View ValuationID Logistics Group 将来の成長Future 基準チェック /36ID Logistics Group利益と収益がそれぞれ年間17.3%と9.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12% 16%なると予測されています。主要情報17.3%収益成長率15.99%EPS成長率Logistics 収益成長16.9%収益成長率9.2%将来の株主資本利益率11.98%アナリストカバレッジGood最終更新日11 May 2026今後の成長に関する最新情報分析記事 • May 03ID Logistics Group SA (EPA:IDL) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesID Logistics Group SA ( EPA:IDL ) came out with its first-quarter results last week, and we wanted to see how the...Price Target Changed • Mar 17Price target increased by 7.8% to €469Up from €435, the current price target is an average from 6 analysts. New target price is 27% above last closing price of €369. Stock is up 11% over the past year.分析記事 • Mar 15ID Logistics Group SA (EPA:IDL) Released Earnings Last Week And Analysts Lifted Their Price Target To €465Last week, you might have seen that ID Logistics Group SA ( EPA:IDL ) released its full-year result to the market. The...Major Estimate Revision • Sep 04Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €10.15 to €9.04. Revenue forecast unchanged from €3.16b at last update. Net income forecast to grow 19% next year vs 19% growth forecast for Logistics industry in France. Consensus price target of €437 unchanged from last update. Share price fell 10% to €403 over the past week.Price Target Changed • Aug 05Price target increased by 7.1% to €431Up from €403, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €428. Stock is up 72% over the past year. The company is forecast to post earnings per share of €10.33 for next year compared to €8.77 last year.Price Target Changed • Jul 24Price target increased by 7.3% to €426Up from €397, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €437. Stock is up 70% over the past year. The company is forecast to post earnings per share of €10.05 for next year compared to €8.77 last year.すべての更新を表示Recent updatesライブニュース • May 12ID Logistics Expands US HazMat Network With First Virginia Facility for Regulated ProductsID Logistics has signed a lease for a new hazardous materials distribution facility in Henrico, Virginia, marking its first operation in that state. The site is a greenfield development focused on HazMat storage and distribution for regulated retail and direct-to-consumer products. This will be the company’s third HazMat-focused logistics site in the US, expanding its specialized network in complex, regulated supply chains. This expansion points to management placing more emphasis on higher-complexity logistics services. That can deepen customer relationships in sectors where compliance and safety are critical. Investors may want to watch how quickly this Virginia facility ramps up and how HazMat-focused operations contribute to mix, margin profile and contract durations over time.分析記事 • May 03ID Logistics Group SA (EPA:IDL) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesID Logistics Group SA ( EPA:IDL ) came out with its first-quarter results last week, and we wanted to see how the...お知らせ • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2026ID Logistics Group SA, Annual General Meeting, Jun 03, 2026. Location: 55 chemin des engrenauds, orgon FranceReported Earnings • Apr 30Full year 2025 earnings releasedFull year 2025 results: Revenue: €3.74b (up 14% from FY 2024). Net income: €63.3m (up 20% from FY 2024). Profit margin: 1.7% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Logistics industry in Europe.Reported Earnings • Mar 12Full year 2025 earnings releasedFull year 2025 results: Revenue: €3.74b (up 14% from FY 2024). Net income: €63.3m (up 20% from FY 2024). Profit margin: 1.7% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 2.8% growth forecast for the Logistics industry in Europe.お知らせ • Jan 26ID Logistics Group SA to Report Fiscal Year 2025 Results on Mar 11, 2026ID Logistics Group SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026分析記事 • Sep 22ID Logistics Group (EPA:IDL) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Aug 28New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Aug 28Now 20% overvaluedOver the last 90 days, the stock has fallen 1.5% to €413. The fair value is estimated to be €344, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.お知らせ • Jul 23ID Logistics Group SA to Report First Half, 2025 Results on Aug 27, 2025ID Logistics Group SA announced that they will report first half, 2025 results on Aug 27, 2025分析記事 • Jul 14What You Can Learn From ID Logistics Group SA's (EPA:IDL) P/EID Logistics Group SA's ( EPA:IDL ) price-to-earnings (or "P/E") ratio of 54.4x might make it look like a strong sell...分析記事 • May 28ID Logistics Group SA's (EPA:IDL) CEO Compensation Is Looking A Bit Stretched At The MomentKey Insights ID Logistics Group's Annual General Meeting to take place on 3rd of June CEO Eric Hemar's total...お知らせ • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2025ID Logistics Group SA, Annual General Meeting, Jun 03, 2025. Location: 55 chemin des engrenauds, orgon FranceReported Earnings • Apr 30Full year 2024 earnings released: EPS: €8.40 (vs €8.77 in FY 2023)Full year 2024 results: EPS: €8.40. Revenue: €3.27b (up 19% from FY 2023). Net income: €52.8m (up 1.3% from FY 2023). Profit margin: 1.6% (down from 1.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Logistics industry in Europe.お知らせ • Apr 23ID Logistics Group SA to Report Q2, 2025 Results on Jul 23, 2025ID Logistics Group SA announced that they will report Q2, 2025 results After-Market on Jul 23, 2025分析記事 • Mar 22We Think ID Logistics Group's (EPA:IDL) Solid Earnings Are UnderstatedThe stock was sluggish on the back of ID Logistics Group SA's ( EPA:IDL ) recent earnings report. Along with the solid...Price Target Changed • Mar 17Price target increased by 7.8% to €469Up from €435, the current price target is an average from 6 analysts. New target price is 27% above last closing price of €369. Stock is up 11% over the past year.分析記事 • Mar 15ID Logistics Group SA (EPA:IDL) Released Earnings Last Week And Analysts Lifted Their Price Target To €465Last week, you might have seen that ID Logistics Group SA ( EPA:IDL ) released its full-year result to the market. The...Reported Earnings • Mar 13Full year 2024 earnings releasedFull year 2024 results: Revenue: €3.27b (up 19% from FY 2023). Net income: €52.8m (up 1.3% from FY 2023). Profit margin: 1.6% (down from 1.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Logistics industry in Europe.お知らせ • Jan 28ID Logistics Group SA to Report Fiscal Year 2024 Results on Mar 12, 2025ID Logistics Group SA announced that they will report fiscal year 2024 results After-Market on Mar 12, 2025分析記事 • Dec 14Pinning Down ID Logistics Group SA's (EPA:IDL) P/E Is Difficult Right NowWith a price-to-earnings (or "P/E") ratio of 46.5x ID Logistics Group SA ( EPA:IDL ) may be sending very bearish...分析記事 • Nov 26If EPS Growth Is Important To You, ID Logistics Group (EPA:IDL) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Nov 05What Is ID Logistics Group SA's (EPA:IDL) Share Price Doing?While ID Logistics Group SA ( EPA:IDL ) might not have the largest market cap around , it received a lot of attention...分析記事 • Sep 20Shareholders Can Be Confident That ID Logistics Group's (EPA:IDL) Earnings Are High QualityEven though ID Logistics Group SA's ( EPA:IDL ) recent earnings release was robust, the market didn't seem to notice...New Risk • Sep 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.3% 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: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risk Shareholders have been diluted in the past year (6.3% increase in shares outstanding).お知らせ • Sep 07ID Logistics Group SA announced that it expects to receive €135 million in fundingID Logistics Group SA announced a private placement of 375,000 new shares at a price of €360 per share for the gross proceeds of €135,000,000 on September 5, 2024. The company has agreed to a lock-up period of 180 calendar days following the settlement and delivery date of the capital increase, subject to customary exceptions. The transaction is expected to close on September 9, 2024.Major Estimate Revision • Sep 04Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €10.15 to €9.04. Revenue forecast unchanged from €3.16b at last update. Net income forecast to grow 19% next year vs 19% growth forecast for Logistics industry in France. Consensus price target of €437 unchanged from last update. Share price fell 10% to €403 over the past week.Reported Earnings • Aug 30First half 2024 earnings releasedFirst half 2024 results: Revenue: €1.52b (up 18% from 1H 2023). Net income: €16.8m (up 4.8% from 1H 2023). Profit margin: 1.1% (down from 1.2% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe.分析記事 • Aug 15Here's Why We Think ID Logistics Group (EPA:IDL) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Price Target Changed • Aug 05Price target increased by 7.1% to €431Up from €403, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €428. Stock is up 72% over the past year. The company is forecast to post earnings per share of €10.33 for next year compared to €8.77 last year.分析記事 • Jul 28After Leaping 26% ID Logistics Group SA (EPA:IDL) Shares Are Not Flying Under The RadarID Logistics Group SA ( EPA:IDL ) shareholders have had their patience rewarded with a 26% share price jump in the last...Price Target Changed • Jul 24Price target increased by 7.3% to €426Up from €397, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €437. Stock is up 70% over the past year. The company is forecast to post earnings per share of €10.05 for next year compared to €8.77 last year.分析記事 • Jun 28Is There An Opportunity With ID Logistics Group SA's (EPA:IDL) 28% Undervaluation?Key Insights ID Logistics Group's estimated fair value is €504 based on 2 Stage Free Cash Flow to Equity ID Logistics...分析記事 • Jun 12These 4 Measures Indicate That ID Logistics Group (EPA:IDL) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buy Or Sell Opportunity • Jun 04Now 21% undervaluedOver the last 90 days, the stock has risen 19% to €396. The fair value is estimated to be €503, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €8.77 (vs €7.96 in FY 2022)Full year 2023 results: EPS: €8.77 (up from €7.96 in FY 2022). Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 21ID Logistics Group's (EPA:IDL) Solid Profits Have Weak FundamentalsID Logistics Group SA's ( EPA:IDL ) robust earnings report didn't manage to move the market for its stock. Our analysis...分析記事 • Mar 17Analysts Have Made A Financial Statement On ID Logistics Group SA's (EPA:IDL) Yearly ReportLast week saw the newest annual earnings release from ID Logistics Group SA ( EPA:IDL ), an important milestone in the...Reported Earnings • Mar 14Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe.分析記事 • Feb 06Is Now The Time To Put ID Logistics Group (EPA:IDL) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Jan 25ID Logistics Group SA to Report Fiscal Year 2023 Results on Mar 13, 2024ID Logistics Group SA announced that they will report fiscal year 2023 results After-Market on Mar 13, 2024分析記事 • Nov 14Is ID Logistics Group (EPA:IDL) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Oct 27Should You Investigate ID Logistics Group SA (EPA:IDL) At €260?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw a double-digit share price rise of...分析記事 • Sep 26Should You Be Adding ID Logistics Group (EPA:IDL) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Aug 31First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.29b (up 9.2% from 1H 2022). Net income: €16.1m (down 12% from 1H 2022). Profit margin: 1.2% (down from 1.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26ID Logistics Group SA to Report First Half, 2023 Results on Aug 30, 2023ID Logistics Group SA announced that they will report first half, 2023 results on Aug 30, 2023New Risk • Jul 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.4% 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 High level of debt (94% net debt to equity). Shareholders have been diluted in the past year (8.4% increase in shares outstanding).分析記事 • Jun 14What Does ID Logistics Group SA's (EPA:IDL) Share Price Indicate?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw significant share price movement...お知らせ • Jun 01ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Spedimex Sp Z O O from Marcin Bak and others for an enterprise value of PLN 350 million on March 22, 2023. Spedimex increased its turnover to reach PLN 510 million in 2022. The transaction remains subject to the approval of the competent Polish antitrust authorities and is expected to be completed by June 2023. The payment terms allow ID Logistics to maintain a solid financial structure post-acquisition, with a debt ratio as of December 31, 2022 unchanged at 1.9x the EBITDA pre-IFRS 16. Tomasz Zak, Jean-Marc Franceschi, Piotr Skurzynski, Marcin Czaprowski of Hogan Lovells (Paris) LLP acted as legal advisor to ID Logistics Group SA ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others on May 31, 2023.分析記事 • May 12Here's Why We Think ID Logistics Group (EPA:IDL) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Board Change • Mar 22Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Mar 16Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.48b (up 30% from FY 2021). Net income: €45.2m (up 36% from FY 2021). Profit margin: 1.8% (in line with FY 2021). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Logistics industry in Europe.分析記事 • Mar 11Why ID Logistics Group SA (EPA:IDL) Could Be Worth WatchingWhile ID Logistics Group SA ( EPA:IDL ) might not be the most widely known stock at the moment, it saw a double-digit...分析記事 • Feb 03Does ID Logistics Group (EPA:IDL) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Jan 28ID Logistics Group SA to Report Fiscal Year 2022 Results on Mar 15, 2023ID Logistics Group SA announced that they will report fiscal year 2022 results After-Market on Mar 15, 2023分析記事 • Nov 27Is It Time To Consider Buying ID Logistics Group SA (EPA:IDL)?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw a double-digit share price rise of...Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Oct 27If EPS Growth Is Important To You, ID Logistics Group (EPA:IDL) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Oct 05These 4 Measures Indicate That ID Logistics Group (EPA:IDL) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • Sep 03First half 2022 earnings releasedFirst half 2022 results: Revenue: €1.18b (up 32% from 1H 2021). Net income: €18.3m (up 43% from 1H 2021). Profit margin: 1.6% (up from 1.4% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17% compared to a 6.3% decline forecast for the Logistics industry in France.分析記事 • Aug 17Is Now An Opportune Moment To Examine ID Logistics Group SA (EPA:IDL)?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it led the ENXTPA gainers with a...分析記事 • Jul 14We Ran A Stock Scan For Earnings Growth And ID Logistics Group (EPA:IDL) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • May 07Is ID Logistics Group SA (EPA:IDL) Potentially Undervalued?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw significant share price movement...Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Apr 09With EPS Growth And More, ID Logistics Group (EPA:IDL) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Mar 17Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €1.91b (up 16% from FY 2020). Net income: €33.1m (up 31% from FY 2020). Profit margin: 1.7% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 22%, compared to a 4.6% growth forecast for the industry in France.Price Target Changed • Feb 17Price target increased to €412Up from €378, the current price target is an average from 4 analysts. New target price is 23% above last closing price of €334. Stock is up 47% over the past year. The company is forecast to post earnings per share of €6.44 for next year compared to €4.47 last year.Price Target Changed • Feb 15Price target increased to €401Up from €375, the current price target is an average from 4 analysts. New target price is 13% above last closing price of €354. Stock is up 52% over the past year. The company is forecast to post earnings per share of €6.51 for next year compared to €4.47 last year.分析記事 • Jan 14ID Logistics Group (EPA:IDL) Could Be Struggling To Allocate CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Dec 27Is ID Logistics Group (EPA:IDL) A Risky Investment?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 • Dec 09Do ID Logistics Group's (EPA:IDL) Earnings Warrant Your Attention?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Price Target Changed • Oct 29Price target increased to €342Up from €316, the current price target is an average from 4 analysts. New target price is 7.6% above last closing price of €318. Stock is up 59% over the past year. The company is forecast to post earnings per share of €6.13 for next year compared to €4.47 last year.分析記事 • Sep 26ID Logistics Group (EPA:IDL) Is Reinvesting At Lower Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...分析記事 • Sep 12Is ID Logistics Group (EPA:IDL) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Aug 28Does ID Logistics Group (EPA:IDL) Deserve A Spot On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Reported Earnings • Aug 27First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €893.1m (up 15% from 1H 2020). Net income: €12.9m (up 142% from 1H 2020). Profit margin: 1.4% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue.Price Target Changed • Aug 26Price target increased to €297Up from €267, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of €310. Stock is up 62% over the past year.分析記事 • Jun 27ID Logistics Group (EPA:IDL) Is Reinvesting At Lower Rates Of ReturnWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Executive Departure • Jun 07Independent Director Muriel Mayette-Holtz has left the companyOn the 1st of June, Muriel Mayette-Holtz's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Muriel's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.Executive Departure • Jun 07Independent Director Michele Cyna has left the companyOn the 1st of June, Michele Cyna's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Michele's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.分析記事 • May 22ID Logistics Group (EPA:IDL) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Apr 07An Intrinsic Calculation For ID Logistics Group SA (EPA:IDL) Suggests It's 49% UndervaluedIn this article we are going to estimate the intrinsic value of ID Logistics Group SA ( EPA:IDL ) by projecting its...Price Target Changed • Mar 26Price target increased to €257Up from €235, the current price target is an average from 3 analysts. New target price is 9.9% above last closing price of €234. Stock is up 46% over the past year.Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.64b (up 7.1% from FY 2019). Net income: €25.2m (up 70% from FY 2019). Profit margin: 1.5% (up from 1.0% in FY 2019). The increase in margin was driven by higher revenue.分析記事 • Mar 15What Do The Returns On Capital At ID Logistics Group (EPA:IDL) Tell Us?What 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 • Feb 16Do Institutions Own ID Logistics Group SA (EPA:IDL) Shares?Every investor in ID Logistics Group SA ( EPA:IDL ) should be aware of the most powerful shareholder groups...分析記事 • Jan 28Is ID Logistics Group's (EPA:IDL) 128% Share Price Increase Well Justified?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on a lighter note, a...Price Target Changed • Jan 27Price target raised to €235Up from €196, the current price target is an average from 4 analysts. The new target price is close to the current share price of €240. As of last close, the stock is up 39% over the past year.分析記事 • Jan 11Taking A Look At ID Logistics Group SA's (EPA:IDL) ROEOne of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...Is New 90 Day High Low • Jan 07New 90-day high: €231The company is up 25% from its price of €185 on 09 October 2020. The French market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €409 per share.分析記事 • Dec 22An Intrinsic Calculation For ID Logistics Group SA (EPA:IDL) Suggests It's 47% UndervaluedToday we'll do a simple run through of a valuation method used to estimate the attractiveness of ID Logistics Group SA...Is New 90 Day High Low • Dec 16New 90-day high: €214The company is up 20% from its price of €179 on 16 September 2020. The French market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €397 per share.分析記事 • Dec 09Here's Why We Think ID Logistics Group's (EPA:IDL) Statutory Earnings Might Be ConservativeBroadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...分析記事 • Nov 27The Returns At ID Logistics Group (EPA:IDL) Provide Us With Signs Of What's To ComeWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Is New 90 Day High Low • Oct 24New 90-day high: €206The company is up 14% from its price of €181 on 24 July 2020. The French market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €351 per share.Is New 90 Day High Low • Sep 22New 90-day low: €169The company is down 7.0% from its price of €181 on 24 June 2020. The French market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €317 per share.業績と収益の成長予測ENXTPA:IDL - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20284,894109104782212/31/20274,5759258637612/31/20264,1737755584612/31/20253,73763331497N/A9/30/20253,62661371514N/A6/30/20253,51458411530N/A3/31/20253,39356398506N/A12/31/20243,27153385482N/A9/30/20243,12953360459N/A6/30/20242,98753336437N/A3/31/20242,86753345433N/A12/31/20232,74752355430N/A9/30/20232,67047337409N/A6/30/20232,59243319389N/A3/31/20232,53744297366N/A12/31/20222,48145276343N/A6/30/20222,15637214286N/A3/31/20222,01834198276N/A12/31/20211,88132182265N/A9/30/20211,83533158236N/A6/30/20211,75933129201N/A3/31/20211,70129141206N/A12/31/20201,64325153212N/A9/30/20201,60520159218N/A6/30/20201,56615165224N/A3/31/20201,55015140203N/A12/31/20191,53415115182N/A9/30/20191,50420N/A148N/A6/30/20191,47425N/A114N/A3/31/20191,44225N/A88N/A12/31/20181,41025N/A62N/A9/30/20181,38124N/A55N/A6/30/20181,35122N/A48N/A3/31/20181,34019N/A38N/A12/31/20171,32916N/A28N/A9/30/20171,29813N/A46N/A6/30/20171,2679N/A63N/A3/31/20171,16912N/A54N/A12/31/20161,07015N/A44N/A9/30/20161,01018N/A33N/A6/30/201695021N/A22N/A3/31/201694021N/A33N/A12/31/201593121N/A43N/A9/30/201591621N/A42N/A6/30/201590120N/A42N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: IDLの予測収益成長率 (年間17.3% ) は 貯蓄率 ( 2.5% ) を上回っています。収益対市場: IDLの収益 ( 17.3% ) はFrench市場 ( 12.4% ) よりも速いペースで成長すると予測されています。高成長収益: IDLの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: IDLの収益 ( 9.2% ) French市場 ( 5.6% ) よりも速いペースで成長すると予測されています。高い収益成長: IDLの収益 ( 9.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: IDLの 自己資本利益率 は、3年後には低くなると予測されています ( 12 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance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 10:20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ID Logistics Group SA 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Anna PatriceBerenbergPhilippe LorrainBernsteinEmmanuel MatotODDO BHF Corporate & Markets8 その他のアナリストを表示
分析記事 • May 03ID Logistics Group SA (EPA:IDL) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesID Logistics Group SA ( EPA:IDL ) came out with its first-quarter results last week, and we wanted to see how the...
Price Target Changed • Mar 17Price target increased by 7.8% to €469Up from €435, the current price target is an average from 6 analysts. New target price is 27% above last closing price of €369. Stock is up 11% over the past year.
分析記事 • Mar 15ID Logistics Group SA (EPA:IDL) Released Earnings Last Week And Analysts Lifted Their Price Target To €465Last week, you might have seen that ID Logistics Group SA ( EPA:IDL ) released its full-year result to the market. The...
Major Estimate Revision • Sep 04Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €10.15 to €9.04. Revenue forecast unchanged from €3.16b at last update. Net income forecast to grow 19% next year vs 19% growth forecast for Logistics industry in France. Consensus price target of €437 unchanged from last update. Share price fell 10% to €403 over the past week.
Price Target Changed • Aug 05Price target increased by 7.1% to €431Up from €403, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €428. Stock is up 72% over the past year. The company is forecast to post earnings per share of €10.33 for next year compared to €8.77 last year.
Price Target Changed • Jul 24Price target increased by 7.3% to €426Up from €397, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €437. Stock is up 70% over the past year. The company is forecast to post earnings per share of €10.05 for next year compared to €8.77 last year.
ライブニュース • May 12ID Logistics Expands US HazMat Network With First Virginia Facility for Regulated ProductsID Logistics has signed a lease for a new hazardous materials distribution facility in Henrico, Virginia, marking its first operation in that state. The site is a greenfield development focused on HazMat storage and distribution for regulated retail and direct-to-consumer products. This will be the company’s third HazMat-focused logistics site in the US, expanding its specialized network in complex, regulated supply chains. This expansion points to management placing more emphasis on higher-complexity logistics services. That can deepen customer relationships in sectors where compliance and safety are critical. Investors may want to watch how quickly this Virginia facility ramps up and how HazMat-focused operations contribute to mix, margin profile and contract durations over time.
分析記事 • May 03ID Logistics Group SA (EPA:IDL) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesID Logistics Group SA ( EPA:IDL ) came out with its first-quarter results last week, and we wanted to see how the...
お知らせ • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2026ID Logistics Group SA, Annual General Meeting, Jun 03, 2026. Location: 55 chemin des engrenauds, orgon France
Reported Earnings • Apr 30Full year 2025 earnings releasedFull year 2025 results: Revenue: €3.74b (up 14% from FY 2024). Net income: €63.3m (up 20% from FY 2024). Profit margin: 1.7% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Logistics industry in Europe.
Reported Earnings • Mar 12Full year 2025 earnings releasedFull year 2025 results: Revenue: €3.74b (up 14% from FY 2024). Net income: €63.3m (up 20% from FY 2024). Profit margin: 1.7% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 2.8% growth forecast for the Logistics industry in Europe.
お知らせ • Jan 26ID Logistics Group SA to Report Fiscal Year 2025 Results on Mar 11, 2026ID Logistics Group SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026
分析記事 • Sep 22ID Logistics Group (EPA:IDL) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Aug 28New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Aug 28Now 20% overvaluedOver the last 90 days, the stock has fallen 1.5% to €413. The fair value is estimated to be €344, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.
お知らせ • Jul 23ID Logistics Group SA to Report First Half, 2025 Results on Aug 27, 2025ID Logistics Group SA announced that they will report first half, 2025 results on Aug 27, 2025
分析記事 • Jul 14What You Can Learn From ID Logistics Group SA's (EPA:IDL) P/EID Logistics Group SA's ( EPA:IDL ) price-to-earnings (or "P/E") ratio of 54.4x might make it look like a strong sell...
分析記事 • May 28ID Logistics Group SA's (EPA:IDL) CEO Compensation Is Looking A Bit Stretched At The MomentKey Insights ID Logistics Group's Annual General Meeting to take place on 3rd of June CEO Eric Hemar's total...
お知らせ • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2025ID Logistics Group SA, Annual General Meeting, Jun 03, 2025. Location: 55 chemin des engrenauds, orgon France
Reported Earnings • Apr 30Full year 2024 earnings released: EPS: €8.40 (vs €8.77 in FY 2023)Full year 2024 results: EPS: €8.40. Revenue: €3.27b (up 19% from FY 2023). Net income: €52.8m (up 1.3% from FY 2023). Profit margin: 1.6% (down from 1.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Logistics industry in Europe.
お知らせ • Apr 23ID Logistics Group SA to Report Q2, 2025 Results on Jul 23, 2025ID Logistics Group SA announced that they will report Q2, 2025 results After-Market on Jul 23, 2025
分析記事 • Mar 22We Think ID Logistics Group's (EPA:IDL) Solid Earnings Are UnderstatedThe stock was sluggish on the back of ID Logistics Group SA's ( EPA:IDL ) recent earnings report. Along with the solid...
Price Target Changed • Mar 17Price target increased by 7.8% to €469Up from €435, the current price target is an average from 6 analysts. New target price is 27% above last closing price of €369. Stock is up 11% over the past year.
分析記事 • Mar 15ID Logistics Group SA (EPA:IDL) Released Earnings Last Week And Analysts Lifted Their Price Target To €465Last week, you might have seen that ID Logistics Group SA ( EPA:IDL ) released its full-year result to the market. The...
Reported Earnings • Mar 13Full year 2024 earnings releasedFull year 2024 results: Revenue: €3.27b (up 19% from FY 2023). Net income: €52.8m (up 1.3% from FY 2023). Profit margin: 1.6% (down from 1.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Logistics industry in Europe.
お知らせ • Jan 28ID Logistics Group SA to Report Fiscal Year 2024 Results on Mar 12, 2025ID Logistics Group SA announced that they will report fiscal year 2024 results After-Market on Mar 12, 2025
分析記事 • Dec 14Pinning Down ID Logistics Group SA's (EPA:IDL) P/E Is Difficult Right NowWith a price-to-earnings (or "P/E") ratio of 46.5x ID Logistics Group SA ( EPA:IDL ) may be sending very bearish...
分析記事 • Nov 26If EPS Growth Is Important To You, ID Logistics Group (EPA:IDL) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Nov 05What Is ID Logistics Group SA's (EPA:IDL) Share Price Doing?While ID Logistics Group SA ( EPA:IDL ) might not have the largest market cap around , it received a lot of attention...
分析記事 • Sep 20Shareholders Can Be Confident That ID Logistics Group's (EPA:IDL) Earnings Are High QualityEven though ID Logistics Group SA's ( EPA:IDL ) recent earnings release was robust, the market didn't seem to notice...
New Risk • Sep 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.3% 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: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risk Shareholders have been diluted in the past year (6.3% increase in shares outstanding).
お知らせ • Sep 07ID Logistics Group SA announced that it expects to receive €135 million in fundingID Logistics Group SA announced a private placement of 375,000 new shares at a price of €360 per share for the gross proceeds of €135,000,000 on September 5, 2024. The company has agreed to a lock-up period of 180 calendar days following the settlement and delivery date of the capital increase, subject to customary exceptions. The transaction is expected to close on September 9, 2024.
Major Estimate Revision • Sep 04Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €10.15 to €9.04. Revenue forecast unchanged from €3.16b at last update. Net income forecast to grow 19% next year vs 19% growth forecast for Logistics industry in France. Consensus price target of €437 unchanged from last update. Share price fell 10% to €403 over the past week.
Reported Earnings • Aug 30First half 2024 earnings releasedFirst half 2024 results: Revenue: €1.52b (up 18% from 1H 2023). Net income: €16.8m (up 4.8% from 1H 2023). Profit margin: 1.1% (down from 1.2% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe.
分析記事 • Aug 15Here's Why We Think ID Logistics Group (EPA:IDL) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Price Target Changed • Aug 05Price target increased by 7.1% to €431Up from €403, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €428. Stock is up 72% over the past year. The company is forecast to post earnings per share of €10.33 for next year compared to €8.77 last year.
分析記事 • Jul 28After Leaping 26% ID Logistics Group SA (EPA:IDL) Shares Are Not Flying Under The RadarID Logistics Group SA ( EPA:IDL ) shareholders have had their patience rewarded with a 26% share price jump in the last...
Price Target Changed • Jul 24Price target increased by 7.3% to €426Up from €397, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €437. Stock is up 70% over the past year. The company is forecast to post earnings per share of €10.05 for next year compared to €8.77 last year.
分析記事 • Jun 28Is There An Opportunity With ID Logistics Group SA's (EPA:IDL) 28% Undervaluation?Key Insights ID Logistics Group's estimated fair value is €504 based on 2 Stage Free Cash Flow to Equity ID Logistics...
分析記事 • Jun 12These 4 Measures Indicate That ID Logistics Group (EPA:IDL) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buy Or Sell Opportunity • Jun 04Now 21% undervaluedOver the last 90 days, the stock has risen 19% to €396. The fair value is estimated to be €503, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €8.77 (vs €7.96 in FY 2022)Full year 2023 results: EPS: €8.77 (up from €7.96 in FY 2022). Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 21ID Logistics Group's (EPA:IDL) Solid Profits Have Weak FundamentalsID Logistics Group SA's ( EPA:IDL ) robust earnings report didn't manage to move the market for its stock. Our analysis...
分析記事 • Mar 17Analysts Have Made A Financial Statement On ID Logistics Group SA's (EPA:IDL) Yearly ReportLast week saw the newest annual earnings release from ID Logistics Group SA ( EPA:IDL ), an important milestone in the...
Reported Earnings • Mar 14Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe.
分析記事 • Feb 06Is Now The Time To Put ID Logistics Group (EPA:IDL) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Jan 25ID Logistics Group SA to Report Fiscal Year 2023 Results on Mar 13, 2024ID Logistics Group SA announced that they will report fiscal year 2023 results After-Market on Mar 13, 2024
分析記事 • Nov 14Is ID Logistics Group (EPA:IDL) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Oct 27Should You Investigate ID Logistics Group SA (EPA:IDL) At €260?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw a double-digit share price rise of...
分析記事 • Sep 26Should You Be Adding ID Logistics Group (EPA:IDL) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Aug 31First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.29b (up 9.2% from 1H 2022). Net income: €16.1m (down 12% from 1H 2022). Profit margin: 1.2% (down from 1.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26ID Logistics Group SA to Report First Half, 2023 Results on Aug 30, 2023ID Logistics Group SA announced that they will report first half, 2023 results on Aug 30, 2023
New Risk • Jul 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.4% 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 High level of debt (94% net debt to equity). Shareholders have been diluted in the past year (8.4% increase in shares outstanding).
分析記事 • Jun 14What Does ID Logistics Group SA's (EPA:IDL) Share Price Indicate?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw significant share price movement...
お知らせ • Jun 01ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Spedimex Sp Z O O from Marcin Bak and others for an enterprise value of PLN 350 million on March 22, 2023. Spedimex increased its turnover to reach PLN 510 million in 2022. The transaction remains subject to the approval of the competent Polish antitrust authorities and is expected to be completed by June 2023. The payment terms allow ID Logistics to maintain a solid financial structure post-acquisition, with a debt ratio as of December 31, 2022 unchanged at 1.9x the EBITDA pre-IFRS 16. Tomasz Zak, Jean-Marc Franceschi, Piotr Skurzynski, Marcin Czaprowski of Hogan Lovells (Paris) LLP acted as legal advisor to ID Logistics Group SA ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others on May 31, 2023.
分析記事 • May 12Here's Why We Think ID Logistics Group (EPA:IDL) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Board Change • Mar 22Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Mar 16Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.48b (up 30% from FY 2021). Net income: €45.2m (up 36% from FY 2021). Profit margin: 1.8% (in line with FY 2021). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Logistics industry in Europe.
分析記事 • Mar 11Why ID Logistics Group SA (EPA:IDL) Could Be Worth WatchingWhile ID Logistics Group SA ( EPA:IDL ) might not be the most widely known stock at the moment, it saw a double-digit...
分析記事 • Feb 03Does ID Logistics Group (EPA:IDL) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Jan 28ID Logistics Group SA to Report Fiscal Year 2022 Results on Mar 15, 2023ID Logistics Group SA announced that they will report fiscal year 2022 results After-Market on Mar 15, 2023
分析記事 • Nov 27Is It Time To Consider Buying ID Logistics Group SA (EPA:IDL)?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw a double-digit share price rise of...
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Oct 27If EPS Growth Is Important To You, ID Logistics Group (EPA:IDL) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Oct 05These 4 Measures Indicate That ID Logistics Group (EPA:IDL) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • Sep 03First half 2022 earnings releasedFirst half 2022 results: Revenue: €1.18b (up 32% from 1H 2021). Net income: €18.3m (up 43% from 1H 2021). Profit margin: 1.6% (up from 1.4% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17% compared to a 6.3% decline forecast for the Logistics industry in France.
分析記事 • Aug 17Is Now An Opportune Moment To Examine ID Logistics Group SA (EPA:IDL)?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it led the ENXTPA gainers with a...
分析記事 • Jul 14We Ran A Stock Scan For Earnings Growth And ID Logistics Group (EPA:IDL) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • May 07Is ID Logistics Group SA (EPA:IDL) Potentially Undervalued?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw significant share price movement...
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Apr 09With EPS Growth And More, ID Logistics Group (EPA:IDL) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Mar 17Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €1.91b (up 16% from FY 2020). Net income: €33.1m (up 31% from FY 2020). Profit margin: 1.7% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 22%, compared to a 4.6% growth forecast for the industry in France.
Price Target Changed • Feb 17Price target increased to €412Up from €378, the current price target is an average from 4 analysts. New target price is 23% above last closing price of €334. Stock is up 47% over the past year. The company is forecast to post earnings per share of €6.44 for next year compared to €4.47 last year.
Price Target Changed • Feb 15Price target increased to €401Up from €375, the current price target is an average from 4 analysts. New target price is 13% above last closing price of €354. Stock is up 52% over the past year. The company is forecast to post earnings per share of €6.51 for next year compared to €4.47 last year.
分析記事 • Jan 14ID Logistics Group (EPA:IDL) Could Be Struggling To Allocate CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Dec 27Is ID Logistics Group (EPA:IDL) A Risky Investment?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 • Dec 09Do ID Logistics Group's (EPA:IDL) Earnings Warrant Your Attention?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Price Target Changed • Oct 29Price target increased to €342Up from €316, the current price target is an average from 4 analysts. New target price is 7.6% above last closing price of €318. Stock is up 59% over the past year. The company is forecast to post earnings per share of €6.13 for next year compared to €4.47 last year.
分析記事 • Sep 26ID Logistics Group (EPA:IDL) Is Reinvesting At Lower Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
分析記事 • Sep 12Is ID Logistics Group (EPA:IDL) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Aug 28Does ID Logistics Group (EPA:IDL) Deserve A Spot On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Reported Earnings • Aug 27First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €893.1m (up 15% from 1H 2020). Net income: €12.9m (up 142% from 1H 2020). Profit margin: 1.4% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue.
Price Target Changed • Aug 26Price target increased to €297Up from €267, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of €310. Stock is up 62% over the past year.
分析記事 • Jun 27ID Logistics Group (EPA:IDL) Is Reinvesting At Lower Rates Of ReturnWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Executive Departure • Jun 07Independent Director Muriel Mayette-Holtz has left the companyOn the 1st of June, Muriel Mayette-Holtz's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Muriel's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.
Executive Departure • Jun 07Independent Director Michele Cyna has left the companyOn the 1st of June, Michele Cyna's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Michele's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.
分析記事 • May 22ID Logistics Group (EPA:IDL) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Apr 07An Intrinsic Calculation For ID Logistics Group SA (EPA:IDL) Suggests It's 49% UndervaluedIn this article we are going to estimate the intrinsic value of ID Logistics Group SA ( EPA:IDL ) by projecting its...
Price Target Changed • Mar 26Price target increased to €257Up from €235, the current price target is an average from 3 analysts. New target price is 9.9% above last closing price of €234. Stock is up 46% over the past year.
Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.64b (up 7.1% from FY 2019). Net income: €25.2m (up 70% from FY 2019). Profit margin: 1.5% (up from 1.0% in FY 2019). The increase in margin was driven by higher revenue.
分析記事 • Mar 15What Do The Returns On Capital At ID Logistics Group (EPA:IDL) Tell Us?What 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 • Feb 16Do Institutions Own ID Logistics Group SA (EPA:IDL) Shares?Every investor in ID Logistics Group SA ( EPA:IDL ) should be aware of the most powerful shareholder groups...
分析記事 • Jan 28Is ID Logistics Group's (EPA:IDL) 128% Share Price Increase Well Justified?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on a lighter note, a...
Price Target Changed • Jan 27Price target raised to €235Up from €196, the current price target is an average from 4 analysts. The new target price is close to the current share price of €240. As of last close, the stock is up 39% over the past year.
分析記事 • Jan 11Taking A Look At ID Logistics Group SA's (EPA:IDL) ROEOne of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...
Is New 90 Day High Low • Jan 07New 90-day high: €231The company is up 25% from its price of €185 on 09 October 2020. The French market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €409 per share.
分析記事 • Dec 22An Intrinsic Calculation For ID Logistics Group SA (EPA:IDL) Suggests It's 47% UndervaluedToday we'll do a simple run through of a valuation method used to estimate the attractiveness of ID Logistics Group SA...
Is New 90 Day High Low • Dec 16New 90-day high: €214The company is up 20% from its price of €179 on 16 September 2020. The French market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €397 per share.
分析記事 • Dec 09Here's Why We Think ID Logistics Group's (EPA:IDL) Statutory Earnings Might Be ConservativeBroadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...
分析記事 • Nov 27The Returns At ID Logistics Group (EPA:IDL) Provide Us With Signs Of What's To ComeWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Is New 90 Day High Low • Oct 24New 90-day high: €206The company is up 14% from its price of €181 on 24 July 2020. The French market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €351 per share.
Is New 90 Day High Low • Sep 22New 90-day low: €169The company is down 7.0% from its price of €181 on 24 June 2020. The French market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €317 per share.