View Past PerformanceThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsCogelec バランスシートの健全性財務の健全性 基準チェック /56Cogelecの総株主資本は€8.7M 、総負債は€12.2Mで、負債比率は139.8%となります。総資産と総負債はそれぞれ€104.5Mと€95.8Mです。 Cogelecの EBIT は€7.2Mで、利息カバレッジ比率-19.2です。現金および短期投資は€24.5Mです。主要情報139.84%負債資本比率€12.22m負債インタレスト・カバレッジ・レシオ-19.2x現金€24.51mエクイティ€8.74m負債合計€95.77m総資産€104.51m財務の健全性に関する最新情報分析記事 • Jun 20Cogelec (EPA:ALLEC) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Apr 28Health Check: How Prudently Does Cogelec (EPA:ALLEC) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Dec 12Does Cogelec (EPA:ALLEC) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...すべての更新を表示Recent updatesお知らせ • Oct 08+ 1 more updateCogelec SA Announces Board AdjustmentsLegrand (Euronext - FR0010307819 – LR) and Cogelec (Euronext Growth - FR0013335742 - ALLEC) announce, following the execution on July 31, 2025 of a share purchase agreement between Legrand France, a subsidiary of Legrand, on the one hand, and the managers of the Cogelec group and Raise Investissement, shareholders of Cogelec Développement, on the other hand, the completion of the acquisition by Legrand France, on October 7, 2025, of all the shares of Cogelec Développement, which indirectly holds 5,347,065 Cogelec shares, representing a total of 60.09% of the share capital and 75,07% of the voting rights in Cogelec, based on a price of 29 euros per Cogelec share. Legrand France will soon file a draft mandatory simplified tender offer to acquire the remaining shares of Cogelec that it does not indirectly hold at a price of 29 euros per Cogelec share. In the event that the thresholds allowing it are crossed at the end of the tender offer, Legrand France would request the implementation of a squeeze-out procedure under the applicable legal and regulatory conditions in order to acquire the Cogelec shares not acquired during the tender offer. To reflect Legrand's acquisition of the controlling stake in Cogelec, the composition of Cogelec's board of directors has been adjusted and now consists of four directors representing Legrand (Ms. Emmanuelle Levine, Mr. David Descamps, Mr. Yriex Roullac and Mr. Franck Lemery) and three historical directors (Mr. Roger Leclerc, Ms. Dominique Druon and Ms. Brigitte Geny, these two latter being independent directors). Mr. Roger Leclerc will continue to serve as Chairman and Chief Executive Officer until the appointment of a new Chief Executive Officer no later than December 31, 2025. He will also continue to serve as Chairman of the board of directors until June 30, 2026.Reported Earnings • Sep 21First half 2025 earnings releasedFirst half 2025 results: Revenue: €42.6m (up 16% from 1H 2024). Net income: €2.40m (down 15% from 1H 2024). Profit margin: 5.6% (down from 7.7% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Communications industry in France.Major Estimate Revision • Sep 19Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.885 to €0.759. Revenue forecast unchanged from €86.4m at last update. Net income forecast to grow 21% next year vs 52% growth forecast for Communications industry in France. Consensus price target of €29.00 unchanged from last update. Share price was steady at €28.70 over the past week.お知らせ • Aug 02Legrand France SA entered into an share purchase agreement to acquire 64.46% stake in Cogelec SA (ENXTPA:ALLEC) from Raise Invest and others for approximately €155 million.Legrand France SA entered into an share purchase agreement to acquire 64.46% stake in Cogelec SA (ENXTPA:ALLEC) from Raise Invest and others for approximately €155 million on July 31, 2025. The transaction is based on a price of €29 per share. Cogelec's social and economic committee unanimously issued a favorable opinion on July 16, 2025. The acquisition of the controlling stake remains subject to customary conditions precedent, provided that the only regulatory condition will be obtaining approval from the French competition authority.お知らせ • Jul 17+ 1 more updateCogelec SA to Report Q3, 2025 Results on Oct 15, 2025Cogelec SA announced that they will report Q3, 2025 results After-Market on Oct 15, 2025Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €29.00, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 13x in the Communications industry in France. Total returns to shareholders of 358% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.84 per share.分析記事 • Jul 11Returns At Cogelec (EPA:ALLEC) Are On The Way UpWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Buy Or Sell Opportunity • Jul 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to €26.50. The fair value is estimated to be €21.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.Upcoming Dividend • Jun 25Upcoming dividend of €0.58 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (3.4%).分析記事 • Jun 20Cogelec (EPA:ALLEC) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Buy Or Sell Opportunity • Jun 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to €26.20. The fair value is estimated to be €21.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.10, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Communications industry in France. Total returns to shareholders of 242% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.52 per share.分析記事 • May 16Cogelec (EPA:ALLEC) Is Increasing Its Dividend To €0.58The board of Cogelec SA ( EPA:ALLEC ) has announced that it will be increasing its dividend by 123% on the 4th of July...Declared Dividend • May 02Dividend increased to €0.58Dividend of €0.58 is 123% higher than last year. Ex-date: 2nd July 2025 Payment date: 4th July 2025 Dividend yield will be 2.5%, which is lower than the industry average of 2.7%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 17%.お知らせ • Apr 30Cogelec SA announces Annual dividend, payable on July 04, 2025Cogelec SA announced Annual dividend of EUR 0.5800 per share payable on July 04, 2025, ex-date on July 02, 2025 and record date on July 03, 2025.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €22.39, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 12x in the Communications industry in France. Total returns to shareholders of 213% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.85 per share.Reported Earnings • Apr 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €0.68 (up from €0.54 in FY 2023). Revenue: €74.5m (up 13% from FY 2023). Net income: €5.61m (up 24% from FY 2023). Profit margin: 7.5% (up from 6.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, while revenues in the Communications industry in France are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 12Cogelec SA, Annual General Meeting, May 14, 2025Cogelec SA, Annual General Meeting, May 14, 2025.Buy Or Sell Opportunity • Feb 07Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €19.80. The fair value is estimated to be €15.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.分析記事 • Jan 20With Cogelec SA (EPA:ALLEC) It Looks Like You'll Get What You Pay ForWhen you see that almost half of the companies in the Communications industry in France have price-to-sales ratios (or...Buy Or Sell Opportunity • Oct 22Now 20% undervaluedOver the last 90 days, the stock has risen 36% to €15.10. The fair value is estimated to be €18.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.分析記事 • Oct 05Why Investors Shouldn't Be Surprised By Cogelec SA's (EPA:ALLEC) 33% Share Price SurgeThe Cogelec SA ( EPA:ALLEC ) share price has done very well over the last month, posting an excellent gain of 33%. The...Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €14.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 8x in the Communications industry in France. Total returns to shareholders of 109% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.22 per share.Reported Earnings • Sep 30First half 2024 earnings released: EPS: €0.34 (vs €0.074 in 1H 2023)First half 2024 results: EPS: €0.34 (up from €0.074 in 1H 2023). Revenue: €36.7m (up 12% from 1H 2023). Net income: €2.81m (up 355% from 1H 2023). Profit margin: 7.7% (up from 1.9% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Communications industry in France. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • May 20Cogelec SA, Annual General Meeting, Jun 24, 2024Cogelec SA, Annual General Meeting, Jun 24, 2024. Location: 370 rue de maunit, mortagne sur sevre France分析記事 • May 02Shareholders Will Be Pleased With The Quality of Cogelec's (EPA:ALLEC) EarningsCogelec SA's ( EPA:ALLEC ) strong earnings report was rewarded with a positive stock price move. Our analysis found...Price Target Changed • Apr 26Price target increased by 10% to €9.90Up from €9.00, the current price target is an average from 2 analysts. New target price is 11% above last closing price of €8.90. Stock is up 26% over the past year. The company is forecast to post earnings per share of €0.59 for next year compared to €0.54 last year.Reported Earnings • Apr 26Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €0.54 (up from €0.034 loss in FY 2022). Revenue: €66.0m (up 11% from FY 2022). Net income: €4.51m (up €4.80m from FY 2022). Profit margin: 6.8% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Communications industry in France. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.New Risk • Apr 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Market cap is less than US$100m (€68.0m market cap, or US$72.3m).Price Target Changed • Feb 11Price target increased by 13% to €9.00Up from €8.00, the current price target is an average from 2 analysts. New target price is 13% above last closing price of €8.00. Stock is up 18% over the past year. The company is forecast to post earnings per share of €0.17 next year compared to a net loss per share of €0.034 last year.分析記事 • Jan 21Calculating The Intrinsic Value Of Cogelec SA (EPA:ALLEC)Key Insights The projected fair value for Cogelec is €7.68 based on 2 Stage Free Cash Flow to Equity Cogelec's €8.05...お知らせ • Jan 18+ 1 more updateCogelec SA to Report First Half, 2024 Results on Sep 25, 2024Cogelec SA announced that they will report first half, 2024 results on Sep 25, 2024Reported Earnings • Oct 01First half 2023 earnings releasedFirst half 2023 results: Revenue: €32.6m (up 8.7% from 1H 2022). Net income: €600.0k (up 7.9% from 1H 2022). Profit margin: 1.8% (down from 1.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Communications industry in France.Price Target Changed • Mar 06Price target decreased by 7.4% to €8.75Down from €9.45, the current price target is an average from 2 analysts. New target price is 24% above last closing price of €7.06. Stock is up 0.9% over the past year. The company is forecast to post earnings per share of €0.25 next year compared to a net loss per share of €0.39 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Sep 30First half 2022 earnings releasedFirst half 2022 results: Revenue: €30.0m (up 15% from 1H 2021). Net income: €600.0k (up €2.80m from 1H 2021). Profit margin: 2.0% (up from net loss in 1H 2021). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Communications industry in France.分析記事 • Sep 29Here's What's Concerning About Cogelec's (EPA:ALLEC) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Reported Earnings • May 01Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €51.5m (up 27% from FY 2020). Net loss: €3.30m (loss narrowed 18% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 15% growth forecast for the industry in France.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 01First half 2021 earnings releasedThe company reported a solid first half result with improved revenues and control over costs, although losses increased. First half 2021 results: Revenue: €26.1m (up 48% from 1H 2020). Net loss: €2.20m (loss widened 21% from 1H 2020).Price Target Changed • Oct 01Price target decreased to €10.40Down from €11.40, the current price target is an average from 2 analysts. New target price is 41% above last closing price of €7.40. Stock is up 6.9% over the past year.Price Target Changed • Jul 26Price target increased to €11.40Up from €9.75, the current price target is an average from 2 analysts. New target price is 24% above last closing price of €9.22. Stock is up 63% over the past year.分析記事 • May 24Cogelec SA (EPA:ALLEC) Shares Could Be 46% Below Their Intrinsic Value EstimateToday we will run through one way of estimating the intrinsic value of Cogelec SA ( EPA:ALLEC ) by estimating the...Price Target Changed • May 17Price target increased to €10.25Up from €9.00, the current price target is an average from 2 analysts. New target price is 14% above last closing price of €9.00. Stock is up 71% over the past year.分析記事 • Apr 28Health Check: How Prudently Does Cogelec (EPA:ALLEC) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Apr 25Full year 2020 earnings released: €0.47 loss per share (vs €0.33 loss in FY 2019)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: €40.4m (up 1.1% from FY 2019). Net loss: €4.02m (loss widened 41% from FY 2019).Is New 90 Day High Low • Mar 02New 90-day low: €6.86The company is down 6.0% from its price of €7.30 on 02 December 2020. The French market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications 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 €0.71 per share.Price Target Changed • Feb 21Price target raised to €9.00Up from €8.40, the current price target is an average from 2 analysts. The new target price is 24% above the current share price of €7.24. As of last close, the stock is down 0.3% over the past year.Price Target Changed • Feb 13Price target raised to €8.90Up from €7.90, the current price target is an average from 2 analysts. The new target price is 26% above the current share price of €7.08. As of last close, the stock is down 1.7% over the past year.分析記事 • Feb 02Should You Think About Buying Cogelec SA (EPA:ALLEC) Now?While Cogelec SA ( EPA:ALLEC ) might not be the most widely known stock at the moment, it saw a double-digit share...Is New 90 Day High Low • Jan 07New 90-day high: €7.60The company is up 8.0% from its price of €7.04 on 09 October 2020. The French market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications 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 €5.26 per share.分析記事 • Dec 12Does Cogelec (EPA:ALLEC) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Oct 15New 90-day high: €7.28The company is up 37% from its price of €5.32 on 17 July 2020. The French market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.22 per share.Is New 90 Day High Low • Sep 30New 90-day high: €6.62The company is up 27% from its price of €5.20 on 02 July 2020. The French market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.29 per share.Reported Earnings • Sep 30First half earnings releasedOver the last 12 months the company has reported total losses of €3.26m, with losses widening by 30% from the prior year. Total revenue was €38.7m over the last 12 months, up 4.8% from the prior year.財務状況分析短期負債: ALLECの 短期資産 ( €72.0M ) が 短期負債 ( €36.5M ) を超えています。長期負債: ALLECの短期資産 ( €72.0M ) が 長期負債 ( €59.3M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: ALLEC総負債よりも多くの現金を保有しています。負債の削減: ALLECの負債対資本比率は、過去 5 年間で51.8%から139.8%に増加しました。債務返済能力: ALLECの負債は 営業キャッシュフロー によって 十分にカバー されています ( 73.9% )。インタレストカバレッジ: ALLEC支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend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2026/01/22 16:13終値2026/01/20 00:00収益2025/06/30年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの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Cogelec SA 2 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。4 アナリスト機関Emmanuel ParotGilbert DupontStephanie LefebvreGilbert DupontChristel ClemeGilbert Dupont1 その他のアナリストを表示
分析記事 • Jun 20Cogelec (EPA:ALLEC) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Apr 28Health Check: How Prudently Does Cogelec (EPA:ALLEC) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Dec 12Does Cogelec (EPA:ALLEC) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Oct 08+ 1 more updateCogelec SA Announces Board AdjustmentsLegrand (Euronext - FR0010307819 – LR) and Cogelec (Euronext Growth - FR0013335742 - ALLEC) announce, following the execution on July 31, 2025 of a share purchase agreement between Legrand France, a subsidiary of Legrand, on the one hand, and the managers of the Cogelec group and Raise Investissement, shareholders of Cogelec Développement, on the other hand, the completion of the acquisition by Legrand France, on October 7, 2025, of all the shares of Cogelec Développement, which indirectly holds 5,347,065 Cogelec shares, representing a total of 60.09% of the share capital and 75,07% of the voting rights in Cogelec, based on a price of 29 euros per Cogelec share. Legrand France will soon file a draft mandatory simplified tender offer to acquire the remaining shares of Cogelec that it does not indirectly hold at a price of 29 euros per Cogelec share. In the event that the thresholds allowing it are crossed at the end of the tender offer, Legrand France would request the implementation of a squeeze-out procedure under the applicable legal and regulatory conditions in order to acquire the Cogelec shares not acquired during the tender offer. To reflect Legrand's acquisition of the controlling stake in Cogelec, the composition of Cogelec's board of directors has been adjusted and now consists of four directors representing Legrand (Ms. Emmanuelle Levine, Mr. David Descamps, Mr. Yriex Roullac and Mr. Franck Lemery) and three historical directors (Mr. Roger Leclerc, Ms. Dominique Druon and Ms. Brigitte Geny, these two latter being independent directors). Mr. Roger Leclerc will continue to serve as Chairman and Chief Executive Officer until the appointment of a new Chief Executive Officer no later than December 31, 2025. He will also continue to serve as Chairman of the board of directors until June 30, 2026.
Reported Earnings • Sep 21First half 2025 earnings releasedFirst half 2025 results: Revenue: €42.6m (up 16% from 1H 2024). Net income: €2.40m (down 15% from 1H 2024). Profit margin: 5.6% (down from 7.7% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Communications industry in France.
Major Estimate Revision • Sep 19Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.885 to €0.759. Revenue forecast unchanged from €86.4m at last update. Net income forecast to grow 21% next year vs 52% growth forecast for Communications industry in France. Consensus price target of €29.00 unchanged from last update. Share price was steady at €28.70 over the past week.
お知らせ • Aug 02Legrand France SA entered into an share purchase agreement to acquire 64.46% stake in Cogelec SA (ENXTPA:ALLEC) from Raise Invest and others for approximately €155 million.Legrand France SA entered into an share purchase agreement to acquire 64.46% stake in Cogelec SA (ENXTPA:ALLEC) from Raise Invest and others for approximately €155 million on July 31, 2025. The transaction is based on a price of €29 per share. Cogelec's social and economic committee unanimously issued a favorable opinion on July 16, 2025. The acquisition of the controlling stake remains subject to customary conditions precedent, provided that the only regulatory condition will be obtaining approval from the French competition authority.
お知らせ • Jul 17+ 1 more updateCogelec SA to Report Q3, 2025 Results on Oct 15, 2025Cogelec SA announced that they will report Q3, 2025 results After-Market on Oct 15, 2025
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €29.00, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 13x in the Communications industry in France. Total returns to shareholders of 358% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.84 per share.
分析記事 • Jul 11Returns At Cogelec (EPA:ALLEC) Are On The Way UpWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Buy Or Sell Opportunity • Jul 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to €26.50. The fair value is estimated to be €21.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.
Upcoming Dividend • Jun 25Upcoming dividend of €0.58 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (3.4%).
分析記事 • Jun 20Cogelec (EPA:ALLEC) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Buy Or Sell Opportunity • Jun 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to €26.20. The fair value is estimated to be €21.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.10, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Communications industry in France. Total returns to shareholders of 242% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.52 per share.
分析記事 • May 16Cogelec (EPA:ALLEC) Is Increasing Its Dividend To €0.58The board of Cogelec SA ( EPA:ALLEC ) has announced that it will be increasing its dividend by 123% on the 4th of July...
Declared Dividend • May 02Dividend increased to €0.58Dividend of €0.58 is 123% higher than last year. Ex-date: 2nd July 2025 Payment date: 4th July 2025 Dividend yield will be 2.5%, which is lower than the industry average of 2.7%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 17%.
お知らせ • Apr 30Cogelec SA announces Annual dividend, payable on July 04, 2025Cogelec SA announced Annual dividend of EUR 0.5800 per share payable on July 04, 2025, ex-date on July 02, 2025 and record date on July 03, 2025.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €22.39, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 12x in the Communications industry in France. Total returns to shareholders of 213% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.85 per share.
Reported Earnings • Apr 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €0.68 (up from €0.54 in FY 2023). Revenue: €74.5m (up 13% from FY 2023). Net income: €5.61m (up 24% from FY 2023). Profit margin: 7.5% (up from 6.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, while revenues in the Communications industry in France are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 12Cogelec SA, Annual General Meeting, May 14, 2025Cogelec SA, Annual General Meeting, May 14, 2025.
Buy Or Sell Opportunity • Feb 07Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €19.80. The fair value is estimated to be €15.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.
分析記事 • Jan 20With Cogelec SA (EPA:ALLEC) It Looks Like You'll Get What You Pay ForWhen you see that almost half of the companies in the Communications industry in France have price-to-sales ratios (or...
Buy Or Sell Opportunity • Oct 22Now 20% undervaluedOver the last 90 days, the stock has risen 36% to €15.10. The fair value is estimated to be €18.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.
分析記事 • Oct 05Why Investors Shouldn't Be Surprised By Cogelec SA's (EPA:ALLEC) 33% Share Price SurgeThe Cogelec SA ( EPA:ALLEC ) share price has done very well over the last month, posting an excellent gain of 33%. The...
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €14.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 8x in the Communications industry in France. Total returns to shareholders of 109% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.22 per share.
Reported Earnings • Sep 30First half 2024 earnings released: EPS: €0.34 (vs €0.074 in 1H 2023)First half 2024 results: EPS: €0.34 (up from €0.074 in 1H 2023). Revenue: €36.7m (up 12% from 1H 2023). Net income: €2.81m (up 355% from 1H 2023). Profit margin: 7.7% (up from 1.9% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Communications industry in France. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • May 20Cogelec SA, Annual General Meeting, Jun 24, 2024Cogelec SA, Annual General Meeting, Jun 24, 2024. Location: 370 rue de maunit, mortagne sur sevre France
分析記事 • May 02Shareholders Will Be Pleased With The Quality of Cogelec's (EPA:ALLEC) EarningsCogelec SA's ( EPA:ALLEC ) strong earnings report was rewarded with a positive stock price move. Our analysis found...
Price Target Changed • Apr 26Price target increased by 10% to €9.90Up from €9.00, the current price target is an average from 2 analysts. New target price is 11% above last closing price of €8.90. Stock is up 26% over the past year. The company is forecast to post earnings per share of €0.59 for next year compared to €0.54 last year.
Reported Earnings • Apr 26Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €0.54 (up from €0.034 loss in FY 2022). Revenue: €66.0m (up 11% from FY 2022). Net income: €4.51m (up €4.80m from FY 2022). Profit margin: 6.8% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Communications industry in France. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
New Risk • Apr 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Market cap is less than US$100m (€68.0m market cap, or US$72.3m).
Price Target Changed • Feb 11Price target increased by 13% to €9.00Up from €8.00, the current price target is an average from 2 analysts. New target price is 13% above last closing price of €8.00. Stock is up 18% over the past year. The company is forecast to post earnings per share of €0.17 next year compared to a net loss per share of €0.034 last year.
分析記事 • Jan 21Calculating The Intrinsic Value Of Cogelec SA (EPA:ALLEC)Key Insights The projected fair value for Cogelec is €7.68 based on 2 Stage Free Cash Flow to Equity Cogelec's €8.05...
お知らせ • Jan 18+ 1 more updateCogelec SA to Report First Half, 2024 Results on Sep 25, 2024Cogelec SA announced that they will report first half, 2024 results on Sep 25, 2024
Reported Earnings • Oct 01First half 2023 earnings releasedFirst half 2023 results: Revenue: €32.6m (up 8.7% from 1H 2022). Net income: €600.0k (up 7.9% from 1H 2022). Profit margin: 1.8% (down from 1.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Communications industry in France.
Price Target Changed • Mar 06Price target decreased by 7.4% to €8.75Down from €9.45, the current price target is an average from 2 analysts. New target price is 24% above last closing price of €7.06. Stock is up 0.9% over the past year. The company is forecast to post earnings per share of €0.25 next year compared to a net loss per share of €0.39 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Sep 30First half 2022 earnings releasedFirst half 2022 results: Revenue: €30.0m (up 15% from 1H 2021). Net income: €600.0k (up €2.80m from 1H 2021). Profit margin: 2.0% (up from net loss in 1H 2021). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Communications industry in France.
分析記事 • Sep 29Here's What's Concerning About Cogelec's (EPA:ALLEC) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Reported Earnings • May 01Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €51.5m (up 27% from FY 2020). Net loss: €3.30m (loss narrowed 18% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 15% growth forecast for the industry in France.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 01First half 2021 earnings releasedThe company reported a solid first half result with improved revenues and control over costs, although losses increased. First half 2021 results: Revenue: €26.1m (up 48% from 1H 2020). Net loss: €2.20m (loss widened 21% from 1H 2020).
Price Target Changed • Oct 01Price target decreased to €10.40Down from €11.40, the current price target is an average from 2 analysts. New target price is 41% above last closing price of €7.40. Stock is up 6.9% over the past year.
Price Target Changed • Jul 26Price target increased to €11.40Up from €9.75, the current price target is an average from 2 analysts. New target price is 24% above last closing price of €9.22. Stock is up 63% over the past year.
分析記事 • May 24Cogelec SA (EPA:ALLEC) Shares Could Be 46% Below Their Intrinsic Value EstimateToday we will run through one way of estimating the intrinsic value of Cogelec SA ( EPA:ALLEC ) by estimating the...
Price Target Changed • May 17Price target increased to €10.25Up from €9.00, the current price target is an average from 2 analysts. New target price is 14% above last closing price of €9.00. Stock is up 71% over the past year.
分析記事 • Apr 28Health Check: How Prudently Does Cogelec (EPA:ALLEC) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Apr 25Full year 2020 earnings released: €0.47 loss per share (vs €0.33 loss in FY 2019)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: €40.4m (up 1.1% from FY 2019). Net loss: €4.02m (loss widened 41% from FY 2019).
Is New 90 Day High Low • Mar 02New 90-day low: €6.86The company is down 6.0% from its price of €7.30 on 02 December 2020. The French market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications 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 €0.71 per share.
Price Target Changed • Feb 21Price target raised to €9.00Up from €8.40, the current price target is an average from 2 analysts. The new target price is 24% above the current share price of €7.24. As of last close, the stock is down 0.3% over the past year.
Price Target Changed • Feb 13Price target raised to €8.90Up from €7.90, the current price target is an average from 2 analysts. The new target price is 26% above the current share price of €7.08. As of last close, the stock is down 1.7% over the past year.
分析記事 • Feb 02Should You Think About Buying Cogelec SA (EPA:ALLEC) Now?While Cogelec SA ( EPA:ALLEC ) might not be the most widely known stock at the moment, it saw a double-digit share...
Is New 90 Day High Low • Jan 07New 90-day high: €7.60The company is up 8.0% from its price of €7.04 on 09 October 2020. The French market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications 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 €5.26 per share.
分析記事 • Dec 12Does Cogelec (EPA:ALLEC) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Oct 15New 90-day high: €7.28The company is up 37% from its price of €5.32 on 17 July 2020. The French market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.22 per share.
Is New 90 Day High Low • Sep 30New 90-day high: €6.62The company is up 27% from its price of €5.20 on 02 July 2020. The French market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.29 per share.
Reported Earnings • Sep 30First half earnings releasedOver the last 12 months the company has reported total losses of €3.26m, with losses widening by 30% from the prior year. Total revenue was €38.7m over the last 12 months, up 4.8% from the prior year.