Sabaf（0NIG）株式概要Sabaf S.p.A.は、ヨーロッパ、トルコ、北米、南米、アフリカ、中東、アジア、オセアニアで家庭用ガス調理機器の部品を製造・販売している。 詳細0NIG ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長3/6過去の実績0/6財務の健全性4/6配当金3/6報酬収益は年間38.8%増加すると予測されています リスク分析株式の流動性は非常に低い 多額の負債を抱えている 財務結果に影響を与える大きな一時的項目 4.14%の配当は利益で十分にカバーされていない +1 さらなるリスクすべてのリスクチェックを見る0NIG Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€14.1552.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0335m2016201920222025202620282031Revenue €335.3mEarnings €3.0mAdvancedSet Fair ValueView all narrativesSabaf S.p.A. 競合他社Stelrad GroupSymbol: LSE:SRADMarket cap: UK£175.7mBeauty Tech GroupSymbol: LSE:TBTGMarket cap: UK£339.8mMJ GleesonSymbol: LSE:GLEMarket cap: UK£143.5mFocusriteSymbol: AIM:TUNEMarket cap: UK£108.9m価格と性能株価の高値、安値、推移の概要Sabaf過去の株価現在の株価€14.1552週高値€14.5552週安値€13.65ベータ0.871ヶ月の変化-0.35%3ヶ月変化-0.35%1年変化n/a3年間の変化-9.87%5年間の変化-44.29%IPOからの変化-37.03%最新ニュースNew Risk • 20hNew minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 48% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (48% net debt to equity). Dividend is not well covered by earnings (139% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).Reported Earnings • May 15First quarter 2026 earnings released: EPS: €0.086 (vs €0.30 in 1Q 2025)First quarter 2026 results: EPS: €0.086 (down from €0.30 in 1Q 2025). Revenue: €73.1m (up 2.5% from 1Q 2025). Net income: €1.07m (down 72% from 1Q 2025). Profit margin: 1.5% (down from 5.3% in 1Q 2025). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.6% 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 whereas the company’s share price has fallen by 5% per year.Declared Dividend • May 11Dividend of €0.58 announcedDividend of €0.58 is the same as last year. Ex-date: 25th May 2026 Payment date: 27th May 2026 Dividend yield will be 4.2%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is well covered by cash flows (43% cash payout ratio). The dividend has increased by an average of 1.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. EPS is expected to grow by 110% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Mar 30Sabaf S.p.A., Annual General Meeting, Apr 29, 2026Sabaf S.p.A., Annual General Meeting, Apr 29, 2026, at 10:00 W. Europe Standard Time. Location: via dei carpini n 1, ospitaletto bs Italyお知らせ • Mar 25Sabaf S.p.A. announces Annual dividend, payable on May 27, 2026Sabaf S.p.A. announced Annual dividend of EUR 0.5800 per share payable on May 27, 2026, ex-date on May 25, 2026 and record date on May 26, 2026.Board Change • Feb 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Camilla Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesNew Risk • 20hNew minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 48% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (48% net debt to equity). Dividend is not well covered by earnings (139% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).Reported Earnings • May 15First quarter 2026 earnings released: EPS: €0.086 (vs €0.30 in 1Q 2025)First quarter 2026 results: EPS: €0.086 (down from €0.30 in 1Q 2025). Revenue: €73.1m (up 2.5% from 1Q 2025). Net income: €1.07m (down 72% from 1Q 2025). Profit margin: 1.5% (down from 5.3% in 1Q 2025). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.6% 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 whereas the company’s share price has fallen by 5% per year.Declared Dividend • May 11Dividend of €0.58 announcedDividend of €0.58 is the same as last year. Ex-date: 25th May 2026 Payment date: 27th May 2026 Dividend yield will be 4.2%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is well covered by cash flows (43% cash payout ratio). The dividend has increased by an average of 1.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. EPS is expected to grow by 110% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Mar 30Sabaf S.p.A., Annual General Meeting, Apr 29, 2026Sabaf S.p.A., Annual General Meeting, Apr 29, 2026, at 10:00 W. Europe Standard Time. Location: via dei carpini n 1, ospitaletto bs Italyお知らせ • Mar 25Sabaf S.p.A. announces Annual dividend, payable on May 27, 2026Sabaf S.p.A. announced Annual dividend of EUR 0.5800 per share payable on May 27, 2026, ex-date on May 25, 2026 and record date on May 26, 2026.Board Change • Feb 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Camilla Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Dec 22+ 3 more updatesSabaf S.p.A. to Report Fiscal Year 2025 Final Results on Apr 29, 2026Sabaf S.p.A. announced that they will report fiscal year 2025 final results on Apr 29, 2026Board Change • Jul 01Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Laura Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jun 06Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Laura Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 07Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Laura Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 26Sabaf S.p.A. announces Annual dividend, payable on May 28, 2025Sabaf S.p.A. announced Annual dividend of EUR 0.5800 per share payable on May 28, 2025, ex-date on May 26, 2025 and record date on May 27, 2025.Board Change • Feb 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Laura Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Dec 19+ 4 more updatesSabaf S.p.A. to Report First Half, 2025 Results on Sep 04, 2025Sabaf S.p.A. announced that they will report first half, 2025 results on Sep 04, 2025Reported Earnings • Nov 14Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: €0.095. Revenue: €72.2m (up 6.3% from 3Q 2023). Net income: €1.20m (down 57% from 3Q 2023). Profit margin: 1.7% (down from 4.1% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Durables industry in the United Kingdom.Board Change • Oct 25Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Laura Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 12Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Laura Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • May 27New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 44% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (44% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (11% increase in shares outstanding).Upcoming Dividend • May 22Upcoming dividend of €0.54 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 29 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.8%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (4.4%).Board Change • May 22Less 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. 9 experienced directors. 3 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. 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 • Apr 10Sabaf S.p.A., Annual General Meeting, May 08, 2024Sabaf S.p.A., Annual General Meeting, May 08, 2024, at 10:30 Central European Standard Time. Location: registered office in Ospitaletto (BS) Via dei Carpini no. 1 Brescia Italy Agenda: To discuss Financial report at 31 December 2023: management report prepared by the Board of Directors and consolidated non-financial statement; Independent Auditors' Report and Report of the Board of Statutory Auditors, approval of the Financial statements at 31 December 2023; to discuss Resolution on the dividend proposal; to discuss Report on remuneration policy and remuneration paid; to Appointment of the Board of Directors; to Appointment of the Board of Statutory Auditors for the three-year period from 2024 to 2026; to discuss Authorization to renew an insurance policy for the Company's directors, statutory auditors and managers for the period from 2024 to 2026; and to discuss other matters.お知らせ • Mar 18+ 3 more updatesSabaf S.p.A. to Report Q3, 2024 Results on Nov 12, 2024Sabaf S.p.A. announced that they will report Q3, 2024 results on Nov 12, 2024Board Change • Jan 09Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Nov 29Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Sep 09Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €52.6m (down 30% from 2Q 2022). Net loss: €631.0k (down 111% from profit in 2Q 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 1.6% 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 13% per year.Board Change • Sep 05Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Aug 04Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.New Risk • Jul 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (54% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.9% net profit margin). Shareholders have been diluted in the past year (11% increase in shares outstanding).Board Change • Jul 07Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • May 15First quarter 2023 earnings releasedFirst quarter 2023 results: €0.07 loss per share. Revenue: €60.4m (down 15% from 1Q 2022). Net loss: €791.0k (down 111% from profit in 1Q 2022). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 1.7% decline forecast for the Consumer Durables industry in the United Kingdom.Board Change • Mar 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Mar 02Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Feb 18Full year 2022 earnings releasedFull year 2022 results: Revenue: €263.2m (flat on FY 2021). Net income: €15.7m (down 34% from FY 2021). Profit margin: 6.0% (down from 9.1% in FY 2021). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.5% decline forecast for the Consumer Durables industry in the United Kingdom.Board Change • Feb 01Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €57.7m (down 8.5% from 3Q 2021). Net income: €88.0k (down 99% from 3Q 2021). Profit margin: 0.2% (down from 10% in 3Q 2021). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 5.1% 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.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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €74.8m (up 2.7% from 2Q 2021). Net income: €5.55m (down 33% from 2Q 2021). Profit margin: 7.4% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 1.7%, compared to a 14% growth forecast for the Consumer Durables industry in the United Kingdom.Board Change • Jun 22Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • May 23Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (7.5%).Reported Earnings • May 15First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €73.4m (up 13% from 1Q 2021). Net income: €7.45m (down 12% from 1Q 2021). Profit margin: 10% (down from 13% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.9%, compared to a 10% growth forecast for the industry in the United Kingdom.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. 9 experienced directors. 3 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 10Full year 2021 earnings released: EPS: €2.13 (vs €1.24 in FY 2020)Full year 2021 results: EPS: €2.13 (up from €1.24 in FY 2020). Revenue: €263.3m (up 42% from FY 2020). Net income: €23.9m (up 71% from FY 2020). Profit margin: 9.1% (up from 7.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.5%, compared to a 10% growth forecast for the industry in the United Kingdom.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to €24.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Consumer Durables industry in the United Kingdom. Simply Wall St's valuation model estimates the intrinsic value at €25.95 per share.Buying Opportunity • Mar 03Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be €23.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% per annum over the last 3 years. Earnings per share has grown by 221% over the last year.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €18.95, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 4.6% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €23.19 per share.Reported Earnings • Feb 11Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €271.9m (up 47% from FY 2020). Net income: €23.9m (up 71% from FY 2020). Profit margin: 8.8% (up from 7.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 1.9%, compared to a 7.1% growth forecast for the industry in the United Kingdom.Reported Earnings • Nov 14Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €64.6m (up 37% from 3Q 2020). Net income: €6.51m (up 258% from 3Q 2020). Profit margin: 10% (up from 3.9% in 3Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to €29.00, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 97% over the past three years.Board Change • Sep 14Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 05Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €75.4m (up 120% from 2Q 2020). Net income: €8.29m (up €7.42m from 2Q 2020). Profit margin: 11% (up from 2.6% in 2Q 2020). The increase in margin was driven by higher revenue.Upcoming Dividend • May 24Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 31 May 2021. Payment date: 02 June 2021. Trailing yield: 2.3%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (3.5%).Reported Earnings • Feb 14Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €184.9m (up 19% from FY 2019). Net income: €14.0m (up 36% from FY 2019). Profit margin: 7.6% (up from 6.6% in FY 2019). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectationsRevenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 8.2%, compared to a 18% growth forecast for the Consumer Durables industry in the United Kingdom.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 26% share price gain to €19.00, the stock is trading at a trailing P/E ratio of 24.1x, up from the previous P/E ratio of 19.1x. This compares to an average P/E of 19x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders over the past three years are 22%.Valuation Update With 7 Day Price Move • Dec 09Market bids up stock over the past weekAfter last week's 50% share price gain to €19.34, the stock is trading at a trailing P/E ratio of 19.6x, up from the previous P/E ratio of 13.1x. This compares to an average P/E of 19x in the Consumer Durables industry in the United Kingdom. Total return to shareholders over the past three years is a loss of 8.7%.Analyst Estimate Surprise Post Earnings • Nov 16Revenue misses expectationsRevenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 14%, compared to a 11% growth forecast for the Consumer Durables industry in the United Kingdom.Analyst Estimate Surprise Post Earnings • Nov 12Revenue misses expectationsRevenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 14%, compared to a 11% growth forecast for the Consumer Durables industry in the United Kingdom.Upcoming Dividend • Oct 05Upcoming Dividend of €0.35 Per ShareWill be paid on the 14th of October to those who are registered shareholders by the 12th of October. The trailing yield of 2.7% is below the top quartile of British dividend payers (5.2%), and is lower than industry peers (3.6%).株主還元0NIGGB Consumer DurablesGB 市場7D1.4%-1.0%0.3%1Yn/a-43.7%18.8%株主還元を見る業界別リターン: 0NIGがUK Consumer Durables業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 0NIG UK市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 0NIG's price volatile compared to industry and market?0NIG volatility0NIG Average Weekly Movementn/aConsumer Durables Industry Average Movement5.9%Market Average Movement5.7%10% most volatile stocks in GB Market11.9%10% least volatile stocks in GB Market3.1%安定した株価: 0NIGの株価は、 UK市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間の0NIGのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト19501,700Gianluca Beschiwww.sabafgroup.comヨーロッパ、トルコ、北米、南米、アフリカ、中東、アジア、オセアニアで家庭用ガス調理器具の部品を製造・販売している。ガス部品、ヒンジ、電磁調理器用部品、電子部品の各セグメントを通じて事業を展開している。ガスコンロ・コンロ用タップ、ガスコンロ・オーブン用サーモスタット、独立型ガスコンロ・コンロ用ガスバーナー、オーブン・グリル用バーナー、IH調理器用インバーター、コイル、ユーザーインターフェースなどのほか、熱電対、ネジ・ブラケット、電極、マイクロスイッチハーネス、インジェクター、マイクロスイッチ、フィッティング・プラグなどのアクセサリーを提供している。また、ビルトインオーブン、独立型調理器、洗濯機、食器洗浄機、電子レンジ用のヒンジ、オーブン、フード、コンロ、掃除機、冷蔵庫、冷凍庫用のオーブンタイマーや電子制御装置、業務用調理機器やケータリング機器用のバーナー、家庭用電化製品、電気モーター、在席確認システム、RFIDシステム、照明システム用の電子回路も提供している。Sabaf S.p.A.は1950年に設立され、イタリアのオスピタレットに本社を置いている。もっと見るSabaf S.p.A. 基礎のまとめSabaf の収益と売上を時価総額と比較するとどうか。0NIG 基礎統計学時価総額€173.65m収益（TTM）€2.46m売上高(TTM)€274.94m70.7xPER（株価収益率0.6xP/Sレシオ0NIG は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0NIG 損益計算書（TTM）収益€274.94m売上原価€171.61m売上総利益€103.33mその他の費用€100.87m収益€2.46m直近の収益報告Mar 31, 2026次回決算日Sep 08, 2026一株当たり利益（EPS）0.20グロス・マージン37.58%純利益率0.89%有利子負債／自己資本比率76.5%0NIG の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.1%現在の配当利回り139%配当性向0NIG 配当は確実ですか？0NIG 配当履歴とベンチマークを見る0NIG 、いつまでに購入すれば配当金を受け取れますか？Sabaf 配当日配当落ち日May 25 2026配当支払日May 27 2026配当落ちまでの日数2 days配当支払日までの日数4 days0NIG 配当は確実ですか？0NIG 配当履歴とベンチマークを見るView Valuation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2026/05/22 21:01終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sabaf S.p.A. 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。4 アナリスト機関Michele BaldelliBNP ParibasGiuseppe GrimaldiBNP ParibasLuigi De BellisEquita SIM S.p.A.1 その他のアナリストを表示
New Risk • 20hNew minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 48% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (48% net debt to equity). Dividend is not well covered by earnings (139% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).
Reported Earnings • May 15First quarter 2026 earnings released: EPS: €0.086 (vs €0.30 in 1Q 2025)First quarter 2026 results: EPS: €0.086 (down from €0.30 in 1Q 2025). Revenue: €73.1m (up 2.5% from 1Q 2025). Net income: €1.07m (down 72% from 1Q 2025). Profit margin: 1.5% (down from 5.3% in 1Q 2025). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.6% 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 whereas the company’s share price has fallen by 5% per year.
Declared Dividend • May 11Dividend of €0.58 announcedDividend of €0.58 is the same as last year. Ex-date: 25th May 2026 Payment date: 27th May 2026 Dividend yield will be 4.2%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is well covered by cash flows (43% cash payout ratio). The dividend has increased by an average of 1.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. EPS is expected to grow by 110% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Mar 30Sabaf S.p.A., Annual General Meeting, Apr 29, 2026Sabaf S.p.A., Annual General Meeting, Apr 29, 2026, at 10:00 W. Europe Standard Time. Location: via dei carpini n 1, ospitaletto bs Italy
お知らせ • Mar 25Sabaf S.p.A. announces Annual dividend, payable on May 27, 2026Sabaf S.p.A. announced Annual dividend of EUR 0.5800 per share payable on May 27, 2026, ex-date on May 25, 2026 and record date on May 26, 2026.
Board Change • Feb 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Camilla Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • 20hNew minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 48% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (48% net debt to equity). Dividend is not well covered by earnings (139% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).
Reported Earnings • May 15First quarter 2026 earnings released: EPS: €0.086 (vs €0.30 in 1Q 2025)First quarter 2026 results: EPS: €0.086 (down from €0.30 in 1Q 2025). Revenue: €73.1m (up 2.5% from 1Q 2025). Net income: €1.07m (down 72% from 1Q 2025). Profit margin: 1.5% (down from 5.3% in 1Q 2025). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.6% 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 whereas the company’s share price has fallen by 5% per year.
Declared Dividend • May 11Dividend of €0.58 announcedDividend of €0.58 is the same as last year. Ex-date: 25th May 2026 Payment date: 27th May 2026 Dividend yield will be 4.2%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is well covered by cash flows (43% cash payout ratio). The dividend has increased by an average of 1.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. EPS is expected to grow by 110% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Mar 30Sabaf S.p.A., Annual General Meeting, Apr 29, 2026Sabaf S.p.A., Annual General Meeting, Apr 29, 2026, at 10:00 W. Europe Standard Time. Location: via dei carpini n 1, ospitaletto bs Italy
お知らせ • Mar 25Sabaf S.p.A. announces Annual dividend, payable on May 27, 2026Sabaf S.p.A. announced Annual dividend of EUR 0.5800 per share payable on May 27, 2026, ex-date on May 25, 2026 and record date on May 26, 2026.
Board Change • Feb 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Camilla Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 22+ 3 more updatesSabaf S.p.A. to Report Fiscal Year 2025 Final Results on Apr 29, 2026Sabaf S.p.A. announced that they will report fiscal year 2025 final results on Apr 29, 2026
Board Change • Jul 01Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Laura Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jun 06Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Laura Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 07Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Laura Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 26Sabaf S.p.A. announces Annual dividend, payable on May 28, 2025Sabaf S.p.A. announced Annual dividend of EUR 0.5800 per share payable on May 28, 2025, ex-date on May 26, 2025 and record date on May 27, 2025.
Board Change • Feb 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Laura Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 19+ 4 more updatesSabaf S.p.A. to Report First Half, 2025 Results on Sep 04, 2025Sabaf S.p.A. announced that they will report first half, 2025 results on Sep 04, 2025
Reported Earnings • Nov 14Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: €0.095. Revenue: €72.2m (up 6.3% from 3Q 2023). Net income: €1.20m (down 57% from 3Q 2023). Profit margin: 1.7% (down from 4.1% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Durables industry in the United Kingdom.
Board Change • Oct 25Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Laura Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 12Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Laura Ciambellotti was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • May 27New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 44% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (44% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (11% increase in shares outstanding).
Upcoming Dividend • May 22Upcoming dividend of €0.54 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 29 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.8%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (4.4%).
Board Change • May 22Less 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. 9 experienced directors. 3 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. 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 • Apr 10Sabaf S.p.A., Annual General Meeting, May 08, 2024Sabaf S.p.A., Annual General Meeting, May 08, 2024, at 10:30 Central European Standard Time. Location: registered office in Ospitaletto (BS) Via dei Carpini no. 1 Brescia Italy Agenda: To discuss Financial report at 31 December 2023: management report prepared by the Board of Directors and consolidated non-financial statement; Independent Auditors' Report and Report of the Board of Statutory Auditors, approval of the Financial statements at 31 December 2023; to discuss Resolution on the dividend proposal; to discuss Report on remuneration policy and remuneration paid; to Appointment of the Board of Directors; to Appointment of the Board of Statutory Auditors for the three-year period from 2024 to 2026; to discuss Authorization to renew an insurance policy for the Company's directors, statutory auditors and managers for the period from 2024 to 2026; and to discuss other matters.
お知らせ • Mar 18+ 3 more updatesSabaf S.p.A. to Report Q3, 2024 Results on Nov 12, 2024Sabaf S.p.A. announced that they will report Q3, 2024 results on Nov 12, 2024
Board Change • Jan 09Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Nov 29Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Sep 09Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €52.6m (down 30% from 2Q 2022). Net loss: €631.0k (down 111% from profit in 2Q 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 1.6% 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 13% per year.
Board Change • Sep 05Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Aug 04Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
New Risk • Jul 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (54% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.9% net profit margin). Shareholders have been diluted in the past year (11% increase in shares outstanding).
Board Change • Jul 07Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • May 15First quarter 2023 earnings releasedFirst quarter 2023 results: €0.07 loss per share. Revenue: €60.4m (down 15% from 1Q 2022). Net loss: €791.0k (down 111% from profit in 1Q 2022). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 1.7% decline forecast for the Consumer Durables industry in the United Kingdom.
Board Change • Mar 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Mar 02Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 18Full year 2022 earnings releasedFull year 2022 results: Revenue: €263.2m (flat on FY 2021). Net income: €15.7m (down 34% from FY 2021). Profit margin: 6.0% (down from 9.1% in FY 2021). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.5% decline forecast for the Consumer Durables industry in the United Kingdom.
Board Change • Feb 01Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €57.7m (down 8.5% from 3Q 2021). Net income: €88.0k (down 99% from 3Q 2021). Profit margin: 0.2% (down from 10% in 3Q 2021). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 5.1% 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.
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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €74.8m (up 2.7% from 2Q 2021). Net income: €5.55m (down 33% from 2Q 2021). Profit margin: 7.4% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 1.7%, compared to a 14% growth forecast for the Consumer Durables industry in the United Kingdom.
Board Change • Jun 22Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • May 23Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (7.5%).
Reported Earnings • May 15First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €73.4m (up 13% from 1Q 2021). Net income: €7.45m (down 12% from 1Q 2021). Profit margin: 10% (down from 13% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.9%, compared to a 10% growth forecast for the industry in the United Kingdom.
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. 9 experienced directors. 3 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 10Full year 2021 earnings released: EPS: €2.13 (vs €1.24 in FY 2020)Full year 2021 results: EPS: €2.13 (up from €1.24 in FY 2020). Revenue: €263.3m (up 42% from FY 2020). Net income: €23.9m (up 71% from FY 2020). Profit margin: 9.1% (up from 7.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.5%, compared to a 10% growth forecast for the industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to €24.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Consumer Durables industry in the United Kingdom. Simply Wall St's valuation model estimates the intrinsic value at €25.95 per share.
Buying Opportunity • Mar 03Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be €23.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% per annum over the last 3 years. Earnings per share has grown by 221% over the last year.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €18.95, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 4.6% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €23.19 per share.
Reported Earnings • Feb 11Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €271.9m (up 47% from FY 2020). Net income: €23.9m (up 71% from FY 2020). Profit margin: 8.8% (up from 7.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 1.9%, compared to a 7.1% growth forecast for the industry in the United Kingdom.
Reported Earnings • Nov 14Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €64.6m (up 37% from 3Q 2020). Net income: €6.51m (up 258% from 3Q 2020). Profit margin: 10% (up from 3.9% in 3Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to €29.00, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 97% over the past three years.
Board Change • Sep 14Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Carlo Scarpa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 05Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €75.4m (up 120% from 2Q 2020). Net income: €8.29m (up €7.42m from 2Q 2020). Profit margin: 11% (up from 2.6% in 2Q 2020). The increase in margin was driven by higher revenue.
Upcoming Dividend • May 24Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 31 May 2021. Payment date: 02 June 2021. Trailing yield: 2.3%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (3.5%).
Reported Earnings • Feb 14Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €184.9m (up 19% from FY 2019). Net income: €14.0m (up 36% from FY 2019). Profit margin: 7.6% (up from 6.6% in FY 2019). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectationsRevenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 8.2%, compared to a 18% growth forecast for the Consumer Durables industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 26% share price gain to €19.00, the stock is trading at a trailing P/E ratio of 24.1x, up from the previous P/E ratio of 19.1x. This compares to an average P/E of 19x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders over the past three years are 22%.
Valuation Update With 7 Day Price Move • Dec 09Market bids up stock over the past weekAfter last week's 50% share price gain to €19.34, the stock is trading at a trailing P/E ratio of 19.6x, up from the previous P/E ratio of 13.1x. This compares to an average P/E of 19x in the Consumer Durables industry in the United Kingdom. Total return to shareholders over the past three years is a loss of 8.7%.
Analyst Estimate Surprise Post Earnings • Nov 16Revenue misses expectationsRevenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 14%, compared to a 11% growth forecast for the Consumer Durables industry in the United Kingdom.
Analyst Estimate Surprise Post Earnings • Nov 12Revenue misses expectationsRevenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 14%, compared to a 11% growth forecast for the Consumer Durables industry in the United Kingdom.
Upcoming Dividend • Oct 05Upcoming Dividend of €0.35 Per ShareWill be paid on the 14th of October to those who are registered shareholders by the 12th of October. The trailing yield of 2.7% is below the top quartile of British dividend payers (5.2%), and is lower than industry peers (3.6%).
