Roche Bobois（RBO）株式概要Roche Bobois S.A.は、世界中で家具のデザインと販売事業を展開している。 詳細RBO ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績1/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より63.7%で取引されている 収益は年間3.63%増加すると予測されています リスク分析利益率(2.5%)は昨年より低い(3.8%) 不安定な配当実績 すべてのリスクチェックを見るRBO Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW468,992 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 NarrativeBLINRODA468,992 investors already sharing narrativesYour Fair Value€Current Price€21.1072.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0430m2016201920222025202620282031Revenue €380.5mEarnings €9.5mAdvancedSet Fair ValueView all narrativesRoche Bobois S.A. 競合他社U10Symbol: ENXTPA:ALU10Market cap: €21.3mMiliboo Société anonymeSymbol: ENXTPA:ALMLBMarket cap: €11.0mFSDV Société anonymeSymbol: ENXTPA:FSDVMarket cap: €264.0mHexaomSymbol: ENXTPA:ALHEXMarket cap: €187.1m価格と性能株価の高値、安値、推移の概要Roche Bobois過去の株価現在の株価€21.1052週高値€37.6052週安値€20.00ベータ0.581ヶ月の変化4.98%3ヶ月変化-20.08%1年変化-39.02%3年間の変化-57.80%5年間の変化-24.91%IPOからの変化5.50%最新ニュースMajor Estimate Revision • Jul 28Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €385.1m to €378.7m. EPS estimate also fell from €0.92 per share to €0.816 per share. Net income forecast to shrink 16% next year vs 55% growth forecast for Consumer Durables industry in France . Consensus price target down from €26.83 to €24.83. Share price rose 2.9% to €21.10 over the past week.Declared Dividend • Jun 21Dividend reduced to €0.80Dividend of €0.80 is 36% lower than last year. Ex-date: 6th July 2026 Payment date: 8th July 2026 Dividend yield will be 3.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 17% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • May 18Price target decreased by 12% to €26.83Down from €30.50, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €26.80. Stock is down 28% over the past year. The company is forecast to post earnings per share of €0.92 for next year compared to €1.00 last year.New Risk • Apr 20New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.5% net profit margin).Price Target Changed • Apr 07Price target decreased by 24% to €26.55Down from €34.75, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of €26.00. Stock is down 28% over the past year. The company is forecast to post earnings per share of €1.21 for next year compared to €1.54 last year.お知らせ • Mar 27Roche Bobois S.A., Annual General Meeting, Jun 16, 2026Roche Bobois S.A., Annual General Meeting, Jun 16, 2026.最新情報をもっと見るRecent updatesMajor Estimate Revision • Jul 28Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €385.1m to €378.7m. EPS estimate also fell from €0.92 per share to €0.816 per share. Net income forecast to shrink 16% next year vs 55% growth forecast for Consumer Durables industry in France . Consensus price target down from €26.83 to €24.83. Share price rose 2.9% to €21.10 over the past week.Declared Dividend • Jun 21Dividend reduced to €0.80Dividend of €0.80 is 36% lower than last year. Ex-date: 6th July 2026 Payment date: 8th July 2026 Dividend yield will be 3.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 17% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • May 18Price target decreased by 12% to €26.83Down from €30.50, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €26.80. Stock is down 28% over the past year. The company is forecast to post earnings per share of €0.92 for next year compared to €1.00 last year.New Risk • Apr 20New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.5% net profit margin).Price Target Changed • Apr 07Price target decreased by 24% to €26.55Down from €34.75, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of €26.00. Stock is down 28% over the past year. The company is forecast to post earnings per share of €1.21 for next year compared to €1.54 last year.お知らせ • Mar 27Roche Bobois S.A., Annual General Meeting, Jun 16, 2026Roche Bobois S.A., Annual General Meeting, Jun 16, 2026.お知らせ • Jan 28Roche Bobois S.A. (ENXTPA:RBO) commences an Equity Buyback Plan for €10 million worth of its shares, under the authorization approved on June 12, 2025.Roche Bobois S.A. (ENXTPA:RBO) commences share repurchases on January 20, 2026, under the program mandated by the Combined General Meeting held on June 12, 2025. As per the mandate, the company is authorized to repurchase its own shares such that the maximum number of shares that may be purchased may not, at any time, exceed 10% of its share capital at any time, for worth €10 million. The shares will be repurchased at a price of €60 per share. The repurchased shares may be used for honoring obligations related to stock option plans, free share allocations, employee savings plans or other allocations of shares to employees and managers of the company or companies affiliated to it as well as to carry out all hedging transactions relating to these transactions, delivering shares upon the exercise of rights attached to securities giving access to the capital, for retention and subsequent remittance for exchange or payment in the context of any external growth operations, ensuring the liquidity of the company's shares and cancel all or part of the shares. The authorization will be valid for 18 months from the date of Annual General Meeting.お知らせ • Jan 08Roche Bobois Has Relocates Its London ShowroomRoche Bobois has relocated its historic London showroom, where the brand has been present since 1997. This new space, still located on Finchley Road in the Hampstead district, offers approximately 700 sqm of exhibition area spread over two main levels. Major renovation works were carried out to enhance the double-height volumes and created a smooth, fluid flow throughout the showroom. Roche Bobois operates eight showrooms in the United Kingdom.お知らせ • Dec 09+ 1 more updateRoche Bobois S.A. to Report First Half, 2026 Results on Sep 10, 2026Roche Bobois S.A. announced that they will report first half, 2026 results on Sep 10, 2026New Risk • Sep 17New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 175% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (175% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.2% net profit margin).Reported Earnings • Sep 17First half 2025 earnings releasedFirst half 2025 results: Revenue: €206.2m (flat on 1H 2024). Net income: €5.80m (down 29% from 1H 2024). Profit margin: 2.8% (down from 4.0% in 1H 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Consumer Durables industry in France.Price Target Changed • Jul 24Price target decreased by 8.0% to €41.63Down from €45.25, the current price target is an average from 4 analysts. New target price is 18% above last closing price of €35.30. Stock is down 26% over the past year. The company is forecast to post earnings per share of €2.11 for next year compared to €1.54 last year.お知らせ • Jul 23Roche Bobois S.A. to Report First Half, 2025 Results on Sep 11, 2025Roche Bobois S.A. announced that they will report first half, 2025 results on Sep 11, 2025Declared Dividend • Jun 23Dividend of €1.25 announcedShareholders will receive a dividend of €1.25. Ex-date: 2nd July 2025 Payment date: 4th July 2025 Dividend yield will be 3.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 29% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jun 23Roche Bobois (EPA:RBO) Has Affirmed Its Dividend Of €1.25The board of Roche Bobois S.A. ( EPA:RBO ) has announced that it will pay a dividend of €1.25 per share on the 4th of...分析記事 • May 01Roche Bobois' (EPA:RBO) Conservative Accounting Might Explain Soft EarningsRoche Bobois S.A.'s ( EPA:RBO ) stock was strong despite it releasing a soft earnings report last week. However, we...Reported Earnings • Apr 29Full year 2024 earnings released: EPS: €1.56 (vs €3.12 in FY 2023)Full year 2024 results: EPS: €1.56 (down from €3.12 in FY 2023). Revenue: €414.0m (down 3.6% from FY 2023). Net income: €15.6m (down 50% from FY 2023). Profit margin: 3.8% (down from 7.3% in FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Durables industry in France. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Mar 29Roche Bobois S.A., Annual General Meeting, Jun 12, 2025Roche Bobois S.A., Annual General Meeting, Jun 12, 2025.Major Estimate Revision • Oct 24Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €2.25 to €1.92 per share. Revenue forecast steady at €416.3m. Net income forecast to grow 12% next year vs 8.8% growth forecast for Consumer Durables industry in France. Consensus price target broadly unchanged at €46.20. Share price was steady at €43.80 over the past week.Major Estimate Revision • Sep 18Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €432.2m to €419.9m. EPS estimate also fell from €2.92 per share to €2.21 per share. Net income forecast to grow 16% next year vs 6.9% growth forecast for Consumer Durables industry in France. Consensus price target down from €51.75 to €47.80. Share price fell 10.0% to €44.30 over the past week.Reported Earnings • Sep 17First half 2024 earnings releasedFirst half 2024 results: Revenue: €204.4m (down 7.8% from 1H 2023). Net income: €8.10m (down 59% from 1H 2023). Profit margin: 4.0% (down from 8.8% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Durables industry in France.分析記事 • Sep 14€48.00: That's What Analysts Think Roche Bobois S.A. (EPA:RBO) Is Worth After Its Latest ResultsShareholders might have noticed that Roche Bobois S.A. ( EPA:RBO ) filed its half-yearly result this time last week...Price Target Changed • Sep 13Price target decreased by 7.2% to €48.00Down from €51.75, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €45.90. Stock is down 5.7% over the past year. The company is forecast to post earnings per share of €2.25 for next year compared to €3.12 last year.New Risk • Jul 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.1% increase in shares outstanding).Upcoming Dividend • Jun 26Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 03 July 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 72% and the cash payout ratio is 77%. Trailing yield: 4.7%. Lower than top quartile of French dividend payers (5.4%). Higher than average of industry peers (3.3%).Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €3.12 (vs €3.13 in FY 2022)Full year 2023 results: EPS: €3.12. Revenue: €429.6m (up 5.2% from FY 2022). Net income: €31.3m (flat on FY 2022). Profit margin: 7.3% (down from 7.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Durables industry in France.お知らせ • Apr 10Roche Bobois S.A. (ENXTPA:RBO) has signed a letter of intent to acquire a 51% stake Shanghai Rock Castle Furniture Co. Ltd.Roche Bobois S.A. (ENXTPA:RBO) has signed a letter of intent to acquire a 51% stake Shanghai Rock Castle Furniture Co. Ltd. on April 10, 2024. Shanghai Rock Castle Furniture, the owner of the Roche Bobois franchise in China, which directly runs 3 stores 1 in Beijing and 2 in Shanghai and manages 23 franchised outlets located in various mid-sized cities. In 2023, China accounted for total retail sales of €23m, including €8m in 3 stores located in Beijing and Shanghai. The acquisition of this majority interest should take effect in July 2024.分析記事 • Mar 31Roche Bobois S.A. (EPA:RBO) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearRoche Bobois S.A. ( EPA:RBO ) came out with its yearly results last week, and we wanted to see how the business is...New Risk • Mar 30New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 118% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (118% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Mar 28Roche Bobois S.A., Annual General Meeting, Jun 13, 2024Roche Bobois S.A., Annual General Meeting, Jun 13, 2024. Agenda: To propose an unchanged dividend.Reported Earnings • Mar 28Full year 2023 earnings releasedFull year 2023 results: Revenue: €429.6m (up 5.2% from FY 2022). Net income: €31.3m (flat on FY 2022). Profit margin: 7.3% (down from 7.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Consumer Durables industry in France.分析記事 • Jan 05Is It Time To Consider Buying Roche Bobois S.A. (EPA:RBO)?Roche Bobois S.A. ( EPA:RBO ), might not be a large cap stock, but it led the ENXTPA gainers with a relatively large...Upcoming Dividend • Nov 07Upcoming dividend of €1.00 per share at 5.5% yieldEligible shareholders must have bought the stock before 14 November 2023. Payment date: 16 November 2023. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 5.5%. Within top quartile of French dividend payers (5.5%). Higher than average of industry peers (3.4%).分析記事 • Sep 23We Like These Underlying Return On Capital Trends At Roche Bobois (EPA:RBO)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Reported Earnings • Sep 17First half 2023 earnings releasedFirst half 2023 results: Revenue: €221.7m (up 9.2% from 1H 2022). Net income: €19.6m (down 2.4% from 1H 2022). Profit margin: 8.8% (down from 9.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Consumer Durables industry in France.分析記事 • Aug 17Here's Why Roche Bobois (EPA:RBO) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Price Target Changed • Jul 17Price target increased by 7.4% to €50.20Up from €46.75, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €48.20. Stock is up 44% over the past year.Upcoming Dividend • Jun 27Upcoming dividend of €1.25 per share at 5.2% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 06 July 2023. Trailing yield: 5.2%. Within top quartile of French dividend payers (5.2%). Higher than average of industry peers (3.6%).分析記事 • Apr 20Is There An Opportunity With Roche Bobois S.A.'s (EPA:RBO) 50% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Roche Bobois fair value estimate is €92.38 Current share price...Reported Earnings • Mar 24Full year 2022 earnings releasedFull year 2022 results: Revenue: €408.5m (up 22% from FY 2021). Net income: €31.3m (up 67% from FY 2021). Profit margin: 7.7% (up from 5.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Consumer Durables industry in France.Price Target Changed • Mar 23Price target increased by 8.3% to €45.75Up from €42.25, the current price target is an average from 4 analysts. New target price is 10% above last closing price of €41.50. Stock is up 22% over the past year. The company is forecast to post earnings per share of €3.27 for next year compared to €1.89 last year.お知らせ • Jan 19Roche Bobois S.A. (ENXTPA:RBO) agreed to acquire 13 franchised stores in France.Roche Bobois S.A. (ENXTPA:RBO) agreed to acquire 13 franchised stores in France on January 19, 2023. The Transaction will expected to close by April 15, 2023.Major Estimate Revision • Sep 20Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €2.57 to €3.18. Revenue forecast steady at €391.3m. Net income forecast to shrink 2.0% next year vs 40% growth forecast for Consumer Durables industry in France . Consensus price target broadly unchanged at €42.25. Share price rose 2.3% to €35.30 over the past week.Reported Earnings • Sep 14First half 2022 earnings released: EPS: €0 (vs €0.91 in 1H 2021)First half 2022 results: EPS: €0. Revenue: €203.0m (up 27% from 1H 2021). Net income: €20.1m (up 124% from 1H 2021). Profit margin: 9.9% (up from 5.6% in 1H 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in France.Major Estimate Revision • Jul 23Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €357.4m to €391.6m. EPS estimate increased from €2.23 to €2.57 per share. Net income forecast to grow 36% next year vs 40% growth forecast for Consumer Durables industry in France. Consensus price target up from €40.00 to €41.50. Share price rose 2.4% to €33.80 over the past week.分析記事 • Jul 09With EPS Growth And More, Roche Bobois (EPA:RBO) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Major Estimate Revision • Mar 31Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €347.7m to €352.6m. EPS estimate fell from €2.25 to €1.99 per share. Net income forecast to grow 5.1% next year vs 9.1% growth forecast for Consumer Durables industry in France. Consensus price target broadly unchanged at €39.25. Share price rose 3.8% to €35.30 over the past week.Price Target Changed • Feb 02Price target increased to €39.50Up from €36.38, the current price target is an average from 2 analysts. New target price is 5.6% above last closing price of €37.40. Stock is up 82% over the past year. The company is forecast to post earnings per share of €2.01 for next year compared to €1.01 last year.分析記事 • Jan 25Do Roche Bobois's (EPA:RBO) Earnings Warrant Your Attention?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Price Target Changed • Oct 29Price target increased to €34.75Up from €31.25, the current price target is an average from 4 analysts. New target price is 11% below last closing price of €39.20. Stock is up 142% over the past year. The company is forecast to post earnings per share of €2.01 for next year compared to €1.01 last year.分析記事 • Oct 17Is Now The Time To Put Roche Bobois (EPA:RBO) On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Reported Earnings • Sep 26First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €159.6m (up 46% from 1H 2020). Net income: €9.00m (up €10.1m from 1H 2020). Profit margin: 5.6% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 22% share price gain to €29.20, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Consumer Durables industry in France. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €46.84 per share.Major Estimate Revision • Jul 24Consensus EPS estimates increase to €1.94The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €306.8m to €323.6m. EPS estimate increased from €1.42 to €1.94 per share. Net income forecast to grow 92% next year vs 36% growth forecast for Consumer Durables industry in France. Consensus price target up from €26.68 to €31.25. Share price rose 13% to €27.00 over the past week.分析記事 • Jul 24Roche Bobois' (EPA:RBO) Returns On Capital Not Reflecting Well On The BusinessThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Price Target Changed • Jul 23Price target increased to €31.25Up from €26.43, the current price target is an average from 4 analysts. New target price is 22% above last closing price of €25.60. Stock is up 67% over the past year.Upcoming Dividend • Jun 12Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 18 June 2021. Payment date: 22 June 2021. Trailing yield: 2.1%. Lower than top quartile of French dividend payers (3.7%). Higher than average of industry peers (1.6%).分析記事 • Jun 04We Think Roche Bobois (EPA:RBO) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • May 22Should You Investigate Roche Bobois S.A. (EPA:RBO) At €22.10?Roche Bobois S.A. ( EPA:RBO ), is not the largest company out there, but it saw a double-digit share price rise of over...分析記事 • May 09Here's Why I Think Roche Bobois (EPA:RBO) Is An Interesting StockSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...分析記事 • Apr 08Is Roche Bobois S.A.'s (EPA:RBO) 2.6% Dividend Sustainable?Could Roche Bobois S.A. ( EPA:RBO ) be an attractive dividend share to own for the long haul? Investors are often drawn...Reported Earnings • Mar 26Full year 2020 earnings releasedThe company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €266.0m (down 3.2% from FY 2019). Net income: €10.0m (up 7.5% from FY 2019). Profit margin: 3.8% (up from 3.4% in FY 2019). The increase in margin was driven by lower expenses.分析記事 • Mar 24Roche Bobois S.A. (EPA:RBO) Shares Could Be 41% Below Their Intrinsic Value EstimateHow far off is Roche Bobois S.A. ( EPA:RBO ) from its intrinsic value? Using the most recent financial data, we'll take...Is New 90 Day High Low • Mar 05New 90-day high: €21.10The company is up 15% from its price of €18.30 on 04 December 2020. The French market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.94 per share.分析記事 • Mar 03The Trends At Roche Bobois (EPA:RBO) That You Should Know AboutTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...分析記事 • Feb 09What You Need To Know About Roche Bobois S.A.'s (EPA:RBO) Investor CompositionIf you want to know who really controls Roche Bobois S.A. ( EPA:RBO ), then you'll have to look at the makeup of its...Price Target Changed • Feb 04Price target raised to €21.25Up from €19.70, the current price target is an average from 3 analysts. The new target price is close to the current share price of €20.50. As of last close, the stock is up 7.0% over the past year.Is New 90 Day High Low • Feb 04New 90-day high: €20.50The company is up 21% from its price of €16.95 on 05 November 2020. The French market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €35.12 per share.分析記事 • Jan 19Can Mixed Fundamentals Have A Negative Impact on Roche Bobois S.A. (EPA:RBO) Current Share Price Momentum?Most readers would already be aware that Roche Bobois' (EPA:RBO) stock increased significantly by 18% over the past...Is New 90 Day High Low • Jan 15New 90-day high: €19.90The company is up 14% from its price of €17.45 on 16 October 2020. The French market is also up 14% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Consumer Durables industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €35.75 per share.分析記事 • Dec 28Here's Why Roche Bobois (EPA:RBO) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 11Is Roche Bobois S.A. (EPA:RBO) Trading At A 46% Discount?Does the December share price for Roche Bobois S.A. ( EPA:RBO ) reflect what it's really worth? Today, we will estimate...Is New 90 Day High Low • Dec 10New 90-day high: €19.00The company is up 16% from its price of €16.45 on 11 September 2020. The French market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €35.28 per share.分析記事 • Nov 25The Returns At Roche Bobois (EPA:RBO) Provide Us With Signs Of What's To ComeWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...Is New 90 Day High Low • Nov 11New 90-day high: €18.20The company is up 17% from its price of €15.50 on 13 August 2020. The French market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.46 per share.Price Target Changed • Oct 22Price target raised to €19.70Up from €17.93, the current price target is an average from 4 analysts. The new target price is 16% above the current share price of €17.05. As of last close, the stock is up 5.2% over the past year.Reported Earnings • Oct 01First half earnings releasedOver the last 12 months the company has reported total profits of €4.10m, down 53% from the prior year. Total revenue was €249.6m over the last 12 months, down 4.9% from the prior year.Is New 90 Day High Low • Oct 01New 90-day high: €17.00The company is up 14% from its price of €14.85 on 03 July 2020. The French market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.04 per share.株主還元RBOFR Consumer DurablesFR 市場7D-2.3%0.2%-0.8%1Y-39.0%-14.2%3.0%株主還元を見る業界別リターン: RBO過去 1 年間で-14.2 % の収益を上げたFrench Consumer Durables業界を下回りました。リターン対市場: RBOは、過去 1 年間で3 % のリターンを上げたFrench市場を下回りました。価格変動Is RBO's price volatile compared to industry and market?RBO volatilityRBO Average Weekly Movement3.6%Consumer Durables Industry Average Movement5.8%Market Average Movement4.6%10% most volatile stocks in FR Market10.2%10% least volatile stocks in FR Market2.3%安定した株価: RBO 、 French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: RBO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19601,112Guillaume Demulierwww.roche-bobois.comロシュ・ボボア社は、家具デザインおよび販売事業を世界中で展開している。ソファ、ソファベッド、コーヒーテーブル、アームチェア、ウォールコンポジション、カクテルテーブル、TVユニット、書棚、キャビネット、サイドテーブル、コンソール、オケージョナルファニチャーなどのリビングルーム製品、チェア、スツール、ベンチ、サイドボード、ダイニングテーブル、コラム、ドレッサー、ダイニング収納製品などのダイニングルーム製品、デスク、ベッド、ワードローブ、ベッドサイドテーブル、スクリーン、コンプリメントなどのベッドルーム製品、屋外用家具製品を提供している；ベッド、ワードローブ、ベッドサイドテーブル、スクリーン、コンプリメントなどの寝室用家具製品、屋外用家具製品、照明、クッション、ラグ、鏡、装飾品、ホームファニシングなどの家具製品。同社はロシュ・ボボワとキュアセンターのブランドで製品を提供している。2022年3月31日現在、世界56カ国で128の直営店と210のフランチャイズ店、およびオンラインストアを運営している。ロシュ・ボボア社は1960年に設立され、フランスのパリに本社を置いている。もっと見るRoche Bobois S.A. 基礎のまとめRoche Bobois の収益と売上を時価総額と比較するとどうか。RBO 基礎統計学時価総額€217.78m収益（TTM）€10.07m売上高(TTM)€402.52m21.1xPER（株価収益率0.5xP/SレシオRBO 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RBO 損益計算書（TTM）収益€402.52m売上原価€152.10m売上総利益€250.41mその他の費用€240.34m収益€10.07m直近の収益報告Dec 31, 2025次回決算日Sep 10, 2026一株当たり利益（EPS）1.00グロス・マージン62.21%純利益率2.50%有利子負債／自己資本比率44.1%RBO 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3.8%現在の配当利回り80%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/24 19:22終値2026/08/24 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Roche Bobois S.A. 3 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。12 アナリスト機関Aurore AventinDegroof PetercamChristophe-Raphael GanetODDO BHF Corporate & MarketsJean-Francois GranjonODDO BHF Corporate & Markets9 その他のアナリストを表示
Major Estimate Revision • Jul 28Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €385.1m to €378.7m. EPS estimate also fell from €0.92 per share to €0.816 per share. Net income forecast to shrink 16% next year vs 55% growth forecast for Consumer Durables industry in France . Consensus price target down from €26.83 to €24.83. Share price rose 2.9% to €21.10 over the past week.
Declared Dividend • Jun 21Dividend reduced to €0.80Dividend of €0.80 is 36% lower than last year. Ex-date: 6th July 2026 Payment date: 8th July 2026 Dividend yield will be 3.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 17% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • May 18Price target decreased by 12% to €26.83Down from €30.50, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €26.80. Stock is down 28% over the past year. The company is forecast to post earnings per share of €0.92 for next year compared to €1.00 last year.
New Risk • Apr 20New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.5% net profit margin).
Price Target Changed • Apr 07Price target decreased by 24% to €26.55Down from €34.75, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of €26.00. Stock is down 28% over the past year. The company is forecast to post earnings per share of €1.21 for next year compared to €1.54 last year.
お知らせ • Mar 27Roche Bobois S.A., Annual General Meeting, Jun 16, 2026Roche Bobois S.A., Annual General Meeting, Jun 16, 2026.
Major Estimate Revision • Jul 28Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €385.1m to €378.7m. EPS estimate also fell from €0.92 per share to €0.816 per share. Net income forecast to shrink 16% next year vs 55% growth forecast for Consumer Durables industry in France . Consensus price target down from €26.83 to €24.83. Share price rose 2.9% to €21.10 over the past week.
Declared Dividend • Jun 21Dividend reduced to €0.80Dividend of €0.80 is 36% lower than last year. Ex-date: 6th July 2026 Payment date: 8th July 2026 Dividend yield will be 3.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 17% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • May 18Price target decreased by 12% to €26.83Down from €30.50, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €26.80. Stock is down 28% over the past year. The company is forecast to post earnings per share of €0.92 for next year compared to €1.00 last year.
New Risk • Apr 20New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.5% net profit margin).
Price Target Changed • Apr 07Price target decreased by 24% to €26.55Down from €34.75, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of €26.00. Stock is down 28% over the past year. The company is forecast to post earnings per share of €1.21 for next year compared to €1.54 last year.
お知らせ • Mar 27Roche Bobois S.A., Annual General Meeting, Jun 16, 2026Roche Bobois S.A., Annual General Meeting, Jun 16, 2026.
お知らせ • Jan 28Roche Bobois S.A. (ENXTPA:RBO) commences an Equity Buyback Plan for €10 million worth of its shares, under the authorization approved on June 12, 2025.Roche Bobois S.A. (ENXTPA:RBO) commences share repurchases on January 20, 2026, under the program mandated by the Combined General Meeting held on June 12, 2025. As per the mandate, the company is authorized to repurchase its own shares such that the maximum number of shares that may be purchased may not, at any time, exceed 10% of its share capital at any time, for worth €10 million. The shares will be repurchased at a price of €60 per share. The repurchased shares may be used for honoring obligations related to stock option plans, free share allocations, employee savings plans or other allocations of shares to employees and managers of the company or companies affiliated to it as well as to carry out all hedging transactions relating to these transactions, delivering shares upon the exercise of rights attached to securities giving access to the capital, for retention and subsequent remittance for exchange or payment in the context of any external growth operations, ensuring the liquidity of the company's shares and cancel all or part of the shares. The authorization will be valid for 18 months from the date of Annual General Meeting.
お知らせ • Jan 08Roche Bobois Has Relocates Its London ShowroomRoche Bobois has relocated its historic London showroom, where the brand has been present since 1997. This new space, still located on Finchley Road in the Hampstead district, offers approximately 700 sqm of exhibition area spread over two main levels. Major renovation works were carried out to enhance the double-height volumes and created a smooth, fluid flow throughout the showroom. Roche Bobois operates eight showrooms in the United Kingdom.
お知らせ • Dec 09+ 1 more updateRoche Bobois S.A. to Report First Half, 2026 Results on Sep 10, 2026Roche Bobois S.A. announced that they will report first half, 2026 results on Sep 10, 2026
New Risk • Sep 17New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 175% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (175% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.2% net profit margin).
Reported Earnings • Sep 17First half 2025 earnings releasedFirst half 2025 results: Revenue: €206.2m (flat on 1H 2024). Net income: €5.80m (down 29% from 1H 2024). Profit margin: 2.8% (down from 4.0% in 1H 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Consumer Durables industry in France.
Price Target Changed • Jul 24Price target decreased by 8.0% to €41.63Down from €45.25, the current price target is an average from 4 analysts. New target price is 18% above last closing price of €35.30. Stock is down 26% over the past year. The company is forecast to post earnings per share of €2.11 for next year compared to €1.54 last year.
お知らせ • Jul 23Roche Bobois S.A. to Report First Half, 2025 Results on Sep 11, 2025Roche Bobois S.A. announced that they will report first half, 2025 results on Sep 11, 2025
Declared Dividend • Jun 23Dividend of €1.25 announcedShareholders will receive a dividend of €1.25. Ex-date: 2nd July 2025 Payment date: 4th July 2025 Dividend yield will be 3.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 29% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jun 23Roche Bobois (EPA:RBO) Has Affirmed Its Dividend Of €1.25The board of Roche Bobois S.A. ( EPA:RBO ) has announced that it will pay a dividend of €1.25 per share on the 4th of...
分析記事 • May 01Roche Bobois' (EPA:RBO) Conservative Accounting Might Explain Soft EarningsRoche Bobois S.A.'s ( EPA:RBO ) stock was strong despite it releasing a soft earnings report last week. However, we...
Reported Earnings • Apr 29Full year 2024 earnings released: EPS: €1.56 (vs €3.12 in FY 2023)Full year 2024 results: EPS: €1.56 (down from €3.12 in FY 2023). Revenue: €414.0m (down 3.6% from FY 2023). Net income: €15.6m (down 50% from FY 2023). Profit margin: 3.8% (down from 7.3% in FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Durables industry in France. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Mar 29Roche Bobois S.A., Annual General Meeting, Jun 12, 2025Roche Bobois S.A., Annual General Meeting, Jun 12, 2025.
Major Estimate Revision • Oct 24Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €2.25 to €1.92 per share. Revenue forecast steady at €416.3m. Net income forecast to grow 12% next year vs 8.8% growth forecast for Consumer Durables industry in France. Consensus price target broadly unchanged at €46.20. Share price was steady at €43.80 over the past week.
Major Estimate Revision • Sep 18Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €432.2m to €419.9m. EPS estimate also fell from €2.92 per share to €2.21 per share. Net income forecast to grow 16% next year vs 6.9% growth forecast for Consumer Durables industry in France. Consensus price target down from €51.75 to €47.80. Share price fell 10.0% to €44.30 over the past week.
Reported Earnings • Sep 17First half 2024 earnings releasedFirst half 2024 results: Revenue: €204.4m (down 7.8% from 1H 2023). Net income: €8.10m (down 59% from 1H 2023). Profit margin: 4.0% (down from 8.8% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Durables industry in France.
分析記事 • Sep 14€48.00: That's What Analysts Think Roche Bobois S.A. (EPA:RBO) Is Worth After Its Latest ResultsShareholders might have noticed that Roche Bobois S.A. ( EPA:RBO ) filed its half-yearly result this time last week...
Price Target Changed • Sep 13Price target decreased by 7.2% to €48.00Down from €51.75, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €45.90. Stock is down 5.7% over the past year. The company is forecast to post earnings per share of €2.25 for next year compared to €3.12 last year.
New Risk • Jul 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
Upcoming Dividend • Jun 26Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 03 July 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 72% and the cash payout ratio is 77%. Trailing yield: 4.7%. Lower than top quartile of French dividend payers (5.4%). Higher than average of industry peers (3.3%).
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €3.12 (vs €3.13 in FY 2022)Full year 2023 results: EPS: €3.12. Revenue: €429.6m (up 5.2% from FY 2022). Net income: €31.3m (flat on FY 2022). Profit margin: 7.3% (down from 7.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Durables industry in France.
お知らせ • Apr 10Roche Bobois S.A. (ENXTPA:RBO) has signed a letter of intent to acquire a 51% stake Shanghai Rock Castle Furniture Co. Ltd.Roche Bobois S.A. (ENXTPA:RBO) has signed a letter of intent to acquire a 51% stake Shanghai Rock Castle Furniture Co. Ltd. on April 10, 2024. Shanghai Rock Castle Furniture, the owner of the Roche Bobois franchise in China, which directly runs 3 stores 1 in Beijing and 2 in Shanghai and manages 23 franchised outlets located in various mid-sized cities. In 2023, China accounted for total retail sales of €23m, including €8m in 3 stores located in Beijing and Shanghai. The acquisition of this majority interest should take effect in July 2024.
分析記事 • Mar 31Roche Bobois S.A. (EPA:RBO) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearRoche Bobois S.A. ( EPA:RBO ) came out with its yearly results last week, and we wanted to see how the business is...
New Risk • Mar 30New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 118% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (118% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Mar 28Roche Bobois S.A., Annual General Meeting, Jun 13, 2024Roche Bobois S.A., Annual General Meeting, Jun 13, 2024. Agenda: To propose an unchanged dividend.
Reported Earnings • Mar 28Full year 2023 earnings releasedFull year 2023 results: Revenue: €429.6m (up 5.2% from FY 2022). Net income: €31.3m (flat on FY 2022). Profit margin: 7.3% (down from 7.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Consumer Durables industry in France.
分析記事 • Jan 05Is It Time To Consider Buying Roche Bobois S.A. (EPA:RBO)?Roche Bobois S.A. ( EPA:RBO ), might not be a large cap stock, but it led the ENXTPA gainers with a relatively large...
Upcoming Dividend • Nov 07Upcoming dividend of €1.00 per share at 5.5% yieldEligible shareholders must have bought the stock before 14 November 2023. Payment date: 16 November 2023. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 5.5%. Within top quartile of French dividend payers (5.5%). Higher than average of industry peers (3.4%).
分析記事 • Sep 23We Like These Underlying Return On Capital Trends At Roche Bobois (EPA:RBO)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Reported Earnings • Sep 17First half 2023 earnings releasedFirst half 2023 results: Revenue: €221.7m (up 9.2% from 1H 2022). Net income: €19.6m (down 2.4% from 1H 2022). Profit margin: 8.8% (down from 9.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Consumer Durables industry in France.
分析記事 • Aug 17Here's Why Roche Bobois (EPA:RBO) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Price Target Changed • Jul 17Price target increased by 7.4% to €50.20Up from €46.75, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €48.20. Stock is up 44% over the past year.
Upcoming Dividend • Jun 27Upcoming dividend of €1.25 per share at 5.2% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 06 July 2023. Trailing yield: 5.2%. Within top quartile of French dividend payers (5.2%). Higher than average of industry peers (3.6%).
分析記事 • Apr 20Is There An Opportunity With Roche Bobois S.A.'s (EPA:RBO) 50% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Roche Bobois fair value estimate is €92.38 Current share price...
Reported Earnings • Mar 24Full year 2022 earnings releasedFull year 2022 results: Revenue: €408.5m (up 22% from FY 2021). Net income: €31.3m (up 67% from FY 2021). Profit margin: 7.7% (up from 5.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Consumer Durables industry in France.
Price Target Changed • Mar 23Price target increased by 8.3% to €45.75Up from €42.25, the current price target is an average from 4 analysts. New target price is 10% above last closing price of €41.50. Stock is up 22% over the past year. The company is forecast to post earnings per share of €3.27 for next year compared to €1.89 last year.
お知らせ • Jan 19Roche Bobois S.A. (ENXTPA:RBO) agreed to acquire 13 franchised stores in France.Roche Bobois S.A. (ENXTPA:RBO) agreed to acquire 13 franchised stores in France on January 19, 2023. The Transaction will expected to close by April 15, 2023.
Major Estimate Revision • Sep 20Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €2.57 to €3.18. Revenue forecast steady at €391.3m. Net income forecast to shrink 2.0% next year vs 40% growth forecast for Consumer Durables industry in France . Consensus price target broadly unchanged at €42.25. Share price rose 2.3% to €35.30 over the past week.
Reported Earnings • Sep 14First half 2022 earnings released: EPS: €0 (vs €0.91 in 1H 2021)First half 2022 results: EPS: €0. Revenue: €203.0m (up 27% from 1H 2021). Net income: €20.1m (up 124% from 1H 2021). Profit margin: 9.9% (up from 5.6% in 1H 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in France.
Major Estimate Revision • Jul 23Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €357.4m to €391.6m. EPS estimate increased from €2.23 to €2.57 per share. Net income forecast to grow 36% next year vs 40% growth forecast for Consumer Durables industry in France. Consensus price target up from €40.00 to €41.50. Share price rose 2.4% to €33.80 over the past week.
分析記事 • Jul 09With EPS Growth And More, Roche Bobois (EPA:RBO) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Major Estimate Revision • Mar 31Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €347.7m to €352.6m. EPS estimate fell from €2.25 to €1.99 per share. Net income forecast to grow 5.1% next year vs 9.1% growth forecast for Consumer Durables industry in France. Consensus price target broadly unchanged at €39.25. Share price rose 3.8% to €35.30 over the past week.
Price Target Changed • Feb 02Price target increased to €39.50Up from €36.38, the current price target is an average from 2 analysts. New target price is 5.6% above last closing price of €37.40. Stock is up 82% over the past year. The company is forecast to post earnings per share of €2.01 for next year compared to €1.01 last year.
分析記事 • Jan 25Do Roche Bobois's (EPA:RBO) Earnings Warrant Your Attention?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Price Target Changed • Oct 29Price target increased to €34.75Up from €31.25, the current price target is an average from 4 analysts. New target price is 11% below last closing price of €39.20. Stock is up 142% over the past year. The company is forecast to post earnings per share of €2.01 for next year compared to €1.01 last year.
分析記事 • Oct 17Is Now The Time To Put Roche Bobois (EPA:RBO) On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Reported Earnings • Sep 26First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €159.6m (up 46% from 1H 2020). Net income: €9.00m (up €10.1m from 1H 2020). Profit margin: 5.6% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 22% share price gain to €29.20, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Consumer Durables industry in France. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €46.84 per share.
Major Estimate Revision • Jul 24Consensus EPS estimates increase to €1.94The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €306.8m to €323.6m. EPS estimate increased from €1.42 to €1.94 per share. Net income forecast to grow 92% next year vs 36% growth forecast for Consumer Durables industry in France. Consensus price target up from €26.68 to €31.25. Share price rose 13% to €27.00 over the past week.
分析記事 • Jul 24Roche Bobois' (EPA:RBO) Returns On Capital Not Reflecting Well On The BusinessThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Price Target Changed • Jul 23Price target increased to €31.25Up from €26.43, the current price target is an average from 4 analysts. New target price is 22% above last closing price of €25.60. Stock is up 67% over the past year.
Upcoming Dividend • Jun 12Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 18 June 2021. Payment date: 22 June 2021. Trailing yield: 2.1%. Lower than top quartile of French dividend payers (3.7%). Higher than average of industry peers (1.6%).
分析記事 • Jun 04We Think Roche Bobois (EPA:RBO) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • May 22Should You Investigate Roche Bobois S.A. (EPA:RBO) At €22.10?Roche Bobois S.A. ( EPA:RBO ), is not the largest company out there, but it saw a double-digit share price rise of over...
分析記事 • May 09Here's Why I Think Roche Bobois (EPA:RBO) Is An Interesting StockSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
分析記事 • Apr 08Is Roche Bobois S.A.'s (EPA:RBO) 2.6% Dividend Sustainable?Could Roche Bobois S.A. ( EPA:RBO ) be an attractive dividend share to own for the long haul? Investors are often drawn...
Reported Earnings • Mar 26Full year 2020 earnings releasedThe company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €266.0m (down 3.2% from FY 2019). Net income: €10.0m (up 7.5% from FY 2019). Profit margin: 3.8% (up from 3.4% in FY 2019). The increase in margin was driven by lower expenses.
分析記事 • Mar 24Roche Bobois S.A. (EPA:RBO) Shares Could Be 41% Below Their Intrinsic Value EstimateHow far off is Roche Bobois S.A. ( EPA:RBO ) from its intrinsic value? Using the most recent financial data, we'll take...
Is New 90 Day High Low • Mar 05New 90-day high: €21.10The company is up 15% from its price of €18.30 on 04 December 2020. The French market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.94 per share.
分析記事 • Mar 03The Trends At Roche Bobois (EPA:RBO) That You Should Know AboutTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
分析記事 • Feb 09What You Need To Know About Roche Bobois S.A.'s (EPA:RBO) Investor CompositionIf you want to know who really controls Roche Bobois S.A. ( EPA:RBO ), then you'll have to look at the makeup of its...
Price Target Changed • Feb 04Price target raised to €21.25Up from €19.70, the current price target is an average from 3 analysts. The new target price is close to the current share price of €20.50. As of last close, the stock is up 7.0% over the past year.
Is New 90 Day High Low • Feb 04New 90-day high: €20.50The company is up 21% from its price of €16.95 on 05 November 2020. The French market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €35.12 per share.
分析記事 • Jan 19Can Mixed Fundamentals Have A Negative Impact on Roche Bobois S.A. (EPA:RBO) Current Share Price Momentum?Most readers would already be aware that Roche Bobois' (EPA:RBO) stock increased significantly by 18% over the past...
Is New 90 Day High Low • Jan 15New 90-day high: €19.90The company is up 14% from its price of €17.45 on 16 October 2020. The French market is also up 14% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Consumer Durables industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €35.75 per share.
分析記事 • Dec 28Here's Why Roche Bobois (EPA:RBO) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 11Is Roche Bobois S.A. (EPA:RBO) Trading At A 46% Discount?Does the December share price for Roche Bobois S.A. ( EPA:RBO ) reflect what it's really worth? Today, we will estimate...
Is New 90 Day High Low • Dec 10New 90-day high: €19.00The company is up 16% from its price of €16.45 on 11 September 2020. The French market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €35.28 per share.
分析記事 • Nov 25The Returns At Roche Bobois (EPA:RBO) Provide Us With Signs Of What's To ComeWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Is New 90 Day High Low • Nov 11New 90-day high: €18.20The company is up 17% from its price of €15.50 on 13 August 2020. The French market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.46 per share.
Price Target Changed • Oct 22Price target raised to €19.70Up from €17.93, the current price target is an average from 4 analysts. The new target price is 16% above the current share price of €17.05. As of last close, the stock is up 5.2% over the past year.
Reported Earnings • Oct 01First half earnings releasedOver the last 12 months the company has reported total profits of €4.10m, down 53% from the prior year. Total revenue was €249.6m over the last 12 months, down 4.9% from the prior year.
Is New 90 Day High Low • Oct 01New 90-day high: €17.00The company is up 14% from its price of €14.85 on 03 July 2020. The French market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.04 per share.
