View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsMarlowe 将来の成長Future 基準チェック /36Marlowe利益と収益がそれぞれ年間38.2%と4.9%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6.4% 45%なると予測されています。主要情報38.2%収益成長率44.97%EPS成長率Professional Services 収益成長11.0%収益成長率4.9%将来の株主資本利益率6.40%アナリストカバレッジLow最終更新日04 Aug 2025今後の成長に関する最新情報Price Target Changed • Dec 09Price target decreased by 12% to UK£3.92Down from UK£4.47, the current price target is an average from 6 analysts. New target price is 23% above last closing price of UK£3.20. Stock is down 3.9% over the past year. The company is forecast to post earnings per share of UK£0.03 next year compared to a net loss per share of UK£0.14 last year.Price Target Changed • Sep 27Price target decreased by 8.8% to UK£5.28Down from UK£5.79, the current price target is an average from 7 analysts. New target price is 68% above last closing price of UK£3.15. Stock is down 46% over the past year. The company posted a net loss per share of UK£0.14 last year.Price Target Changed • Sep 12Price target decreased by 15% to UK£5.79Down from UK£6.81, the current price target is an average from 6 analysts. New target price is 35% above last closing price of UK£4.30. Stock is down 28% over the past year. The company is forecast to post earnings per share of UK£0.093 next year compared to a net loss per share of UK£0.14 last year.Price Target Changed • Feb 23Price target decreased by 7.4% to UK£7.98Down from UK£8.62, the current price target is an average from 5 analysts. New target price is 59% above last closing price of UK£5.02. Stock is up 14% over the past year. The company is forecast to post a net loss per share of UK£0.13 next year compared to a net loss per share of UK£0.04 last year.Price Target Changed • Feb 02Price target decreased by 7.8% to UK£8.48Down from UK£9.21, the current price target is an average from 6 analysts. New target price is 129% above last closing price of UK£3.70. Stock is down 26% over the past year. The company is forecast to post a net loss per share of UK£0.086 next year compared to a net loss per share of UK£0.04 last year.Price Target Changed • Nov 28Price target decreased by 12% to UK£8.15Down from UK£9.25, the current price target is an average from 5 analysts. New target price is 101% above last closing price of UK£4.05. Stock is down 23% over the past year. The company is forecast to post earnings per share of UK£0.081 next year compared to a net loss per share of UK£0.04 last year.すべての更新を表示Recent updatesお知らせ • Aug 04Marlowe plc Announces Board Changes, Effective 4 August 2025As the Scheme has now become Effective, Marlowe plc announced that, as of 4 August 2025, Lord Ashcroft KCMG PC, Adam Councell, Rachel Addison, Gillian Kent, Peter Gaze and Julia Robertson have stepped down from the Marlowe Board, and Peter Dickinson, Katherine Woods, Matthew Peacock and Peter Young have been appointed to the Marlowe Board.お知らせ • Jun 25Marlowe Expects Cancelation of Shares Listing from AIMOn 5 June 2025, the boards of directors of Marlowe plc and Mitie Group Plc announced that they had reached agreement on the terms and conditions of a recommended cash and shares acquisition pursuant to which Bidco will acquire the entire issued, and to be issued, ordinary share capital of Marlowe (the "Acquisition"). It is intended that the Acquisition will be effected by means of a scheme of arrangement under Part 26 of the Companies Act 2006 (the "Scheme"). The circular in relation to the Scheme (the "Scheme Document") was published and posted to Marlowe Shareholders on 23 June 2025. Expected Sanction Hearing (as soon as reasonably practicable after Bidco confirms the satisfaction or waiver of the Conditions (other than Conditions 1 and 2(c))("D")). Expected Suspension of dealings in Company Shares on AIM: 7.30 a.m. on D+2 Business Days. Expected Cancellation of listing of Company Shares from AIM by 7.00 a.m. on D+3 Business Days.お知らせ • Jun 05+ 1 more updateMitie Group plc (LSE:MTO) reached an agreement to acquire Marlowe plc (AIM:MRL).Mitie Group plc (LSE:MTO) reached an agreement to acquire Marlowe plc (AIM:MRL) for approximately £400 million on June 5, 2025.Under the terms of the Acquisition, each Marlowe Shareholder will be entitled to receive for each Marlowe Share, 1.1 New Mitie Shares and 290 pence in cash. It is proposed that the Acquisition will be effected by means of a scheme of arrangement of Marlowe under Part 26 of the Companies Act. Under the terms of the Acquisition, Marlowe Shareholders will, in aggregate, receive approximately 86,565,085 New Mitie Shares. Immediately following Completion, Marlowe Shareholders will own approximately 6.4% of the ordinary share capital of Mitie Group plc. Mitie Group plc (LSE:MTO) agreed to acquire Marlowe plc (AIM:MRL) through its wholly owned subsidiary, Mitie Treasury Management Limited. Mitie Group plc (LSE:MTO) has entered into a bridge facility agreement in an amount of up to £240 million (the "Bridge Facility Agreement") arranged by Lloyds Bank PLC and National Westminster Bank PLC, Bidco will draw a loan pursuant to the Bridge Facility Agreement to satisfy in full the cash consideration payable to Marlowe Shareholders. The transaction is subject to subject to court approval, official authorizations, regulatory clearances and third party clearances. The Acquisition is conditional on the approval of Marlowe Shareholders. In order to become Effective, the Scheme must be approved by a majority in number of the Marlowe Shareholders voting at the Court Meeting, either in person or by proxy, representing at least 75%. The deal has been unanimously approved by the board of Mitie Group plc (LSE:MTO) and Marlowe plc (AIM:MRL). It is expected that the Scheme will become effective in the third quarter of 2025, subject to the satisfaction or waiver of the Conditions. Vasco Litchfield and Louise Campbell of Lazard & Co., Limited acted as financial advisor and Linklaters LLP acted as legal advisor for Mitie Group plc. Ben Jeynes, Henrik Persson, George Lawson and Elysia Bough of Cavendish Capital Markets Limited acted as financial advisor and Allen Overy Shearman Sterling LLP acted as legal advisor for Marlowe plc.お知らせ • Apr 28Marlowe plc (AIM:MRL) acquired Sludge Tek Holdings Limited for £6.2 million.Marlowe plc (AIM:MRL) acquired Sludge Tek Holdings Limited for £6.2 million on April 28, 2025. The consideration for the acquisition consists of an initial payment of £5.7 million, and deferred consideration of an estimated £0.5 million based on the completion of certain post-acquisition performance targets objectives. Ben Jeynes and George Lawson of Cavendish Capital Markets Limited acted as financial advisor to Marlowe plc. Marlowe plc (AIM:MRL) completed the acquisition of Sludge Tek Holdings Limited on April 28, 2025.New Risk • Apr 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 40% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 40% per year for the foreseeable future. Minor Risk Less than 1 year of cash runway based on current free cash flow (-UK£38m).Price Target Changed • Dec 09Price target decreased by 12% to UK£3.92Down from UK£4.47, the current price target is an average from 6 analysts. New target price is 23% above last closing price of UK£3.20. Stock is down 3.9% over the past year. The company is forecast to post earnings per share of UK£0.03 next year compared to a net loss per share of UK£0.14 last year.New Risk • Dec 06New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -UK£38m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Less than 1 year of cash runway based on current free cash flow (-UK£38m).Reported Earnings • Dec 06First half 2025 earnings released: UK£0.036 loss per share (vs UK£0.096 loss in 1H 2024)First half 2025 results: UK£0.036 loss per share (improved from UK£0.096 loss in 1H 2024). Revenue: UK£220.4m (down 12% from 1H 2024). Net loss: UK£3.40m (loss narrowed 63% from 1H 2024). Revenue is expected to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Professional Services industry in the United Kingdom are expected to grow by 6.1%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.お知らせ • Dec 05Marlowe plc to Report First Half, 2025 Results on Dec 05, 2024Marlowe plc announced that they will report first half, 2025 results on Dec 05, 2024Recent Insider Transactions • Oct 02Independent Non-Executive Director recently bought UK£92k worth of stockOn the 27th of September, Peter Michael Gaze bought around 30k shares on-market at roughly UK£3.08 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Price Target Changed • Sep 27Price target decreased by 8.8% to UK£5.28Down from UK£5.79, the current price target is an average from 7 analysts. New target price is 68% above last closing price of UK£3.15. Stock is down 46% over the past year. The company posted a net loss per share of UK£0.14 last year.Buy Or Sell Opportunity • Sep 24Now 21% undervaluedOver the last 90 days, the stock has risen 11% to UK£4.80. The fair value is estimated to be UK£6.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has declined by 101%.Price Target Changed • Sep 12Price target decreased by 15% to UK£5.79Down from UK£6.81, the current price target is an average from 6 analysts. New target price is 35% above last closing price of UK£4.30. Stock is down 28% over the past year. The company is forecast to post earnings per share of UK£0.093 next year compared to a net loss per share of UK£0.14 last year.お知らせ • Aug 10Marlowe plc, Annual General Meeting, Sep 30, 2024Marlowe plc, Annual General Meeting, Sep 30, 2024. Location: 4th floor, 20 grosvenor place, sw1x 7hn, london United KingdomReported Earnings • Jul 24Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: UK£0.14 loss per share (further deteriorated from UK£0.04 loss in FY 2023). Revenue: UK£402.9m (down 14% from FY 2023). Net loss: UK£13.7m (loss widened 261% from FY 2023). Revenue exceeded analyst estimates by 25%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.お知らせ • Jul 20Marlowe plc to Report Fiscal Year 2024 Results on Jul 23, 2024Marlowe plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Jul 23, 2024Board Change • Jul 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. 1 highly experienced director. Independent Non-Executive Director Peter Michael Gaze is the most experienced director on the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Jun 09High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Non-Executive Director Peter Michael Gaze is the most experienced director on the board, commencing their role in 2006. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 05+ 1 more updateMarlowe plc Confirms Special Dividend, Payable on 5 July 2024Marlowe plc announced the Divestment completed on schedule on 31 May 2024 and, following receipt of the cash proceeds of the Divestment, the Group confirms that a special dividend of £1.55 per Marlowe ordinary share will be paid on 5 July 2024, with a record date of 14 June 2024 and an ex-dividend date of 13 June 2024.Board Change • Mar 22Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Gillian D. Kent was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Mar 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to UK£5.40. The fair value is estimated to be UK£4.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Mar 20Marlowe plc Announces Director ChangesMarlowe plc announced the following changes to its Board: the appointment of Lord Ashcroft KCMG PC as a Non-Executive Director. Charles Skinner is stepping down from the Marlowe Board, having been in role since the company's formation and through to its growth into the UK leader in business-critical services and software. Charles will be replaced by a new Independent Non-Executive Director in due course.Price Target Changed • Feb 23Price target decreased by 7.4% to UK£7.98Down from UK£8.62, the current price target is an average from 5 analysts. New target price is 59% above last closing price of UK£5.02. Stock is up 14% over the past year. The company is forecast to post a net loss per share of UK£0.13 next year compared to a net loss per share of UK£0.04 last year.分析記事 • Feb 23Marlowe plc (LON:MRL) Stocks Shoot Up 32% But Its P/S Still Looks ReasonableMarlowe plc ( LON:MRL ) shareholders are no doubt pleased to see that the share price has bounced 32% in the last...Price Target Changed • Feb 02Price target decreased by 7.8% to UK£8.48Down from UK£9.21, the current price target is an average from 6 analysts. New target price is 129% above last closing price of UK£3.70. Stock is down 26% over the past year. The company is forecast to post a net loss per share of UK£0.086 next year compared to a net loss per share of UK£0.04 last year.分析記事 • Jan 11Marlowe (LON:MRL) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Nov 30First half 2024 earnings released: UK£0.096 loss per share (vs UK£0.011 profit in 1H 2023)First half 2024 results: UK£0.096 loss per share (down from UK£0.011 profit in 1H 2023). Revenue: UK£251.3m (up 13% from 1H 2023). Net loss: UK£9.20m (down UK£10.3m from profit in 1H 2023). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.Price Target Changed • Nov 28Price target decreased by 12% to UK£8.15Down from UK£9.25, the current price target is an average from 5 analysts. New target price is 101% above last closing price of UK£4.05. Stock is down 23% over the past year. The company is forecast to post earnings per share of UK£0.081 next year compared to a net loss per share of UK£0.04 last year.お知らせ • Nov 24Marlowe plc to Report First Half, 2024 Results on Nov 28, 2023Marlowe plc announced that they will report first half, 2024 results on Nov 28, 2023お知らせ • Jul 27Marlowe plc (AIM:MRL) acquired International Management Systems Marketing Ltd. for an enterprise value of £17.4 million.Marlowe plc (AIM:MRL) acquired International Management Systems Marketing Ltd. for an enterprise value of £17.4 million on July 26, 2023. The total enterprise value will comprise an upfront cash consideration of £12.9 million and a further £3 million payment through the issue of 597,609 ordinary shares of 50 pence each in the capital of the Company ("Consideration Shares") in addition to an estimated £1.5 million in performance-related contingent consideration payable after the first year of ownership. The Consideration Shares are being issued to the vendor and are locked in for a period of two years. For FY ended 2022, IMSM generated revenues of £12.2 million and EBITDA of £1.9 million. Cenkos Securities plc acted as nominated advisor and joint broker, Stifel and Berenberg acted as joint brokers and FTI Consulting acted as adviser to Marlowe in this transaction. Marlowe plc (AIM:MRL) completed the acquisition of International Management Systems Marketing Ltd. on July 26, 2023.分析記事 • Jul 27These 4 Measures Indicate That Marlowe (LON:MRL) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Jul 14Marlowe plc, Annual General Meeting, Sep 13, 2023Marlowe plc, Annual General Meeting, Sep 13, 2023, at 09:00 Coordinated Universal Time. Location: 20 Grosvenor Place London, SW1X 7HN London United KingdomBuying Opportunity • Jul 01Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 3.4%. The fair value is estimated to be UK£7.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Jun 30An Intrinsic Calculation For Marlowe plc (LON:MRL) Suggests It's 21% UndervaluedKey Insights Marlowe's estimated fair value is UK£7.38 based on 2 Stage Free Cash Flow to Equity Marlowe is estimated...Reported Earnings • Jun 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: UK£0.04 loss per share (down from UK£0.009 profit in FY 2022). Revenue: UK£465.7m (up 47% from FY 2022). Net loss: UK£3.80m (down UK£4.50m from profit in FY 2022). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Professional Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Jun 26Marlowe plc to Report Fiscal Year 2023 Results on Jun 29, 2023Marlowe plc announced that they will report fiscal year 2023 results on Jun 29, 2023お知らせ • Jun 17Marlowe Reportedly Explores Sale of Inspection UnitMarlowe Plc (LON:MRL) is looking to divest its testing, inspection and certification (TIC) unit for about GBP 650 million (USD 822m/EUR 760m), SkyNews reported. According to the report, Marlowe has appointed Rothschild to explore the sale of its largest unit. A potential deal could value the subsidiary at up to 16 times its yearly profit, the news channel said, citing estimates based on deals in the sector. According to SkyNews' sources, early talks with potential suitors for the business are ongoing. TIC covers services like fire safety and security and water and air hygiene. Marlowe's other division is governance, risk and compliance, which includes services like health and Safety, employment law and HR and occupational health. Shares in Marlowe were trading at 665 pence in afternoon trading on Friday, up 12.33% on the day.Price Target Changed • Jun 08Price target decreased by 11% to UK£9.97Down from UK£11.24, the current price target is an average from 5 analysts. New target price is 71% above last closing price of UK£5.82. Stock is down 36% over the past year. The company is forecast to post earnings per share of UK£0.021 for next year compared to UK£0.0085 last year.分析記事 • Apr 17Marlowe plc (LON:MRL) Stock Rockets 29% But Many Are Still Ignoring The CompanyMarlowe plc ( LON:MRL ) shareholders would be excited to see that the share price has had a great month, posting a 29...分析記事 • Jan 05Are Investors Undervaluing Marlowe plc (LON:MRL) By 40%?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Marlowe plc ( LON:MRL...Major Estimate Revision • Nov 30Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from UK£436.2m to UK£463.8m. Now expected to report loss of -UK£0.01 instead of UK£0.14 per share profit. Commercial Services industry in the United Kingdom expected to see average net income growth of 13% next year. Consensus price target down from UK£11.24 to UK£10.77. Share price fell 19% to UK£4.97 over the past week.Recent Insider Transactions • Nov 27Independent Non-Executive Director recently bought UK£100k worth of stockOn the 24th of November, Charles Skinner bought around 17k shares on-market at roughly UK£6.04 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£537k more in shares than they have sold in the last 12 months.分析記事 • Nov 25Is It Time To Consider Buying Marlowe plc (LON:MRL)?Marlowe plc ( LON:MRL ), might not be a large cap stock, but it saw significant share price movement during recent...Reported Earnings • Nov 24First half 2023 earnings released: EPS: UK£0.011 (vs UK£0.017 in 1H 2022)First half 2023 results: EPS: UK£0.011 (down from UK£0.017 in 1H 2022). Revenue: UK£222.9m (up 66% from 1H 2022). Net income: UK£1.10m (down 15% from 1H 2022). Profit margin: 0.5% (down from 1.0% in 1H 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.分析記事 • Sep 19Marlowe plc's (LON:MRL) Intrinsic Value Is Potentially 58% Above Its Share PriceToday we will run through one way of estimating the intrinsic value of Marlowe plc ( LON:MRL ) by taking the expected...分析記事 • Aug 24Is Marlowe (LON:MRL) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Buying Opportunity • Aug 22Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be UK£9.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 54% per annum over the same time period.Reported Earnings • Jun 29Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: UK£0.009 (up from UK£0.031 loss in FY 2021). Revenue: UK£315.9m (up 65% from FY 2021). Net income: UK£700.0k (up UK£2.40m from FY 2021). Profit margin: 0.2% (up from net loss in FY 2021). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 38%, compared to a 14% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.Buying Opportunity • Jun 17Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£9.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Jun 02At UK£9.32, Is It Time To Put Marlowe plc (LON:MRL) On Your Watch List?While Marlowe plc ( LON:MRL ) might not be the most widely known stock at the moment, it saw a significant share price...Buying Opportunity • May 09Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.8%. The fair value is estimated to be UK£9.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company became loss making.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Non-Executive Director Charles Anthony Skinner was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Apr 25Calculating The Intrinsic Value Of Marlowe plc (LON:MRL)How far off is Marlowe plc ( LON:MRL ) from its intrinsic value? Using the most recent financial data, we'll take a...Buying Opportunity • Mar 14Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be UK£9.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% per annum over the last 3 years. The company became loss making over the last year.Recent Insider Transactions • Jan 27CEO & Director recently bought UK£200k worth of stockOn the 20th of January, Alex Dacre bought around 20k shares on-market at roughly UK£10.00 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Alex has been a net seller over the last 12 months, reducing personal holdings by UK£2.8m.分析記事 • Jan 22What Does Marlowe plc's (LON:MRL) Share Price Indicate?While Marlowe plc ( LON:MRL ) might not be the most widely known stock at the moment, it saw a double-digit share price...分析記事 • Dec 19Is Marlowe (LON:MRL) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Dec 03First half 2022 earnings: EPS and revenues miss analyst expectationsFirst half 2022 results: EPS: UK£0.017 (up from UK£0.01 in 1H 2021). Revenue: UK£134.5m (up 62% from 1H 2021). Net income: UK£1.30m (up 160% from 1H 2021). Profit margin: 1.0% (up from 0.6% in 1H 2021). Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) also missed analyst estimates by 201%. Earnings per share (EPS) missed analyst estimates by 201%. Over the next year, revenue is forecast to grow 32%, compared to a 8.0% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.分析記事 • Oct 06Estimating The Fair Value Of Marlowe plc (LON:MRL)In this article we are going to estimate the intrinsic value of Marlowe plc ( LON:MRL ) by estimating the company's...分析記事 • Sep 09Is Now The Time To Look At Buying Marlowe plc (LON:MRL)?Marlowe plc ( LON:MRL ), might not be a large cap stock, but it saw a decent share price growth in the teens level on...分析記事 • Sep 09Here's Why Marlowe plc's (LON:MRL) CEO Compensation Is The Least Of Shareholders' ConcernsMarlowe plc ( LON:MRL ) has exhibited strong share price growth in the past few years. However, its earnings growth has...Reported Earnings • Jun 27Full year 2021 earnings released: UK£0.031 loss per share (vs UK£0.009 loss in FY 2020)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: UK£192.0m (up 3.6% from FY 2020). Net loss: UK£1.70m (loss widened 325% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Price Target Changed • Jun 24Price target increased to UK£10.22Up from UK£8.23, the current price target is an average from 5 analysts. New target price is 20% above last closing price of UK£8.54. Stock is up 79% over the past year.分析記事 • Jun 21Is Marlowe plc (LON:MRL) Worth UK£8.7 Based On Its Intrinsic Value?Today we will run through one way of estimating the intrinsic value of Marlowe plc ( LON:MRL ) by projecting its future...Major Estimate Revision • May 11Consensus forecasts updatedThe consensus outlook for 2021 has been updated. Forecast profits in 2021 with EPS up from -UK£0.011 to UK£0.031 per share. Revenue forecast unchanged from last update at UK£202.6m. Commercial Services industry in the United Kingdom expected to see average net income growth of 30% next year. Consensus price target up from UK£7.77 to UK£8.31. Share price fell 2.6% to UK£7.60 over the past week.分析記事 • Apr 17Is Marlowe plc (LON:MRL) Potentially Undervalued?Marlowe plc ( LON:MRL ), might not be a large cap stock, but it saw a significant share price rise of over 20% in the...Recent Insider Transactions • Mar 27CEO & Director recently sold UK£3.0m worth of stockOn the 25th of March, Alex Dacre sold around 440k shares on-market at roughly UK£6.90 per share. This was the largest sale by an insider in the last 3 months. Alex has been a seller over the last 12 months, reducing personal holdings by UK£3.0m.お知らせ • Mar 21Marlowe plc has completed a Follow-on Equity Offering in the amount of £100.000003 million.Marlowe plc has completed a Follow-on Equity Offering in the amount of £100.000003 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 14,492,754 Price\Range: £6.9 Transaction Features: Regulation S; Subsequent Direct Listing分析記事 • Mar 17Calculating The Fair Value Of Marlowe plc (LON:MRL)How far off is Marlowe plc ( LON:MRL ) from its intrinsic value? Using the most recent financial data, we'll take a...お知らせ • Mar 04+ 1 more updateMarlowe plc (AIM:MRL) acquired ESP Law Ltd and ESP Safeguard Ltd and ESP Ltd from The ESP Group for £3.2 million.Marlowe plc (AIM:MRL) acquired ESP Law Ltd and ESP Safeguard Ltd and ESP Ltd from The ESP Group for £3.2 million on March 2, 2021. As per terms of transaction, consideration comprising a £2.5 million upfront consideration and a deferred element of £0.7 million. In a related transaction Marlowe plc acquired Youmanage Hr Ltd and HR Services Partnership Ltd for £1.95 million. The acquisitions will be funded from Marlowe's existing cash resources. All three acquisitions will be integrated into Marlowe's existing HR, Employment Law & Safety platform Ellis Whittam, reporting as part of Marlowe's Governance, Risk & Compliance division. For the year December 31, 2020, ESP generated £1.9 million of revenue and £0.5 million of EBITDA. Nicholas Wells and Ben Jeynes of Cenkos Securities plc (AIM:CNKS) and Nick Hasell and Alex Le May of FTI Consulting LLP acted as financial advisor to Marlowe plc. Marlowe plc (AIM:MRL) completed the acquisition of ESP Law Ltd and ESP Safeguard Ltd and ESP Ltd from The ESP Group on March 2, 2021.お知らせ • Feb 26Marlowe plc Announces Executive ChangesMarlowe plc announced that Adam Councell will be appointed as Chief Financial Officer of the Group to succeed Mark Adams, who has indicated his intention to retire. Following an orderly handover, Mark is expected to retire shortly after Adam's appointment to the Board, which is intended to occur during the second half of the Group's FY22 financial year. Adam is currently CFO of Fuller, Smith & Turner plc, the pub and hotels business. From 2012 until 2019 he was CFO of Restore plc, where he played a leading role in the development of the group into a leading office services provider. Prior to Restore, Adam spent nine years at Rentokil Initial plc.Major Estimate Revision • Feb 19Analysts update estimatesThe company's losses in 2021 are expected to worsen with analysts lowering their consensus EPS forecasts from -UK£0.008 to -UK£0.01. Revenue estimate was approximately flat at UK£201.0m. The Commercial Services industry in the United Kingdom is expected to see a 15% decline in net income next year. The consensus price target increased from UK£6.71 to UK£7.60. Share price is up 15% to UK£6.87 over the past week.Is New 90 Day High Low • Feb 18New 90-day high: UK£7.16The company is up 31% from its price of UK£5.45 on 19 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£8.04 per share.分析記事 • Feb 10The Marlowe (LON:MRL) Share Price Is Up 51% And Shareholders Are Holding OnBy buying an index fund, you can roughly match the market return with ease. But if you buy good businesses at...お知らせ • Feb 05Marlowe plc (AIM:MRL) acquired Hadrian Technology Limited for an enterprise value of £3.8 million.Marlowe plc (AIM:MRL) acquired Hadrian Technology Limited for an enterprise value of £3.8 million on February 4, 2021. The total enterprise value will comprise an upfront cash consideration of £2.0 million and a contingent consideration which is expected to be approximately £1.8 million over four years dependent on the achievement of profit targets. The transaction will be funded from Marlowe's existing cash resources. Nicholas Wells and Ben Jeynes of Cenkos Securities plc (AIM:CNKS) acted as financial advisor to Marlowe plc. Marlowe plc (AIM:MRL) completed the acquisition of Hadrian Technology Limited on February 4, 2021.Price Target Changed • Jan 27Price target raised to UK£6.71Up from UK£6.27, the current price target is an average from 4 analysts. The new target price is 11% above the current share price of UK£6.04. As of last close, the stock is up 23% over the past year.分析記事 • Jan 18Is Marlowe plc (LON:MRL) Popular Amongst Insiders?A look at the shareholders of Marlowe plc ( LON:MRL ) can tell us which group is most powerful. Large companies usually...お知らせ • Jan 08Marlowe plc (AIM:MRL) acquired WPL Limited for £10 million.Marlowe plc (AIM:MRL) acquired WPL Limited for £10 million on January 7, 2021. The total consideration of £10.0 million comprises a cash payment of £9.1 million and the issue of 147,652 new ordinary shares in Marlowe. The Consideration Shares are subject to a two year lock-in. As of October 31, 2019, WPL Limited reported a net asset of £4.5 million. Nicholas Wells and Ben Jeynes of Cenkos Securities plc (AIM:CNKS) acted as financial advisor for Marlowe. Marlowe plc (AIM:MRL) completed the acquisition of WPL Limited on January 7, 2021.業績と収益の成長予測AIM:MRL - アナリストの将来予測と過去の財務データ ( )GBP 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3/31/202733610263233/31/20263239233233/31/202530542433N/A9/30/2024408-2-38-26N/A6/30/2024406-8-35-22N/A3/31/2024292-7-34-20N/A9/30/2023305-122238N/A6/30/2023344-72036N/A3/31/2023382-21734N/A12/31/2022435-2621N/A9/30/20224041-58N/A6/30/20223601-38N/A3/31/2022316109N/A12/31/2021280018N/A9/30/2021243-128N/A6/30/2021218-1914N/A3/31/2021192-21620N/A12/31/2020187-11620N/A9/30/202018101620N/A6/30/20201830812N/A3/31/2020185013N/A12/31/20191720-20N/A9/30/20191601-5-3N/A6/30/20191441-5-3N/A3/31/20191292-5-3N/A12/31/20181151N/A-2N/A9/30/20181010N/A-2N/A6/30/201891-1N/A-2N/A3/31/201881-1N/A-2N/A12/31/2017730N/A0N/A9/30/2017650N/A1N/A6/30/2017560N/A2N/A3/31/2017470N/A3N/A9/30/2016180N/A1N/A6/30/201690N/A0N/A3/31/2016N/A0N/AN/AN/A9/30/201500N/A0N/A6/30/201500N/A0N/A3/31/2015N/A0N/A0N/A12/31/201400N/A0N/A9/30/201400N/A0N/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: MRLの予測収益成長率 (年間38.2% ) は 貯蓄率 ( 2.7% ) を上回っています。収益対市場: MRLの収益 ( 38.2% ) はUK市場 ( 11.5% ) 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: MRLの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: MRLの収益 ( 4.9% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: MRLの収益 ( 4.9% ) 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: MRL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 ( 6.4 %)。成長企業の発掘7D1Y7D1Y7D1YCommercial-services 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2025/08/06 08:27終値2025/08/01 00:00収益2025/03/31年間収益2025/03/31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Marlowe plc 3 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Andrew BlainInvestec Bank plc (UK)Andrew SmithPanmure LiberumSamuel DindolStifel, Equities Research
Price Target Changed • Dec 09Price target decreased by 12% to UK£3.92Down from UK£4.47, the current price target is an average from 6 analysts. New target price is 23% above last closing price of UK£3.20. Stock is down 3.9% over the past year. The company is forecast to post earnings per share of UK£0.03 next year compared to a net loss per share of UK£0.14 last year.
Price Target Changed • Sep 27Price target decreased by 8.8% to UK£5.28Down from UK£5.79, the current price target is an average from 7 analysts. New target price is 68% above last closing price of UK£3.15. Stock is down 46% over the past year. The company posted a net loss per share of UK£0.14 last year.
Price Target Changed • Sep 12Price target decreased by 15% to UK£5.79Down from UK£6.81, the current price target is an average from 6 analysts. New target price is 35% above last closing price of UK£4.30. Stock is down 28% over the past year. The company is forecast to post earnings per share of UK£0.093 next year compared to a net loss per share of UK£0.14 last year.
Price Target Changed • Feb 23Price target decreased by 7.4% to UK£7.98Down from UK£8.62, the current price target is an average from 5 analysts. New target price is 59% above last closing price of UK£5.02. Stock is up 14% over the past year. The company is forecast to post a net loss per share of UK£0.13 next year compared to a net loss per share of UK£0.04 last year.
Price Target Changed • Feb 02Price target decreased by 7.8% to UK£8.48Down from UK£9.21, the current price target is an average from 6 analysts. New target price is 129% above last closing price of UK£3.70. Stock is down 26% over the past year. The company is forecast to post a net loss per share of UK£0.086 next year compared to a net loss per share of UK£0.04 last year.
Price Target Changed • Nov 28Price target decreased by 12% to UK£8.15Down from UK£9.25, the current price target is an average from 5 analysts. New target price is 101% above last closing price of UK£4.05. Stock is down 23% over the past year. The company is forecast to post earnings per share of UK£0.081 next year compared to a net loss per share of UK£0.04 last year.
お知らせ • Aug 04Marlowe plc Announces Board Changes, Effective 4 August 2025As the Scheme has now become Effective, Marlowe plc announced that, as of 4 August 2025, Lord Ashcroft KCMG PC, Adam Councell, Rachel Addison, Gillian Kent, Peter Gaze and Julia Robertson have stepped down from the Marlowe Board, and Peter Dickinson, Katherine Woods, Matthew Peacock and Peter Young have been appointed to the Marlowe Board.
お知らせ • Jun 25Marlowe Expects Cancelation of Shares Listing from AIMOn 5 June 2025, the boards of directors of Marlowe plc and Mitie Group Plc announced that they had reached agreement on the terms and conditions of a recommended cash and shares acquisition pursuant to which Bidco will acquire the entire issued, and to be issued, ordinary share capital of Marlowe (the "Acquisition"). It is intended that the Acquisition will be effected by means of a scheme of arrangement under Part 26 of the Companies Act 2006 (the "Scheme"). The circular in relation to the Scheme (the "Scheme Document") was published and posted to Marlowe Shareholders on 23 June 2025. Expected Sanction Hearing (as soon as reasonably practicable after Bidco confirms the satisfaction or waiver of the Conditions (other than Conditions 1 and 2(c))("D")). Expected Suspension of dealings in Company Shares on AIM: 7.30 a.m. on D+2 Business Days. Expected Cancellation of listing of Company Shares from AIM by 7.00 a.m. on D+3 Business Days.
お知らせ • Jun 05+ 1 more updateMitie Group plc (LSE:MTO) reached an agreement to acquire Marlowe plc (AIM:MRL).Mitie Group plc (LSE:MTO) reached an agreement to acquire Marlowe plc (AIM:MRL) for approximately £400 million on June 5, 2025.Under the terms of the Acquisition, each Marlowe Shareholder will be entitled to receive for each Marlowe Share, 1.1 New Mitie Shares and 290 pence in cash. It is proposed that the Acquisition will be effected by means of a scheme of arrangement of Marlowe under Part 26 of the Companies Act. Under the terms of the Acquisition, Marlowe Shareholders will, in aggregate, receive approximately 86,565,085 New Mitie Shares. Immediately following Completion, Marlowe Shareholders will own approximately 6.4% of the ordinary share capital of Mitie Group plc. Mitie Group plc (LSE:MTO) agreed to acquire Marlowe plc (AIM:MRL) through its wholly owned subsidiary, Mitie Treasury Management Limited. Mitie Group plc (LSE:MTO) has entered into a bridge facility agreement in an amount of up to £240 million (the "Bridge Facility Agreement") arranged by Lloyds Bank PLC and National Westminster Bank PLC, Bidco will draw a loan pursuant to the Bridge Facility Agreement to satisfy in full the cash consideration payable to Marlowe Shareholders. The transaction is subject to subject to court approval, official authorizations, regulatory clearances and third party clearances. The Acquisition is conditional on the approval of Marlowe Shareholders. In order to become Effective, the Scheme must be approved by a majority in number of the Marlowe Shareholders voting at the Court Meeting, either in person or by proxy, representing at least 75%. The deal has been unanimously approved by the board of Mitie Group plc (LSE:MTO) and Marlowe plc (AIM:MRL). It is expected that the Scheme will become effective in the third quarter of 2025, subject to the satisfaction or waiver of the Conditions. Vasco Litchfield and Louise Campbell of Lazard & Co., Limited acted as financial advisor and Linklaters LLP acted as legal advisor for Mitie Group plc. Ben Jeynes, Henrik Persson, George Lawson and Elysia Bough of Cavendish Capital Markets Limited acted as financial advisor and Allen Overy Shearman Sterling LLP acted as legal advisor for Marlowe plc.
お知らせ • Apr 28Marlowe plc (AIM:MRL) acquired Sludge Tek Holdings Limited for £6.2 million.Marlowe plc (AIM:MRL) acquired Sludge Tek Holdings Limited for £6.2 million on April 28, 2025. The consideration for the acquisition consists of an initial payment of £5.7 million, and deferred consideration of an estimated £0.5 million based on the completion of certain post-acquisition performance targets objectives. Ben Jeynes and George Lawson of Cavendish Capital Markets Limited acted as financial advisor to Marlowe plc. Marlowe plc (AIM:MRL) completed the acquisition of Sludge Tek Holdings Limited on April 28, 2025.
New Risk • Apr 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 40% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 40% per year for the foreseeable future. Minor Risk Less than 1 year of cash runway based on current free cash flow (-UK£38m).
Price Target Changed • Dec 09Price target decreased by 12% to UK£3.92Down from UK£4.47, the current price target is an average from 6 analysts. New target price is 23% above last closing price of UK£3.20. Stock is down 3.9% over the past year. The company is forecast to post earnings per share of UK£0.03 next year compared to a net loss per share of UK£0.14 last year.
New Risk • Dec 06New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -UK£38m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Less than 1 year of cash runway based on current free cash flow (-UK£38m).
Reported Earnings • Dec 06First half 2025 earnings released: UK£0.036 loss per share (vs UK£0.096 loss in 1H 2024)First half 2025 results: UK£0.036 loss per share (improved from UK£0.096 loss in 1H 2024). Revenue: UK£220.4m (down 12% from 1H 2024). Net loss: UK£3.40m (loss narrowed 63% from 1H 2024). Revenue is expected to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Professional Services industry in the United Kingdom are expected to grow by 6.1%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 05Marlowe plc to Report First Half, 2025 Results on Dec 05, 2024Marlowe plc announced that they will report first half, 2025 results on Dec 05, 2024
Recent Insider Transactions • Oct 02Independent Non-Executive Director recently bought UK£92k worth of stockOn the 27th of September, Peter Michael Gaze bought around 30k shares on-market at roughly UK£3.08 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Price Target Changed • Sep 27Price target decreased by 8.8% to UK£5.28Down from UK£5.79, the current price target is an average from 7 analysts. New target price is 68% above last closing price of UK£3.15. Stock is down 46% over the past year. The company posted a net loss per share of UK£0.14 last year.
Buy Or Sell Opportunity • Sep 24Now 21% undervaluedOver the last 90 days, the stock has risen 11% to UK£4.80. The fair value is estimated to be UK£6.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has declined by 101%.
Price Target Changed • Sep 12Price target decreased by 15% to UK£5.79Down from UK£6.81, the current price target is an average from 6 analysts. New target price is 35% above last closing price of UK£4.30. Stock is down 28% over the past year. The company is forecast to post earnings per share of UK£0.093 next year compared to a net loss per share of UK£0.14 last year.
お知らせ • Aug 10Marlowe plc, Annual General Meeting, Sep 30, 2024Marlowe plc, Annual General Meeting, Sep 30, 2024. Location: 4th floor, 20 grosvenor place, sw1x 7hn, london United Kingdom
Reported Earnings • Jul 24Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: UK£0.14 loss per share (further deteriorated from UK£0.04 loss in FY 2023). Revenue: UK£402.9m (down 14% from FY 2023). Net loss: UK£13.7m (loss widened 261% from FY 2023). Revenue exceeded analyst estimates by 25%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 20Marlowe plc to Report Fiscal Year 2024 Results on Jul 23, 2024Marlowe plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Jul 23, 2024
Board Change • Jul 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. 1 highly experienced director. Independent Non-Executive Director Peter Michael Gaze is the most experienced director on the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Jun 09High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Non-Executive Director Peter Michael Gaze is the most experienced director on the board, commencing their role in 2006. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 05+ 1 more updateMarlowe plc Confirms Special Dividend, Payable on 5 July 2024Marlowe plc announced the Divestment completed on schedule on 31 May 2024 and, following receipt of the cash proceeds of the Divestment, the Group confirms that a special dividend of £1.55 per Marlowe ordinary share will be paid on 5 July 2024, with a record date of 14 June 2024 and an ex-dividend date of 13 June 2024.
Board Change • Mar 22Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Gillian D. Kent was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Mar 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to UK£5.40. The fair value is estimated to be UK£4.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Mar 20Marlowe plc Announces Director ChangesMarlowe plc announced the following changes to its Board: the appointment of Lord Ashcroft KCMG PC as a Non-Executive Director. Charles Skinner is stepping down from the Marlowe Board, having been in role since the company's formation and through to its growth into the UK leader in business-critical services and software. Charles will be replaced by a new Independent Non-Executive Director in due course.
Price Target Changed • Feb 23Price target decreased by 7.4% to UK£7.98Down from UK£8.62, the current price target is an average from 5 analysts. New target price is 59% above last closing price of UK£5.02. Stock is up 14% over the past year. The company is forecast to post a net loss per share of UK£0.13 next year compared to a net loss per share of UK£0.04 last year.
分析記事 • Feb 23Marlowe plc (LON:MRL) Stocks Shoot Up 32% But Its P/S Still Looks ReasonableMarlowe plc ( LON:MRL ) shareholders are no doubt pleased to see that the share price has bounced 32% in the last...
Price Target Changed • Feb 02Price target decreased by 7.8% to UK£8.48Down from UK£9.21, the current price target is an average from 6 analysts. New target price is 129% above last closing price of UK£3.70. Stock is down 26% over the past year. The company is forecast to post a net loss per share of UK£0.086 next year compared to a net loss per share of UK£0.04 last year.
分析記事 • Jan 11Marlowe (LON:MRL) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Nov 30First half 2024 earnings released: UK£0.096 loss per share (vs UK£0.011 profit in 1H 2023)First half 2024 results: UK£0.096 loss per share (down from UK£0.011 profit in 1H 2023). Revenue: UK£251.3m (up 13% from 1H 2023). Net loss: UK£9.20m (down UK£10.3m from profit in 1H 2023). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
Price Target Changed • Nov 28Price target decreased by 12% to UK£8.15Down from UK£9.25, the current price target is an average from 5 analysts. New target price is 101% above last closing price of UK£4.05. Stock is down 23% over the past year. The company is forecast to post earnings per share of UK£0.081 next year compared to a net loss per share of UK£0.04 last year.
お知らせ • Nov 24Marlowe plc to Report First Half, 2024 Results on Nov 28, 2023Marlowe plc announced that they will report first half, 2024 results on Nov 28, 2023
お知らせ • Jul 27Marlowe plc (AIM:MRL) acquired International Management Systems Marketing Ltd. for an enterprise value of £17.4 million.Marlowe plc (AIM:MRL) acquired International Management Systems Marketing Ltd. for an enterprise value of £17.4 million on July 26, 2023. The total enterprise value will comprise an upfront cash consideration of £12.9 million and a further £3 million payment through the issue of 597,609 ordinary shares of 50 pence each in the capital of the Company ("Consideration Shares") in addition to an estimated £1.5 million in performance-related contingent consideration payable after the first year of ownership. The Consideration Shares are being issued to the vendor and are locked in for a period of two years. For FY ended 2022, IMSM generated revenues of £12.2 million and EBITDA of £1.9 million. Cenkos Securities plc acted as nominated advisor and joint broker, Stifel and Berenberg acted as joint brokers and FTI Consulting acted as adviser to Marlowe in this transaction. Marlowe plc (AIM:MRL) completed the acquisition of International Management Systems Marketing Ltd. on July 26, 2023.
分析記事 • Jul 27These 4 Measures Indicate That Marlowe (LON:MRL) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Jul 14Marlowe plc, Annual General Meeting, Sep 13, 2023Marlowe plc, Annual General Meeting, Sep 13, 2023, at 09:00 Coordinated Universal Time. Location: 20 Grosvenor Place London, SW1X 7HN London United Kingdom
Buying Opportunity • Jul 01Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 3.4%. The fair value is estimated to be UK£7.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Jun 30An Intrinsic Calculation For Marlowe plc (LON:MRL) Suggests It's 21% UndervaluedKey Insights Marlowe's estimated fair value is UK£7.38 based on 2 Stage Free Cash Flow to Equity Marlowe is estimated...
Reported Earnings • Jun 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: UK£0.04 loss per share (down from UK£0.009 profit in FY 2022). Revenue: UK£465.7m (up 47% from FY 2022). Net loss: UK£3.80m (down UK£4.50m from profit in FY 2022). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Professional Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Jun 26Marlowe plc to Report Fiscal Year 2023 Results on Jun 29, 2023Marlowe plc announced that they will report fiscal year 2023 results on Jun 29, 2023
お知らせ • Jun 17Marlowe Reportedly Explores Sale of Inspection UnitMarlowe Plc (LON:MRL) is looking to divest its testing, inspection and certification (TIC) unit for about GBP 650 million (USD 822m/EUR 760m), SkyNews reported. According to the report, Marlowe has appointed Rothschild to explore the sale of its largest unit. A potential deal could value the subsidiary at up to 16 times its yearly profit, the news channel said, citing estimates based on deals in the sector. According to SkyNews' sources, early talks with potential suitors for the business are ongoing. TIC covers services like fire safety and security and water and air hygiene. Marlowe's other division is governance, risk and compliance, which includes services like health and Safety, employment law and HR and occupational health. Shares in Marlowe were trading at 665 pence in afternoon trading on Friday, up 12.33% on the day.
Price Target Changed • Jun 08Price target decreased by 11% to UK£9.97Down from UK£11.24, the current price target is an average from 5 analysts. New target price is 71% above last closing price of UK£5.82. Stock is down 36% over the past year. The company is forecast to post earnings per share of UK£0.021 for next year compared to UK£0.0085 last year.
分析記事 • Apr 17Marlowe plc (LON:MRL) Stock Rockets 29% But Many Are Still Ignoring The CompanyMarlowe plc ( LON:MRL ) shareholders would be excited to see that the share price has had a great month, posting a 29...
分析記事 • Jan 05Are Investors Undervaluing Marlowe plc (LON:MRL) By 40%?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Marlowe plc ( LON:MRL...
Major Estimate Revision • Nov 30Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from UK£436.2m to UK£463.8m. Now expected to report loss of -UK£0.01 instead of UK£0.14 per share profit. Commercial Services industry in the United Kingdom expected to see average net income growth of 13% next year. Consensus price target down from UK£11.24 to UK£10.77. Share price fell 19% to UK£4.97 over the past week.
Recent Insider Transactions • Nov 27Independent Non-Executive Director recently bought UK£100k worth of stockOn the 24th of November, Charles Skinner bought around 17k shares on-market at roughly UK£6.04 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£537k more in shares than they have sold in the last 12 months.
分析記事 • Nov 25Is It Time To Consider Buying Marlowe plc (LON:MRL)?Marlowe plc ( LON:MRL ), might not be a large cap stock, but it saw significant share price movement during recent...
Reported Earnings • Nov 24First half 2023 earnings released: EPS: UK£0.011 (vs UK£0.017 in 1H 2022)First half 2023 results: EPS: UK£0.011 (down from UK£0.017 in 1H 2022). Revenue: UK£222.9m (up 66% from 1H 2022). Net income: UK£1.10m (down 15% from 1H 2022). Profit margin: 0.5% (down from 1.0% in 1H 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
分析記事 • Sep 19Marlowe plc's (LON:MRL) Intrinsic Value Is Potentially 58% Above Its Share PriceToday we will run through one way of estimating the intrinsic value of Marlowe plc ( LON:MRL ) by taking the expected...
分析記事 • Aug 24Is Marlowe (LON:MRL) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Buying Opportunity • Aug 22Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be UK£9.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 54% per annum over the same time period.
Reported Earnings • Jun 29Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: UK£0.009 (up from UK£0.031 loss in FY 2021). Revenue: UK£315.9m (up 65% from FY 2021). Net income: UK£700.0k (up UK£2.40m from FY 2021). Profit margin: 0.2% (up from net loss in FY 2021). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 38%, compared to a 14% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.
Buying Opportunity • Jun 17Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£9.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Jun 02At UK£9.32, Is It Time To Put Marlowe plc (LON:MRL) On Your Watch List?While Marlowe plc ( LON:MRL ) might not be the most widely known stock at the moment, it saw a significant share price...
Buying Opportunity • May 09Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.8%. The fair value is estimated to be UK£9.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company became loss making.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Non-Executive Director Charles Anthony Skinner was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Apr 25Calculating The Intrinsic Value Of Marlowe plc (LON:MRL)How far off is Marlowe plc ( LON:MRL ) from its intrinsic value? Using the most recent financial data, we'll take a...
Buying Opportunity • Mar 14Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be UK£9.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% per annum over the last 3 years. The company became loss making over the last year.
Recent Insider Transactions • Jan 27CEO & Director recently bought UK£200k worth of stockOn the 20th of January, Alex Dacre bought around 20k shares on-market at roughly UK£10.00 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Alex has been a net seller over the last 12 months, reducing personal holdings by UK£2.8m.
分析記事 • Jan 22What Does Marlowe plc's (LON:MRL) Share Price Indicate?While Marlowe plc ( LON:MRL ) might not be the most widely known stock at the moment, it saw a double-digit share price...
分析記事 • Dec 19Is Marlowe (LON:MRL) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Dec 03First half 2022 earnings: EPS and revenues miss analyst expectationsFirst half 2022 results: EPS: UK£0.017 (up from UK£0.01 in 1H 2021). Revenue: UK£134.5m (up 62% from 1H 2021). Net income: UK£1.30m (up 160% from 1H 2021). Profit margin: 1.0% (up from 0.6% in 1H 2021). Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) also missed analyst estimates by 201%. Earnings per share (EPS) missed analyst estimates by 201%. Over the next year, revenue is forecast to grow 32%, compared to a 8.0% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.
分析記事 • Oct 06Estimating The Fair Value Of Marlowe plc (LON:MRL)In this article we are going to estimate the intrinsic value of Marlowe plc ( LON:MRL ) by estimating the company's...
分析記事 • Sep 09Is Now The Time To Look At Buying Marlowe plc (LON:MRL)?Marlowe plc ( LON:MRL ), might not be a large cap stock, but it saw a decent share price growth in the teens level on...
分析記事 • Sep 09Here's Why Marlowe plc's (LON:MRL) CEO Compensation Is The Least Of Shareholders' ConcernsMarlowe plc ( LON:MRL ) has exhibited strong share price growth in the past few years. However, its earnings growth has...
Reported Earnings • Jun 27Full year 2021 earnings released: UK£0.031 loss per share (vs UK£0.009 loss in FY 2020)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: UK£192.0m (up 3.6% from FY 2020). Net loss: UK£1.70m (loss widened 325% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Price Target Changed • Jun 24Price target increased to UK£10.22Up from UK£8.23, the current price target is an average from 5 analysts. New target price is 20% above last closing price of UK£8.54. Stock is up 79% over the past year.
分析記事 • Jun 21Is Marlowe plc (LON:MRL) Worth UK£8.7 Based On Its Intrinsic Value?Today we will run through one way of estimating the intrinsic value of Marlowe plc ( LON:MRL ) by projecting its future...
Major Estimate Revision • May 11Consensus forecasts updatedThe consensus outlook for 2021 has been updated. Forecast profits in 2021 with EPS up from -UK£0.011 to UK£0.031 per share. Revenue forecast unchanged from last update at UK£202.6m. Commercial Services industry in the United Kingdom expected to see average net income growth of 30% next year. Consensus price target up from UK£7.77 to UK£8.31. Share price fell 2.6% to UK£7.60 over the past week.
分析記事 • Apr 17Is Marlowe plc (LON:MRL) Potentially Undervalued?Marlowe plc ( LON:MRL ), might not be a large cap stock, but it saw a significant share price rise of over 20% in the...
Recent Insider Transactions • Mar 27CEO & Director recently sold UK£3.0m worth of stockOn the 25th of March, Alex Dacre sold around 440k shares on-market at roughly UK£6.90 per share. This was the largest sale by an insider in the last 3 months. Alex has been a seller over the last 12 months, reducing personal holdings by UK£3.0m.
お知らせ • Mar 21Marlowe plc has completed a Follow-on Equity Offering in the amount of £100.000003 million.Marlowe plc has completed a Follow-on Equity Offering in the amount of £100.000003 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 14,492,754 Price\Range: £6.9 Transaction Features: Regulation S; Subsequent Direct Listing
分析記事 • Mar 17Calculating The Fair Value Of Marlowe plc (LON:MRL)How far off is Marlowe plc ( LON:MRL ) from its intrinsic value? Using the most recent financial data, we'll take a...
お知らせ • Mar 04+ 1 more updateMarlowe plc (AIM:MRL) acquired ESP Law Ltd and ESP Safeguard Ltd and ESP Ltd from The ESP Group for £3.2 million.Marlowe plc (AIM:MRL) acquired ESP Law Ltd and ESP Safeguard Ltd and ESP Ltd from The ESP Group for £3.2 million on March 2, 2021. As per terms of transaction, consideration comprising a £2.5 million upfront consideration and a deferred element of £0.7 million. In a related transaction Marlowe plc acquired Youmanage Hr Ltd and HR Services Partnership Ltd for £1.95 million. The acquisitions will be funded from Marlowe's existing cash resources. All three acquisitions will be integrated into Marlowe's existing HR, Employment Law & Safety platform Ellis Whittam, reporting as part of Marlowe's Governance, Risk & Compliance division. For the year December 31, 2020, ESP generated £1.9 million of revenue and £0.5 million of EBITDA. Nicholas Wells and Ben Jeynes of Cenkos Securities plc (AIM:CNKS) and Nick Hasell and Alex Le May of FTI Consulting LLP acted as financial advisor to Marlowe plc. Marlowe plc (AIM:MRL) completed the acquisition of ESP Law Ltd and ESP Safeguard Ltd and ESP Ltd from The ESP Group on March 2, 2021.
お知らせ • Feb 26Marlowe plc Announces Executive ChangesMarlowe plc announced that Adam Councell will be appointed as Chief Financial Officer of the Group to succeed Mark Adams, who has indicated his intention to retire. Following an orderly handover, Mark is expected to retire shortly after Adam's appointment to the Board, which is intended to occur during the second half of the Group's FY22 financial year. Adam is currently CFO of Fuller, Smith & Turner plc, the pub and hotels business. From 2012 until 2019 he was CFO of Restore plc, where he played a leading role in the development of the group into a leading office services provider. Prior to Restore, Adam spent nine years at Rentokil Initial plc.
Major Estimate Revision • Feb 19Analysts update estimatesThe company's losses in 2021 are expected to worsen with analysts lowering their consensus EPS forecasts from -UK£0.008 to -UK£0.01. Revenue estimate was approximately flat at UK£201.0m. The Commercial Services industry in the United Kingdom is expected to see a 15% decline in net income next year. The consensus price target increased from UK£6.71 to UK£7.60. Share price is up 15% to UK£6.87 over the past week.
Is New 90 Day High Low • Feb 18New 90-day high: UK£7.16The company is up 31% from its price of UK£5.45 on 19 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£8.04 per share.
分析記事 • Feb 10The Marlowe (LON:MRL) Share Price Is Up 51% And Shareholders Are Holding OnBy buying an index fund, you can roughly match the market return with ease. But if you buy good businesses at...
お知らせ • Feb 05Marlowe plc (AIM:MRL) acquired Hadrian Technology Limited for an enterprise value of £3.8 million.Marlowe plc (AIM:MRL) acquired Hadrian Technology Limited for an enterprise value of £3.8 million on February 4, 2021. The total enterprise value will comprise an upfront cash consideration of £2.0 million and a contingent consideration which is expected to be approximately £1.8 million over four years dependent on the achievement of profit targets. The transaction will be funded from Marlowe's existing cash resources. Nicholas Wells and Ben Jeynes of Cenkos Securities plc (AIM:CNKS) acted as financial advisor to Marlowe plc. Marlowe plc (AIM:MRL) completed the acquisition of Hadrian Technology Limited on February 4, 2021.
Price Target Changed • Jan 27Price target raised to UK£6.71Up from UK£6.27, the current price target is an average from 4 analysts. The new target price is 11% above the current share price of UK£6.04. As of last close, the stock is up 23% over the past year.
分析記事 • Jan 18Is Marlowe plc (LON:MRL) Popular Amongst Insiders?A look at the shareholders of Marlowe plc ( LON:MRL ) can tell us which group is most powerful. Large companies usually...
お知らせ • Jan 08Marlowe plc (AIM:MRL) acquired WPL Limited for £10 million.Marlowe plc (AIM:MRL) acquired WPL Limited for £10 million on January 7, 2021. The total consideration of £10.0 million comprises a cash payment of £9.1 million and the issue of 147,652 new ordinary shares in Marlowe. The Consideration Shares are subject to a two year lock-in. As of October 31, 2019, WPL Limited reported a net asset of £4.5 million. Nicholas Wells and Ben Jeynes of Cenkos Securities plc (AIM:CNKS) acted as financial advisor for Marlowe. Marlowe plc (AIM:MRL) completed the acquisition of WPL Limited on January 7, 2021.