Llorente & Cuenca（LLYC）株式概要Llorente & Cuenca, S.A.は、ラテンアメリカ、スペイン、ポルトガルで、コミュニケーション、デジタルマーケティング、広報のコンサルタント会社として活動している。 詳細LLYC ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績3/6財務の健全性2/6配当金1/6報酬株価収益率（ 3.7 x） Spanish市場（ 16 x）を下回っています。収益は年間9.11%増加すると予測されています 過去1年間で収益は531.4%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析今後3年間の収益は年平均45.6%減少すると予測されている。 最新の財務報告は6か月以上前のものである 多額の負債を抱えている 意味のある時価総額がありません ( €59M )すべてのリスクチェックを見るLLYC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW491,774 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 NarrativeBLINROAG491,774 investors already sharing narrativesYour Fair Value€Current Price€5.151.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0182m2016201920222025202620282031Revenue €181.6mEarnings €24.6mAdvancedSet Fair ValueView all narrativesLlorente & Cuenca, S.A. 競合他社Secuoya Grupo de ComunicaciónSymbol: BME:SECMarket cap: €243.8mSquirrel MediaSymbol: BME:SQRLMarket cap: €212.9mHS AdSymbol: KOSE:A035000Market cap: ₩100.5bAViCSymbol: TSE:9554Market cap: JP¥10.7b価格と性能株価の高値、安値、推移の概要Llorente & Cuenca過去の株価現在の株価€5.1552週高値€10.6052週安値€4.60ベータ0.561ヶ月の変化3.41%3ヶ月変化-5.50%1年変化-45.21%3年間の変化-49.51%5年間の変化n/aIPOからの変化-58.47%最新ニュースお知らせ • Jun 01Llorente & Cuenca, S.A., Annual General Meeting, Jun 29, 2026Llorente & Cuenca, S.A., Annual General Meeting, Jun 29, 2026. Location: calle lagasca 88, planta 3, madrid., SpainNew Risk • May 18New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 46% per year for the foreseeable future. Minor Risks High level of debt (123% net debt to equity). Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Market cap is less than US$100m (€60.1m market cap, or US$69.8m).Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.30, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Media industry in Europe. Total loss to shareholders of 50% over the past three years.お知らせ • Feb 17LLYC Names Ibo Sanz as Global Chief Operating Officer of Marketing SolutionsLLYC names Ibo Sanz global chief operating officer of marketing solutions, a newly created position. Since joining LLYC in 2021, Sanz has led the transformation of solutions and the development of the company's AI business. Before coming to the agency, he was chief strategy officer at tech, information and media company Finect and mobile commerce director at Vodafone. In his new post, Sanz will serve as the link between innovation and execution reliability, ensuring that the growth of the marketing solutions unit is supported by financial rigor and streamlined, effective processes.New Risk • Nov 17New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €84.2m (US$97.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Minor Risk Market cap is less than US$100m (€84.2m market cap, or US$97.7m).New Risk • Aug 01New 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 4.3% 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 Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Minor Risk Share price has been volatile over the past 3 months (4.3% average weekly change).最新情報をもっと見るRecent updatesお知らせ • Jun 01Llorente & Cuenca, S.A., Annual General Meeting, Jun 29, 2026Llorente & Cuenca, S.A., Annual General Meeting, Jun 29, 2026. Location: calle lagasca 88, planta 3, madrid., SpainNew Risk • May 18New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 46% per year for the foreseeable future. Minor Risks High level of debt (123% net debt to equity). Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Market cap is less than US$100m (€60.1m market cap, or US$69.8m).Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.30, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Media industry in Europe. Total loss to shareholders of 50% over the past three years.お知らせ • Feb 17LLYC Names Ibo Sanz as Global Chief Operating Officer of Marketing SolutionsLLYC names Ibo Sanz global chief operating officer of marketing solutions, a newly created position. Since joining LLYC in 2021, Sanz has led the transformation of solutions and the development of the company's AI business. Before coming to the agency, he was chief strategy officer at tech, information and media company Finect and mobile commerce director at Vodafone. In his new post, Sanz will serve as the link between innovation and execution reliability, ensuring that the growth of the marketing solutions unit is supported by financial rigor and streamlined, effective processes.New Risk • Nov 17New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €84.2m (US$97.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Minor Risk Market cap is less than US$100m (€84.2m market cap, or US$97.7m).New Risk • Aug 01New 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 4.3% 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 Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Minor Risk Share price has been volatile over the past 3 months (4.3% average weekly change).お知らせ • Aug 01LLYC Updates Earnings Guidance for the Year 2025LLYC updated earnings guidance for the year 2025. Taking into account the current scope of the business and performance to date, LLYC has updated its financial guidance for 2025. The company now expects to close the year with operating income between €106 and €114 million.Upcoming Dividend • Jul 10Upcoming dividend of €0.17 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 21 July 2025. Trailing yield: 1.8%. Lower than top quartile of Spanish dividend payers (4.9%). Lower than average of industry peers (4.1%).お知らせ • Jul 03Llorente & Cuenca, S.A. (BME:LLYC) acquired the remaining 30% stake in Lambert Global, LLC.Llorente & Cuenca, S.A. (BME:LLYC) acquired the remaining 30% stake in Lambert Global, LLC on July 2, 2025. The purchase price for the remaining 30% will be paid all in LLYC shares and will depend on Lambert Global’s average net revenue performance over 2025 and 2026. The U.S. leadership team remains unchanged, with Mike Houston continuing as Chief Executive Officer and Jeff Lambert as Chair. Llorente & Cuenca, S.A. (BME:LLYC) completed the acquisition of the remaining 30% stake in Lambert Global, LLC on July 2, 2025.お知らせ • May 05Llorente & Cuenca, S.A., Annual General Meeting, Jun 04, 2025Llorente & Cuenca, S.A., Annual General Meeting, Jun 04, 2025. Location: calle lagasca 88, planta 3., madrid SpainNew Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €89.3m (US$97.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Share price has been highly volatile over the past 3 months (6.6% average weekly change). Minor Risk Market cap is less than US$100m (€89.3m market cap, or US$97.6m).New Risk • Feb 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Spanish stocks, typically moving 7.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Share price has been highly volatile over the past 3 months (7.3% average weekly change).お知らせ • Jan 08Rebeca Bamberger acquired 80% stake in REBECCA BAMBERGER WORKS, INC. from Llorente & Cuenca, S.A. (BME:LLYC) for $9 million.Rebeca Bamberger acquired 80% stake in REBECCA BAMBERGER WORKS, INC. from Llorente & Cuenca, S.A. (BME:LLYC) for $9 million on January 6, 2025. The transaction allows LLYC to fully recover the initial payment of $6.4 million made in March 2023 , as well as the costs associated with the transaction. The agreed price includes an initial cash payment of $2.5 million, which has already been made, and quarterly payments of $0.15 million until December 2030 and a one-time payment of $3.05 million plus interest before December 31, 2030.The agreement is subject to judicial supervision that ensures compliance with the agreed terms. Rebeca Bamberger completed the acquisition of 80% stake in REBECCA BAMBERGER WORKS, INC. from Llorente & Cuenca, S.A. (BME:LLYC) on January 6, 2025.New Risk • Dec 30New 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 4.4% 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 Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Minor Risks Share price has been volatile over the past 3 months (4.4% average weekly change). Market cap is less than US$100m (€67.8m market cap, or US$70.4m).お知らせ • Nov 22LlLYC Appoints Luisa García as Global CEO of Corporate AffairsLLYC has taken another significant step in its transformation journey by appointing partner and former COO Luisa García as the Global CEO of Corporate Affairs. The Corporate Affairs business area accounts for 60% of the company's operating revenue. It offers solutions in corporate reputation and leadership, financial communication, corporate operations, crisis and risk management, ESG (environmental, social, and governance), people, talent and culture, public affairs, European affairs, advocacy, and corporate diplomacy. After successfully leading the company's corporate functions, Luisa has returned to oversee LLYC's core services. In her new role, she will focus on innovation and integrated solutions for Corporate Affairs—a portfolio with advanced technology and AI tools designed to empower clients to make informed decisions that meet stakeholder expectations. Recently recognized as one of Spain's most influential women by Forbes and YoDona, Luisa is a board member of LLYC S.A. and was named a José Antonio Llorente Foundation trustee earlier this year. Tiago Vidal, also an LLYC partner and former Chief Talent and Technology Officer, has been appointed Global Chief Operating Officer in addition to his existing responsibilities in Talent and IT. In this new role, Tiago will drive the company's growth and transformation strategy, overseeing marketing, communications, and ESG, as well as the integration team, which is critical for maximizing returns from the firm's inorganic growth.New Risk • Nov 06New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (€84.8m market cap, or US$90.7m).New Risk • Oct 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €90.4m (US$98.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Minor Risk Market cap is less than US$100m (€90.4m market cap, or US$98.9m).Valuation Update With 7 Day Price Move • Oct 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €8.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Media industry in Europe. Total loss to shareholders of 30% over the past three years.分析記事 • Oct 04A Look Into Llorente & Cuenca's (BME:LLYC) Impressive Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...New Risk • Sep 22New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended June 2023. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. This is currently the only risk that has been identified for the company.お知らせ • May 17Llorente & Cuenca, S.A. (BME:LLYC) announced an agreement to acquire 78.69% stake in Dattis Comunicaciones S.A.S. from Dario Vargas and other minority partners.Llorente & Cuenca, S.A. (BME:LLYC) announced an agreement to acquire 78.69% stake in Dattis Comunicaciones S.A.S. from Dario Vargas and other minority partners on May 16, 2024. LLYC is acquiring 78.69% of Dattis at a valuation of six times EBITDA. Andres Ortiz, Senior Partner, will retain the remaining 21.31%.Dattis will operate as Dattis by LLYC in 2024, alongside LLYC Colombia, with Andres Ortiz leading Dattis and Camila Gomez Pardo as President. Starting in 2025, under the LLYC brand, Ortiz, Gomez, and Alejandra Aljure, LLYC Colombia's current general manager, will lead the unified structure.New Risk • Apr 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.お知らせ • Feb 20Llorente & Cuenca, S.A. (BME:LLYC) acquired 70% stake in Lambert & Co. for $18.2 million.Llorente & Cuenca, S.A. (BME:LLYC) acquired 70% stake in Lambert & Co. for $18.2 million on February 19, 2024. Under the terms of the agreement, LLYC is acquiring an initial 70 percent stake in the company for a price based on EBITDA performance in the next two years. There has been a payment of $18.2 million of the final price in advance. All Lambert partners will join LLYC, including Chairman and CEO Jeff Lambert. Jeff Lambert will join LLYC's Global Executive Committee, while Mike Houston and Jeff Lambert will both join the U.S. Executive Committee. LLYC. LLYC was advised by a team at Greenberg Traurig, P.A. led by Antonio Peña and Henry Roque. Lambert was advised by the Warner Norcross + Judd LLP team led by Michael Jones. Llorente & Cuenca, S.A. (BME:LLYC) completed the acquisition of 70% stake in Lambert & Co. on February 19, 2024.Buy Or Sell Opportunity • Feb 08Now 20% undervaluedOver the last 90 days, the stock has risen 11% to €9.85. The fair value is estimated to be €12.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last year. Earnings per share has grown by 25%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €9.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Media industry in Europe. Total returns to shareholders of 5.6% over the past year.分析記事 • Jan 31A Look At The Intrinsic Value Of Llorente & Cuenca, S.A. (BME:LLYC)Key Insights Llorente & Cuenca's estimated fair value is €11.43 based on 2 Stage Free Cash Flow to Equity Current share...お知らせ • Jan 26Llorente & Cuenca, S.A. Announces Boar ChangesLLYC's Board of Directors has appointed Francisco Sanchez-Rivas as its new Chair. Sanchez-Rivas joined the board in 2020 and has been actively involved in the company's M&A strategy. He will continue to lead the strategy as Chair and be responsible for the relationship with institutional investors. Sanchez-Rivas has over 30 years of experience in investment banking, finance, and corporate strategy. He was a Director in the Corporate Finance department of Deloitte and then CEO of Edmond de Rothschild Corporate Finance for Spain and Portugal for almost ten years. In the last decade, he has directed several companies in the services, energy, agri-food, and technology sectors. Sanchez-Rivas is a graduate of Universidad Complutense de Madrid, has an MBA from IESE Business School, an AMP (Advanced Management Program) from Harvard Business School, and a Postgraduate Degree in Financial Markets from the London School of Economics and Political Science. Francisco is married and has four daughters. He is currently studying for a degree in English Literature at Oxford and enjoys art and literature as hobbies. LLYC's Board of Directors appointed Alfonso Callejo as an independent member. Callejo is recognized as one of Spain's top executives in talent management and human resources. He was Group Vice President of Human Resources for General Electric's global Energy business until 2023. Previously, he was General Director of Corporate Resources of the Acciona Group, Regional Vice President of Human Resources in several PepsiCo businesses in Europe and Latin America, and Director of Human Resources of Procter & GamblePortugal. Callejo was also President of the Spanish Association of Human Resources Directors. He holds a PhD in Spanish literature and is passionate about training and learning.お知らせ • Jan 25Llorente & Cuenca, S.A. Provides Earnings Guidance for the Year 2024Llorente & Cuenca, S.A. provided earnings guidance for the year 2024. For the year, the company new budget forecasts an 8% increase in operating income to EUR 90 million. Notably, marketing is expected to account for 46% of revenues by the end of 2024, indicating significant growth potential in this practice.New Risk • Sep 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risk Latest financial reports are more than 6 months old (reported December 2022 fiscal period end).New Risk • Sep 10New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risk Latest financial reports are more than 6 months old (reported December 2022 fiscal period end).お知らせ • Sep 07Llorente & Cuenca, S.A. to Report First Half, 2023 Results on Sep 21, 2023Llorente & Cuenca, S.A. announced that they will report first half, 2023 results on Sep 21, 2023Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €11.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Media industry in Europe. Total loss to shareholders of 12% over the past year.分析記事 • Feb 15Many Would Be Envious Of Llorente & Cuenca's (BME:LLYC) Excellent Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...お知らせ • Jan 28Llorente & Cuenca, S.A. Provides Earnings Guidance for the Year 2023Llorente & Cuenca, S.A. provided earnings guidance for the year 2023. LLYC expects to continue its growth this year, with its approved budget including 10% increases in both operating income (to €80 million). Total revenues are expected to rise 8%, reaching €96 million. Operating income will continue to be balanced across the firm’s three business units: 35% from Europe, 31% from the Americas, and 34% from Deep Digital Business.Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Elena Gonzalez-Blanco is the most experienced director on the board, commencing their role in 2021. Independent Director Barrie Berg was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Apr 27Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Elena Gonzalez-Blanco is the most experienced director on the board, commencing their role in 2021. Independent Director Barrie Berg was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.分析記事 • Mar 17Shareholders Can Be Confident That Llorente & Cuenca's (BME:LLYC) Earnings Are High QualityLlorente & Cuenca, S.A. ( BME:LLYC ) just reported healthy earnings but the stock price didn't move much. We think that...Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €64.1m (up 44% from FY 2020). Net income: €5.33m (up 135% from FY 2020). Profit margin: 8.3% (up from 5.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 28%, compared to a 735% growth forecast for the industry in Spain.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to €13.25, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Media industry in Europe.分析記事 • Oct 27Optimistic Investors Push Llorente & Cuenca, S.A. (BME:LLYC) Shares Up 26% But Growth Is LackingLlorente & Cuenca, S.A. ( BME:LLYC ) shares have had a really impressive month, gaining 26% after a shaky period...Valuation Update With 7 Day Price Move • Oct 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to €12.70, the stock trades at a trailing P/E ratio of 63.2x. Average trailing P/E is 18x in the Media industry in Europe.お知らせ • Jul 24Llorente & Cuenca, S.A. has completed an IPO in the amount of €10.001946 million.Llorente & Cuenca, S.A. has completed an IPO in the amount of €10.001946 million. Security Name: Shares Security Type: Common Stock Securities Offered: 1,065,170 Price\Range: €9.39株主還元LLYCES MediaES 市場7D5.1%-0.8%-2.4%1Y-45.2%-5.0%33.0%株主還元を見る業界別リターン: LLYC過去 1 年間で-5 % の収益を上げたSpanish Media業界を下回りました。リターン対市場: LLYCは、過去 1 年間で33 % のリターンを上げたSpanish市場を下回りました。価格変動Is LLYC's price volatile compared to industry and market?LLYC volatilityLLYC Average Weekly Movement4.4%Media Industry Average Movement4.4%Market Average Movement3.2%10% most volatile stocks in ES Market6.7%10% least volatile stocks in ES Market0.7%安定した株価: LLYC 、 Spanish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: LLYCの 週次ボラティリティ ( 4% ) 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19951,258Alejandro Romero Paniaguallyc.globalLlorente & Cuenca, S.A.はラテンアメリカ、スペイン、ポルトガルでコミュニケーション、デジタルマーケティング、パブリックアフェアーズのコンサルタント会社として活動している。パブリック・アフェアーズ、消費者エンゲージメント、企業運営と資本市場、経済状況、デジタル、ステークホルダー・マネジメント、タレント・エンゲージメント、クリエイティブ・スタジオ、危機とリスク、スポーツとビジネス戦略、デジタルトランスフォーメーション、訴訟、インバウンド・マーケティング、データとアナリティクス、ESGとサステナビリティ、ブランディング、投資家向け広報活動、エグゼクティブ・コーチングとトレーニングの分野でサービスを提供している。行政機関や多国間組織、情報通信技術、教育、鉱業、食品・飲料、金融、エネルギー・石油・ガス、健康・医薬品、観光・カントリープロモーション、自動車、大量消費・流通、インフラ・運輸・物流、専門サービス、ライフスタイル、コミュニティサービスなど、さまざまな業界にサービスを提供している。同社は1995年に設立され、スペインのマドリッドに本拠を置く。同社はLLYC Partners, S.L.の子会社である。もっと見るLlorente & Cuenca, S.A. 基礎のまとめLlorente & Cuenca の収益と売上を時価総額と比較するとどうか。LLYC 基礎統計学時価総額€58.96m収益（TTM）€15.87m売上高(TTM)€117.40m3.7xPER（株価収益率0.5xP/SレシオLLYC 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LLYC 損益計算書（TTM）収益€117.40m売上原価€66.72m売上総利益€50.68mその他の費用€34.80m収益€15.87m直近の収益報告Jun 30, 2025次回決算日該当なし一株当たり利益（EPS）1.39グロス・マージン43.17%純利益率13.52%有利子負債／自己資本比率153.3%LLYC の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.3%現在の配当利回りn/a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2026/07/12 13:11終値2026/07/10 00:00収益2025/06/30年間収益2024/12/31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Llorente & Cuenca, 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Alfredo Echevarria OteguiLighthouse-IEAF Servicios de Analisis
お知らせ • Jun 01Llorente & Cuenca, S.A., Annual General Meeting, Jun 29, 2026Llorente & Cuenca, S.A., Annual General Meeting, Jun 29, 2026. Location: calle lagasca 88, planta 3, madrid., Spain
New Risk • May 18New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 46% per year for the foreseeable future. Minor Risks High level of debt (123% net debt to equity). Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Market cap is less than US$100m (€60.1m market cap, or US$69.8m).
Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.30, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Media industry in Europe. Total loss to shareholders of 50% over the past three years.
お知らせ • Feb 17LLYC Names Ibo Sanz as Global Chief Operating Officer of Marketing SolutionsLLYC names Ibo Sanz global chief operating officer of marketing solutions, a newly created position. Since joining LLYC in 2021, Sanz has led the transformation of solutions and the development of the company's AI business. Before coming to the agency, he was chief strategy officer at tech, information and media company Finect and mobile commerce director at Vodafone. In his new post, Sanz will serve as the link between innovation and execution reliability, ensuring that the growth of the marketing solutions unit is supported by financial rigor and streamlined, effective processes.
New Risk • Nov 17New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €84.2m (US$97.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Minor Risk Market cap is less than US$100m (€84.2m market cap, or US$97.7m).
New Risk • Aug 01New 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 4.3% 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 Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Minor Risk Share price has been volatile over the past 3 months (4.3% average weekly change).
お知らせ • Jun 01Llorente & Cuenca, S.A., Annual General Meeting, Jun 29, 2026Llorente & Cuenca, S.A., Annual General Meeting, Jun 29, 2026. Location: calle lagasca 88, planta 3, madrid., Spain
New Risk • May 18New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 46% per year for the foreseeable future. Minor Risks High level of debt (123% net debt to equity). Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Market cap is less than US$100m (€60.1m market cap, or US$69.8m).
Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.30, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Media industry in Europe. Total loss to shareholders of 50% over the past three years.
お知らせ • Feb 17LLYC Names Ibo Sanz as Global Chief Operating Officer of Marketing SolutionsLLYC names Ibo Sanz global chief operating officer of marketing solutions, a newly created position. Since joining LLYC in 2021, Sanz has led the transformation of solutions and the development of the company's AI business. Before coming to the agency, he was chief strategy officer at tech, information and media company Finect and mobile commerce director at Vodafone. In his new post, Sanz will serve as the link between innovation and execution reliability, ensuring that the growth of the marketing solutions unit is supported by financial rigor and streamlined, effective processes.
New Risk • Nov 17New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €84.2m (US$97.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Minor Risk Market cap is less than US$100m (€84.2m market cap, or US$97.7m).
New Risk • Aug 01New 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 4.3% 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 Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Minor Risk Share price has been volatile over the past 3 months (4.3% average weekly change).
お知らせ • Aug 01LLYC Updates Earnings Guidance for the Year 2025LLYC updated earnings guidance for the year 2025. Taking into account the current scope of the business and performance to date, LLYC has updated its financial guidance for 2025. The company now expects to close the year with operating income between €106 and €114 million.
Upcoming Dividend • Jul 10Upcoming dividend of €0.17 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 21 July 2025. Trailing yield: 1.8%. Lower than top quartile of Spanish dividend payers (4.9%). Lower than average of industry peers (4.1%).
お知らせ • Jul 03Llorente & Cuenca, S.A. (BME:LLYC) acquired the remaining 30% stake in Lambert Global, LLC.Llorente & Cuenca, S.A. (BME:LLYC) acquired the remaining 30% stake in Lambert Global, LLC on July 2, 2025. The purchase price for the remaining 30% will be paid all in LLYC shares and will depend on Lambert Global’s average net revenue performance over 2025 and 2026. The U.S. leadership team remains unchanged, with Mike Houston continuing as Chief Executive Officer and Jeff Lambert as Chair. Llorente & Cuenca, S.A. (BME:LLYC) completed the acquisition of the remaining 30% stake in Lambert Global, LLC on July 2, 2025.
お知らせ • May 05Llorente & Cuenca, S.A., Annual General Meeting, Jun 04, 2025Llorente & Cuenca, S.A., Annual General Meeting, Jun 04, 2025. Location: calle lagasca 88, planta 3., madrid Spain
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €89.3m (US$97.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Share price has been highly volatile over the past 3 months (6.6% average weekly change). Minor Risk Market cap is less than US$100m (€89.3m market cap, or US$97.6m).
New Risk • Feb 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Spanish stocks, typically moving 7.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Share price has been highly volatile over the past 3 months (7.3% average weekly change).
お知らせ • Jan 08Rebeca Bamberger acquired 80% stake in REBECCA BAMBERGER WORKS, INC. from Llorente & Cuenca, S.A. (BME:LLYC) for $9 million.Rebeca Bamberger acquired 80% stake in REBECCA BAMBERGER WORKS, INC. from Llorente & Cuenca, S.A. (BME:LLYC) for $9 million on January 6, 2025. The transaction allows LLYC to fully recover the initial payment of $6.4 million made in March 2023 , as well as the costs associated with the transaction. The agreed price includes an initial cash payment of $2.5 million, which has already been made, and quarterly payments of $0.15 million until December 2030 and a one-time payment of $3.05 million plus interest before December 31, 2030.The agreement is subject to judicial supervision that ensures compliance with the agreed terms. Rebeca Bamberger completed the acquisition of 80% stake in REBECCA BAMBERGER WORKS, INC. from Llorente & Cuenca, S.A. (BME:LLYC) on January 6, 2025.
New Risk • Dec 30New 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 4.4% 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 Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Minor Risks Share price has been volatile over the past 3 months (4.4% average weekly change). Market cap is less than US$100m (€67.8m market cap, or US$70.4m).
お知らせ • Nov 22LlLYC Appoints Luisa García as Global CEO of Corporate AffairsLLYC has taken another significant step in its transformation journey by appointing partner and former COO Luisa García as the Global CEO of Corporate Affairs. The Corporate Affairs business area accounts for 60% of the company's operating revenue. It offers solutions in corporate reputation and leadership, financial communication, corporate operations, crisis and risk management, ESG (environmental, social, and governance), people, talent and culture, public affairs, European affairs, advocacy, and corporate diplomacy. After successfully leading the company's corporate functions, Luisa has returned to oversee LLYC's core services. In her new role, she will focus on innovation and integrated solutions for Corporate Affairs—a portfolio with advanced technology and AI tools designed to empower clients to make informed decisions that meet stakeholder expectations. Recently recognized as one of Spain's most influential women by Forbes and YoDona, Luisa is a board member of LLYC S.A. and was named a José Antonio Llorente Foundation trustee earlier this year. Tiago Vidal, also an LLYC partner and former Chief Talent and Technology Officer, has been appointed Global Chief Operating Officer in addition to his existing responsibilities in Talent and IT. In this new role, Tiago will drive the company's growth and transformation strategy, overseeing marketing, communications, and ESG, as well as the integration team, which is critical for maximizing returns from the firm's inorganic growth.
New Risk • Nov 06New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (€84.8m market cap, or US$90.7m).
New Risk • Oct 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €90.4m (US$98.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Minor Risk Market cap is less than US$100m (€90.4m market cap, or US$98.9m).
Valuation Update With 7 Day Price Move • Oct 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €8.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Media industry in Europe. Total loss to shareholders of 30% over the past three years.
分析記事 • Oct 04A Look Into Llorente & Cuenca's (BME:LLYC) Impressive Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
New Risk • Sep 22New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended June 2023. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. This is currently the only risk that has been identified for the company.
お知らせ • May 17Llorente & Cuenca, S.A. (BME:LLYC) announced an agreement to acquire 78.69% stake in Dattis Comunicaciones S.A.S. from Dario Vargas and other minority partners.Llorente & Cuenca, S.A. (BME:LLYC) announced an agreement to acquire 78.69% stake in Dattis Comunicaciones S.A.S. from Dario Vargas and other minority partners on May 16, 2024. LLYC is acquiring 78.69% of Dattis at a valuation of six times EBITDA. Andres Ortiz, Senior Partner, will retain the remaining 21.31%.Dattis will operate as Dattis by LLYC in 2024, alongside LLYC Colombia, with Andres Ortiz leading Dattis and Camila Gomez Pardo as President. Starting in 2025, under the LLYC brand, Ortiz, Gomez, and Alejandra Aljure, LLYC Colombia's current general manager, will lead the unified structure.
New Risk • Apr 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.
お知らせ • Feb 20Llorente & Cuenca, S.A. (BME:LLYC) acquired 70% stake in Lambert & Co. for $18.2 million.Llorente & Cuenca, S.A. (BME:LLYC) acquired 70% stake in Lambert & Co. for $18.2 million on February 19, 2024. Under the terms of the agreement, LLYC is acquiring an initial 70 percent stake in the company for a price based on EBITDA performance in the next two years. There has been a payment of $18.2 million of the final price in advance. All Lambert partners will join LLYC, including Chairman and CEO Jeff Lambert. Jeff Lambert will join LLYC's Global Executive Committee, while Mike Houston and Jeff Lambert will both join the U.S. Executive Committee. LLYC. LLYC was advised by a team at Greenberg Traurig, P.A. led by Antonio Peña and Henry Roque. Lambert was advised by the Warner Norcross + Judd LLP team led by Michael Jones. Llorente & Cuenca, S.A. (BME:LLYC) completed the acquisition of 70% stake in Lambert & Co. on February 19, 2024.
Buy Or Sell Opportunity • Feb 08Now 20% undervaluedOver the last 90 days, the stock has risen 11% to €9.85. The fair value is estimated to be €12.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last year. Earnings per share has grown by 25%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €9.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Media industry in Europe. Total returns to shareholders of 5.6% over the past year.
分析記事 • Jan 31A Look At The Intrinsic Value Of Llorente & Cuenca, S.A. (BME:LLYC)Key Insights Llorente & Cuenca's estimated fair value is €11.43 based on 2 Stage Free Cash Flow to Equity Current share...
お知らせ • Jan 26Llorente & Cuenca, S.A. Announces Boar ChangesLLYC's Board of Directors has appointed Francisco Sanchez-Rivas as its new Chair. Sanchez-Rivas joined the board in 2020 and has been actively involved in the company's M&A strategy. He will continue to lead the strategy as Chair and be responsible for the relationship with institutional investors. Sanchez-Rivas has over 30 years of experience in investment banking, finance, and corporate strategy. He was a Director in the Corporate Finance department of Deloitte and then CEO of Edmond de Rothschild Corporate Finance for Spain and Portugal for almost ten years. In the last decade, he has directed several companies in the services, energy, agri-food, and technology sectors. Sanchez-Rivas is a graduate of Universidad Complutense de Madrid, has an MBA from IESE Business School, an AMP (Advanced Management Program) from Harvard Business School, and a Postgraduate Degree in Financial Markets from the London School of Economics and Political Science. Francisco is married and has four daughters. He is currently studying for a degree in English Literature at Oxford and enjoys art and literature as hobbies. LLYC's Board of Directors appointed Alfonso Callejo as an independent member. Callejo is recognized as one of Spain's top executives in talent management and human resources. He was Group Vice President of Human Resources for General Electric's global Energy business until 2023. Previously, he was General Director of Corporate Resources of the Acciona Group, Regional Vice President of Human Resources in several PepsiCo businesses in Europe and Latin America, and Director of Human Resources of Procter & GamblePortugal. Callejo was also President of the Spanish Association of Human Resources Directors. He holds a PhD in Spanish literature and is passionate about training and learning.
お知らせ • Jan 25Llorente & Cuenca, S.A. Provides Earnings Guidance for the Year 2024Llorente & Cuenca, S.A. provided earnings guidance for the year 2024. For the year, the company new budget forecasts an 8% increase in operating income to EUR 90 million. Notably, marketing is expected to account for 46% of revenues by the end of 2024, indicating significant growth potential in this practice.
New Risk • Sep 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risk Latest financial reports are more than 6 months old (reported December 2022 fiscal period end).
New Risk • Sep 10New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risk Latest financial reports are more than 6 months old (reported December 2022 fiscal period end).
お知らせ • Sep 07Llorente & Cuenca, S.A. to Report First Half, 2023 Results on Sep 21, 2023Llorente & Cuenca, S.A. announced that they will report first half, 2023 results on Sep 21, 2023
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €11.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Media industry in Europe. Total loss to shareholders of 12% over the past year.
分析記事 • Feb 15Many Would Be Envious Of Llorente & Cuenca's (BME:LLYC) Excellent Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
お知らせ • Jan 28Llorente & Cuenca, S.A. Provides Earnings Guidance for the Year 2023Llorente & Cuenca, S.A. provided earnings guidance for the year 2023. LLYC expects to continue its growth this year, with its approved budget including 10% increases in both operating income (to €80 million). Total revenues are expected to rise 8%, reaching €96 million. Operating income will continue to be balanced across the firm’s three business units: 35% from Europe, 31% from the Americas, and 34% from Deep Digital Business.
Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Elena Gonzalez-Blanco is the most experienced director on the board, commencing their role in 2021. Independent Director Barrie Berg was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Apr 27Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Elena Gonzalez-Blanco is the most experienced director on the board, commencing their role in 2021. Independent Director Barrie Berg was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
分析記事 • Mar 17Shareholders Can Be Confident That Llorente & Cuenca's (BME:LLYC) Earnings Are High QualityLlorente & Cuenca, S.A. ( BME:LLYC ) just reported healthy earnings but the stock price didn't move much. We think that...
Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €64.1m (up 44% from FY 2020). Net income: €5.33m (up 135% from FY 2020). Profit margin: 8.3% (up from 5.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 28%, compared to a 735% growth forecast for the industry in Spain.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to €13.25, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Media industry in Europe.
分析記事 • Oct 27Optimistic Investors Push Llorente & Cuenca, S.A. (BME:LLYC) Shares Up 26% But Growth Is LackingLlorente & Cuenca, S.A. ( BME:LLYC ) shares have had a really impressive month, gaining 26% after a shaky period...
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to €12.70, the stock trades at a trailing P/E ratio of 63.2x. Average trailing P/E is 18x in the Media industry in Europe.
お知らせ • Jul 24Llorente & Cuenca, S.A. has completed an IPO in the amount of €10.001946 million.Llorente & Cuenca, S.A. has completed an IPO in the amount of €10.001946 million. Security Name: Shares Security Type: Common Stock Securities Offered: 1,065,170 Price\Range: €9.39
