View Past PerformanceWe.Connect バランスシートの健全性財務の健全性 基準チェック /56We.Connectの総株主資本は€97.0M 、総負債は€20.4Mで、負債比率は21%となります。総資産と総負債はそれぞれ€343.8Mと€246.8Mです。 We.Connectの EBIT は€41.1Mで、利息カバレッジ比率57.3です。現金および短期投資は€48.1Mです。主要情報21.00%負債資本比率€20.36m負債インタレスト・カバレッジ・レシオ57.3x現金€48.06mエクイティ€96.96m負債合計€246.82m総資産€343.77m財務の健全性に関する最新情報分析記事 • Jun 27Does We.Connect (EPA:ALWEC) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Oct 27These 4 Measures Indicate That We.Connect (EPA:ALWEC) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...すべての更新を表示Recent updatesReported Earnings • May 06Full year 2025 earnings released: EPS: €12.72 (vs €2.78 in FY 2024)Full year 2025 results: EPS: €12.72 (up from €2.78 in FY 2024). Revenue: €462.2m (up 54% from FY 2024). Net income: €37.5m (up 386% from FY 2024). Profit margin: 8.1% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.New Risk • May 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 62% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (62% accrual ratio). Minor Risk Market cap is less than US$100m (€74.9m market cap, or US$88.4m).New Risk • May 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Market cap is less than US$100m (€76.1m market cap, or US$89.0m).Declared Dividend • Apr 26Dividend of €0.40 announcedDividend of €0.40 is the same as last year. Ex-date: 3rd June 2026 Payment date: 5th June 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.4%. Sustainability & Growth The dividend has increased by an average of 13% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 3 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 18We.Connect SA, Annual General Meeting, May 28, 2026We.Connect SA, Annual General Meeting, May 28, 2026.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €26.00, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 30x in the Electronic industry in France. Total returns to shareholders of 98% over the past three years.分析記事 • Dec 16We.Connect (EPA:ALWEC) Hasn't Managed To Accelerate Its ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...分析記事 • Oct 30We Think That There Are Some Issues For We.Connect (EPA:ALWEC) Beyond Its Promising EarningsWe.Connect SA's ( EPA:ALWEC ) robust recent earnings didn't do much to move the stock. We think this is due to...Upcoming Dividend • Jun 02Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 09 June 2025. Payment date: 11 June 2025. Trailing yield: 2.1%. Lower than top quartile of French dividend payers (5.4%). Higher than average of industry peers (0.6%).New Risk • May 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. 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 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (€51.1m market cap, or US$57.8m).分析記事 • May 02We.Connect's (EPA:ALWEC) Dividend Will Be €0.40We.Connect SA ( EPA:ALWEC ) will pay a dividend of €0.40 on the 11th of June. This means that the annual payment will...Declared Dividend • May 02Dividend of €0.40 announcedDividend of €0.40 is the same as last year. Ex-date: 9th June 2025 Payment date: 11th June 2025 Dividend yield will be 2.3%, which is lower than the industry average of 2.4%. Sustainability & Growth The dividend has increased by an average of 15% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 6.2% over the last 3 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 29We.Connect SA, Annual General Meeting, Jun 03, 2025We.Connect SA, Annual General Meeting, Jun 03, 2025. Location: zac du couternois, 4 avenue louise leblois, serris Franceお知らせ • Apr 24We.Connect in Talks to Buy Consumer Electronics Firm Exertis FranceWe.Connect SA (ENXTPA:ALWEC) said on April 22, 2025 that it has started exclusive talks on the acquisition of consumer electronics distributor Exertis France SAS. The contemplated deal, financial details of which were not disclosed, does not include the professional tech divisions of Exertis in France and Iberia, namely Exertis Connect, Exertis Azenn, and Exertis AV Spain, a press statement says. The acquisition is expected to bolster We.Connect’s growth trajectory create significant synergies and strengthen its footprint in the European market, particularly in the Iberian Peninsula. The deal is expected to close in Third Quarter 2025, pending regulatory and labour body approvals.分析記事 • Apr 08Improved Earnings Required Before We.Connect SA (EPA:ALWEC) Shares Find Their FeetWhen close to half the companies in France have price-to-earnings ratios (or "P/E's") above 14x, you may consider...分析記事 • Oct 25We.Connect's (EPA:ALWEC) Profits May Not Reveal Underlying IssuesWe.Connect SA's ( EPA:ALWEC ) robust recent earnings didn't do much to move the stock. However the statutory profit...Reported Earnings • Oct 23First half 2024 earnings releasedFirst half 2024 results: Revenue: €120.3m (down 7.3% from 1H 2023). Net income: €3.74m (down 13% from 1H 2023). Profit margin: 3.1% (down from 3.3% in 1H 2023). The decrease in margin was driven by lower revenue.New Risk • Jul 17New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (6.7% increase in shares outstanding). Market cap is less than US$100m (€58.3m market cap, or US$63.8m).分析記事 • Jun 27Does We.Connect (EPA:ALWEC) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Jun 03Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 10 June 2024. Payment date: 12 June 2024. Trailing yield: 2.1%. Lower than top quartile of French dividend payers (5.2%). Higher than average of industry peers (0.7%).New Risk • May 12New 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). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (€54.4m market cap, or US$58.6m).分析記事 • Apr 09Return Trends At We.Connect (EPA:ALWEC) 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...Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €17.30, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 10x in the Electronic industry in France. Total loss to shareholders of 8.4% over the past three years.分析記事 • Dec 30The Returns At We.Connect (EPA:ALWEC) Aren't GrowingWhat 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 • Oct 27These 4 Measures Indicate That We.Connect (EPA:ALWEC) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Oct 26First half 2023 earnings releasedFirst half 2023 results: Net income: €4.29m (up €4.29m from 1H 2022).New Risk • Oct 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (64% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (€39.0m market cap, or US$41.3m).Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €14.20, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 12x in the Electronic industry in France. Total loss to shareholders of 6.4% over the past three years.分析記事 • Jul 24We.Connect (EPA:ALWEC) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Upcoming Dividend • May 30Upcoming dividend of €0.40 per share at 2.8% yieldEligible shareholders must have bought the stock before 06 June 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of French dividend payers (5.3%). Higher than average of industry peers (2.2%).Reported Earnings • Apr 23Full year 2022 earnings released: EPS: €2.85 (vs €2.33 in FY 2021)Full year 2022 results: EPS: €2.85 (up from €2.33 in FY 2021). Revenue: €237.7m (up 9.3% from FY 2021). Net income: €7.88m (up 24% from FY 2021). Profit margin: 3.3% (up from 2.9% in FY 2021). The increase in margin was driven by higher revenue. 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 5% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). CEO & Chairman of the Board Moshey Gorsd was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.分析記事 • Jun 18The Returns At We.Connect (EPA:ALWEC) Aren't GrowingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Upcoming Dividend • May 26Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 06 June 2022. The company last paid an ordinary dividend in May 2017. The average dividend yield among industry peers is 1.9%.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). CEO & Chairman of the Board Moshey Gorsd was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 27We.Connect SA (ENXTPA:ALWEC) acquired Dyadem S.A and Octant S.A.We.Connect SA (ENXTPA:ALWEC) acquired Dyadem S.A and Octant S.A on April 26, 2022. We.Connect SA (ENXTPA:ALWEC) completed the acquisition of Dyadem S.A and Octant S.A on April 26, 2022.分析記事 • Mar 31Here's Why I Think We.Connect (EPA:ALWEC) Might Deserve Your Attention TodaySome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...分析記事 • Mar 28We Like These Underlying Return On Capital Trends At We.Connect (EPA:ALWEC)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Is New 90 Day High Low • Feb 03New 90-day high: €21.20The company is up 25% from its price of €16.90 on 04 November 2020. The French market is up 13% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 40% over the same period.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improved over the past weekAfter last week's 21% share price gain to €21.20, the stock is trading at a trailing P/E ratio of 24.7x, up from the previous P/E ratio of 20.4x. This compares to an average P/E of 35x in the Electronic industry in France. Total returns to shareholders over the past three years are 62%.分析記事 • Feb 02Is We.Connect SA (EPA:ALWEC) A Smart Pick For Income Investors?Is We.Connect SA ( EPA:ALWEC ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...分析記事 • Dec 12Will We.Connect's (EPA:ALWEC) Growth In ROCE Persist?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Is New 90 Day High Low • Nov 12New 90-day high: €18.50The company is up 41% from its price of €13.10 on 14 August 2020. The French market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 4.0% over the same period.Is New 90 Day High Low • Oct 21New 90-day high: €18.40The company is up 48% from its price of €12.40 on 22 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 Electronic industry, which is down 3.0% over the same period.Is New 90 Day High Low • Sep 29New 90-day high: €14.40The company is up 31% from its price of €11.00 on 01 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 Electronic industry, which is down 2.0% over the same period.財務状況分析短期負債: ALWECの 短期資産 ( €330.3M ) が 短期負債 ( €190.2M ) を超えています。長期負債: ALWECの短期資産 ( €330.3M ) が 長期負債 ( €56.6M ) 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: ALWEC総負債よりも多くの現金を保有しています。負債の削減: ALWECの負債対資本比率は、過去 5 年間で100.7%から21%に減少しました。債務返済能力: ALWEC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せん ( 17.3% )。インタレストカバレッジ: ALWECの負債に対する 利息支払い は EBIT ( 57.3 x coverage) によって 十分にカバーされています。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2026/05/21 09:08終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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We.Connect SA 0 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。0
分析記事 • Jun 27Does We.Connect (EPA:ALWEC) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Oct 27These 4 Measures Indicate That We.Connect (EPA:ALWEC) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • May 06Full year 2025 earnings released: EPS: €12.72 (vs €2.78 in FY 2024)Full year 2025 results: EPS: €12.72 (up from €2.78 in FY 2024). Revenue: €462.2m (up 54% from FY 2024). Net income: €37.5m (up 386% from FY 2024). Profit margin: 8.1% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
New Risk • May 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 62% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (62% accrual ratio). Minor Risk Market cap is less than US$100m (€74.9m market cap, or US$88.4m).
New Risk • May 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Market cap is less than US$100m (€76.1m market cap, or US$89.0m).
Declared Dividend • Apr 26Dividend of €0.40 announcedDividend of €0.40 is the same as last year. Ex-date: 3rd June 2026 Payment date: 5th June 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.4%. Sustainability & Growth The dividend has increased by an average of 13% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 3 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 18We.Connect SA, Annual General Meeting, May 28, 2026We.Connect SA, Annual General Meeting, May 28, 2026.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €26.00, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 30x in the Electronic industry in France. Total returns to shareholders of 98% over the past three years.
分析記事 • Dec 16We.Connect (EPA:ALWEC) Hasn't Managed To Accelerate Its ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
分析記事 • Oct 30We Think That There Are Some Issues For We.Connect (EPA:ALWEC) Beyond Its Promising EarningsWe.Connect SA's ( EPA:ALWEC ) robust recent earnings didn't do much to move the stock. We think this is due to...
Upcoming Dividend • Jun 02Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 09 June 2025. Payment date: 11 June 2025. Trailing yield: 2.1%. Lower than top quartile of French dividend payers (5.4%). Higher than average of industry peers (0.6%).
New Risk • May 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. 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 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (€51.1m market cap, or US$57.8m).
分析記事 • May 02We.Connect's (EPA:ALWEC) Dividend Will Be €0.40We.Connect SA ( EPA:ALWEC ) will pay a dividend of €0.40 on the 11th of June. This means that the annual payment will...
Declared Dividend • May 02Dividend of €0.40 announcedDividend of €0.40 is the same as last year. Ex-date: 9th June 2025 Payment date: 11th June 2025 Dividend yield will be 2.3%, which is lower than the industry average of 2.4%. Sustainability & Growth The dividend has increased by an average of 15% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 6.2% over the last 3 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 29We.Connect SA, Annual General Meeting, Jun 03, 2025We.Connect SA, Annual General Meeting, Jun 03, 2025. Location: zac du couternois, 4 avenue louise leblois, serris France
お知らせ • Apr 24We.Connect in Talks to Buy Consumer Electronics Firm Exertis FranceWe.Connect SA (ENXTPA:ALWEC) said on April 22, 2025 that it has started exclusive talks on the acquisition of consumer electronics distributor Exertis France SAS. The contemplated deal, financial details of which were not disclosed, does not include the professional tech divisions of Exertis in France and Iberia, namely Exertis Connect, Exertis Azenn, and Exertis AV Spain, a press statement says. The acquisition is expected to bolster We.Connect’s growth trajectory create significant synergies and strengthen its footprint in the European market, particularly in the Iberian Peninsula. The deal is expected to close in Third Quarter 2025, pending regulatory and labour body approvals.
分析記事 • Apr 08Improved Earnings Required Before We.Connect SA (EPA:ALWEC) Shares Find Their FeetWhen close to half the companies in France have price-to-earnings ratios (or "P/E's") above 14x, you may consider...
分析記事 • Oct 25We.Connect's (EPA:ALWEC) Profits May Not Reveal Underlying IssuesWe.Connect SA's ( EPA:ALWEC ) robust recent earnings didn't do much to move the stock. However the statutory profit...
Reported Earnings • Oct 23First half 2024 earnings releasedFirst half 2024 results: Revenue: €120.3m (down 7.3% from 1H 2023). Net income: €3.74m (down 13% from 1H 2023). Profit margin: 3.1% (down from 3.3% in 1H 2023). The decrease in margin was driven by lower revenue.
New Risk • Jul 17New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (6.7% increase in shares outstanding). Market cap is less than US$100m (€58.3m market cap, or US$63.8m).
分析記事 • Jun 27Does We.Connect (EPA:ALWEC) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Jun 03Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 10 June 2024. Payment date: 12 June 2024. Trailing yield: 2.1%. Lower than top quartile of French dividend payers (5.2%). Higher than average of industry peers (0.7%).
New Risk • May 12New 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). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (€54.4m market cap, or US$58.6m).
分析記事 • Apr 09Return Trends At We.Connect (EPA:ALWEC) 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...
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €17.30, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 10x in the Electronic industry in France. Total loss to shareholders of 8.4% over the past three years.
分析記事 • Dec 30The Returns At We.Connect (EPA:ALWEC) Aren't GrowingWhat 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 • Oct 27These 4 Measures Indicate That We.Connect (EPA:ALWEC) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Oct 26First half 2023 earnings releasedFirst half 2023 results: Net income: €4.29m (up €4.29m from 1H 2022).
New Risk • Oct 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (64% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (€39.0m market cap, or US$41.3m).
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €14.20, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 12x in the Electronic industry in France. Total loss to shareholders of 6.4% over the past three years.
分析記事 • Jul 24We.Connect (EPA:ALWEC) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Upcoming Dividend • May 30Upcoming dividend of €0.40 per share at 2.8% yieldEligible shareholders must have bought the stock before 06 June 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of French dividend payers (5.3%). Higher than average of industry peers (2.2%).
Reported Earnings • Apr 23Full year 2022 earnings released: EPS: €2.85 (vs €2.33 in FY 2021)Full year 2022 results: EPS: €2.85 (up from €2.33 in FY 2021). Revenue: €237.7m (up 9.3% from FY 2021). Net income: €7.88m (up 24% from FY 2021). Profit margin: 3.3% (up from 2.9% in FY 2021). The increase in margin was driven by higher revenue. 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 5% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). CEO & Chairman of the Board Moshey Gorsd was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
分析記事 • Jun 18The Returns At We.Connect (EPA:ALWEC) Aren't GrowingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Upcoming Dividend • May 26Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 06 June 2022. The company last paid an ordinary dividend in May 2017. The average dividend yield among industry peers is 1.9%.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). CEO & Chairman of the Board Moshey Gorsd was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 27We.Connect SA (ENXTPA:ALWEC) acquired Dyadem S.A and Octant S.A.We.Connect SA (ENXTPA:ALWEC) acquired Dyadem S.A and Octant S.A on April 26, 2022. We.Connect SA (ENXTPA:ALWEC) completed the acquisition of Dyadem S.A and Octant S.A on April 26, 2022.
分析記事 • Mar 31Here's Why I Think We.Connect (EPA:ALWEC) Might Deserve Your Attention TodaySome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
分析記事 • Mar 28We Like These Underlying Return On Capital Trends At We.Connect (EPA:ALWEC)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Is New 90 Day High Low • Feb 03New 90-day high: €21.20The company is up 25% from its price of €16.90 on 04 November 2020. The French market is up 13% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 40% over the same period.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improved over the past weekAfter last week's 21% share price gain to €21.20, the stock is trading at a trailing P/E ratio of 24.7x, up from the previous P/E ratio of 20.4x. This compares to an average P/E of 35x in the Electronic industry in France. Total returns to shareholders over the past three years are 62%.
分析記事 • Feb 02Is We.Connect SA (EPA:ALWEC) A Smart Pick For Income Investors?Is We.Connect SA ( EPA:ALWEC ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
分析記事 • Dec 12Will We.Connect's (EPA:ALWEC) Growth In ROCE Persist?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Is New 90 Day High Low • Nov 12New 90-day high: €18.50The company is up 41% from its price of €13.10 on 14 August 2020. The French market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 4.0% over the same period.
Is New 90 Day High Low • Oct 21New 90-day high: €18.40The company is up 48% from its price of €12.40 on 22 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 Electronic industry, which is down 3.0% over the same period.
Is New 90 Day High Low • Sep 29New 90-day high: €14.40The company is up 31% from its price of €11.00 on 01 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 Electronic industry, which is down 2.0% over the same period.