View Future GrowthTFF Group 過去の業績過去 基準チェック /26TFF Groupは、平均年間7.6%の収益成長を遂げていますが、 Packaging業界の収益は、年間 減少しています。収益は、平均年間0.8% 11.4%収益成長率で 成長しています。 TFF Groupの自己資本利益率は4.7%であり、純利益率は6.4%です。主要情報7.65%収益成長率7.65%EPS成長率Packaging 業界の成長8.62%収益成長率11.37%株主資本利益率4.65%ネット・マージン6.37%前回の決算情報31 Oct 2025最近の業績更新Reported Earnings • Jan 09First half 2026 earnings releasedFirst half 2026 results: Revenue: €180.9m (down 25% from 1H 2025). Net income: €15.3m (down 33% from 1H 2025). Profit margin: 8.5% (down from 9.4% in 1H 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Packaging industry in Europe.Reported Earnings • Jul 11Full year 2025 earnings releasedFull year 2025 results: Revenue: €425.4m (down 13% from FY 2024). Net income: €30.7m (down 46% from FY 2024). Profit margin: 7.2% (down from 12% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.4% p.a. on average during the next 3 years, while revenues in the Packaging industry in Europe are expected to grow by 2.9%.Reported Earnings • Jan 11First half 2025 earnings releasedFirst half 2025 results: Revenue: €240.2m (down 9.1% from 1H 2024). Net income: €22.7m (down 42% from 1H 2024). Profit margin: 9.4% (down from 15% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Packaging industry in Europe.Reported Earnings • Sep 04Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €2.60 (up from €2.44 in FY 2023). Revenue: €486.6m (up 11% from FY 2023). Net income: €56.4m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 10Full year 2024 earnings releasedFull year 2024 results: Revenue: €486.6m (up 11% from FY 2023). Net income: €56.5m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Packaging industry in Europe.Reported Earnings • Jan 14First half 2024 earnings releasedFirst half 2024 results: Revenue: €264.3m (up 14% from 1H 2023). Net income: €39.3m (up 4.1% from 1H 2023). Profit margin: 15% (down from 16% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Packaging industry in Europe.すべての更新を表示Recent updatesMajor Estimate Revision • Jan 14Consensus EPS estimates increase by 19%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from €334.2m to €326.9m. EPS estimate rose from €0.668 to €0.792. Net income forecast to shrink 5.3% next year vs 11% growth forecast for Packaging industry in France . Consensus price target broadly unchanged at €20.34. Share price fell 4.3% to €17.60 over the past week.Reported Earnings • Jan 09First half 2026 earnings releasedFirst half 2026 results: Revenue: €180.9m (down 25% from 1H 2025). Net income: €15.3m (down 33% from 1H 2025). Profit margin: 8.5% (down from 9.4% in 1H 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Packaging industry in Europe.分析記事 • Oct 18TFF Group's (EPA:TFF) Dividend Is Being Reduced To €0.50TFF Group ( EPA:TFF ) has announced that on 6th of November, it will be paying a dividend of€0.50, which a reduction...分析記事 • Oct 03TFF Group (EPA:TFF) Has More To Do To Multiply In Value Going ForwardIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €19.40, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 42% over the past three years.Major Estimate Revision • Sep 11Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €361.3m to €349.2m. EPS estimate also fell from €0.953 per share to €0.804 per share. Net income forecast to shrink 43% next year vs 11% growth forecast for Packaging industry in France . Consensus price target of €21.52 unchanged from last update. Share price fell 7.2% to €16.15 over the past week.お知らせ • Sep 05TFF Group, Annual General Meeting, Oct 24, 2025TFF Group, Annual General Meeting, Oct 24, 2025. Location: saint romain, dijon France分析記事 • Sep 04TFF Group's (EPA:TFF) Dividend Is Being Reduced To €0.50TFF Group's ( EPA:TFF ) dividend is being reduced from last year's payment covering the same period to €0.50 on the 6th...Declared Dividend • Sep 03Dividend reduced to €0.50Dividend of €0.50 is 17% lower than last year. Ex-date: 4th November 2025 Payment date: 6th November 2025 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 155% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 17Benign Growth For TFF Group (EPA:TFF) Underpins Stock's 26% PlummetTFF Group ( EPA:TFF ) shares have had a horrible month, losing 26% after a relatively good period beforehand. For any...New Risk • Jul 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.2% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (2.5% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (7.2% net profit margin).Valuation Update With 7 Day Price Move • Jul 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €19.60, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 41% over the past three years.New Risk • Jul 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.2% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (3.7% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (7.2% net profit margin).Reported Earnings • Jul 11Full year 2025 earnings releasedFull year 2025 results: Revenue: €425.4m (down 13% from FY 2024). Net income: €30.7m (down 46% from FY 2024). Profit margin: 7.2% (down from 12% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.4% p.a. on average during the next 3 years, while revenues in the Packaging industry in Europe are expected to grow by 2.9%.New Risk • Jul 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.7% operating cash flow to total debt). Earnings are forecast to decline by an average of 3.7% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.分析記事 • May 14Return Trends At TFF Group (EPA:TFF) Aren't AppealingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Price Target Changed • May 05Price target decreased by 7.7% to €29.62Down from €32.08, the current price target is an average from 6 analysts. New target price is 38% above last closing price of €21.50. Stock is down 49% over the past year. The company is forecast to post earnings per share of €1.52 for next year compared to €2.60 last year.分析記事 • Apr 08Why Investors Shouldn't Be Surprised By TFF Group's (EPA:TFF) 28% Share Price PlungeThe TFF Group ( EPA:TFF ) share price has fared very poorly over the last month, falling by a substantial 28%. The...分析記事 • Apr 08An Intrinsic Calculation For TFF Group (EPA:TFF) Suggests It's 34% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, TFF Group fair value estimate is €31.74 Current share price of...Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €24.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €32.96 per share.Buy Or Sell Opportunity • Mar 10Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to €27.30. The fair value is estimated to be €36.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 2.6% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.Reported Earnings • Jan 11First half 2025 earnings releasedFirst half 2025 results: Revenue: €240.2m (down 9.1% from 1H 2024). Net income: €22.7m (down 42% from 1H 2024). Profit margin: 9.4% (down from 15% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Packaging industry in Europe.Major Estimate Revision • Jan 10Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €468.7m to €451.0m. EPS estimate also fell from €2.21 per share to €1.77 per share. Net income forecast to shrink 32% next year vs 13% growth forecast for Packaging industry in France . Consensus price target down from €40.00 to €37.17. Share price fell 4.1% to €28.40 over the past week.Price Target Changed • Dec 16Price target decreased by 12% to €40.00Down from €45.32, the current price target is an average from 6 analysts. New target price is 37% above last closing price of €29.30. Stock is down 32% over the past year. The company is forecast to post earnings per share of €2.21 for next year compared to €2.60 last year.Price Target Changed • Dec 09Price target decreased by 7.4% to €42.90Down from €46.32, the current price target is an average from 5 analysts. New target price is 45% above last closing price of €29.50. Stock is down 27% over the past year. The company is forecast to post earnings per share of €2.27 for next year compared to €2.60 last year.分析記事 • Nov 13When Should You Buy TFF Group (EPA:TFF)?TFF Group ( EPA:TFF ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...Upcoming Dividend • Oct 30Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 06 November 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of French dividend payers (5.6%). Lower than average of industry peers (3.4%).分析記事 • Oct 17Is Now The Time To Put TFF Group (EPA:TFF) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...New Risk • Sep 25New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 Debt is not well covered by operating cash flow (1.0% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.分析記事 • Sep 23TFF Group (EPA:TFF) Is Experiencing Growth In Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €32.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 29% over the past three years.Price Target Changed • Sep 17Price target decreased by 7.8% to €46.32Down from €50.26, the current price target is an average from 5 analysts. New target price is 37% above last closing price of €33.80. Stock is down 22% over the past year. The company is forecast to post earnings per share of €2.36 for next year compared to €2.60 last year.Major Estimate Revision • Sep 16Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €502.6m to €484.8m. EPS estimate also fell from €2.74 per share to €2.46 per share. Net income forecast to shrink 5.6% next year vs 12% growth forecast for Packaging industry in France . Consensus price target down from €50.26 to €47.72. Share price fell 8.9% to €34.80 over the past week.Price Target Changed • Sep 12Price target decreased by 7.0% to €48.22Down from €51.86, the current price target is an average from 5 analysts. New target price is 24% above last closing price of €38.80. Stock is down 8.3% over the past year. The company is forecast to post earnings per share of €2.57 for next year compared to €2.60 last year.お知らせ • Sep 05TFF Group, Annual General Meeting, Oct 25, 2024TFF Group, Annual General Meeting, Oct 25, 2024. Location: saint romain, dijon FranceReported Earnings • Sep 04Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €2.60 (up from €2.44 in FY 2023). Revenue: €486.6m (up 11% from FY 2023). Net income: €56.4m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 11TFF Group (EPA:TFF) Just Released Its Annual Earnings: Here's What Analysts ThinkThe yearly results for TFF Group ( EPA:TFF ) were released last week, making it a good time to revisit its performance...Reported Earnings • Jul 10Full year 2024 earnings releasedFull year 2024 results: Revenue: €486.6m (up 11% from FY 2023). Net income: €56.5m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Packaging industry in Europe.Buy Or Sell Opportunity • May 22Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to €42.20. The fair value is estimated to be €55.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.分析記事 • May 22TFF Group (EPA:TFF) Hasn't Managed To Accelerate Its ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...New Risk • Jan 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Jan 31Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 7.2% to €44.70. The fair value is estimated to be €36.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Reported Earnings • Jan 14First half 2024 earnings releasedFirst half 2024 results: Revenue: €264.3m (up 14% from 1H 2023). Net income: €39.3m (up 4.1% from 1H 2023). Profit margin: 15% (down from 16% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Packaging industry in Europe.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €46.20, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 80% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €59.45 per share.分析記事 • Dec 19With EPS Growth And More, TFF Group (EPA:TFF) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Upcoming Dividend • Nov 01Upcoming dividend of €0.60 per share at 1.0% yieldEligible shareholders must have bought the stock before 08 November 2023. Payment date: 10 November 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of French dividend payers (5.7%). Lower than average of industry peers (3.9%).分析記事 • Oct 24Returns On Capital At TFF Group (EPA:TFF) Have Hit The BrakesWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Sep 09Is TFF Group (EPA:TFF) Potentially Undervalued?While TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it received a lot of attention from...分析記事 • Aug 07If EPS Growth Is Important To You, TFF Group (EPA:TFF) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Jul 14Full year 2023 earnings: Revenues exceed analyst expectationsFull year 2023 results: Revenue: €439.8m (up 45% from FY 2022). Net income: €52.8m (up 47% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue exceeded analyst estimates by 4.4%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Packaging industry in Europe.分析記事 • Jun 29Slowing Rates Of Return At TFF Group (EPA:TFF) Leave Little Room For ExcitementIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Price Target Changed • Mar 15Price target increased by 8.8% to €48.57Up from €44.63, the current price target is an average from 3 analysts. New target price is 21% above last closing price of €40.20. Stock is up 34% over the past year. The company is forecast to post earnings per share of €2.38 for next year compared to €1.65 last year.Major Estimate Revision • Mar 07Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €386.5m to €399.2m. EPS estimate increased from €2.12 to €2.38 per share. Net income forecast to shrink 13% next year vs 9.7% growth forecast for Packaging industry in France . Consensus price target up from €44.63 to €46.57. Share price was steady at €41.50 over the past week.Reported Earnings • Jan 23First half 2023 earnings released: EPS: €1.74 (vs €0.71 in 1H 2022)First half 2023 results: EPS: €1.74 (up from €0.71 in 1H 2022). Revenue: €232.6m (up 62% from 1H 2022). Net income: €37.8m (up 145% from 1H 2022). Profit margin: 16% (up from 11% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 09Is TFF Group (EPA:TFF) Trading At A 44% Discount?In this article we are going to estimate the intrinsic value of TFF Group ( EPA:TFF ) by taking the expected future...Upcoming Dividend • Nov 01Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 08 November 2022. Payment date: 10 November 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of French dividend payers (5.9%). Lower than average of industry peers (3.0%).分析記事 • Nov 01Investors Could Be Concerned With TFF Group's (EPA:TFF) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Price Target Changed • Oct 05Price target increased to €42.63Up from €38.23, the current price target is an average from 3 analysts. New target price is 24% above last closing price of €34.50. Stock is up 38% over the past year. The company is forecast to post earnings per share of €1.84 for next year compared to €1.65 last year.分析記事 • Oct 04Why TFF Group (EPA:TFF) Could Be Worth WatchingTFF Group ( EPA:TFF ), might not be a large cap stock, but it received a lot of attention from a substantial price...分析記事 • Aug 03We Think TFF Group (EPA:TFF) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Major Estimate Revision • Jul 20Consensus revenue estimates increase by 18%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from €307.4m to €362.5m. EPS estimate increased from €1.47 to €1.82 per share. Net income forecast to grow 7.9% next year vs 17% growth forecast for Packaging industry in France. Consensus price target up from €33.00 to €38.23. Share price rose 10% to €35.40 over the past week.分析記事 • Jul 19Analyst Forecasts For TFF Group (EPA:TFF) Are Surging HigherShareholders in TFF Group ( EPA:TFF ) may be thrilled to learn that the analysts have just delivered a major upgrade to...分析記事 • Jul 16TFF Group (EPA:TFF) Could Be Struggling To Allocate CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Reported Earnings • Jul 15Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: €302.6m (up 16% from FY 2021). Net income: €36.6m (up 83% from FY 2021). Profit margin: 12% (up from 7.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 20%, compared to a 19% growth forecast for the industry in France.Price Target Changed • Jul 14Price target increased to €36.67Up from €32.87, the current price target is an average from 3 analysts. New target price is 11% above last closing price of €33.10. Stock is up 23% over the past year. The company is forecast to post earnings per share of €1.02 for next year compared to €0.92 last year.分析記事 • Jun 09At €34.30, Is It Time To Put TFF Group (EPA:TFF) On Your Watch List?While TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it saw a significant share price...Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €23.20, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 39% over the past three years.分析記事 • Feb 26Is TFF Group (EPA:TFF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • Jan 25First half 2022 earnings: EPS and revenues exceed analyst expectationsFirst half 2022 results: EPS: €0.71 (up from €0.60 in 1H 2021). Revenue: €143.3m (up 1.3% from 1H 2021). Net income: €15.4m (up 19% from 1H 2021). Profit margin: 11% (up from 9.2% in 1H 2021). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 8.1%, compared to a 12% growth forecast for the industry in France. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Price Target Changed • Jan 14Price target increased to €32.87Up from €29.63, the current price target is an average from 3 analysts. New target price is 6.7% above last closing price of €30.80. Stock is up 17% over the past year. The company is forecast to post earnings per share of €0.99 for next year compared to €0.92 last year.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to €32.30, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 17x in the Packaging industry in Europe. Total loss to shareholders of 16% over the past three years.分析記事 • Jan 07Is It Too Late To Consider Buying TFF Group (EPA:TFF)?While TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it led the ENXTPA gainers with a...Upcoming Dividend • Oct 29Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 05 November 2021. Payment date: 09 November 2021. Trailing yield: 1.3%. Lower than top quartile of French dividend payers (3.8%). Lower than average of industry peers (2.5%).分析記事 • Aug 03TFF Group (EPA:TFF) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Jul 17Full year 2021 earnings released: EPS €0.92 (vs €1.23 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €260.9m (down 6.7% from FY 2020). Net income: €20.0m (down 25% from FY 2020). Profit margin: 7.7% (down from 9.5% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 11% per year.分析記事 • Jun 02TFF Group (EPA:TFF) Will Be Hoping To Turn Its Returns On Capital AroundIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • May 12Is Now An Opportune Moment To Examine TFF Group (EPA:TFF)?TFF Group ( EPA:TFF ), is not the largest company out there, but it saw significant share price movement during recent...分析記事 • Apr 05A Look At The Fair Value Of TFF Group (EPA:TFF)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of TFF Group ( EPA:TFF...分析記事 • Mar 17TFF Group's (EPA:TFF) Has Performed Well But Fundamentals Look Varied: Is There A Clear Direction For The Stock?Most readers would already know that TFF Group's (EPA:TFF) stock increased by 5.6% over the past three months. Given...分析記事 • Feb 26Here's What You Should Know About TFF Group's (EPA:TFF) 1.2% Dividend YieldIs TFF Group ( EPA:TFF ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can be...Is New 90 Day High Low • Feb 18New 90-day high: €30.00The company is up 13% from its price of €26.50 on 20 November 2020. The French market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.60 per share.分析記事 • Feb 05Why TFF Group (EPA:TFF) Could Be Worth WatchingWhile TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it received a lot of attention from...Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to €28.70, the stock is trading at a trailing P/E ratio of 23.4x, up from the previous P/E ratio of 20.1x. This compares to an average P/E of 23x in the Packaging industry in France. Total return to shareholders over the past three years is a loss of 35%.Is New 90 Day High Low • Jan 18New 90-day high: €27.60The company is up 8.0% from its price of €25.60 on 20 October 2020. The French market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.09 per share.分析記事 • Jan 15We're Watching These Trends At TFF Group (EPA:TFF)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Major Estimate Revision • Jan 13Analysts lower EPS estimates to €0.84The 2021 consensus revenue estimate was lowered from €268.0m to €254.8m. Earning per share (EPS) estimate was also lowered from €1.16 to €0.84 for the same period. Net income is expected to grow by 14% next year compared to 23% growth forecast for the Packaging industry in France. The consensus price target was lowered from €31.23 to €29.97. Share price is down by 1.9% to €25.30 over the past week.分析記事 • Dec 28Estimating The Fair Value Of TFF Group (EPA:TFF)How far off is TFF Group ( EPA:TFF ) from its intrinsic value? Using the most recent financial data, we'll take a look...分析記事 • Dec 16Are TFF Group's (EPA:TFF) Statutory Earnings A Good Reflection Of Its Earnings Potential?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...分析記事 • Dec 01TFF Group's (EPA:TFF) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?TFF Group's (EPA:TFF) stock is up by a considerable 18% over the past month. However, we wonder if the company's...Is New 90 Day High Low • Oct 19New 90-day low: €25.10The company is down 15% from its price of €29.60 on 21 July 2020. The French market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.86 per share.Is New 90 Day High Low • Sep 28New 90-day low: €25.30The company is down 2.0% from its price of €25.80 on 30 June 2020. The French market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.55 per share.収支内訳TFF Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史ENXTPA:TFF 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Oct 253662394031 Jul 253962798030 Apr 2542531103031 Jan 2544435103031 Oct 2446240102031 Jul 2447548100030 Apr 244875697031 Jan 244795594031 Oct 234715490031 Jul 234565486030 Apr 234405383031 Jan 234165678031 Oct 223925874031 Jul 223474769030 Apr 223033664031 Jan 222832961031 Oct 212632258031 Jul 212622157030 Apr 212612056031 Jan 212632055031 Oct 202652155031 Jul 202722454030 Apr 202802754031 Jan 202812753031 Oct 192832753031 Jul 192772952030 Apr 192723150031 Jan 192623249031 Oct 182523447031 Jul 182493247030 Apr 182453046031 Jan 182473246031 Oct 172483346031 Jul 172383344030 Apr 172283242031 Jan 172133140031 Oct 161992937031 Jul 161972937030 Apr 161952936031 Jan 162033236031 Oct 152113536031 Jul 1520835350質の高い収益: TFFは 高品質の収益 を持っています。利益率の向上: TFFの現在の純利益率 (6.4%)は、昨年(8.6%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: TFFの収益は過去 5 年間で年間7.6%増加しました。成長の加速: TFFは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: TFFは過去 1 年間で収益成長率がマイナス ( -41.4% ) となったため、 Packaging業界平均 ( -19.2% ) と比較することが困難です。株主資本利益率高いROE: TFFの 自己資本利益率 ( 4.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/08 10:15終値2026/05/08 00:00収益2025/10/31年間収益2025/04/30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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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TFF Group 6 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。10 アナリスト機関Beatrice AllenBerenbergFraser DonlonBerenbergFrancis PrêtreCIC Market Solutions (ESN)7 その他のアナリストを表示
Reported Earnings • Jan 09First half 2026 earnings releasedFirst half 2026 results: Revenue: €180.9m (down 25% from 1H 2025). Net income: €15.3m (down 33% from 1H 2025). Profit margin: 8.5% (down from 9.4% in 1H 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Packaging industry in Europe.
Reported Earnings • Jul 11Full year 2025 earnings releasedFull year 2025 results: Revenue: €425.4m (down 13% from FY 2024). Net income: €30.7m (down 46% from FY 2024). Profit margin: 7.2% (down from 12% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.4% p.a. on average during the next 3 years, while revenues in the Packaging industry in Europe are expected to grow by 2.9%.
Reported Earnings • Jan 11First half 2025 earnings releasedFirst half 2025 results: Revenue: €240.2m (down 9.1% from 1H 2024). Net income: €22.7m (down 42% from 1H 2024). Profit margin: 9.4% (down from 15% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Packaging industry in Europe.
Reported Earnings • Sep 04Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €2.60 (up from €2.44 in FY 2023). Revenue: €486.6m (up 11% from FY 2023). Net income: €56.4m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 10Full year 2024 earnings releasedFull year 2024 results: Revenue: €486.6m (up 11% from FY 2023). Net income: €56.5m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Packaging industry in Europe.
Reported Earnings • Jan 14First half 2024 earnings releasedFirst half 2024 results: Revenue: €264.3m (up 14% from 1H 2023). Net income: €39.3m (up 4.1% from 1H 2023). Profit margin: 15% (down from 16% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Packaging industry in Europe.
Major Estimate Revision • Jan 14Consensus EPS estimates increase by 19%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from €334.2m to €326.9m. EPS estimate rose from €0.668 to €0.792. Net income forecast to shrink 5.3% next year vs 11% growth forecast for Packaging industry in France . Consensus price target broadly unchanged at €20.34. Share price fell 4.3% to €17.60 over the past week.
Reported Earnings • Jan 09First half 2026 earnings releasedFirst half 2026 results: Revenue: €180.9m (down 25% from 1H 2025). Net income: €15.3m (down 33% from 1H 2025). Profit margin: 8.5% (down from 9.4% in 1H 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Packaging industry in Europe.
分析記事 • Oct 18TFF Group's (EPA:TFF) Dividend Is Being Reduced To €0.50TFF Group ( EPA:TFF ) has announced that on 6th of November, it will be paying a dividend of€0.50, which a reduction...
分析記事 • Oct 03TFF Group (EPA:TFF) Has More To Do To Multiply In Value Going ForwardIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €19.40, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 42% over the past three years.
Major Estimate Revision • Sep 11Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €361.3m to €349.2m. EPS estimate also fell from €0.953 per share to €0.804 per share. Net income forecast to shrink 43% next year vs 11% growth forecast for Packaging industry in France . Consensus price target of €21.52 unchanged from last update. Share price fell 7.2% to €16.15 over the past week.
お知らせ • Sep 05TFF Group, Annual General Meeting, Oct 24, 2025TFF Group, Annual General Meeting, Oct 24, 2025. Location: saint romain, dijon France
分析記事 • Sep 04TFF Group's (EPA:TFF) Dividend Is Being Reduced To €0.50TFF Group's ( EPA:TFF ) dividend is being reduced from last year's payment covering the same period to €0.50 on the 6th...
Declared Dividend • Sep 03Dividend reduced to €0.50Dividend of €0.50 is 17% lower than last year. Ex-date: 4th November 2025 Payment date: 6th November 2025 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 155% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 17Benign Growth For TFF Group (EPA:TFF) Underpins Stock's 26% PlummetTFF Group ( EPA:TFF ) shares have had a horrible month, losing 26% after a relatively good period beforehand. For any...
New Risk • Jul 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.2% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (2.5% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (7.2% net profit margin).
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €19.60, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 41% over the past three years.
New Risk • Jul 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.2% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (3.7% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (7.2% net profit margin).
Reported Earnings • Jul 11Full year 2025 earnings releasedFull year 2025 results: Revenue: €425.4m (down 13% from FY 2024). Net income: €30.7m (down 46% from FY 2024). Profit margin: 7.2% (down from 12% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.4% p.a. on average during the next 3 years, while revenues in the Packaging industry in Europe are expected to grow by 2.9%.
New Risk • Jul 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.7% operating cash flow to total debt). Earnings are forecast to decline by an average of 3.7% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
分析記事 • May 14Return Trends At TFF Group (EPA:TFF) Aren't AppealingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Price Target Changed • May 05Price target decreased by 7.7% to €29.62Down from €32.08, the current price target is an average from 6 analysts. New target price is 38% above last closing price of €21.50. Stock is down 49% over the past year. The company is forecast to post earnings per share of €1.52 for next year compared to €2.60 last year.
分析記事 • Apr 08Why Investors Shouldn't Be Surprised By TFF Group's (EPA:TFF) 28% Share Price PlungeThe TFF Group ( EPA:TFF ) share price has fared very poorly over the last month, falling by a substantial 28%. The...
分析記事 • Apr 08An Intrinsic Calculation For TFF Group (EPA:TFF) Suggests It's 34% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, TFF Group fair value estimate is €31.74 Current share price of...
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €24.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €32.96 per share.
Buy Or Sell Opportunity • Mar 10Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to €27.30. The fair value is estimated to be €36.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 2.6% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
Reported Earnings • Jan 11First half 2025 earnings releasedFirst half 2025 results: Revenue: €240.2m (down 9.1% from 1H 2024). Net income: €22.7m (down 42% from 1H 2024). Profit margin: 9.4% (down from 15% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Packaging industry in Europe.
Major Estimate Revision • Jan 10Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €468.7m to €451.0m. EPS estimate also fell from €2.21 per share to €1.77 per share. Net income forecast to shrink 32% next year vs 13% growth forecast for Packaging industry in France . Consensus price target down from €40.00 to €37.17. Share price fell 4.1% to €28.40 over the past week.
Price Target Changed • Dec 16Price target decreased by 12% to €40.00Down from €45.32, the current price target is an average from 6 analysts. New target price is 37% above last closing price of €29.30. Stock is down 32% over the past year. The company is forecast to post earnings per share of €2.21 for next year compared to €2.60 last year.
Price Target Changed • Dec 09Price target decreased by 7.4% to €42.90Down from €46.32, the current price target is an average from 5 analysts. New target price is 45% above last closing price of €29.50. Stock is down 27% over the past year. The company is forecast to post earnings per share of €2.27 for next year compared to €2.60 last year.
分析記事 • Nov 13When Should You Buy TFF Group (EPA:TFF)?TFF Group ( EPA:TFF ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...
Upcoming Dividend • Oct 30Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 06 November 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of French dividend payers (5.6%). Lower than average of industry peers (3.4%).
分析記事 • Oct 17Is Now The Time To Put TFF Group (EPA:TFF) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
New Risk • Sep 25New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 Debt is not well covered by operating cash flow (1.0% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.
分析記事 • Sep 23TFF Group (EPA:TFF) Is Experiencing Growth In Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €32.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 29% over the past three years.
Price Target Changed • Sep 17Price target decreased by 7.8% to €46.32Down from €50.26, the current price target is an average from 5 analysts. New target price is 37% above last closing price of €33.80. Stock is down 22% over the past year. The company is forecast to post earnings per share of €2.36 for next year compared to €2.60 last year.
Major Estimate Revision • Sep 16Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €502.6m to €484.8m. EPS estimate also fell from €2.74 per share to €2.46 per share. Net income forecast to shrink 5.6% next year vs 12% growth forecast for Packaging industry in France . Consensus price target down from €50.26 to €47.72. Share price fell 8.9% to €34.80 over the past week.
Price Target Changed • Sep 12Price target decreased by 7.0% to €48.22Down from €51.86, the current price target is an average from 5 analysts. New target price is 24% above last closing price of €38.80. Stock is down 8.3% over the past year. The company is forecast to post earnings per share of €2.57 for next year compared to €2.60 last year.
お知らせ • Sep 05TFF Group, Annual General Meeting, Oct 25, 2024TFF Group, Annual General Meeting, Oct 25, 2024. Location: saint romain, dijon France
Reported Earnings • Sep 04Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €2.60 (up from €2.44 in FY 2023). Revenue: €486.6m (up 11% from FY 2023). Net income: €56.4m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 11TFF Group (EPA:TFF) Just Released Its Annual Earnings: Here's What Analysts ThinkThe yearly results for TFF Group ( EPA:TFF ) were released last week, making it a good time to revisit its performance...
Reported Earnings • Jul 10Full year 2024 earnings releasedFull year 2024 results: Revenue: €486.6m (up 11% from FY 2023). Net income: €56.5m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Packaging industry in Europe.
Buy Or Sell Opportunity • May 22Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to €42.20. The fair value is estimated to be €55.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.
分析記事 • May 22TFF Group (EPA:TFF) Hasn't Managed To Accelerate Its ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
New Risk • Jan 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Jan 31Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 7.2% to €44.70. The fair value is estimated to be €36.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Reported Earnings • Jan 14First half 2024 earnings releasedFirst half 2024 results: Revenue: €264.3m (up 14% from 1H 2023). Net income: €39.3m (up 4.1% from 1H 2023). Profit margin: 15% (down from 16% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Packaging industry in Europe.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €46.20, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 80% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €59.45 per share.
分析記事 • Dec 19With EPS Growth And More, TFF Group (EPA:TFF) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Upcoming Dividend • Nov 01Upcoming dividend of €0.60 per share at 1.0% yieldEligible shareholders must have bought the stock before 08 November 2023. Payment date: 10 November 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of French dividend payers (5.7%). Lower than average of industry peers (3.9%).
分析記事 • Oct 24Returns On Capital At TFF Group (EPA:TFF) Have Hit The BrakesWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Sep 09Is TFF Group (EPA:TFF) Potentially Undervalued?While TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it received a lot of attention from...
分析記事 • Aug 07If EPS Growth Is Important To You, TFF Group (EPA:TFF) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Jul 14Full year 2023 earnings: Revenues exceed analyst expectationsFull year 2023 results: Revenue: €439.8m (up 45% from FY 2022). Net income: €52.8m (up 47% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue exceeded analyst estimates by 4.4%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Packaging industry in Europe.
分析記事 • Jun 29Slowing Rates Of Return At TFF Group (EPA:TFF) Leave Little Room For ExcitementIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Price Target Changed • Mar 15Price target increased by 8.8% to €48.57Up from €44.63, the current price target is an average from 3 analysts. New target price is 21% above last closing price of €40.20. Stock is up 34% over the past year. The company is forecast to post earnings per share of €2.38 for next year compared to €1.65 last year.
Major Estimate Revision • Mar 07Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €386.5m to €399.2m. EPS estimate increased from €2.12 to €2.38 per share. Net income forecast to shrink 13% next year vs 9.7% growth forecast for Packaging industry in France . Consensus price target up from €44.63 to €46.57. Share price was steady at €41.50 over the past week.
Reported Earnings • Jan 23First half 2023 earnings released: EPS: €1.74 (vs €0.71 in 1H 2022)First half 2023 results: EPS: €1.74 (up from €0.71 in 1H 2022). Revenue: €232.6m (up 62% from 1H 2022). Net income: €37.8m (up 145% from 1H 2022). Profit margin: 16% (up from 11% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 09Is TFF Group (EPA:TFF) Trading At A 44% Discount?In this article we are going to estimate the intrinsic value of TFF Group ( EPA:TFF ) by taking the expected future...
Upcoming Dividend • Nov 01Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 08 November 2022. Payment date: 10 November 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of French dividend payers (5.9%). Lower than average of industry peers (3.0%).
分析記事 • Nov 01Investors Could Be Concerned With TFF Group's (EPA:TFF) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Price Target Changed • Oct 05Price target increased to €42.63Up from €38.23, the current price target is an average from 3 analysts. New target price is 24% above last closing price of €34.50. Stock is up 38% over the past year. The company is forecast to post earnings per share of €1.84 for next year compared to €1.65 last year.
分析記事 • Oct 04Why TFF Group (EPA:TFF) Could Be Worth WatchingTFF Group ( EPA:TFF ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 • Aug 03We Think TFF Group (EPA:TFF) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Major Estimate Revision • Jul 20Consensus revenue estimates increase by 18%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from €307.4m to €362.5m. EPS estimate increased from €1.47 to €1.82 per share. Net income forecast to grow 7.9% next year vs 17% growth forecast for Packaging industry in France. Consensus price target up from €33.00 to €38.23. Share price rose 10% to €35.40 over the past week.
分析記事 • Jul 19Analyst Forecasts For TFF Group (EPA:TFF) Are Surging HigherShareholders in TFF Group ( EPA:TFF ) may be thrilled to learn that the analysts have just delivered a major upgrade to...
分析記事 • Jul 16TFF Group (EPA:TFF) Could Be Struggling To Allocate CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Reported Earnings • Jul 15Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: €302.6m (up 16% from FY 2021). Net income: €36.6m (up 83% from FY 2021). Profit margin: 12% (up from 7.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 20%, compared to a 19% growth forecast for the industry in France.
Price Target Changed • Jul 14Price target increased to €36.67Up from €32.87, the current price target is an average from 3 analysts. New target price is 11% above last closing price of €33.10. Stock is up 23% over the past year. The company is forecast to post earnings per share of €1.02 for next year compared to €0.92 last year.
分析記事 • Jun 09At €34.30, Is It Time To Put TFF Group (EPA:TFF) On Your Watch List?While TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it saw a significant share price...
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €23.20, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 39% over the past three years.
分析記事 • Feb 26Is TFF Group (EPA:TFF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • Jan 25First half 2022 earnings: EPS and revenues exceed analyst expectationsFirst half 2022 results: EPS: €0.71 (up from €0.60 in 1H 2021). Revenue: €143.3m (up 1.3% from 1H 2021). Net income: €15.4m (up 19% from 1H 2021). Profit margin: 11% (up from 9.2% in 1H 2021). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 8.1%, compared to a 12% growth forecast for the industry in France. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Price Target Changed • Jan 14Price target increased to €32.87Up from €29.63, the current price target is an average from 3 analysts. New target price is 6.7% above last closing price of €30.80. Stock is up 17% over the past year. The company is forecast to post earnings per share of €0.99 for next year compared to €0.92 last year.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to €32.30, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 17x in the Packaging industry in Europe. Total loss to shareholders of 16% over the past three years.
分析記事 • Jan 07Is It Too Late To Consider Buying TFF Group (EPA:TFF)?While TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it led the ENXTPA gainers with a...
Upcoming Dividend • Oct 29Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 05 November 2021. Payment date: 09 November 2021. Trailing yield: 1.3%. Lower than top quartile of French dividend payers (3.8%). Lower than average of industry peers (2.5%).
分析記事 • Aug 03TFF Group (EPA:TFF) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Jul 17Full year 2021 earnings released: EPS €0.92 (vs €1.23 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €260.9m (down 6.7% from FY 2020). Net income: €20.0m (down 25% from FY 2020). Profit margin: 7.7% (down from 9.5% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 11% per year.
分析記事 • Jun 02TFF Group (EPA:TFF) Will Be Hoping To Turn Its Returns On Capital AroundIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • May 12Is Now An Opportune Moment To Examine TFF Group (EPA:TFF)?TFF Group ( EPA:TFF ), is not the largest company out there, but it saw significant share price movement during recent...
分析記事 • Apr 05A Look At The Fair Value Of TFF Group (EPA:TFF)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of TFF Group ( EPA:TFF...
分析記事 • Mar 17TFF Group's (EPA:TFF) Has Performed Well But Fundamentals Look Varied: Is There A Clear Direction For The Stock?Most readers would already know that TFF Group's (EPA:TFF) stock increased by 5.6% over the past three months. Given...
分析記事 • Feb 26Here's What You Should Know About TFF Group's (EPA:TFF) 1.2% Dividend YieldIs TFF Group ( EPA:TFF ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can be...
Is New 90 Day High Low • Feb 18New 90-day high: €30.00The company is up 13% from its price of €26.50 on 20 November 2020. The French market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.60 per share.
分析記事 • Feb 05Why TFF Group (EPA:TFF) Could Be Worth WatchingWhile TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it received a lot of attention from...
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to €28.70, the stock is trading at a trailing P/E ratio of 23.4x, up from the previous P/E ratio of 20.1x. This compares to an average P/E of 23x in the Packaging industry in France. Total return to shareholders over the past three years is a loss of 35%.
Is New 90 Day High Low • Jan 18New 90-day high: €27.60The company is up 8.0% from its price of €25.60 on 20 October 2020. The French market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.09 per share.
分析記事 • Jan 15We're Watching These Trends At TFF Group (EPA:TFF)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Major Estimate Revision • Jan 13Analysts lower EPS estimates to €0.84The 2021 consensus revenue estimate was lowered from €268.0m to €254.8m. Earning per share (EPS) estimate was also lowered from €1.16 to €0.84 for the same period. Net income is expected to grow by 14% next year compared to 23% growth forecast for the Packaging industry in France. The consensus price target was lowered from €31.23 to €29.97. Share price is down by 1.9% to €25.30 over the past week.
分析記事 • Dec 28Estimating The Fair Value Of TFF Group (EPA:TFF)How far off is TFF Group ( EPA:TFF ) from its intrinsic value? Using the most recent financial data, we'll take a look...
分析記事 • Dec 16Are TFF Group's (EPA:TFF) Statutory Earnings A Good Reflection Of Its Earnings Potential?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
分析記事 • Dec 01TFF Group's (EPA:TFF) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?TFF Group's (EPA:TFF) stock is up by a considerable 18% over the past month. However, we wonder if the company's...
Is New 90 Day High Low • Oct 19New 90-day low: €25.10The company is down 15% from its price of €29.60 on 21 July 2020. The French market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.86 per share.
Is New 90 Day High Low • Sep 28New 90-day low: €25.30The company is down 2.0% from its price of €25.80 on 30 June 2020. The French market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.55 per share.