02 October 2020. The Spanish market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 15% over the same period.
分析記事 • Dec 24We Think Cementos Molins (BDM:CMO) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Is New 90 Day High Low • Dec 12New 90-day low: €13.20The company is down 3.0% from its price of €13.60 on 11 September 2020. The Spanish market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 5.0% over the same period.
分析記事 • Dec 07Why Cementos Molins, S.A. (BDM:CMO) Is A Top Dividend StockToday we'll take a closer look at Cementos Molins, S.A. ( BDM:CMO ) from a dividend investor's perspective. Owning a...
Is New 90 Day High Low • Nov 21New 90-day low: €13.30The company is down 2.0% from its price of €13.60 on 21 August 2020. The Spanish market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 7.0% over the same period.
分析記事 • Nov 17Did Cementos Molins' (BDM:CMO) Share Price Deserve to Gain 51%?When we invest, we're generally looking for stocks that outperform the market average. And while active stock picking...
Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of €81.1m, down 11% from the prior year. Total revenue was €576.0m over the last 12 months, down 14% from the prior year.
Is New 90 Day High Low • Sep 26New 90-day low: €13.50The company is down 4.0% from its price of €14.00 on 26 June 2020. The Spanish market is down 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 3.0% over the same period.
