View ValuationColefax Group 将来の成長Future 基準チェック /06Colefax Groupの収益は年間1.1%で減少すると予測されていますが、年間収益は年間2.2%で増加すると予想されています。EPS は年間1.2%で増加すると予想されています。主要情報-1.1%収益成長率1.23%EPS成長率Consumer Durables 収益成長13.4%収益成長率2.2%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日08 May 2026今後の成長に関する最新情報Major Estimate Revision • Feb 04Consensus EPS estimates increase by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from UK£110.5m to UK£115.7m. EPS estimate increased from UK£0.767 to UK£1.06 per share. Net income forecast to shrink 20% next year vs 30% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target up from UK£8.70 to UK£10.50. Share price was steady at UK£11.50 over the past week.分析記事 • Jul 31Results: Colefax Group PLC Exceeded Expectations And The Consensus Has Updated Its EstimatesColefax Group PLC ( LON:CFX ) just released its latest yearly results and things are looking bullish. It was overall a...Major Estimate Revision • Jan 29Consensus EPS estimates increase by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from UK£101.0m to UK£105.8m. EPS estimate increased from UK£0.581 to UK£0.794 per share. Net income forecast to shrink 17% next year vs 13% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target of UK£8.70 unchanged from last update. Share price was steady at UK£8.03 over the past week.Price Target Changed • Jul 31Price target increased by 16% to UK£8.70Up from UK£7.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of UK£8.55. Stock is up 23% over the past year. The company is forecast to post earnings per share of UK£0.74 for next year compared to UK£0.90 last year.Major Estimate Revision • Feb 06Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£100.1m to UK£105.8m. EPS estimate increased from UK£0.65 to UK£0.739 per share. Net income forecast to shrink 25% next year vs 18% decline forecast for Consumer Durables industry in the United Kingdom. Consensus price target down from UK£7.50 to UK£7.00. Share price fell 2.2% to UK£6.60 over the past week.Price Target Changed • Nov 16Price target increased to UK£7.50Up from UK£6.50, the current price target is provided by 1 analyst. New target price is 15% above last closing price of UK£6.55. Stock is up 1.6% over the past year. The company posted earnings per share of UK£1.03 last year.すべての更新を表示Recent updatesNew Risk • May 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% 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 1.1% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (UK£68.7m market cap, or US$93.6m).Upcoming Dividend • Mar 05Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 12 March 2026. Payment date: 15 April 2026. Payout ratio is a comfortable 5.0% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (4.6%).Major Estimate Revision • Feb 04Consensus EPS estimates increase by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from UK£110.5m to UK£115.7m. EPS estimate increased from UK£0.767 to UK£1.06 per share. Net income forecast to shrink 20% next year vs 30% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target up from UK£8.70 to UK£10.50. Share price was steady at UK£11.50 over the past week.Declared Dividend • Jan 30First half dividend increased to UK£0.03Dividend of UK£0.03 is 7.1% higher than last year. Ex-date: 12th March 2026 Payment date: 15th April 2026 Dividend yield will be 0.5%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 2%.分析記事 • Jan 29Calculating The Intrinsic Value Of Colefax Group PLC (LON:CFX)Key Insights The projected fair value for Colefax Group is UK£9.97 based on 2 Stage Free Cash Flow to Equity Colefax...Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to UK£11.65, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 43% over the past three years.分析記事 • Sep 15It's Unlikely That Colefax Group PLC's (LON:CFX) CEO Will See A Huge Pay Rise This YearKey Insights Colefax Group to hold its Annual General Meeting on 22nd of September Salary of UK£620.0k is part of CEO...Upcoming Dividend • Sep 04Upcoming dividend of UK£0.031 per shareEligible shareholders must have bought the stock before 11 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 5.4% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (4.9%).分析記事 • Aug 07Solid Earnings Reflect Colefax Group's (LON:CFX) Strength As A BusinessWhen companies post strong earnings, the stock generally performs well, just like Colefax Group PLC's ( LON:CFX ) stock...お知らせ • Aug 06Colefax Group PLC, Annual General Meeting, Sep 22, 2025Colefax Group PLC, Annual General Meeting, Sep 22, 2025. Location: 19 23 grosvenor hill, w1k 3qd, london United KingdomDeclared Dividend • Jul 31Final dividend increased to UK£0.031Dividend of UK£0.031 is 6.9% higher than last year. Ex-date: 11th September 2025 Payment date: 9th October 2025 Dividend yield will be 0.7%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 3%.分析記事 • Jul 31Results: Colefax Group PLC Exceeded Expectations And The Consensus Has Updated Its EstimatesColefax Group PLC ( LON:CFX ) just released its latest yearly results and things are looking bullish. It was overall a...お知らせ • Jul 31Colefax Group plc Proposes Final Dividend, Payable on 9 October 2025Colefax Group PLC board is proposed to pay a final dividend of 3.1 pence (2024 - 2.9 pence) making a total for the year of 5.9 pence (2024 - 5.6 pence). This will be paid on 9 October 2025 to shareholders on the register at the close of business on 12 September 2025.Reported Earnings • Jul 29Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: UK£1.08 (up from UK£0.88 in FY 2024). Revenue: UK£110.0m (up 2.6% from FY 2024). Net income: UK£6.51m (up 12% from FY 2024). Profit margin: 5.9% (up from 5.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 37%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 3% per year and the company’s share price has also fallen by 3% per year.Buy Or Sell Opportunity • May 09Now 20% overvaluedOver the last 90 days, the stock has fallen 1.9% to UK£7.95. The fair value is estimated to be UK£6.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 0.01% in 2 years. Earnings are forecast to decline by 15% in the next 2 years.Upcoming Dividend • Feb 27Upcoming dividend of UK£0.028 per shareEligible shareholders must have bought the stock before 06 March 2025. Payment date: 10 April 2025. Payout ratio is a comfortable 6.1% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (4.3%).Major Estimate Revision • Jan 29Consensus EPS estimates increase by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from UK£101.0m to UK£105.8m. EPS estimate increased from UK£0.581 to UK£0.794 per share. Net income forecast to shrink 17% next year vs 13% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target of UK£8.70 unchanged from last update. Share price was steady at UK£8.03 over the past week.Declared Dividend • Jan 24First half dividend increased to UK£0.028Dividend of UK£0.028 is 3.7% higher than last year. Ex-date: 6th March 2025 Payment date: 10th April 2025 Dividend yield will be 0.7%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 4%.Reported Earnings • Jan 23First half 2025 earnings released: EPS: UK£0.53 (vs UK£0.47 in 1H 2024)First half 2025 results: EPS: UK£0.53. Revenue: UK£52.8m (up 1.8% from 1H 2024). Net income: UK£3.27m (flat on 1H 2024). Profit margin: 6.2% (down from 6.3% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 7.8% growth forecast for the Consumer Durables industry in the United Kingdom.お知らせ • Jan 22Colefax Group PLC Declares Interim Dividend, Payable on 10 April 2025In line with the Group's progressive dividend policy the Board of Colefax Group PLC has decided to declare a 4% increase in the interim dividend to 2.8 pence (2023: 2.7 pence). This will be paid on 10 April 2025 to shareholders on the register at 7 March 2025.お知らせ • Nov 27Colefax Group plc Appoints Timothy Green to the Board as Group Commercial DirectorColefax Group PLC appointed Timothy Green to the Board as Group Commercial Director with immediate effect. Tim, aged 49, has worked for the Group since September 2018 and became Fabric Division Commercial Director in April 2019. Tim is the son of Chief Executive David Green and prior to joining Colefax Group was Chief Executive of Tangent Communications Plc, which specialised in digital communication and web design. Tim has brought to the Group a wide range of skills in strategy, planning, management and marketing, and has played an important role in the continued growth and development of the Group over the past six years. The Following Information Regarding Timothy Benjamin Green Is Disclosed Under Schedule 2(G) of the Aim Rules for Companies: Current Directorships Directorships Held in Past 5 Years Colefax and Fowler Limited; Tangent Holdings Uk Limited; the Printed Group Limited; Tangent Labs Limited; Tangent Marketing Services Holdco Limited; Tangent Marketing Services Limited; Tangent Communications Limited; Portland Asset Management (Uk) Holdco Limited; Portland Asset Management (Uk) Limited.Recent Insider Transactions • Oct 28Chairman & CEO recently sold UK£390k worth of stockOn the 24th of October, David Green sold around 50k shares on-market at roughly UK£7.80 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Buy Or Sell Opportunity • Oct 22Now 20% overvaluedOver the last 90 days, the stock has fallen 6.4% to UK£8.00. The fair value is estimated to be UK£6.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 0.9% per annum. Earnings are forecast to decline by 2.0% per annum over the same time period.Upcoming Dividend • Sep 05Upcoming dividend of UK£0.029 per shareEligible shareholders must have bought the stock before 12 September 2024. Payment date: 11 October 2024. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (4.3%).お知らせ • Aug 20Colefax Group PLC, Annual General Meeting, Sep 26, 2024Colefax Group PLC, Annual General Meeting, Sep 26, 2024. Location: 19 23 grosvenor hill, w1k 3qd, london United Kingdom分析記事 • Aug 07We Think You Can Look Beyond Colefax Group's (LON:CFX) Lackluster EarningsThe market for Colefax Group PLC's ( LON:CFX ) shares didn't move much after it posted weak earnings recently. We think...Declared Dividend • Aug 02Final dividend increased to UK£0.029Dividend of UK£0.029 is 3.6% higher than last year. Ex-date: 12th September 2024 Payment date: 11th October 2024 Dividend yield will be 0.6%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 3%.Reported Earnings • Aug 02Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: UK£0.88 (down from UK£0.90 in FY 2023). Revenue: UK£107.2m (up 2.2% from FY 2023). Net income: UK£5.79m (down 13% from FY 2023). Profit margin: 5.4% (down from 6.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to stay flat during the next 3 years compared to a 5.4% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.Price Target Changed • Jul 31Price target increased by 16% to UK£8.70Up from UK£7.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of UK£8.55. Stock is up 23% over the past year. The company is forecast to post earnings per share of UK£0.74 for next year compared to UK£0.90 last year.お知らせ • Jul 31Colefax Group plc Proposes Final Dividend for 2024, Payable on October 11, 2024Colefax Group PLC Board is proposing to pay a final dividend of 2.9 pence (2023 - 2.8 pence) making a total for the year of 5.6 pence (2023 - 5.4 pence). This will be paid on 11 October 2024 to shareholders on the register at the close of business on 13 September 2024.Upcoming Dividend • Feb 29Upcoming dividend of UK£0.027 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 11 April 2024. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (4.6%).分析記事 • Feb 06There May Be Reason For Hope In Colefax Group's (LON:CFX) Disappointing EarningsShareholders appeared unconcerned with Colefax Group PLC's ( LON:CFX ) lackluster earnings report last week. We did...Major Estimate Revision • Feb 06Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£100.1m to UK£105.8m. EPS estimate increased from UK£0.65 to UK£0.739 per share. Net income forecast to shrink 25% next year vs 18% decline forecast for Consumer Durables industry in the United Kingdom. Consensus price target down from UK£7.50 to UK£7.00. Share price fell 2.2% to UK£6.60 over the past week.Declared Dividend • Feb 01First half dividend increased to UK£0.027Dividend of UK£0.027 is 3.8% higher than last year. Ex-date: 7th March 2024 Payment date: 11th April 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 3%.Reported Earnings • Jan 31First half 2024 earnings released: EPS: UK£0.47 (vs UK£0.51 in 1H 2023)First half 2024 results: EPS: UK£0.47 (down from UK£0.51 in 1H 2023). Revenue: UK£51.8m (flat on 1H 2023). Net income: UK£3.29m (down 17% from 1H 2023). Profit margin: 6.3% (down from 7.7% in 1H 2023). Revenue is expected to decline by 2.1% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to grow by 2.7%. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 30Colefax Group plc Proposes Interim Dividend, Payable on 11 April 2024In line with the Group's progressive dividend policy the Board of Colefax Group PLC has decided to propose a 4% increase in the interim dividend to 2.7 pence (2022: 2.6 pence). This will be paid on 11 April 2024 to shareholders on the register at 8 March 2024.お知らせ • Sep 28Colefax Group PLC, Annual General Meeting, Sep 28, 2023Colefax Group PLC, Annual General Meeting, Sep 28, 2023, at 10:00 Coordinated Universal Time.Recent Insider Transactions • Sep 26Chairman & CEO recently sold UK£1.3m worth of stockOn the 22nd of September, David Green sold around 184k shares on-market at roughly UK£7.00 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Upcoming Dividend • Sep 07Upcoming dividend of UK£0.028 per share at 0.7% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 12 October 2023. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (6.1%).お知らせ • Aug 11Colefax Group plc Proposes to Pay A Final Dividend, Payable on 12 October 2023Colefax Group PLC proposed to pay a final dividend of 2.8 pence (2022 - 2.7 pence) making a total for the year of 5.4 pence (2022 - 5.2 pence). This will be paid on 12 October 2023 to shareholders on the register at the close of business on 15 September 2023.Reported Earnings • Aug 10Full year 2023 earnings released: EPS: UK£0.90 (vs UK£1.03 in FY 2022)Full year 2023 results: EPS: UK£0.90 (down from UK£1.03 in FY 2022). Revenue: UK£104.8m (up 3.0% from FY 2022). Net income: UK£6.69m (down 21% from FY 2022). Profit margin: 6.4% (down from 8.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 02Upcoming dividend of UK£0.026 per share at 0.7% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 12 April 2023. Payout ratio is a comfortable 4.6% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (7.6%).Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to UK£7.93, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 86% over the past three years.Reported Earnings • Jan 23First half 2023 earnings released: EPS: UK£0.51 (vs UK£0.40 in 1H 2022)First half 2023 results: EPS: UK£0.51 (up from UK£0.40 in 1H 2022). Revenue: UK£51.7m (up 12% from 1H 2022). Net income: UK£3.97m (up 16% from 1H 2022). Profit margin: 7.7% (up from 7.4% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 2.2% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 23Colefax Group plc Proposes Interim Dividend, Payable on 12 April 2023In line with the Group's progressive dividend policy the Board of Colefax Group PLC has decided to propose a 4% increase in the interim dividend to 2.6p (2021: 2.5p). This will be paid on 12 April 2023 to shareholders on the register at 10 March 2023.Price Target Changed • Nov 16Price target increased to UK£7.50Up from UK£6.50, the current price target is provided by 1 analyst. New target price is 15% above last closing price of UK£6.55. Stock is up 1.6% over the past year. The company posted earnings per share of UK£1.03 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 1 independent director (4 non-independent directors). Independent Non Executive Director Alan K. Smith was the last independent director to join the board, commencing their role in 1994. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Sep 30Colefax Group PLC, Annual General Meeting, Sep 29, 2022Colefax Group PLC, Annual General Meeting, Sep 29, 2022, at 10:00 Coordinated Universal Time.Upcoming Dividend • Sep 08Upcoming dividend of UK£0.027 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 13 October 2022. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (7.6%).Reported Earnings • Aug 18Full year 2022 earnings released: EPS: UK£1.03 (vs UK£0.45 in FY 2021)Full year 2022 results: EPS: UK£1.03 (up from UK£0.45 in FY 2021). Revenue: UK£101.8m (up 31% from FY 2021). Net income: UK£8.49m (up 110% from FY 2021). Profit margin: 8.3% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 8.3% compared to a 13% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 17Colefax Group PLC Proposes Final DividendColefax Group PLC is proposing a final dividend of 2.7 pence (2021 Nil) making a total for the year of 5.2 pence (2021- Nil).分析記事 • Aug 11Colefax Group (LON:CFX) Hasn't Managed To Accelerate Its ReturnsFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Jul 05Estimating The Intrinsic Value Of Colefax Group PLC (LON:CFX)Today we will run through one way of estimating the intrinsic value of Colefax Group PLC ( LON:CFX ) by taking the...Price Target Changed • Apr 27Price target increased to UK£6.50Up from UK£6.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of UK£6.60. Stock is up 40% over the past year. The company posted earnings per share of UK£0.45 last year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 1 independent director (4 non-independent directors). Independent Non Executive Director Alan K. Smith was the last independent director to join the board, commencing their role in 1994. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.分析記事 • Apr 22Return Trends At Colefax Group (LON:CFX) Aren't AppealingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Buying Opportunity • Mar 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.3%. The fair value is estimated to be UK£7.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% per annum over the last 3 years. Earnings per share has grown by 4.6% per annum over the last 3 years.Upcoming Dividend • Mar 10Upcoming dividend of UK£0.025 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 14 April 2022. Payout ratio is a comfortable 4.5% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (6.8%).Reported Earnings • Jan 29First half 2022 earnings: EPS and revenues exceed analyst expectationsFirst half 2022 results: EPS: UK£0.40 (up from UK£0.28 in 1H 2021). Revenue: UK£46.1m (up 25% from 1H 2021). Net income: UK£3.44m (up 36% from 1H 2021). Profit margin: 7.4% (up from 6.8% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Over the next year, revenue is forecast to grow 9.5%, compared to a 5.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.Recent Insider Transactions • Sep 18Chairman & CEO recently sold UK£1.5m worth of stockOn the 14th of September, David Green sold around 248k shares on-market at roughly UK£6.15 per share. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.分析記事 • Sep 17Shareholders Will Probably Hold Off On Increasing Colefax Group PLC's (LON:CFX) CEO Compensation For The Time BeingUnder the guidance of CEO David Green, Colefax Group PLC ( LON:CFX ) has performed reasonably well recently. In light...Reported Earnings • Aug 13Full year 2021 earnings released: EPS UK£0.45 (vs UK£0.21 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: UK£77.9m (flat on FY 2020). Net income: UK£4.05m (up 111% from FY 2020). Profit margin: 5.2% (up from 2.5% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.分析記事 • May 02Some Investors May Be Worried About Colefax Group's (LON:CFX) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Mar 17Would Shareholders Who Purchased Colefax Group's (LON:CFX) Stock Three Years Be Happy With The Share price Today?As an investor its worth striving to ensure your overall portfolio beats the market average. But in any portfolio...分析記事 • Feb 18Can Colefax Group PLC (LON:CFX) Performance Keep Up Given Its Mixed Bag Of Fundamentals?Most readers would already know that Colefax Group's (LON:CFX) stock increased by 7.2% over the past three months...分析記事 • Jan 31The Returns At Colefax Group (LON:CFX) 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? Firstly...Reported Earnings • Jan 30First half 2021 earnings released: EPS UK£0.28 (vs UK£0.24 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: UK£37.0m (down 14% from 1H 2020). Net income: UK£2.53m (up 18% from 1H 2020). Profit margin: 6.8% (up from 5.0% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Price Target Changed • Jan 28Price target raised to UK£4.75Up from UK£4.25, the current price target is provided by 1 analyst. The new target price is close to the current share price of UK£4.75. As of last close, the stock is up 10% over the past year.Is New 90 Day High Low • Jan 15New 90-day high: UK£4.35The company is up 6.0% from its price of UK£4.10 on 16 October 2020. The British market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 20% over the same period.分析記事 • Jan 14Does Colefax Group's (LON:CFX) Statutory Profit Adequately Reflect Its Underlying Profit?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...分析記事 • Dec 28A Quick Analysis On Colefax Group's (LON:CFX) CEO CompensationDavid Green became the CEO of Colefax Group PLC ( LON:CFX ) in 1986, and we think it's a good time to look at the...Is New 90 Day High Low • Dec 10New 90-day high: UK£4.20The company is up 5.0% from its price of UK£4.00 on 10 September 2020. The British market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 19% over the same period.分析記事 • Dec 07Colefax Group (LON:CFX) Share Prices Have Dropped 20% In The Last Three YearsIn order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...分析記事 • Nov 18Colefax Group PLC's (LON:CFX) Has Performed Well But Fundamentals Look Varied: Is There A Clear Direction For The Stock?Colefax Group's (LON:CFX) stock up by 3.8% over the past three months. Given that the stock prices usually follow...Is New 90 Day High Low • Oct 06New 90-day high: UK£4.15The company is up 8.0% from its price of UK£3.85 on 08 July 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is down 3.0% over the same period.Reported Earnings • Sep 29Full year earnings released - EPS UK£0.21Over the last 12 months the company has reported total profits of UK£1.92m, down 50% from the prior year. Total revenue was UK£78.4m over the last 12 months, down 9.2% from the prior year. Profit margins were 2.5%, which is lower than the 4.4% margin from last year. The decrease in margin was driven by lower revenue.業績と収益の成長予測AIM:CFX - 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4/30/202812477914/30/202711977914/30/20261198810110/31/202511671517N/A7/31/202511371315N/A4/30/202511071214N/A1/31/202510961113N/A10/31/202410861012N/A7/31/202410861013N/A4/30/202410761013N/A1/31/202410661113N/A10/31/202310561113N/A7/31/202310561013N/A4/30/202310571013N/A1/31/202310681114N/A10/31/202210791215N/A7/31/202210591316N/A4/30/202210281416N/A1/31/20229471214N/A10/31/20218751012N/A7/31/20218241214N/A4/30/20217841416N/A1/31/20217531416N/A10/31/20207221416N/A7/31/20207521013N/A4/30/202078269N/A1/31/202081379N/A10/31/201984379N/A7/31/2019854N/A8N/A4/30/2019864N/A7N/A1/31/2019884N/A7N/A10/31/2018895N/A6N/A7/31/2018884N/A7N/A4/30/2018864N/A8N/A1/31/2018853N/A7N/A10/31/2017832N/A6N/A7/31/2017822N/A4N/A4/30/2017802N/A3N/A1/31/2017792N/A4N/A10/31/2016782N/A5N/A7/31/2016783N/A5N/A4/30/2016773N/A6N/A1/31/2016774N/A6N/A10/31/2015774N/A7N/A7/31/2015774N/A7N/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: CFXの収益は今後 3 年間で減少すると予測されています (年間-1.1% )。収益対市場: CFXの収益は今後 3 年間で減少すると予測されています (年間-1.1% )。高成長収益: CFXの収益は今後 3 年間で減少すると予測されています。収益対市場: CFXの収益 ( 2.2% ) 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: CFXの収益 ( 2.2% ) 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: CFXの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 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 01:25終値2026/05/21 00:00収益2025/10/31年間収益2025/04/30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Colefax Group PLC 1 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。1 アナリスト機関John StevensonPeel Hunt LLP
Major Estimate Revision • Feb 04Consensus EPS estimates increase by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from UK£110.5m to UK£115.7m. EPS estimate increased from UK£0.767 to UK£1.06 per share. Net income forecast to shrink 20% next year vs 30% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target up from UK£8.70 to UK£10.50. Share price was steady at UK£11.50 over the past week.
分析記事 • Jul 31Results: Colefax Group PLC Exceeded Expectations And The Consensus Has Updated Its EstimatesColefax Group PLC ( LON:CFX ) just released its latest yearly results and things are looking bullish. It was overall a...
Major Estimate Revision • Jan 29Consensus EPS estimates increase by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from UK£101.0m to UK£105.8m. EPS estimate increased from UK£0.581 to UK£0.794 per share. Net income forecast to shrink 17% next year vs 13% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target of UK£8.70 unchanged from last update. Share price was steady at UK£8.03 over the past week.
Price Target Changed • Jul 31Price target increased by 16% to UK£8.70Up from UK£7.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of UK£8.55. Stock is up 23% over the past year. The company is forecast to post earnings per share of UK£0.74 for next year compared to UK£0.90 last year.
Major Estimate Revision • Feb 06Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£100.1m to UK£105.8m. EPS estimate increased from UK£0.65 to UK£0.739 per share. Net income forecast to shrink 25% next year vs 18% decline forecast for Consumer Durables industry in the United Kingdom. Consensus price target down from UK£7.50 to UK£7.00. Share price fell 2.2% to UK£6.60 over the past week.
Price Target Changed • Nov 16Price target increased to UK£7.50Up from UK£6.50, the current price target is provided by 1 analyst. New target price is 15% above last closing price of UK£6.55. Stock is up 1.6% over the past year. The company posted earnings per share of UK£1.03 last year.
New Risk • May 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% 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 1.1% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (UK£68.7m market cap, or US$93.6m).
Upcoming Dividend • Mar 05Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 12 March 2026. Payment date: 15 April 2026. Payout ratio is a comfortable 5.0% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (4.6%).
Major Estimate Revision • Feb 04Consensus EPS estimates increase by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from UK£110.5m to UK£115.7m. EPS estimate increased from UK£0.767 to UK£1.06 per share. Net income forecast to shrink 20% next year vs 30% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target up from UK£8.70 to UK£10.50. Share price was steady at UK£11.50 over the past week.
Declared Dividend • Jan 30First half dividend increased to UK£0.03Dividend of UK£0.03 is 7.1% higher than last year. Ex-date: 12th March 2026 Payment date: 15th April 2026 Dividend yield will be 0.5%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 2%.
分析記事 • Jan 29Calculating The Intrinsic Value Of Colefax Group PLC (LON:CFX)Key Insights The projected fair value for Colefax Group is UK£9.97 based on 2 Stage Free Cash Flow to Equity Colefax...
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to UK£11.65, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 43% over the past three years.
分析記事 • Sep 15It's Unlikely That Colefax Group PLC's (LON:CFX) CEO Will See A Huge Pay Rise This YearKey Insights Colefax Group to hold its Annual General Meeting on 22nd of September Salary of UK£620.0k is part of CEO...
Upcoming Dividend • Sep 04Upcoming dividend of UK£0.031 per shareEligible shareholders must have bought the stock before 11 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 5.4% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (4.9%).
分析記事 • Aug 07Solid Earnings Reflect Colefax Group's (LON:CFX) Strength As A BusinessWhen companies post strong earnings, the stock generally performs well, just like Colefax Group PLC's ( LON:CFX ) stock...
お知らせ • Aug 06Colefax Group PLC, Annual General Meeting, Sep 22, 2025Colefax Group PLC, Annual General Meeting, Sep 22, 2025. Location: 19 23 grosvenor hill, w1k 3qd, london United Kingdom
Declared Dividend • Jul 31Final dividend increased to UK£0.031Dividend of UK£0.031 is 6.9% higher than last year. Ex-date: 11th September 2025 Payment date: 9th October 2025 Dividend yield will be 0.7%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 3%.
分析記事 • Jul 31Results: Colefax Group PLC Exceeded Expectations And The Consensus Has Updated Its EstimatesColefax Group PLC ( LON:CFX ) just released its latest yearly results and things are looking bullish. It was overall a...
お知らせ • Jul 31Colefax Group plc Proposes Final Dividend, Payable on 9 October 2025Colefax Group PLC board is proposed to pay a final dividend of 3.1 pence (2024 - 2.9 pence) making a total for the year of 5.9 pence (2024 - 5.6 pence). This will be paid on 9 October 2025 to shareholders on the register at the close of business on 12 September 2025.
Reported Earnings • Jul 29Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: UK£1.08 (up from UK£0.88 in FY 2024). Revenue: UK£110.0m (up 2.6% from FY 2024). Net income: UK£6.51m (up 12% from FY 2024). Profit margin: 5.9% (up from 5.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 37%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 3% per year and the company’s share price has also fallen by 3% per year.
Buy Or Sell Opportunity • May 09Now 20% overvaluedOver the last 90 days, the stock has fallen 1.9% to UK£7.95. The fair value is estimated to be UK£6.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 0.01% in 2 years. Earnings are forecast to decline by 15% in the next 2 years.
Upcoming Dividend • Feb 27Upcoming dividend of UK£0.028 per shareEligible shareholders must have bought the stock before 06 March 2025. Payment date: 10 April 2025. Payout ratio is a comfortable 6.1% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (4.3%).
Major Estimate Revision • Jan 29Consensus EPS estimates increase by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from UK£101.0m to UK£105.8m. EPS estimate increased from UK£0.581 to UK£0.794 per share. Net income forecast to shrink 17% next year vs 13% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target of UK£8.70 unchanged from last update. Share price was steady at UK£8.03 over the past week.
Declared Dividend • Jan 24First half dividend increased to UK£0.028Dividend of UK£0.028 is 3.7% higher than last year. Ex-date: 6th March 2025 Payment date: 10th April 2025 Dividend yield will be 0.7%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 4%.
Reported Earnings • Jan 23First half 2025 earnings released: EPS: UK£0.53 (vs UK£0.47 in 1H 2024)First half 2025 results: EPS: UK£0.53. Revenue: UK£52.8m (up 1.8% from 1H 2024). Net income: UK£3.27m (flat on 1H 2024). Profit margin: 6.2% (down from 6.3% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 7.8% growth forecast for the Consumer Durables industry in the United Kingdom.
お知らせ • Jan 22Colefax Group PLC Declares Interim Dividend, Payable on 10 April 2025In line with the Group's progressive dividend policy the Board of Colefax Group PLC has decided to declare a 4% increase in the interim dividend to 2.8 pence (2023: 2.7 pence). This will be paid on 10 April 2025 to shareholders on the register at 7 March 2025.
お知らせ • Nov 27Colefax Group plc Appoints Timothy Green to the Board as Group Commercial DirectorColefax Group PLC appointed Timothy Green to the Board as Group Commercial Director with immediate effect. Tim, aged 49, has worked for the Group since September 2018 and became Fabric Division Commercial Director in April 2019. Tim is the son of Chief Executive David Green and prior to joining Colefax Group was Chief Executive of Tangent Communications Plc, which specialised in digital communication and web design. Tim has brought to the Group a wide range of skills in strategy, planning, management and marketing, and has played an important role in the continued growth and development of the Group over the past six years. The Following Information Regarding Timothy Benjamin Green Is Disclosed Under Schedule 2(G) of the Aim Rules for Companies: Current Directorships Directorships Held in Past 5 Years Colefax and Fowler Limited; Tangent Holdings Uk Limited; the Printed Group Limited; Tangent Labs Limited; Tangent Marketing Services Holdco Limited; Tangent Marketing Services Limited; Tangent Communications Limited; Portland Asset Management (Uk) Holdco Limited; Portland Asset Management (Uk) Limited.
Recent Insider Transactions • Oct 28Chairman & CEO recently sold UK£390k worth of stockOn the 24th of October, David Green sold around 50k shares on-market at roughly UK£7.80 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Buy Or Sell Opportunity • Oct 22Now 20% overvaluedOver the last 90 days, the stock has fallen 6.4% to UK£8.00. The fair value is estimated to be UK£6.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 0.9% per annum. Earnings are forecast to decline by 2.0% per annum over the same time period.
Upcoming Dividend • Sep 05Upcoming dividend of UK£0.029 per shareEligible shareholders must have bought the stock before 12 September 2024. Payment date: 11 October 2024. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (4.3%).
お知らせ • Aug 20Colefax Group PLC, Annual General Meeting, Sep 26, 2024Colefax Group PLC, Annual General Meeting, Sep 26, 2024. Location: 19 23 grosvenor hill, w1k 3qd, london United Kingdom
分析記事 • Aug 07We Think You Can Look Beyond Colefax Group's (LON:CFX) Lackluster EarningsThe market for Colefax Group PLC's ( LON:CFX ) shares didn't move much after it posted weak earnings recently. We think...
Declared Dividend • Aug 02Final dividend increased to UK£0.029Dividend of UK£0.029 is 3.6% higher than last year. Ex-date: 12th September 2024 Payment date: 11th October 2024 Dividend yield will be 0.6%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 3%.
Reported Earnings • Aug 02Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: UK£0.88 (down from UK£0.90 in FY 2023). Revenue: UK£107.2m (up 2.2% from FY 2023). Net income: UK£5.79m (down 13% from FY 2023). Profit margin: 5.4% (down from 6.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to stay flat during the next 3 years compared to a 5.4% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.
Price Target Changed • Jul 31Price target increased by 16% to UK£8.70Up from UK£7.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of UK£8.55. Stock is up 23% over the past year. The company is forecast to post earnings per share of UK£0.74 for next year compared to UK£0.90 last year.
お知らせ • Jul 31Colefax Group plc Proposes Final Dividend for 2024, Payable on October 11, 2024Colefax Group PLC Board is proposing to pay a final dividend of 2.9 pence (2023 - 2.8 pence) making a total for the year of 5.6 pence (2023 - 5.4 pence). This will be paid on 11 October 2024 to shareholders on the register at the close of business on 13 September 2024.
Upcoming Dividend • Feb 29Upcoming dividend of UK£0.027 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 11 April 2024. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (4.6%).
分析記事 • Feb 06There May Be Reason For Hope In Colefax Group's (LON:CFX) Disappointing EarningsShareholders appeared unconcerned with Colefax Group PLC's ( LON:CFX ) lackluster earnings report last week. We did...
Major Estimate Revision • Feb 06Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£100.1m to UK£105.8m. EPS estimate increased from UK£0.65 to UK£0.739 per share. Net income forecast to shrink 25% next year vs 18% decline forecast for Consumer Durables industry in the United Kingdom. Consensus price target down from UK£7.50 to UK£7.00. Share price fell 2.2% to UK£6.60 over the past week.
Declared Dividend • Feb 01First half dividend increased to UK£0.027Dividend of UK£0.027 is 3.8% higher than last year. Ex-date: 7th March 2024 Payment date: 11th April 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 3%.
Reported Earnings • Jan 31First half 2024 earnings released: EPS: UK£0.47 (vs UK£0.51 in 1H 2023)First half 2024 results: EPS: UK£0.47 (down from UK£0.51 in 1H 2023). Revenue: UK£51.8m (flat on 1H 2023). Net income: UK£3.29m (down 17% from 1H 2023). Profit margin: 6.3% (down from 7.7% in 1H 2023). Revenue is expected to decline by 2.1% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to grow by 2.7%. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 30Colefax Group plc Proposes Interim Dividend, Payable on 11 April 2024In line with the Group's progressive dividend policy the Board of Colefax Group PLC has decided to propose a 4% increase in the interim dividend to 2.7 pence (2022: 2.6 pence). This will be paid on 11 April 2024 to shareholders on the register at 8 March 2024.
お知らせ • Sep 28Colefax Group PLC, Annual General Meeting, Sep 28, 2023Colefax Group PLC, Annual General Meeting, Sep 28, 2023, at 10:00 Coordinated Universal Time.
Recent Insider Transactions • Sep 26Chairman & CEO recently sold UK£1.3m worth of stockOn the 22nd of September, David Green sold around 184k shares on-market at roughly UK£7.00 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Upcoming Dividend • Sep 07Upcoming dividend of UK£0.028 per share at 0.7% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 12 October 2023. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (6.1%).
お知らせ • Aug 11Colefax Group plc Proposes to Pay A Final Dividend, Payable on 12 October 2023Colefax Group PLC proposed to pay a final dividend of 2.8 pence (2022 - 2.7 pence) making a total for the year of 5.4 pence (2022 - 5.2 pence). This will be paid on 12 October 2023 to shareholders on the register at the close of business on 15 September 2023.
Reported Earnings • Aug 10Full year 2023 earnings released: EPS: UK£0.90 (vs UK£1.03 in FY 2022)Full year 2023 results: EPS: UK£0.90 (down from UK£1.03 in FY 2022). Revenue: UK£104.8m (up 3.0% from FY 2022). Net income: UK£6.69m (down 21% from FY 2022). Profit margin: 6.4% (down from 8.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 02Upcoming dividend of UK£0.026 per share at 0.7% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 12 April 2023. Payout ratio is a comfortable 4.6% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (7.6%).
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to UK£7.93, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 86% over the past three years.
Reported Earnings • Jan 23First half 2023 earnings released: EPS: UK£0.51 (vs UK£0.40 in 1H 2022)First half 2023 results: EPS: UK£0.51 (up from UK£0.40 in 1H 2022). Revenue: UK£51.7m (up 12% from 1H 2022). Net income: UK£3.97m (up 16% from 1H 2022). Profit margin: 7.7% (up from 7.4% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 2.2% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 23Colefax Group plc Proposes Interim Dividend, Payable on 12 April 2023In line with the Group's progressive dividend policy the Board of Colefax Group PLC has decided to propose a 4% increase in the interim dividend to 2.6p (2021: 2.5p). This will be paid on 12 April 2023 to shareholders on the register at 10 March 2023.
Price Target Changed • Nov 16Price target increased to UK£7.50Up from UK£6.50, the current price target is provided by 1 analyst. New target price is 15% above last closing price of UK£6.55. Stock is up 1.6% over the past year. The company posted earnings per share of UK£1.03 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 1 independent director (4 non-independent directors). Independent Non Executive Director Alan K. Smith was the last independent director to join the board, commencing their role in 1994. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Sep 30Colefax Group PLC, Annual General Meeting, Sep 29, 2022Colefax Group PLC, Annual General Meeting, Sep 29, 2022, at 10:00 Coordinated Universal Time.
Upcoming Dividend • Sep 08Upcoming dividend of UK£0.027 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 13 October 2022. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (7.6%).
Reported Earnings • Aug 18Full year 2022 earnings released: EPS: UK£1.03 (vs UK£0.45 in FY 2021)Full year 2022 results: EPS: UK£1.03 (up from UK£0.45 in FY 2021). Revenue: UK£101.8m (up 31% from FY 2021). Net income: UK£8.49m (up 110% from FY 2021). Profit margin: 8.3% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 8.3% compared to a 13% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 17Colefax Group PLC Proposes Final DividendColefax Group PLC is proposing a final dividend of 2.7 pence (2021 Nil) making a total for the year of 5.2 pence (2021- Nil).
分析記事 • Aug 11Colefax Group (LON:CFX) Hasn't Managed To Accelerate Its ReturnsFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Jul 05Estimating The Intrinsic Value Of Colefax Group PLC (LON:CFX)Today we will run through one way of estimating the intrinsic value of Colefax Group PLC ( LON:CFX ) by taking the...
Price Target Changed • Apr 27Price target increased to UK£6.50Up from UK£6.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of UK£6.60. Stock is up 40% over the past year. The company posted earnings per share of UK£0.45 last year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 1 independent director (4 non-independent directors). Independent Non Executive Director Alan K. Smith was the last independent director to join the board, commencing their role in 1994. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
分析記事 • Apr 22Return Trends At Colefax Group (LON:CFX) Aren't AppealingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Buying Opportunity • Mar 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.3%. The fair value is estimated to be UK£7.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% per annum over the last 3 years. Earnings per share has grown by 4.6% per annum over the last 3 years.
Upcoming Dividend • Mar 10Upcoming dividend of UK£0.025 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 14 April 2022. Payout ratio is a comfortable 4.5% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (6.8%).
Reported Earnings • Jan 29First half 2022 earnings: EPS and revenues exceed analyst expectationsFirst half 2022 results: EPS: UK£0.40 (up from UK£0.28 in 1H 2021). Revenue: UK£46.1m (up 25% from 1H 2021). Net income: UK£3.44m (up 36% from 1H 2021). Profit margin: 7.4% (up from 6.8% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Over the next year, revenue is forecast to grow 9.5%, compared to a 5.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.
Recent Insider Transactions • Sep 18Chairman & CEO recently sold UK£1.5m worth of stockOn the 14th of September, David Green sold around 248k shares on-market at roughly UK£6.15 per share. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
分析記事 • Sep 17Shareholders Will Probably Hold Off On Increasing Colefax Group PLC's (LON:CFX) CEO Compensation For The Time BeingUnder the guidance of CEO David Green, Colefax Group PLC ( LON:CFX ) has performed reasonably well recently. In light...
Reported Earnings • Aug 13Full year 2021 earnings released: EPS UK£0.45 (vs UK£0.21 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: UK£77.9m (flat on FY 2020). Net income: UK£4.05m (up 111% from FY 2020). Profit margin: 5.2% (up from 2.5% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
分析記事 • May 02Some Investors May Be Worried About Colefax Group's (LON:CFX) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Mar 17Would Shareholders Who Purchased Colefax Group's (LON:CFX) Stock Three Years Be Happy With The Share price Today?As an investor its worth striving to ensure your overall portfolio beats the market average. But in any portfolio...
分析記事 • Feb 18Can Colefax Group PLC (LON:CFX) Performance Keep Up Given Its Mixed Bag Of Fundamentals?Most readers would already know that Colefax Group's (LON:CFX) stock increased by 7.2% over the past three months...
分析記事 • Jan 31The Returns At Colefax Group (LON:CFX) 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? Firstly...
Reported Earnings • Jan 30First half 2021 earnings released: EPS UK£0.28 (vs UK£0.24 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: UK£37.0m (down 14% from 1H 2020). Net income: UK£2.53m (up 18% from 1H 2020). Profit margin: 6.8% (up from 5.0% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Price Target Changed • Jan 28Price target raised to UK£4.75Up from UK£4.25, the current price target is provided by 1 analyst. The new target price is close to the current share price of UK£4.75. As of last close, the stock is up 10% over the past year.
Is New 90 Day High Low • Jan 15New 90-day high: UK£4.35The company is up 6.0% from its price of UK£4.10 on 16 October 2020. The British market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 20% over the same period.
分析記事 • Jan 14Does Colefax Group's (LON:CFX) Statutory Profit Adequately Reflect Its Underlying Profit?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...
分析記事 • Dec 28A Quick Analysis On Colefax Group's (LON:CFX) CEO CompensationDavid Green became the CEO of Colefax Group PLC ( LON:CFX ) in 1986, and we think it's a good time to look at the...
Is New 90 Day High Low • Dec 10New 90-day high: UK£4.20The company is up 5.0% from its price of UK£4.00 on 10 September 2020. The British market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 19% over the same period.
分析記事 • Dec 07Colefax Group (LON:CFX) Share Prices Have Dropped 20% In The Last Three YearsIn order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...
分析記事 • Nov 18Colefax Group PLC's (LON:CFX) Has Performed Well But Fundamentals Look Varied: Is There A Clear Direction For The Stock?Colefax Group's (LON:CFX) stock up by 3.8% over the past three months. Given that the stock prices usually follow...
Is New 90 Day High Low • Oct 06New 90-day high: UK£4.15The company is up 8.0% from its price of UK£3.85 on 08 July 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is down 3.0% over the same period.
Reported Earnings • Sep 29Full year earnings released - EPS UK£0.21Over the last 12 months the company has reported total profits of UK£1.92m, down 50% from the prior year. Total revenue was UK£78.4m over the last 12 months, down 9.2% from the prior year. Profit margins were 2.5%, which is lower than the 4.4% margin from last year. The decrease in margin was driven by lower revenue.