View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsTOD'S 将来の成長Future 基準チェック /36TOD'S利益と収益がそれぞれ年間16%と4.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.7% 15.4%なると予測されています。主要情報16.0%収益成長率15.36%EPS成長率Luxury 収益成長16.5%収益成長率4.5%将来の株主資本利益率6.71%アナリストカバレッジGood最終更新日07 Jun 2024今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Feb 13Tod's Rises 17% on L Catterton Bids to Help Owner's Delisting PlanShares in TOD'S S.p.A. rose 17.4%, after private equity firm L Catterton offered to buy 36% of the luxury shoemaker and take it private, in agreement with the Della Valle founding family. Shares rose to EUR 42.7 each by 08:35 GMT, just below the EUR 43 per share offered by the investment firm backed by France's LVMH, which values Tod's at just over EUR 1.4 billion. The move follows a failed attempt in 2022 by the Della Valles, who own 64.5% of Tod's, to take the company private. In addition to the eponymous brand, famous for its Gommino loafers, Tod's also owns the iconic Roger Vivier shoe brand, as well as the Fay and Hogan labels. The Della Valle family refrained however from still taking Tod's private, as they had said they could do, by merging it into their DeVa Finance vehicle. But L Catterton said it plans to merge Tod's into the vehicle used to launch the offer if the bid fails to reach the delisting threshold. CEO and founder Diego Della Valle is tendering its 10.45% stake in Tod's, while retaining another 54% together with his brother Andrea. LVMH will keep its 10% stake and L Catterton will own the remainder of Tod's if the offer is successful.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €42.62, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Luxury industry in Europe. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €44.19 per share.お知らせ • Nov 17+ 4 more updatesTOD'S S.p.A. to Report Nine Months, 2024 Results on Oct 30, 2024TOD'S S.p.A. announced that they will report nine months, 2024 results on Oct 30, 2024Reported Earnings • Mar 16Full year 2022 earnings released: EPS: €0.70 (vs €0.18 loss in FY 2021)Full year 2022 results: EPS: €0.70 (up from €0.18 loss in FY 2021). Revenue: €1.03b (up 14% from FY 2021). Net income: €23.1m (up €29.0m from FY 2021). Profit margin: 2.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Luxury industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Mar 14Now 22% undervaluedOver the last 90 days, the stock is up 3.2%. The fair value is estimated to be €43.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Nov 15+ 4 more updatesTOD'S S.p.A. to Report Fiscal Year 2022 Results on Mar 13, 2023TOD'S S.p.A. announced that they will report fiscal year 2022 results on Mar 13, 2023Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to €31.90, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 17x in the Luxury industry in Europe. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €59.36 per share.Reported Earnings • Sep 09First half 2022 earnings released: EPS: €0.02 (vs €0.63 loss in 1H 2021)First half 2022 results: EPS: €0.02 (up from €0.63 loss in 1H 2021). Revenue: €476.0m (up 18% from 1H 2021). Net income: €755.0k (up €21.5m from 1H 2021). Profit margin: 0.2% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Luxury industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: €0.18 loss per share (up from €2.21 loss in FY 2020). Revenue: €900.4m (up 39% from FY 2020). Net loss: €5.94m (loss narrowed 92% from FY 2020). Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 9.3%, compared to a 11% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Reported Earnings • Sep 12First half 2021 earnings released: €0.63 loss per share (vs €2.44 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: €405.1m (up 55% from 1H 2020). Net loss: €20.7m (loss narrowed 74% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Mar 13New 90-day high: €31.26The company is up 4.0% from its price of €29.96 on 11 December 2020. The British market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.57 per share.Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €647.0m (down 30% from FY 2019). Net loss: €73.2m (down 258% from profit in FY 2019).Analyst Estimate Surprise Post Earnings • Mar 13Revenue misses expectationsRevenue missed analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 15%, compared to a 13% growth forecast for the Luxury industry in the United Kingdom.Is New 90 Day High Low • Dec 10New 90-day high: €30.03The company is up 32% from its price of €22.82 on 11 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.92 per share.Is New 90 Day High Low • Nov 20New 90-day high: €25.21The company is up 4.0% from its price of €24.17 on 21 August 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.05 per share.Is New 90 Day High Low • Oct 15New 90-day low: €22.01The company is down 10.0% from its price of €24.58 on 17 July 2020. The British market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.99 per share.業績と収益の成長予測LSE:0NV4 - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20261,32780N/A387512/31/20251,25370116254812/31/20241,1805588222712/31/20231,1455077133N/A9/30/20231,1365278131N/A6/30/20231,1275378129N/A3/31/20231,0773881129N/A12/31/20221,0272383129N/A9/30/202299919113158N/A6/30/202297116143186N/A3/31/20229365149193N/A12/31/2021900-6154199N/A9/30/2021846-10134174N/A6/30/2021791-13114148N/A3/31/2021719-434173N/A12/31/2020647-73-32-2N/A9/30/2020688-51-77-40N/A6/30/2020730-29-121-77N/A3/31/20208289-3711N/A12/31/2019927464899N/A9/30/20199282753100N/A6/30/2019929859102N/A3/31/2019940272264N/A12/31/201895147-1625N/A9/30/2018964591050N/A6/30/2018976703574N/A3/31/20189797074111N/A12/31/201798371112148N/A9/30/201799277N/A156N/A6/30/20171,00084N/A164N/A3/31/20171,00885N/A157N/A12/31/20161,01586N/A150N/A9/30/20161,02383N/A147N/A6/30/20161,03180N/A144N/A3/31/20161,04086N/A126N/A12/31/20151,04893N/A108N/A9/30/20151,03192N/A86N/A6/30/20151,01491N/A65N/A3/31/201599594N/A77N/A12/31/201497697N/A90N/A9/30/2014973106N/A122N/A6/30/2014970114N/A154N/A3/31/2014976124N/A180N/A12/31/2013983134N/A207N/A9/30/2013988140N/A179N/A6/30/2013992147N/A151N/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: 0NV4の予測収益成長率 (年間16% ) は 貯蓄率 ( 1.8% ) を上回っています。収益対市場: 0NV4の収益 ( 16% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。高成長収益: 0NV4の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 0NV4の収益 ( 4.5% ) UK市場 ( 4.1% ) よりも速いペースで成長すると予測されています。高い収益成長: 0NV4の収益 ( 4.5% ) 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: 0NV4の 自己資本利益率 は、3年後には低くなると予測されています ( 6.7 %)。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2024/06/07 08:09終値2024/06/07 00:00収益2023/12/31年間収益2023/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TOD'S S.p.A. 8 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。25 アナリスト機関Giada CabrinoBanca Akros S.p.A. (ESN)Julian EasthopeBarclaysMariana Horn UribeBerenberg22 その他のアナリストを表示
お知らせ • Feb 13Tod's Rises 17% on L Catterton Bids to Help Owner's Delisting PlanShares in TOD'S S.p.A. rose 17.4%, after private equity firm L Catterton offered to buy 36% of the luxury shoemaker and take it private, in agreement with the Della Valle founding family. Shares rose to EUR 42.7 each by 08:35 GMT, just below the EUR 43 per share offered by the investment firm backed by France's LVMH, which values Tod's at just over EUR 1.4 billion. The move follows a failed attempt in 2022 by the Della Valles, who own 64.5% of Tod's, to take the company private. In addition to the eponymous brand, famous for its Gommino loafers, Tod's also owns the iconic Roger Vivier shoe brand, as well as the Fay and Hogan labels. The Della Valle family refrained however from still taking Tod's private, as they had said they could do, by merging it into their DeVa Finance vehicle. But L Catterton said it plans to merge Tod's into the vehicle used to launch the offer if the bid fails to reach the delisting threshold. CEO and founder Diego Della Valle is tendering its 10.45% stake in Tod's, while retaining another 54% together with his brother Andrea. LVMH will keep its 10% stake and L Catterton will own the remainder of Tod's if the offer is successful.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €42.62, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Luxury industry in Europe. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €44.19 per share.
お知らせ • Nov 17+ 4 more updatesTOD'S S.p.A. to Report Nine Months, 2024 Results on Oct 30, 2024TOD'S S.p.A. announced that they will report nine months, 2024 results on Oct 30, 2024
Reported Earnings • Mar 16Full year 2022 earnings released: EPS: €0.70 (vs €0.18 loss in FY 2021)Full year 2022 results: EPS: €0.70 (up from €0.18 loss in FY 2021). Revenue: €1.03b (up 14% from FY 2021). Net income: €23.1m (up €29.0m from FY 2021). Profit margin: 2.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Luxury industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Mar 14Now 22% undervaluedOver the last 90 days, the stock is up 3.2%. The fair value is estimated to be €43.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Nov 15+ 4 more updatesTOD'S S.p.A. to Report Fiscal Year 2022 Results on Mar 13, 2023TOD'S S.p.A. announced that they will report fiscal year 2022 results on Mar 13, 2023
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to €31.90, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 17x in the Luxury industry in Europe. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €59.36 per share.
Reported Earnings • Sep 09First half 2022 earnings released: EPS: €0.02 (vs €0.63 loss in 1H 2021)First half 2022 results: EPS: €0.02 (up from €0.63 loss in 1H 2021). Revenue: €476.0m (up 18% from 1H 2021). Net income: €755.0k (up €21.5m from 1H 2021). Profit margin: 0.2% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Luxury industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: €0.18 loss per share (up from €2.21 loss in FY 2020). Revenue: €900.4m (up 39% from FY 2020). Net loss: €5.94m (loss narrowed 92% from FY 2020). Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 9.3%, compared to a 11% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Reported Earnings • Sep 12First half 2021 earnings released: €0.63 loss per share (vs €2.44 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: €405.1m (up 55% from 1H 2020). Net loss: €20.7m (loss narrowed 74% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Mar 13New 90-day high: €31.26The company is up 4.0% from its price of €29.96 on 11 December 2020. The British market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.57 per share.
Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €647.0m (down 30% from FY 2019). Net loss: €73.2m (down 258% from profit in FY 2019).
Analyst Estimate Surprise Post Earnings • Mar 13Revenue misses expectationsRevenue missed analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 15%, compared to a 13% growth forecast for the Luxury industry in the United Kingdom.
Is New 90 Day High Low • Dec 10New 90-day high: €30.03The company is up 32% from its price of €22.82 on 11 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.92 per share.
Is New 90 Day High Low • Nov 20New 90-day high: €25.21The company is up 4.0% from its price of €24.17 on 21 August 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.05 per share.
Is New 90 Day High Low • Oct 15New 90-day low: €22.01The company is down 10.0% from its price of €24.58 on 17 July 2020. The British market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.99 per share.