View Financial HealthTouax 配当と自社株買い配当金 基準チェック /36Touax配当を支払う会社であり、現在の利回りは2.45%で、収益によって十分にカバーされています。主要情報2.5%配当利回り0.07%バイバック利回り総株主利回り2.5%将来の配当利回り2.5%配当成長12.4%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向41%最近の配当と自社株買いの更新Upcoming Dividend • Jun 25Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 02 July 2026. Payment date: 06 July 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (3.4%).Declared Dividend • Mar 26Dividend reduced to €0.10Dividend of €0.10 is 33% lower than last year. Ex-date: 2nd July 2026 Payment date: 6th July 2026 Dividend yield will be 2.6%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has remained flat since 3 years ago. However, payments have been volatile during that time. EPS is expected to grow by 170% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 20Touax SCA Proposes a Dividend for 2025Touax SCA at its Annual Shareholders' Meeting to be held on 10 June 2026, the managing partners will propose a dividend of €0.10 per share for 2025.Upcoming Dividend • Jun 20Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of French dividend payers (5.4%). In line with average of industry peers (3.2%).Declared Dividend • Apr 02Dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 27th June 2025 Payment date: 1st July 2025 Dividend yield will be 3.6%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (5% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 102% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jul 01Upcoming dividend of €0.12 per shareEligible shareholders must have bought the stock before 08 July 2024. Payment date: 10 July 2024. Trailing yield: 3.5%. Lower than top quartile of French dividend payers (5.6%). In line with average of industry peers (3.5%).すべての更新を表示Recent updatesライブニュース • Jul 04Touax Secures $115 Million Refinancing to Expand Container Investment CapacityTouax Container renewed its asset-backed facilities for the Containers division, securing a US$115 million refinancing over four years, with an additional US$20 million accordion option available to fund further growth. The new facilities are intended to refinance existing assets and support new container investments, with Touax citing expectations for containerized traffic growth in 2026 and a potential recovery in leasing demand in the second half of the year. Touax shares trade at €4.16, with the stock up 11.2% over the past 30 days. This refinancing gives Touax more visibility on funding for its container fleet and flexibility to add assets if market conditions develop as the company expects. It also means investors should watch how effectively that extra balance sheet capacity is deployed and what it does to returns and funding costs over time.New Risk • Jun 30New major risk - Revenue and earnings growthEarnings have declined by 33% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Interest payments are not well covered by earnings (1.0x net interest cover). Earnings have declined by 33% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (€29.0m market cap, or US$33.1m).Upcoming Dividend • Jun 25Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 02 July 2026. Payment date: 06 July 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (3.4%).お知らせ • May 07Touax SCA, Annual General Meeting, Jun 10, 2026Touax SCA, Annual General Meeting, Jun 10, 2026. Location: paris FranceNew Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.0x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (€28.3m market cap, or US$33.1m).Declared Dividend • Mar 26Dividend reduced to €0.10Dividend of €0.10 is 33% lower than last year. Ex-date: 2nd July 2026 Payment date: 6th July 2026 Dividend yield will be 2.6%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has remained flat since 3 years ago. However, payments have been volatile during that time. EPS is expected to grow by 170% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 20Touax SCA Proposes a Dividend for 2025Touax SCA at its Annual Shareholders' Meeting to be held on 10 June 2026, the managing partners will propose a dividend of €0.10 per share for 2025.Reported Earnings • Mar 19Full year 2025 earnings: Revenues miss analyst expectationsFull year 2025 results: Revenue: €156.1m (down 21% from FY 2024). Net income: €1.70m (down 30% from FY 2024). Profit margin: 1.1% (down from 1.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 11%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Infrastructure industry in Europe.お知らせ • Dec 01Touax SCA to Report First Half, 2026 Results on Sep 16, 2026Touax SCA announced that they will report first half, 2026 results on Sep 16, 2026Reported Earnings • Sep 24First half 2025 earnings released: EPS: €0.36 (vs €0.33 in 1H 2024)First half 2025 results: EPS: €0.36 (up from €0.33 in 1H 2024). Revenue: €83.7m (down 14% from 1H 2024). Net income: €2.50m (up 7.3% from 1H 2024). Profit margin: 3.0% (up from 2.4% in 1H 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.お知らせ • Sep 19Touax SCA to Report Fiscal Year 2025 Results on Mar 18, 2026Touax SCA announced that they will report fiscal year 2025 results on Mar 18, 2026分析記事 • Aug 29Touax's (EPA:ALTOU) Returns On Capital Are Heading HigherIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Major Estimate Revision • Aug 06Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.81 to €0.62. Revenue forecast unchanged from €205.0m at last update. Net income forecast to grow 78% next year vs 4.6% growth forecast for Infrastructure industry in France. Consensus price target down from €10.70 to €9.10. Share price was steady at €5.52 over the past week.Upcoming Dividend • Jun 20Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of French dividend payers (5.4%). In line with average of industry peers (3.2%).分析記事 • May 29The Return Trends At Touax (EPA:TOUP) Look PromisingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...お知らせ • May 08Touax SCA, Annual General Meeting, Jun 12, 2025Touax SCA, Annual General Meeting, Jun 12, 2025. Location: 40 passage de l arche, puteaux FranceMajor Estimate Revision • Apr 16Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.98 to €0.808. Revenue forecast unchanged from €205.0m at last update. Net income forecast to grow 135% next year vs 4.7% growth forecast for Infrastructure industry in France. Consensus price target of €10.70 unchanged from last update. Share price rose 3.8% to €4.10 over the past week.Major Estimate Revision • Apr 15Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.98 to €0.808. Revenue forecast unchanged from €205.0m at last update. Net income forecast to grow 186% next year vs 4.7% growth forecast for Infrastructure industry in France. Consensus price target of €10.70 unchanged from last update. Share price rose 3.5% to €4.12 over the past week.New Risk • Apr 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.2% Last year net profit margin: 1.8% 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 Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.2% net profit margin). Market cap is less than US$100m (€28.2m market cap, or US$30.8m).Declared Dividend • Apr 02Dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 27th June 2025 Payment date: 1st July 2025 Dividend yield will be 3.6%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (5% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 102% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €0.56. Revenue: €164.9m (down 16% from FY 2023). Net income: €2.40m (down 34% from FY 2023). Profit margin: 1.5% (down from 1.8% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Infrastructure industry in Europe.分析記事 • Mar 08Market Might Still Lack Some Conviction On Touax SCA (EPA:TOUP) Even After 25% Share Price BoostTouax SCA ( EPA:TOUP ) shareholders would be excited to see that the share price has had a great month, posting a 25...分析記事 • Feb 13We Like These Underlying Return On Capital Trends At Touax (EPA:TOUP)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Nov 28At €3.90, Is Touax SCA (EPA:TOUP) Worth Looking At Closely?Touax SCA ( EPA:TOUP ), might not be a large cap stock, but it received a lot of attention from a substantial price...お知らせ • Nov 18Touax SCA to Report First Half, 2025 Results on Sep 18, 2025Touax SCA announced that they will report first half, 2025 results on Sep 18, 2025Major Estimate Revision • Nov 17Consensus EPS estimates fall by 43%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €202.4m to €200.0m. EPS estimate also fell from €1.13 per share to €0.646 per share. Net income forecast to grow 544% next year vs 12% growth forecast for Infrastructure industry in France. Consensus price target down from €12.80 to €10.70. Share price was steady at €4.46 over the past week.Price Target Changed • Nov 16Price target decreased by 21% to €10.70Down from €13.50, the current price target is provided by 1 analyst. New target price is 140% above last closing price of €4.46. Stock is down 18% over the past year. The company is forecast to post earnings per share of €0.65 for next year compared to €0.52 last year.お知らせ • Nov 15Touax SCA to Report Fiscal Year 2024 Results on Mar 20, 2025Touax SCA announced that they will report fiscal year 2024 results on Mar 20, 2025Reported Earnings • Sep 22First half 2024 earnings released: EPS: €0.33 (vs €0.72 in 1H 2023)First half 2024 results: EPS: €0.33 (down from €0.72 in 1H 2023). Revenue: €80.4m (down 19% from 1H 2023). Net income: €2.30m (down 55% from 1H 2023). Profit margin: 2.9% (down from 5.1% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Sep 18Consensus EPS estimates increase by 33%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €0.848 to €1.13. Revenue forecast unchanged at €202.4m. Net income forecast to grow 119% next year vs 6.9% growth forecast for Infrastructure industry in France. Consensus price target of €12.80 unchanged from last update. Share price rose 11% to €5.08 over the past week.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €5.52, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Infrastructure industry in Europe. Total loss to shareholders of 34% over the past three years.分析記事 • Aug 24Touax (EPA:TOUP) Might Have The Makings Of A Multi-BaggerTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Upcoming Dividend • Jul 01Upcoming dividend of €0.12 per shareEligible shareholders must have bought the stock before 08 July 2024. Payment date: 10 July 2024. Trailing yield: 3.5%. Lower than top quartile of French dividend payers (5.6%). In line with average of industry peers (3.5%).Valuation Update With 7 Day Price Move • Jun 28Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €3.45, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 14x in the Infrastructure industry in Europe. Total loss to shareholders of 59% over the past three years.分析記事 • Jun 28Touax SCA (EPA:TOUP) Stock's 26% Dive Might Signal An Opportunity But It Requires Some ScrutinyTouax SCA ( EPA:TOUP ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...分析記事 • Jun 19At €4.20, Is It Time To Put Touax SCA (EPA:TOUP) On Your Watch List?While Touax SCA ( EPA:TOUP ) might not have the largest market cap around , it received a lot of attention from a...Major Estimate Revision • May 17Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €1.13 to €0.85. Revenue forecast unchanged from €202.4m at last update. Net income forecast to grow 64% next year vs 6.6% growth forecast for Infrastructure industry in France. Consensus price target of €12.80 unchanged from last update. Share price was steady at €4.85 over the past week.Declared Dividend • May 05Dividend of €0.12 announcedShareholders will receive a dividend of €0.12. Ex-date: 8th July 2024 Payment date: 10th July 2024 Dividend yield will be 2.5%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 97% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 24Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.52 (down from €1.07 in FY 2022). Revenue: €157.2m (down 25% from FY 2022). Net income: €3.60m (down 52% from FY 2022). Profit margin: 2.3% (down from 3.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.分析記事 • Feb 09Investors Will Want Touax's (EPA:TOUP) Growth In ROCE To PersistWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €5.82, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Infrastructure industry in Europe. Total loss to shareholders of 33% over the past three years.分析記事 • Dec 22Touax SCA (EPA:TOUP) Doing What It Can To Lift SharesTouax SCA's ( EPA:TOUP ) price-to-earnings (or "P/E") ratio of 8.1x might make it look like a buy right now compared to...Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €5.90, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Infrastructure industry in Europe. Total loss to shareholders of 27% over the past three years.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €4.72, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Infrastructure industry in Europe. Total loss to shareholders of 25% over the past three years.分析記事 • Nov 08Does Touax (EPA:TOUP) 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 18+ 2 more updatesTouax SCA, Annual General Meeting, Jun 12, 2024Touax SCA, Annual General Meeting, Jun 12, 2024.分析記事 • Oct 07Investors Will Want Touax's (EPA:TOUP) Growth In ROCE To PersistWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Sep 15First half 2023 earnings released: EPS: €0.72 (vs €1.08 in 1H 2022)First half 2023 results: EPS: €0.72 (down from €1.08 in 1H 2022). Revenue: €79.1m (down 23% from 1H 2022). Net income: €5.10m (down 33% from 1H 2022). Profit margin: 6.4% (down from 7.3% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.分析記事 • Sep 05At €6.00, Is Touax SCA (EPA:TOUP) Worth Looking At Closely?Touax SCA ( EPA:TOUP ), is not the largest company out there, but it received a lot of attention from a substantial...Upcoming Dividend • Jul 03Upcoming dividend of €0.10 per share at 1.5% yieldEligible shareholders must have bought the stock before 10 July 2023. Payment date: 12 July 2023. Payout ratio is a comfortable 9.4% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (3.2%).Major Estimate Revision • May 11Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €177.7m to €189.1m. EPS estimate fell from €1.07 to €0.911 per share. Net income forecast to shrink 14% next year vs 16% growth forecast for Infrastructure industry in France . Consensus price target down from €13.50 to €12.60. Share price was steady at €7.32 over the past week.Reported Earnings • Mar 24Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: €1.07 (down from €1.79 in FY 2021). Revenue: €161.5m (down 3.8% from FY 2021). Net income: €7.50m (down 40% from FY 2021). Profit margin: 4.6% (down from 7.5% in FY 2021). Revenue missed analyst estimates by 22%. Earnings per share (EPS) also missed analyst estimates by 41%. Revenue is forecast to grow 8.2% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €172.3m to €207.2m. EPS estimate reaffirmed at €1.82. Net income forecast to shrink 44% next year vs 5.5% decline forecast for Infrastructure industry in France. Consensus price target broadly unchanged at €13.50. Share price rose 2.2% to €8.79 over the past week.お知らせ • Oct 27+ 2 more updatesTouax SCA to Report First Half, 2023 Results on Sep 13, 2023Touax SCA announced that they will report first half, 2023 results on Sep 13, 2023分析記事 • Sep 25Does Touax (EPA:TOUP) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Major Estimate Revision • Jul 01Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €168.1m to €172.3m. EPS estimate increased from €1.35 to €1.64 per share. Net income forecast to shrink 8.5% next year vs 7.4% growth forecast for Infrastructure industry in France . Consensus price target down from €13.40 to €13.00. Share price was steady at €8.08 over the past week.Major Estimate Revision • May 14Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €161.6m to €168.1m. EPS estimate increased from €1.17 to €1.35 per share. Net income forecast to shrink 25% next year vs 4.5% growth forecast for Infrastructure industry in France . Consensus price target down from €13.70 to €13.40. Share price rose 3.3% to €8.11 over the past week.分析記事 • Apr 02Touax SCA's (EPA:TOUP) Share Price Boosted 29% But Its Business Prospects Need A Lift TooThe Touax SCA ( EPA:TOUP ) share price has done very well over the last month, posting an excellent gain of 29%. But...Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to €7.48, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Infrastructure industry in Europe. Total returns to shareholders of 77% over the past three years.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to €7.84, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Infrastructure industry in Europe. Total returns to shareholders of 61% over the past three years.Major Estimate Revision • Dec 11Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from €150.5m to €113.9m. EPS estimate increased from €0.81 to €1.16 per share. Net income forecast to grow 48% next year vs 13% growth forecast for Infrastructure industry in France. Consensus price target up from €12.90 to €13.30. Share price fell 8.2% to €6.98 over the past week.Price Target Changed • Dec 10Price target increased to €13.30Up from €12.40, the current price target is provided by 1 analyst. New target price is 91% above last closing price of €6.98. Stock is down 17% over the past year. The company is forecast to post earnings per share of €0.81 for next year compared to €0.86 last year.Price Target Changed • Sep 28Price target increased to €12.90Up from €12.00, the current price target is provided by 1 analyst. New target price is 57% above last closing price of €8.20. Stock is up 27% over the past year.Reported Earnings • Sep 26First half 2021 earnings released: EPS €0.28 (vs €0.36 in 1H 2020)The company reported a soft first half result with weaker earnings and revenues, although profit margins were improved. First half 2021 results: Revenue: €52.4m (down 36% from 1H 2020). Net income: €2.00m (down 21% from 1H 2020). Profit margin: 3.8% (up from 3.1% in 1H 2020). The increase in margin was driven by lower expenses. 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 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 25Full year 2020 earnings released: EPS €0.86 (vs €0.28 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €163.4m (down 3.1% from FY 2019). Net income: €5.99m (up €7.95m from FY 2019). Profit margin: 3.7% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Major Estimate Revision • Apr 01Consensus EPS estimates fall to €0.81The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from €157.5m to €150.4m. EPS estimate also fell from €1.20 to €0.81. Net income forecast to shrink 5.9% next year vs 13% growth forecast for Infrastructure industry in France . Consensus price target up from €12.00 to €12.40. Share price fell 4.2% to €9.82 over the past week.Reported Earnings • Mar 26Full year 2020 earnings released: EPS €0.85 (vs €0.28 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €163.4m (down 3.1% from FY 2019). Net income: €6.00m (up €7.96m from FY 2019). Profit margin: 3.7% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.分析記事 • Feb 10Can You Imagine How Touax's (EPA:TOUP) Shareholders Feel About The 98% Share Price Increase?Passive investing in index funds can generate returns that roughly match the overall market. But you can significantly...Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to €9.62, the stock is trading at a trailing P/E ratio of 26.1x, up from the previous P/E ratio of 22x. This compares to an average P/E of 20x in the Infrastructure industry in Europe. Total return to shareholders over the past three years is a loss of 16%.Is New 90 Day High Low • Feb 06New 90-day high: €9.62The company is up 59% from its price of €6.04 on 06 November 2020. The French market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Infrastructure industry, which is up 17% over the same period.Is New 90 Day High Low • Jan 04New 90-day high: €9.24The company is up 47% from its price of €6.30 on 06 October 2020. The French market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Infrastructure industry, which is up 20% over the same period.分析記事 • Dec 16Is Now An Opportune Moment To Examine Touax SCA (EPA:TOUP)?Touax SCA ( EPA:TOUP ), is not the largest company out there, but it received a lot of attention from a substantial...お知らせ • Dec 15+ 1 more updateTouax SCA, Annual General Meeting, Jun 23, 2021Touax SCA, Annual General Meeting, Jun 23, 2021.Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 17% share price gain to €7.98, the stock is trading at a trailing P/E ratio of 21.7x, up from the previous P/E ratio of 18.5x. This compares to an average P/E of 20x in the Infrastructure industry in Europe. Total return to shareholders over the past three years is a loss of 18%.Major Estimate Revision • Nov 17Analysts increase EPS estimates to €0.41The 2020 consensus revenue estimate increased from €158.6m to €165.7m. The earnings per share estimate also received an upgrade from €0.32 to €0.41 for the same period. Net income is expected to grow by 116% next year compared to 4.5% decline forecast for the Infrastructure industry in France. The consensus price target of €10.00 was unchanged from the last update. Share price is up 15% to €7.42 over the past week.Price Target Changed • Nov 17Price target raised to €10.00Up from €9.00, the current price target is provided by 1 analyst. The new target price is 35% above the current share price of €7.42. As of last close, the stock is up 42% over the past year.Valuation Update With 7 Day Price Move • Nov 17Market bids up stock over the past weekAfter last week's 15% share price gain to €7.42, the stock is trading at a trailing P/E ratio of 20.1x, up from the previous P/E ratio of 17.5x. This compares to an average P/E of 20x in the Infrastructure industry in Europe. Total return to shareholders over the past three years is a loss of 23%.お知らせ • Nov 14Touax SCA to Report Fiscal Year 2020 Results on Mar 24, 2021Touax SCA announced that they will report fiscal year 2020 results on Mar 24, 2021Is New 90 Day High Low • Nov 13New 90-day high: €6.80The company is up 2.0% from its price of €6.68 on 14 August 2020. The French market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 16% over the same period.決済の安定と成長配当データの取得安定した配当: ALTOUは 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: ALTOUは3年間のみ配当金を支払っており、それ以降支払額は増加していません。配当利回り対市場Touax 配当利回り対市場ALTOU 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (ALTOU)2.5%市場下位25% (FR)2.0%市場トップ25% (FR)5.3%業界平均 (Infrastructure)3.5%アナリスト予想 (ALTOU) (最長3年)2.5%注目すべき配当: ALTOUの配当金 ( 2.45% ) はFrench市場の配当金支払者の下位 25% ( 1.97% ) よりも高くなっています。高配当: ALTOUの配当金 ( 2.45% ) はFrench市場の配当金支払者の上位 25% ( 5.27% ) と比較すると低いです。株主への利益配当収益カバレッジ: ALTOUの 配当性向 ( 40.7% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: ALTOUは低い 現金配当性向 ( 21.7% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YFR 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/15 15:11終値2026/07/15 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Touax SCA 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。3 アナリスト機関Guillaume CuvillierGilbert DupontStephanie LefebvreGilbert DupontClement VignardGilbert Dupont
Upcoming Dividend • Jun 25Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 02 July 2026. Payment date: 06 July 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (3.4%).
Declared Dividend • Mar 26Dividend reduced to €0.10Dividend of €0.10 is 33% lower than last year. Ex-date: 2nd July 2026 Payment date: 6th July 2026 Dividend yield will be 2.6%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has remained flat since 3 years ago. However, payments have been volatile during that time. EPS is expected to grow by 170% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 20Touax SCA Proposes a Dividend for 2025Touax SCA at its Annual Shareholders' Meeting to be held on 10 June 2026, the managing partners will propose a dividend of €0.10 per share for 2025.
Upcoming Dividend • Jun 20Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of French dividend payers (5.4%). In line with average of industry peers (3.2%).
Declared Dividend • Apr 02Dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 27th June 2025 Payment date: 1st July 2025 Dividend yield will be 3.6%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (5% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 102% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jul 01Upcoming dividend of €0.12 per shareEligible shareholders must have bought the stock before 08 July 2024. Payment date: 10 July 2024. Trailing yield: 3.5%. Lower than top quartile of French dividend payers (5.6%). In line with average of industry peers (3.5%).
ライブニュース • Jul 04Touax Secures $115 Million Refinancing to Expand Container Investment CapacityTouax Container renewed its asset-backed facilities for the Containers division, securing a US$115 million refinancing over four years, with an additional US$20 million accordion option available to fund further growth. The new facilities are intended to refinance existing assets and support new container investments, with Touax citing expectations for containerized traffic growth in 2026 and a potential recovery in leasing demand in the second half of the year. Touax shares trade at €4.16, with the stock up 11.2% over the past 30 days. This refinancing gives Touax more visibility on funding for its container fleet and flexibility to add assets if market conditions develop as the company expects. It also means investors should watch how effectively that extra balance sheet capacity is deployed and what it does to returns and funding costs over time.
New Risk • Jun 30New major risk - Revenue and earnings growthEarnings have declined by 33% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Interest payments are not well covered by earnings (1.0x net interest cover). Earnings have declined by 33% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (€29.0m market cap, or US$33.1m).
Upcoming Dividend • Jun 25Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 02 July 2026. Payment date: 06 July 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (3.4%).
お知らせ • May 07Touax SCA, Annual General Meeting, Jun 10, 2026Touax SCA, Annual General Meeting, Jun 10, 2026. Location: paris France
New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.0x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (€28.3m market cap, or US$33.1m).
Declared Dividend • Mar 26Dividend reduced to €0.10Dividend of €0.10 is 33% lower than last year. Ex-date: 2nd July 2026 Payment date: 6th July 2026 Dividend yield will be 2.6%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has remained flat since 3 years ago. However, payments have been volatile during that time. EPS is expected to grow by 170% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 20Touax SCA Proposes a Dividend for 2025Touax SCA at its Annual Shareholders' Meeting to be held on 10 June 2026, the managing partners will propose a dividend of €0.10 per share for 2025.
Reported Earnings • Mar 19Full year 2025 earnings: Revenues miss analyst expectationsFull year 2025 results: Revenue: €156.1m (down 21% from FY 2024). Net income: €1.70m (down 30% from FY 2024). Profit margin: 1.1% (down from 1.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 11%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Infrastructure industry in Europe.
お知らせ • Dec 01Touax SCA to Report First Half, 2026 Results on Sep 16, 2026Touax SCA announced that they will report first half, 2026 results on Sep 16, 2026
Reported Earnings • Sep 24First half 2025 earnings released: EPS: €0.36 (vs €0.33 in 1H 2024)First half 2025 results: EPS: €0.36 (up from €0.33 in 1H 2024). Revenue: €83.7m (down 14% from 1H 2024). Net income: €2.50m (up 7.3% from 1H 2024). Profit margin: 3.0% (up from 2.4% in 1H 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 19Touax SCA to Report Fiscal Year 2025 Results on Mar 18, 2026Touax SCA announced that they will report fiscal year 2025 results on Mar 18, 2026
分析記事 • Aug 29Touax's (EPA:ALTOU) Returns On Capital Are Heading HigherIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Major Estimate Revision • Aug 06Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.81 to €0.62. Revenue forecast unchanged from €205.0m at last update. Net income forecast to grow 78% next year vs 4.6% growth forecast for Infrastructure industry in France. Consensus price target down from €10.70 to €9.10. Share price was steady at €5.52 over the past week.
Upcoming Dividend • Jun 20Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of French dividend payers (5.4%). In line with average of industry peers (3.2%).
分析記事 • May 29The Return Trends At Touax (EPA:TOUP) Look PromisingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
お知らせ • May 08Touax SCA, Annual General Meeting, Jun 12, 2025Touax SCA, Annual General Meeting, Jun 12, 2025. Location: 40 passage de l arche, puteaux France
Major Estimate Revision • Apr 16Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.98 to €0.808. Revenue forecast unchanged from €205.0m at last update. Net income forecast to grow 135% next year vs 4.7% growth forecast for Infrastructure industry in France. Consensus price target of €10.70 unchanged from last update. Share price rose 3.8% to €4.10 over the past week.
Major Estimate Revision • Apr 15Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.98 to €0.808. Revenue forecast unchanged from €205.0m at last update. Net income forecast to grow 186% next year vs 4.7% growth forecast for Infrastructure industry in France. Consensus price target of €10.70 unchanged from last update. Share price rose 3.5% to €4.12 over the past week.
New Risk • Apr 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.2% Last year net profit margin: 1.8% 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 Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.2% net profit margin). Market cap is less than US$100m (€28.2m market cap, or US$30.8m).
Declared Dividend • Apr 02Dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 27th June 2025 Payment date: 1st July 2025 Dividend yield will be 3.6%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (5% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 102% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €0.56. Revenue: €164.9m (down 16% from FY 2023). Net income: €2.40m (down 34% from FY 2023). Profit margin: 1.5% (down from 1.8% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Infrastructure industry in Europe.
分析記事 • Mar 08Market Might Still Lack Some Conviction On Touax SCA (EPA:TOUP) Even After 25% Share Price BoostTouax SCA ( EPA:TOUP ) shareholders would be excited to see that the share price has had a great month, posting a 25...
分析記事 • Feb 13We Like These Underlying Return On Capital Trends At Touax (EPA:TOUP)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
分析記事 • Nov 28At €3.90, Is Touax SCA (EPA:TOUP) Worth Looking At Closely?Touax SCA ( EPA:TOUP ), might not be a large cap stock, but it received a lot of attention from a substantial price...
お知らせ • Nov 18Touax SCA to Report First Half, 2025 Results on Sep 18, 2025Touax SCA announced that they will report first half, 2025 results on Sep 18, 2025
Major Estimate Revision • Nov 17Consensus EPS estimates fall by 43%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €202.4m to €200.0m. EPS estimate also fell from €1.13 per share to €0.646 per share. Net income forecast to grow 544% next year vs 12% growth forecast for Infrastructure industry in France. Consensus price target down from €12.80 to €10.70. Share price was steady at €4.46 over the past week.
Price Target Changed • Nov 16Price target decreased by 21% to €10.70Down from €13.50, the current price target is provided by 1 analyst. New target price is 140% above last closing price of €4.46. Stock is down 18% over the past year. The company is forecast to post earnings per share of €0.65 for next year compared to €0.52 last year.
お知らせ • Nov 15Touax SCA to Report Fiscal Year 2024 Results on Mar 20, 2025Touax SCA announced that they will report fiscal year 2024 results on Mar 20, 2025
Reported Earnings • Sep 22First half 2024 earnings released: EPS: €0.33 (vs €0.72 in 1H 2023)First half 2024 results: EPS: €0.33 (down from €0.72 in 1H 2023). Revenue: €80.4m (down 19% from 1H 2023). Net income: €2.30m (down 55% from 1H 2023). Profit margin: 2.9% (down from 5.1% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Sep 18Consensus EPS estimates increase by 33%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €0.848 to €1.13. Revenue forecast unchanged at €202.4m. Net income forecast to grow 119% next year vs 6.9% growth forecast for Infrastructure industry in France. Consensus price target of €12.80 unchanged from last update. Share price rose 11% to €5.08 over the past week.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €5.52, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Infrastructure industry in Europe. Total loss to shareholders of 34% over the past three years.
分析記事 • Aug 24Touax (EPA:TOUP) Might Have The Makings Of A Multi-BaggerTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Upcoming Dividend • Jul 01Upcoming dividend of €0.12 per shareEligible shareholders must have bought the stock before 08 July 2024. Payment date: 10 July 2024. Trailing yield: 3.5%. Lower than top quartile of French dividend payers (5.6%). In line with average of industry peers (3.5%).
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €3.45, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 14x in the Infrastructure industry in Europe. Total loss to shareholders of 59% over the past three years.
分析記事 • Jun 28Touax SCA (EPA:TOUP) Stock's 26% Dive Might Signal An Opportunity But It Requires Some ScrutinyTouax SCA ( EPA:TOUP ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...
分析記事 • Jun 19At €4.20, Is It Time To Put Touax SCA (EPA:TOUP) On Your Watch List?While Touax SCA ( EPA:TOUP ) might not have the largest market cap around , it received a lot of attention from a...
Major Estimate Revision • May 17Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €1.13 to €0.85. Revenue forecast unchanged from €202.4m at last update. Net income forecast to grow 64% next year vs 6.6% growth forecast for Infrastructure industry in France. Consensus price target of €12.80 unchanged from last update. Share price was steady at €4.85 over the past week.
Declared Dividend • May 05Dividend of €0.12 announcedShareholders will receive a dividend of €0.12. Ex-date: 8th July 2024 Payment date: 10th July 2024 Dividend yield will be 2.5%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 97% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 24Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.52 (down from €1.07 in FY 2022). Revenue: €157.2m (down 25% from FY 2022). Net income: €3.60m (down 52% from FY 2022). Profit margin: 2.3% (down from 3.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
分析記事 • Feb 09Investors Will Want Touax's (EPA:TOUP) Growth In ROCE To PersistWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €5.82, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Infrastructure industry in Europe. Total loss to shareholders of 33% over the past three years.
分析記事 • Dec 22Touax SCA (EPA:TOUP) Doing What It Can To Lift SharesTouax SCA's ( EPA:TOUP ) price-to-earnings (or "P/E") ratio of 8.1x might make it look like a buy right now compared to...
Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €5.90, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Infrastructure industry in Europe. Total loss to shareholders of 27% over the past three years.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €4.72, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Infrastructure industry in Europe. Total loss to shareholders of 25% over the past three years.
分析記事 • Nov 08Does Touax (EPA:TOUP) 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 18+ 2 more updatesTouax SCA, Annual General Meeting, Jun 12, 2024Touax SCA, Annual General Meeting, Jun 12, 2024.
分析記事 • Oct 07Investors Will Want Touax's (EPA:TOUP) Growth In ROCE To PersistWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Sep 15First half 2023 earnings released: EPS: €0.72 (vs €1.08 in 1H 2022)First half 2023 results: EPS: €0.72 (down from €1.08 in 1H 2022). Revenue: €79.1m (down 23% from 1H 2022). Net income: €5.10m (down 33% from 1H 2022). Profit margin: 6.4% (down from 7.3% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
分析記事 • Sep 05At €6.00, Is Touax SCA (EPA:TOUP) Worth Looking At Closely?Touax SCA ( EPA:TOUP ), is not the largest company out there, but it received a lot of attention from a substantial...
Upcoming Dividend • Jul 03Upcoming dividend of €0.10 per share at 1.5% yieldEligible shareholders must have bought the stock before 10 July 2023. Payment date: 12 July 2023. Payout ratio is a comfortable 9.4% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (3.2%).
Major Estimate Revision • May 11Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €177.7m to €189.1m. EPS estimate fell from €1.07 to €0.911 per share. Net income forecast to shrink 14% next year vs 16% growth forecast for Infrastructure industry in France . Consensus price target down from €13.50 to €12.60. Share price was steady at €7.32 over the past week.
Reported Earnings • Mar 24Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: €1.07 (down from €1.79 in FY 2021). Revenue: €161.5m (down 3.8% from FY 2021). Net income: €7.50m (down 40% from FY 2021). Profit margin: 4.6% (down from 7.5% in FY 2021). Revenue missed analyst estimates by 22%. Earnings per share (EPS) also missed analyst estimates by 41%. Revenue is forecast to grow 8.2% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €172.3m to €207.2m. EPS estimate reaffirmed at €1.82. Net income forecast to shrink 44% next year vs 5.5% decline forecast for Infrastructure industry in France. Consensus price target broadly unchanged at €13.50. Share price rose 2.2% to €8.79 over the past week.
お知らせ • Oct 27+ 2 more updatesTouax SCA to Report First Half, 2023 Results on Sep 13, 2023Touax SCA announced that they will report first half, 2023 results on Sep 13, 2023
分析記事 • Sep 25Does Touax (EPA:TOUP) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Major Estimate Revision • Jul 01Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €168.1m to €172.3m. EPS estimate increased from €1.35 to €1.64 per share. Net income forecast to shrink 8.5% next year vs 7.4% growth forecast for Infrastructure industry in France . Consensus price target down from €13.40 to €13.00. Share price was steady at €8.08 over the past week.
Major Estimate Revision • May 14Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €161.6m to €168.1m. EPS estimate increased from €1.17 to €1.35 per share. Net income forecast to shrink 25% next year vs 4.5% growth forecast for Infrastructure industry in France . Consensus price target down from €13.70 to €13.40. Share price rose 3.3% to €8.11 over the past week.
分析記事 • Apr 02Touax SCA's (EPA:TOUP) Share Price Boosted 29% But Its Business Prospects Need A Lift TooThe Touax SCA ( EPA:TOUP ) share price has done very well over the last month, posting an excellent gain of 29%. But...
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to €7.48, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Infrastructure industry in Europe. Total returns to shareholders of 77% over the past three years.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to €7.84, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Infrastructure industry in Europe. Total returns to shareholders of 61% over the past three years.
Major Estimate Revision • Dec 11Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from €150.5m to €113.9m. EPS estimate increased from €0.81 to €1.16 per share. Net income forecast to grow 48% next year vs 13% growth forecast for Infrastructure industry in France. Consensus price target up from €12.90 to €13.30. Share price fell 8.2% to €6.98 over the past week.
Price Target Changed • Dec 10Price target increased to €13.30Up from €12.40, the current price target is provided by 1 analyst. New target price is 91% above last closing price of €6.98. Stock is down 17% over the past year. The company is forecast to post earnings per share of €0.81 for next year compared to €0.86 last year.
Price Target Changed • Sep 28Price target increased to €12.90Up from €12.00, the current price target is provided by 1 analyst. New target price is 57% above last closing price of €8.20. Stock is up 27% over the past year.
Reported Earnings • Sep 26First half 2021 earnings released: EPS €0.28 (vs €0.36 in 1H 2020)The company reported a soft first half result with weaker earnings and revenues, although profit margins were improved. First half 2021 results: Revenue: €52.4m (down 36% from 1H 2020). Net income: €2.00m (down 21% from 1H 2020). Profit margin: 3.8% (up from 3.1% in 1H 2020). The increase in margin was driven by lower expenses. 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 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 25Full year 2020 earnings released: EPS €0.86 (vs €0.28 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €163.4m (down 3.1% from FY 2019). Net income: €5.99m (up €7.95m from FY 2019). Profit margin: 3.7% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Apr 01Consensus EPS estimates fall to €0.81The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from €157.5m to €150.4m. EPS estimate also fell from €1.20 to €0.81. Net income forecast to shrink 5.9% next year vs 13% growth forecast for Infrastructure industry in France . Consensus price target up from €12.00 to €12.40. Share price fell 4.2% to €9.82 over the past week.
Reported Earnings • Mar 26Full year 2020 earnings released: EPS €0.85 (vs €0.28 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €163.4m (down 3.1% from FY 2019). Net income: €6.00m (up €7.96m from FY 2019). Profit margin: 3.7% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
分析記事 • Feb 10Can You Imagine How Touax's (EPA:TOUP) Shareholders Feel About The 98% Share Price Increase?Passive investing in index funds can generate returns that roughly match the overall market. But you can significantly...
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to €9.62, the stock is trading at a trailing P/E ratio of 26.1x, up from the previous P/E ratio of 22x. This compares to an average P/E of 20x in the Infrastructure industry in Europe. Total return to shareholders over the past three years is a loss of 16%.
Is New 90 Day High Low • Feb 06New 90-day high: €9.62The company is up 59% from its price of €6.04 on 06 November 2020. The French market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Infrastructure industry, which is up 17% over the same period.
Is New 90 Day High Low • Jan 04New 90-day high: €9.24The company is up 47% from its price of €6.30 on 06 October 2020. The French market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Infrastructure industry, which is up 20% over the same period.
分析記事 • Dec 16Is Now An Opportune Moment To Examine Touax SCA (EPA:TOUP)?Touax SCA ( EPA:TOUP ), is not the largest company out there, but it received a lot of attention from a substantial...
お知らせ • Dec 15+ 1 more updateTouax SCA, Annual General Meeting, Jun 23, 2021Touax SCA, Annual General Meeting, Jun 23, 2021.
Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 17% share price gain to €7.98, the stock is trading at a trailing P/E ratio of 21.7x, up from the previous P/E ratio of 18.5x. This compares to an average P/E of 20x in the Infrastructure industry in Europe. Total return to shareholders over the past three years is a loss of 18%.
Major Estimate Revision • Nov 17Analysts increase EPS estimates to €0.41The 2020 consensus revenue estimate increased from €158.6m to €165.7m. The earnings per share estimate also received an upgrade from €0.32 to €0.41 for the same period. Net income is expected to grow by 116% next year compared to 4.5% decline forecast for the Infrastructure industry in France. The consensus price target of €10.00 was unchanged from the last update. Share price is up 15% to €7.42 over the past week.
Price Target Changed • Nov 17Price target raised to €10.00Up from €9.00, the current price target is provided by 1 analyst. The new target price is 35% above the current share price of €7.42. As of last close, the stock is up 42% over the past year.
Valuation Update With 7 Day Price Move • Nov 17Market bids up stock over the past weekAfter last week's 15% share price gain to €7.42, the stock is trading at a trailing P/E ratio of 20.1x, up from the previous P/E ratio of 17.5x. This compares to an average P/E of 20x in the Infrastructure industry in Europe. Total return to shareholders over the past three years is a loss of 23%.
お知らせ • Nov 14Touax SCA to Report Fiscal Year 2020 Results on Mar 24, 2021Touax SCA announced that they will report fiscal year 2020 results on Mar 24, 2021
Is New 90 Day High Low • Nov 13New 90-day high: €6.80The company is up 2.0% from its price of €6.68 on 14 August 2020. The French market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 16% over the same period.