View ValuationMitchells & Butlers 将来の成長Future 基準チェック /16Mitchells & Butlers利益と収益がそれぞれ年間6.8%と3%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6.5% 6.5%なると予測されています。主要情報6.8%収益成長率6.53%EPS成長率Hospitality 収益成長18.0%収益成長率3.0%将来の株主資本利益率6.54%アナリストカバレッジGood最終更新日22 May 2026今後の成長に関する最新情報お知らせ • May 22Mitchells & Butlers plc Provides Earnings Guidance for the Full Year 2025Mitchells & Butlers plc provided earnings guidance for the year 2025. For the year, company expected operating profit to be at the top end of current consensus.すべての更新を表示Recent updatesReported Earnings • May 23First half 2026 earnings released: EPS: UK£0.18 (vs UK£0.17 in 1H 2025)First half 2026 results: EPS: UK£0.18 (up from UK£0.17 in 1H 2025). Revenue: UK£1.49b (up 2.5% from 1H 2025). Net income: UK£107.0m (up 7.0% from 1H 2025). Profit margin: 7.2% (up from 6.9% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • May 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to UK£2.35. The fair value is estimated to be UK£2.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last year. Earnings per share has grown by 19%.Board Change • May 20Less 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 not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Amanda Brown was the last independent director to join the board, commencing their role in 2022. 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 • May 14Mitchells & Butlers plc to Report First Half, 2026 Results on May 21, 2026Mitchells & Butlers plc announced that they will report first half, 2026 results on May 21, 2026お知らせ • Dec 20Mitchells & Butlers plc, Annual General Meeting, Jan 29, 2026Mitchells & Butlers plc, Annual General Meeting, Jan 29, 2026. Location: mitchells snd butlers plc, retail support centre, 27 fleet street, birmingham, b3 1jp, United Kingdomお知らせ • Nov 24Mitchells & Butlers plc to Report Fiscal Year 2025 Results on Nov 28, 2025Mitchells & Butlers plc announced that they will report fiscal year 2025 results on Nov 28, 2025お知らせ • Oct 24+ 1 more updateMitchells & Butlers plc Announces Chief Financial Officer ChangesMitchells & Butlers plc announced the appointment of Emma Harris to succeed Tim Jones as Chief Financial Officer of M&B. Emma is currently Finance Director - Food at retail major Marks and Spencer Group Plc. The firm will make a further announcement once the effective dates of Harris' appointment and Jones' retirement are confirmed. Jones earlier this year had indicated to the Board that he plans to retire from full time work, after fifteen years of service. Jones joined as CFO and an Executive Director of M&B in October 2010.お知らせ • May 22Mitchells & Butlers plc Provides Earnings Guidance for the Full Year 2025Mitchells & Butlers plc provided earnings guidance for the year 2025. For the year, company expected operating profit to be at the top end of current consensus.お知らせ • May 15Mitchells & Butlers plc to Report First Half, 2025 Results on May 22, 2025Mitchells & Butlers plc announced that they will report first half, 2025 results on May 22, 2025お知らせ • Dec 20Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2025Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2025. Location: mitchells snd butlers plc, retail support centre, 27 fleet street, b3 1jp, birmingham United Kingdomお知らせ • Nov 25Mitchells & Butlers plc to Report Q4, 2024 Results on Nov 27, 2024Mitchells & Butlers plc announced that they will report Q4, 2024 results on Nov 27, 2024Reported Earnings • May 23First half 2024 earnings released: EPS: UK£0.14 (vs UK£0.054 in 1H 2023)First half 2024 results: EPS: UK£0.14 (up from UK£0.054 in 1H 2023). Revenue: UK£1.40b (up 8.9% from 1H 2023). Net income: UK£81.0m (up 153% from 1H 2023). Profit margin: 5.8% (up from 2.5% in 1H 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • May 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to UK£2.93. The fair value is estimated to be UK£2.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company became loss making.お知らせ • May 19Mitchells & Butlers plc to Report First Half, 2024 Results on May 22, 2024Mitchells & Butlers plc announced that they will report first half, 2024 results on May 22, 2024お知らせ • Dec 21Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2024Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2024, at 09:00 Coordinated Universal Time. Location: Mitchells & Butlers plc, Retail Support Centre, 27 Fleet Street Birmingham United KingdomReported Earnings • Dec 02Full year 2023 earnings released: UK£0.007 loss per share (vs UK£0.022 profit in FY 2022)Full year 2023 results: UK£0.007 loss per share (down from UK£0.022 profit in FY 2022). Revenue: UK£2.50b (up 13% from FY 2022). Net loss: UK£4.00m (down 131% from profit in FY 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Nov 25Mitchells & Butlers plc to Report Q4, 2023 Results on Nov 30, 2023Mitchells & Butlers plc announced that they will report Q4, 2023 results on Nov 30, 2023Reported Earnings • May 18First half 2023 earnings released: EPS: UK£0.054 (vs UK£0.077 in 1H 2022)First half 2023 results: EPS: UK£0.054 (down from UK£0.077 in 1H 2022). Revenue: UK£1.28b (up 11% from 1H 2022). Net income: UK£32.0m (down 30% from 1H 2022). Profit margin: 2.5% (down from 4.0% in 1H 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • May 13Mitchells & Butlers plc to Report First Half, 2023 Results on May 17, 2023Mitchells & Butlers plc announced that they will report first half, 2023 results on May 17, 2023Buying Opportunity • May 04Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£2.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 50% per annum over the same time period.お知らせ • Dec 22Mitchells & Butlers plc, Annual General Meeting, Feb 08, 2023Mitchells & Butlers plc, Annual General Meeting, Feb 08, 2023, at 09:00 Coordinated Universal Time. Location: Retail Support Centre, 27 Fleet Street Birmingham, B3 1JP Birmigham United KingdomBoard Change • Nov 16Less 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 not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 2 independent directors (7 non-independent directors). Senior Independent Director Jane Moriarty 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.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 21% share price gain to UK£1.36, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 65% over the past three years.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to UK£1.35, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 61% over the past three years.Reported Earnings • May 20First half 2022 earnings released: EPS: UK£0.077 (vs UK£0.33 loss in 1H 2021)First half 2022 results: EPS: UK£0.077 (up from UK£0.33 loss in 1H 2021). Revenue: UK£1.16b (up 429% from 1H 2021). Net income: UK£46.0m (up UK£211.0m from 1H 2021). Profit margin: 4.0% (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 10%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.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. 5 experienced directors. 3 highly experienced directors. 2 independent directors (6 non-independent directors). Senior Independent Director Jane Moriarty 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 • Dec 28Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: UK£0.12 loss per share (up from UK£0.26 loss in FY 2020). Revenue: UK£1.07b (down 28% from FY 2020). Net loss: UK£65.0m (loss narrowed 42% from FY 2020). Same store sales growth: Down 9.6% vs FY 2020 Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 102%, compared to a 37% growth forecast for the restaurants 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 98 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 27Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: UK£0.12 loss per share (up from UK£0.26 loss in FY 2020). Revenue: UK£1.07b (down 28% from FY 2020). Net loss: UK£65.0m (loss narrowed 42% from FY 2020). Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 101%, compared to a 47% growth forecast for the restaurants 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 96 percentage points per year, which is a significant difference in performance.Executive Departure • Aug 04Deputy Chairman of the Board Ronald Robson has left the companyOn the 31st of July, Ronald Robson's tenure as Deputy Chairman of the Board ended after 11.5 years in the role. We don't have any record of a personal shareholding under Ronald's name. Ronald is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 8.50 years.Reported Earnings • May 23First half 2021 earnings released: UK£0.33 loss per share (vs UK£0.23 loss in 1H 2020)The company reported a poor first half result with increased losses, weaker revenues and weaker control over costs. First half 2021 results: Revenue: UK£219.0m (down 79% from 1H 2020). Net loss: UK£165.0m (loss widened 54% 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.Recent Insider Transactions • Mar 16CEO & Director recently bought UK£197k worth of stockOn the 12th of March, Philip Urban bought around 94k shares on-market at roughly UK£2.10 per share. This was the largest purchase by an insider in the last 3 months. This was Philip's only on-market trade for the last 12 months.Is New 90 Day High Low • Feb 10New 90-day high: UK£3.56The company is up 60% from its price of UK£2.23 on 11 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.23 per share.Is New 90 Day High Low • Jan 19New 90-day high: UK£2.56The company is up 82% from its price of UK£1.41 on 21 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.25 per share.Is New 90 Day High Low • Dec 03New 90-day high: UK£2.47The company is up 48% from its price of UK£1.67 on 04 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.39 per share.Reported Earnings • Dec 01Full year 2020 earnings released: UK£0.26 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: UK£1.48b (down 34% from FY 2019). Net loss: UK£112.0m (down 178% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 52% 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.Analyst Estimate Surprise Post Earnings • Dec 01Revenue beats expectationsRevenue exceeded analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 23%, compared to a 1.9% growth forecast for the Hospitality industry in the United Kingdom.業績と収益の成長予測BATS-CHIXE:MABL - 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9/30/20282,95621814838459/30/20272,88820212738589/30/20262,80118912039084/11/20262,747184168374N/A1/11/20262,729181178371N/A9/27/20252,711177187368N/A6/27/20252,690173207380N/A4/12/20252,668168226391N/A1/12/20252,639159229389N/A9/28/20242,610149232386N/A6/28/20242,61497224370N/A4/13/20242,61745215354N/A1/13/20242,56021153301N/A9/30/20232,503-491248N/A6/30/20232,417-295255N/A4/8/20232,331-199262N/A1/8/20232,2706108250N/A9/24/20222,20813116238N/A6/24/20222,10780194293N/A4/9/20222,005146272347N/A1/9/20221,53541132186N/A9/25/20211,065-65-825N/A6/25/2021860-117-91-53N/A4/10/2021655-170-174-132N/A1/10/20211,065-141-77-2N/A9/26/20201,475-11219127N/A6/26/20201,783-6817143N/A4/11/20202,090-2515159N/A1/11/20202,16459N/A213N/A9/28/20192,237143N/A266N/A6/28/20192,223127N/A259N/A4/13/20192,208110N/A251N/A1/13/20192,180107N/A246N/A9/29/20182,152104N/A240N/A6/29/20182,17083N/A247N/A4/14/20182,18761N/A254N/A1/14/20182,18462N/A240N/A9/30/20172,18063N/A226N/A6/30/20172,14767N/A222N/A4/8/20172,11370N/A217N/A1/8/20172,10080N/A220N/A9/24/20162,08689N/A222N/A6/24/20162,085105N/A224N/A4/9/20162,084120N/A226N/A1/9/20162,093112N/A235N/A9/26/20152,101103N/A243N/A6/26/20152,084101N/A235N/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: MABLの予測収益成長率 (年間6.8% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: MABLの収益 ( 6.8% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。高成長収益: MABL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: MABLの収益 ( 3% ) 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: MABLの収益 ( 3% ) 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: MABL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 ( 6.5 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 08:50終値2026/05/22 00:00収益2026/04/11年間収益2025/09/27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Mitchells & Butlers plc 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。24 アナリスト機関Julian EasthopeBarclaysRobert ChantryBerenbergNicholas ThomasBofA Global Research21 その他のアナリストを表示
お知らせ • May 22Mitchells & Butlers plc Provides Earnings Guidance for the Full Year 2025Mitchells & Butlers plc provided earnings guidance for the year 2025. For the year, company expected operating profit to be at the top end of current consensus.
Reported Earnings • May 23First half 2026 earnings released: EPS: UK£0.18 (vs UK£0.17 in 1H 2025)First half 2026 results: EPS: UK£0.18 (up from UK£0.17 in 1H 2025). Revenue: UK£1.49b (up 2.5% from 1H 2025). Net income: UK£107.0m (up 7.0% from 1H 2025). Profit margin: 7.2% (up from 6.9% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • May 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to UK£2.35. The fair value is estimated to be UK£2.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last year. Earnings per share has grown by 19%.
Board Change • May 20Less 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 not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Amanda Brown was the last independent director to join the board, commencing their role in 2022. 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 • May 14Mitchells & Butlers plc to Report First Half, 2026 Results on May 21, 2026Mitchells & Butlers plc announced that they will report first half, 2026 results on May 21, 2026
お知らせ • Dec 20Mitchells & Butlers plc, Annual General Meeting, Jan 29, 2026Mitchells & Butlers plc, Annual General Meeting, Jan 29, 2026. Location: mitchells snd butlers plc, retail support centre, 27 fleet street, birmingham, b3 1jp, United Kingdom
お知らせ • Nov 24Mitchells & Butlers plc to Report Fiscal Year 2025 Results on Nov 28, 2025Mitchells & Butlers plc announced that they will report fiscal year 2025 results on Nov 28, 2025
お知らせ • Oct 24+ 1 more updateMitchells & Butlers plc Announces Chief Financial Officer ChangesMitchells & Butlers plc announced the appointment of Emma Harris to succeed Tim Jones as Chief Financial Officer of M&B. Emma is currently Finance Director - Food at retail major Marks and Spencer Group Plc. The firm will make a further announcement once the effective dates of Harris' appointment and Jones' retirement are confirmed. Jones earlier this year had indicated to the Board that he plans to retire from full time work, after fifteen years of service. Jones joined as CFO and an Executive Director of M&B in October 2010.
お知らせ • May 22Mitchells & Butlers plc Provides Earnings Guidance for the Full Year 2025Mitchells & Butlers plc provided earnings guidance for the year 2025. For the year, company expected operating profit to be at the top end of current consensus.
お知らせ • May 15Mitchells & Butlers plc to Report First Half, 2025 Results on May 22, 2025Mitchells & Butlers plc announced that they will report first half, 2025 results on May 22, 2025
お知らせ • Dec 20Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2025Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2025. Location: mitchells snd butlers plc, retail support centre, 27 fleet street, b3 1jp, birmingham United Kingdom
お知らせ • Nov 25Mitchells & Butlers plc to Report Q4, 2024 Results on Nov 27, 2024Mitchells & Butlers plc announced that they will report Q4, 2024 results on Nov 27, 2024
Reported Earnings • May 23First half 2024 earnings released: EPS: UK£0.14 (vs UK£0.054 in 1H 2023)First half 2024 results: EPS: UK£0.14 (up from UK£0.054 in 1H 2023). Revenue: UK£1.40b (up 8.9% from 1H 2023). Net income: UK£81.0m (up 153% from 1H 2023). Profit margin: 5.8% (up from 2.5% in 1H 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • May 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to UK£2.93. The fair value is estimated to be UK£2.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • May 19Mitchells & Butlers plc to Report First Half, 2024 Results on May 22, 2024Mitchells & Butlers plc announced that they will report first half, 2024 results on May 22, 2024
お知らせ • Dec 21Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2024Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2024, at 09:00 Coordinated Universal Time. Location: Mitchells & Butlers plc, Retail Support Centre, 27 Fleet Street Birmingham United Kingdom
Reported Earnings • Dec 02Full year 2023 earnings released: UK£0.007 loss per share (vs UK£0.022 profit in FY 2022)Full year 2023 results: UK£0.007 loss per share (down from UK£0.022 profit in FY 2022). Revenue: UK£2.50b (up 13% from FY 2022). Net loss: UK£4.00m (down 131% from profit in FY 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Nov 25Mitchells & Butlers plc to Report Q4, 2023 Results on Nov 30, 2023Mitchells & Butlers plc announced that they will report Q4, 2023 results on Nov 30, 2023
Reported Earnings • May 18First half 2023 earnings released: EPS: UK£0.054 (vs UK£0.077 in 1H 2022)First half 2023 results: EPS: UK£0.054 (down from UK£0.077 in 1H 2022). Revenue: UK£1.28b (up 11% from 1H 2022). Net income: UK£32.0m (down 30% from 1H 2022). Profit margin: 2.5% (down from 4.0% in 1H 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13Mitchells & Butlers plc to Report First Half, 2023 Results on May 17, 2023Mitchells & Butlers plc announced that they will report first half, 2023 results on May 17, 2023
Buying Opportunity • May 04Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£2.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 50% per annum over the same time period.
お知らせ • Dec 22Mitchells & Butlers plc, Annual General Meeting, Feb 08, 2023Mitchells & Butlers plc, Annual General Meeting, Feb 08, 2023, at 09:00 Coordinated Universal Time. Location: Retail Support Centre, 27 Fleet Street Birmingham, B3 1JP Birmigham United Kingdom
Board Change • Nov 16Less 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 not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 2 independent directors (7 non-independent directors). Senior Independent Director Jane Moriarty 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.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 21% share price gain to UK£1.36, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 65% over the past three years.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to UK£1.35, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 61% over the past three years.
Reported Earnings • May 20First half 2022 earnings released: EPS: UK£0.077 (vs UK£0.33 loss in 1H 2021)First half 2022 results: EPS: UK£0.077 (up from UK£0.33 loss in 1H 2021). Revenue: UK£1.16b (up 429% from 1H 2021). Net income: UK£46.0m (up UK£211.0m from 1H 2021). Profit margin: 4.0% (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 10%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
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. 5 experienced directors. 3 highly experienced directors. 2 independent directors (6 non-independent directors). Senior Independent Director Jane Moriarty 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 • Dec 28Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: UK£0.12 loss per share (up from UK£0.26 loss in FY 2020). Revenue: UK£1.07b (down 28% from FY 2020). Net loss: UK£65.0m (loss narrowed 42% from FY 2020). Same store sales growth: Down 9.6% vs FY 2020 Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 102%, compared to a 37% growth forecast for the restaurants 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 98 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 27Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: UK£0.12 loss per share (up from UK£0.26 loss in FY 2020). Revenue: UK£1.07b (down 28% from FY 2020). Net loss: UK£65.0m (loss narrowed 42% from FY 2020). Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 101%, compared to a 47% growth forecast for the restaurants 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 96 percentage points per year, which is a significant difference in performance.
Executive Departure • Aug 04Deputy Chairman of the Board Ronald Robson has left the companyOn the 31st of July, Ronald Robson's tenure as Deputy Chairman of the Board ended after 11.5 years in the role. We don't have any record of a personal shareholding under Ronald's name. Ronald is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 8.50 years.
Reported Earnings • May 23First half 2021 earnings released: UK£0.33 loss per share (vs UK£0.23 loss in 1H 2020)The company reported a poor first half result with increased losses, weaker revenues and weaker control over costs. First half 2021 results: Revenue: UK£219.0m (down 79% from 1H 2020). Net loss: UK£165.0m (loss widened 54% 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.
Recent Insider Transactions • Mar 16CEO & Director recently bought UK£197k worth of stockOn the 12th of March, Philip Urban bought around 94k shares on-market at roughly UK£2.10 per share. This was the largest purchase by an insider in the last 3 months. This was Philip's only on-market trade for the last 12 months.
Is New 90 Day High Low • Feb 10New 90-day high: UK£3.56The company is up 60% from its price of UK£2.23 on 11 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.23 per share.
Is New 90 Day High Low • Jan 19New 90-day high: UK£2.56The company is up 82% from its price of UK£1.41 on 21 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.25 per share.
Is New 90 Day High Low • Dec 03New 90-day high: UK£2.47The company is up 48% from its price of UK£1.67 on 04 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.39 per share.
Reported Earnings • Dec 01Full year 2020 earnings released: UK£0.26 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: UK£1.48b (down 34% from FY 2019). Net loss: UK£112.0m (down 178% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 52% 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.
Analyst Estimate Surprise Post Earnings • Dec 01Revenue beats expectationsRevenue exceeded analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 23%, compared to a 1.9% growth forecast for the Hospitality industry in the United Kingdom.