Trainline plc

LSE:TRN 株式レポート

時価総額:UK£764.5m

Trainline マネジメント

マネジメント 基準チェック /34

Trainlineの CEO はJody Fordで、 Mar2021年に任命され、 の在任期間は 5.25年です。 の年間総報酬は£ 2.52Mで、 28.8%給与と71.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.37%を直接所有しており、その価値は£ 2.81M 。経営陣と取締役会の平均在任期間はそれぞれ4.9年と5.4年です。

主要情報

Jody Ford

最高経営責任者

UK£2.5m

報酬総額

CEO給与比率28.79%
CEO在任期間5.3yrs
CEOの所有権0.4%
経営陣の平均在職期間4.9yrs
取締役会の平均在任期間5.4yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 24

TRN: Discount Rate Tweaks May Support Future Upside Potential

Trainline's latest narrative update reflects a modest trimming of the analyst price target in £ terms, as analysts factor in slightly higher discount rates and a marginally higher assumed future P/E, while keeping revenue growth, profit margin and fair value estimates essentially unchanged. Analyst Commentary Recent research updates on Trainline point to a modest recalibration in price targets in £ terms, with analysts focusing on discount rates, assumed future P/E levels and the balance between valuation support and execution risk.
ナラティブの更新 Jun 08

TRN: Share Buyback And 2027 Guidance May Support Further Upside Potential

Trainline’s updated analyst price target has moved closer to £3.51, with recent Street research showing mixed target adjustments between £2.35 and £3.50 as analysts refine their views on growth, profitability and appropriate P/E levels. Analyst Commentary Recent research on Trainline highlights a split in views on how much upside is left at current levels, with several firms adjusting targets in a relatively tight band between £2.35 and £3.50.
ナラティブの更新 May 24

TRN: Share Buyback And Leadership Change May Support Further Upside Potential

Analyst price targets for Trainline have edged modestly lower, with recent changes such as Berenberg trimming its target to £3.50. Mixed revisions from JPMorgan and Morgan Stanley reflect updated views on growth, margins and appropriate P/E levels for the stock.
分析記事 May 10

Trainline plc (LON:TRN) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Trainline plc ( LON:TRN ) shareholders are probably feeling a little disappointed, since its shares fell 7.5% to...
ナラティブの更新 May 02

TRN: Leadership Change And Steady Cash Flow Assumptions May Support Further Upside

Analysts have trimmed Trainline's overall price target slightly to £3.50, reflecting mixed recent target moves across the Street, where some firms raised targets modestly while others cut by up to £1.50 as they reassessed assumptions around returns and discount rates. Analyst Commentary Recent Street research around Trainline reflects a mix of optimism on execution and caution around valuation assumptions, with price targets clustering in the £2.35 to £3.50 range and one outlier reset from £5.00 to £3.50.
ナラティブの更新 Apr 18

TRN: Leadership Transition And Higher Future P E Multiple May Support Upside

Trainline's updated fair value estimate has edged to £3.55 per share, with analysts pointing to recent price target revisions across the Street, including cuts to £3.50 and £2.90, alongside a raise to £2.35, as they reassess discount rates, long term growth and future P/E assumptions. Analyst Commentary Recent Street research around Trainline shows a mix of optimism on execution and caution around valuation, reflected in a range of price targets from £2.35 to £3.50 per share and varied rating stances.
ナラティブの更新 Apr 03

TRN: Leadership Transition And Buybacks Will Support Higher P E Multiple

Analysts have adjusted Trainline's blended price target, with changes ranging from a cut from £5.00 to £3.50 to a lift from £2.15 to £2.35. These revisions reflect differing views on growth, profitability and the appropriate P/E multiple.
ナラティブの更新 Mar 19

TRN: Leadership Transition And Buybacks Will Support Future Re Rating

Trainline's updated analyst price target has moved lower to reflect a revised fair value estimate, a tighter discount rate, and adjusted assumptions on revenue growth, profit margins, and future P/E. This is in line with recent Street research, where targets shifted between £2.15 and £3.50 as analysts reassessed the balance between growth expectations and profitability.
ナラティブの更新 Mar 04

TRN: Leadership Transition And Share Buyback Plans Will Support Future Re Rating

Analysts have modestly reduced their price targets on Trainline, with recent Street research updates moving targets to £2.15 and £3.10. These changes reflect adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E expectations.
ナラティブの更新 Feb 18

TRN: Share Buyback Approval And Mixed Ratings Will Support Future Re Rating

Our updated fair value for Trainline nudges up to reflect slightly higher revenue growth and P/E assumptions, even as the average analyst price target has come down. Recent cuts to £2.15 and £3.10 help to frame a more cautious stance on near term upside.
分析記事 Feb 14

These 4 Measures Indicate That Trainline (LON:TRN) Is Using Debt Safely

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 Feb 04

TRN: Share Buyback Flexibility And Mixed Ratings Will Support Future Re Rating

Narrative Update on Trainline Analysts have trimmed their price targets for Trainline, with recent moves ranging from a cut to £2.15 to a lower £3.10. These changes reflect updated views on discount rates, growth expectations and margins in their models.
ナラティブの更新 Jan 21

TRN: Share Buybacks And Mixed Ratings Will Underpin Future Re Rating

Analysts have trimmed their price targets on Trainline, with the blended fair value easing from £3.88 to £3.82 as modestly lower future P/E assumptions filter through recent target cuts ranging from £2.15 to £5.00 per share. Analyst Commentary Recent research shows both bullish and bearish adjustments to Trainline's valuation, with price targets now spread between £2.15 and £5.00 per share.
ナラティブの更新 Jan 07

TRN: Share Buybacks And Execution Upside Will Drive Future Re Rating

Analysts have trimmed their average price target for Trainline to £3.00, reflecting mixed recent revisions across the Street and slightly adjusted modeling assumptions around discount rates and future P/E multiples. Analyst Commentary Recent research on Trainline shows a mix of optimism and caution, with price targets clustered between £3.00 and £5.00 and ratings ranging from Neutral to Buy.
ナラティブの更新 Dec 24

TRN: Share Buybacks Will Support Future Upside Despite Mixed Broker Revisions

Narrative Update on Trainline Analysts have modestly adjusted their price targets for Trainline, reflecting a mixed recalibration in sector expectations, with a recent trimming of Neutral valuations offset by a higher Buy-rated target to 500 GBp, as they factor in slightly higher discount rates and sustained revenue growth and margin assumptions. Analyst Commentary Recent research updates on Trainline point to a nuanced outlook, with valuation targets being actively recalibrated as analysts weigh strong execution against macro and regulatory uncertainties.
ナラティブの更新 Dec 09

TRN: Buybacks And Digital Ticketing Shift Will Support Future Upside

Analysts have trimmed their blended price target for Trainline to around £3.00 per share from roughly £3.30, reflecting slightly lower fair value and profit margin assumptions that offset modestly stronger expected revenue growth. Analyst Commentary Recent research updates highlight a mixed but generally constructive stance on Trainline, with valuation expectations converging around a moderate premium to current trading levels and a clear divide between growth oriented and more cautious views.
分析記事 Nov 19

There Is A Reason Trainline plc's (LON:TRN) Price Is Undemanding

Trainline plc's ( LON:TRN ) price-to-earnings (or "P/E") ratio of 13.7x might make it look like a buy right now...
分析記事 Oct 30

Investors Shouldn't Overlook Trainline's (LON:TRN) Impressive Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Oct 11

Trainline plc's (LON:TRN) Intrinsic Value Is Potentially 85% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Trainline fair value estimate is UK£4.84 Current share price...
分析記事 Jul 23

Trainline plc's (LON:TRN) Shares May Have Run Too Fast Too Soon

Trainline plc's ( LON:TRN ) price-to-earnings (or "P/E") ratio of 19.1x might make it look like a sell right now...
分析記事 Jun 30

We Think Trainline (LON:TRN) Might Have The DNA Of A Multi-Bagger

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
分析記事 Jun 16

Why Trainline plc (LON:TRN) Could Be Worth Watching

While Trainline plc ( LON:TRN ) might not have the largest market cap around , it saw a decent share price growth of...
分析記事 May 21

Trainline plc (LON:TRN) Shares Could Be 42% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Trainline fair value estimate is UK£4.74 Current share price...
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新しいナラティブ Mar 15

EU Expansion And Ancillary Services Will Drive Passenger Volumes And Diversify Income

EU market expansion and competition boost passenger volume, increasing net ticket sales and revenue growth, especially in Spain and Italy.
分析記事 Mar 14

Trainline Plc's (LON:TRN) Earnings Haven't Escaped The Attention Of Investors

Trainline Plc's ( LON:TRN ) price-to-earnings (or "P/E") ratio of 21.6x might make it look like a sell right now...
分析記事 Feb 09

Is It Time To Consider Buying Trainline Plc (LON:TRN)?

Trainline Plc ( LON:TRN ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 Dec 16

The Trend Of High Returns At Trainline (LON:TRN) Has Us Very Interested

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
分析記事 Nov 15

We Think Trainline's (LON:TRN) Robust Earnings Are Conservative

Even though Trainline Plc's ( LON:TRN ) recent earnings release was robust, the market didn't seem to notice. Investors...
分析記事 Nov 08

Trainline Plc (LON:TRN) Looks Just Right With A 28% Price Jump

The Trainline Plc ( LON:TRN ) share price has done very well over the last month, posting an excellent gain of 28%. The...
分析記事 Oct 06

Is There An Opportunity With Trainline Plc's (LON:TRN) 39% Undervaluation?

Key Insights Trainline's estimated fair value is UK£5.36 based on 2 Stage Free Cash Flow to Equity Trainline's UK£3.25...
分析記事 Jun 06

Is There Now An Opportunity In Trainline Plc (LON:TRN)?

Trainline Plc ( LON:TRN ), might not be a large cap stock, but it saw a decent share price growth of 11% on the LSE...
分析記事 May 14

Earnings Tell The Story For Trainline Plc (LON:TRN)

With a price-to-earnings (or "P/E") ratio of 44.9x Trainline Plc ( LON:TRN ) may be sending very bearish signals at the...
分析記事 Apr 26

Calculating The Intrinsic Value Of Trainline Plc (LON:TRN)

Key Insights The projected fair value for Trainline is UK£3.50 based on 2 Stage Free Cash Flow to Equity Trainline's...
分析記事 Apr 03

The Return Trends At Trainline (LON:TRN) Look Promising

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
分析記事 Feb 17

Is Trainline (LON:TRN) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jan 30

At UK£3.27, Is It Time To Put Trainline Plc (LON:TRN) On Your Watch List?

Trainline Plc ( LON:TRN ), is not the largest company out there, but it saw a significant share price rise of 41% in...
分析記事 Jan 06

Why Investors Shouldn't Be Surprised By Trainline Plc's (LON:TRN) P/E

Trainline Plc's ( LON:TRN ) price-to-earnings (or "P/E") ratio of 63.4x might make it look like a strong sell right now...
分析記事 Dec 19

A Look At The Fair Value Of Trainline Plc (LON:TRN)

Key Insights Trainline's estimated fair value is UK£2.67 based on 2 Stage Free Cash Flow to Equity With UK£3.14 share...
分析記事 Oct 29

Trainline (LON:TRN) Is Doing The Right Things To Multiply Its Share Price

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Oct 07

The Price Is Right For Trainline Plc (LON:TRN)

When you see that almost half of the companies in the Hospitality industry in the United Kingdom have price-to-sales...
分析記事 Sep 15

Are Investors Undervaluing Trainline Plc (LON:TRN) By 42%?

Key Insights Trainline's estimated fair value is UK£4.78 based on 2 Stage Free Cash Flow to Equity Trainline is...
分析記事 Aug 21

Trainline (LON:TRN) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Aug 06

When Should You Buy Trainline Plc (LON:TRN)?

While Trainline Plc ( LON:TRN ) might not be the most widely known stock at the moment, it received a lot of attention...

CEO報酬分析

Trainline の収益と比較して、Jody Ford の報酬はどのように変化したか?
日付総報酬給与会社業績
Feb 28 2026UK£3mUK£726k

UK£80m

Nov 30 2025n/an/a

UK£76m

Aug 31 2025n/an/a

UK£73m

May 31 2025n/an/a

UK£66m

Feb 28 2025UK£4mUK£695k

UK£58m

Nov 30 2024n/an/a

UK£56m

Aug 31 2024n/an/a

UK£54m

May 31 2024n/an/a

UK£44m

Feb 29 2024UK£2mUK£642k

UK£34m

Nov 30 2023n/an/a

UK£28m

Aug 31 2023n/an/a

UK£23m

May 31 2023n/an/a

UK£22m

Feb 28 2023UK£2mUK£601k

UK£21m

Nov 30 2022n/an/a

UK£15m

Aug 31 2022n/an/a

UK£9m

May 31 2022n/an/a

-UK£2m

Feb 28 2022UK£2mUK£575k

-UK£12m

Nov 30 2021n/an/a

-UK£36m

Aug 31 2021n/an/a

-UK£61m

May 31 2021n/an/a

-UK£76m

Feb 28 2021UK£523kUK£227k

-UK£91m

報酬と市場: Jodyの 総報酬 ($USD 3.33M ) は、 UK市場 ($USD 1.58M ) の同規模の企業の平均を上回っています。

報酬と収益: Jodyの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Jody Ford (51 yo)

5.3yrs
在職期間
UK£2,522,000
報酬

Mr. Jody Ford has been Chief Executive Officer at Trainline Plc since February 28, 2020. Mr. Ford served as Chief Operating Officer of Trainline Plc since September 21, 2020 until February 28, 2020. He has...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Jody Ford
CEO & Executive Director5.3yrsUK£2.52m0.37%
£ 2.8m
Peter Wood
CFO & Executive Director3.8yrsUK£1.55m0.14%
£ 1.1m
Mike Hyde
Chief Technology Officerno dataデータなしデータなし
James Hanratty
General Counsel4.9yrsデータなしデータなし
Pete Wade
Chief Commercial Officer5.9yrsデータなしデータなし
Dave Lewis
Head of SEOno dataデータなしデータなし
Martin Sheehan
Chief Corporate Affairs Officerno dataデータなしデータなし
Sakshi Anand
Chief Growth Officer1.4yrsデータなしデータなし
Nina Souza
Chief Product Officer1yrデータなしデータなし
Martin McIntyre
Company Secretary4.9yrsデータなしデータなし
4.9yrs
平均在職期間

経験豊富な経営陣: TRNの経営陣は 経験豊富 であると考えられます ( 4.9年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Jody Ford
CEO & Executive Director5.8yrsUK£2.52m0.37%
£ 2.8m
Peter Wood
CFO & Executive Director3.5yrsUK£1.55m0.14%
£ 1.1m
Andrew Phillipps
Independent Non-Executive Director5.4yrsUK£88.00k0.021%
£ 158.7k
Brian McBride
Independent Non-Executive Chair7yrsUK£280.00k0.026%
£ 199.4k
Jennifer Duvalier
Senior Independent Non-Executive Director5.7yrsUK£98.00k0.0013%
£ 9.8k
Rakhi Goss-Custard
Independent Non-Executive Director4yrsUK£95.00k0.0025%
£ 18.8k
Marie Lalleman
Independent Non-Executive Director2.4yrsUK£88.00k0.0014%
£ 10.5k
5.4yrs
平均在職期間
57yo
平均年齢

経験豊富なボード: TRNの 取締役会経験豊富 であると考えられます ( 5.4年の平均在任期間)。


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2026/06/26 21:47
終値2026/06/26 00:00
収益2026/02/28
年間収益2026/02/28

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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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

Trainline plc 12 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。20

アナリスト機関
Andrew RossBarclays
Alexander James ShortBerenberg
Owen ShirleyBerenberg