McBride（MCB）株式概要McBride plcは、その子会社とともに、イギリス、ドイツ、フランス、イタリア、スペイン、その他のヨーロッパ諸国、アジア太平洋地域、および国際的な小売業者やブランドオーナー向けに、プライベートブランドの家庭用品やパーソナルケア製品を製造・販売している。 詳細MCB ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長3/6過去の実績2/6財務の健全性4/6配当金2/6報酬当社が推定した公正価値より73.2%で取引されている 収益は年間12.8%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が26.4%上昇するだろうとほぼ一致している。 リスク分析多額の負債を抱えている すべてのリスクチェックを見るMCB Community Fair Values Create NarrativeSee what 11 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN17.9% undervaluedAnalystConsensusTarget•5mo agoPrivate Label Shift And Outsourcing Are Expected To Support Long-Term Earnings Power2301Top Analyst NarrativesMcBrideANAnalystConsensusTargetBased on Analyst Price TargetsPrivate Label Shift And Outsourcing Are Expected To Support Long-Term Earnings PowerCatalysts About McBride McBride is a leading pan European manufacturer of private label household cleaning and personal care products for major retailers and brand owners. What are the underlying business or industry changes driving this perspective?View narrativeUK£1.99FV17.9% 割安 内在価値ディスカウント1.38%Revenue growth p.a.Set Fair ValueView23users have viewed this narrative0users have liked this narrative0users have commented on this narrative1users have followed this narrative5 months ago author updated this narrativeView all narrativesMcBride plc 競合他社Reckitt Benckiser GroupSymbol: LSE:RKTMarket cap: UK£30.2bApplied NutritionSymbol: LSE:APNMarket cap: UK£540.0mWarpaint LondonSymbol: AIM:W7LMarket cap: UK£139.4mYuen Foong Yu Consumer ProductsSymbol: TWSE:6790Market cap: NT$10.6b価格と性能株価の高値、安値、推移の概要McBride過去の株価現在の株価UK£1.6352週高値UK£1.7052週安値UK£1.06ベータ1.451ヶ月の変化0.74%3ヶ月変化-1.81%1年変化7.37%3年間の変化432.46%5年間の変化81.33%IPOからの変化-16.95%最新ニュースお知らせ • Apr 04McBride plc (LSE:MCB) signed a binding offer to acquire Eurotab SA from the shareholders for €40 million.McBride plc (LSE:MCB) signed a binding offer to acquire Eurotab SA from the shareholders for €40 million on April 2, 2026. A cash consideration of €40 million (£34.5 million) will be paid by McBride plc, subject to customary closing adjustments. The enterprise value for the Proposed Acquisition is dependent on Eurotab's closing 12 month EBITDA at completion. It is currently anticipated that this will result in an enterprise value of €38.2 million plus a payment of €1.8 million for acquired tax losses. The enterprise value will be subject to customary closing adjustments to determine the final purchase price. The Proposed Acquisition is expected to be accretive to earnings per share in the first full year of ownership and will raise overall Group margins, adding approximately 0.5 percentage points to the Group's EBITDA margin, and moving the Group towards the 10% target set at the 2024 Capital Markets Day. The Proposed Acquisition is expected to generate attractive returns well in excess of the Group's cost of capital. The consideration will be financed through the Group's existing banking facilities, with the Group's net debt to EBITDA ratio expected to be slightly above the Capital Markets Day target of 1.5x for approximately one year post completion. The Proposed Acquisition is in line with the Group's growth strategy and is anticipated to further strengthen McBride's position as a leading detergent producer in Europe. In accordance with applicable French legal requirements, the acceptance of McBride's offer is subject to the completion of information and consultation procedures with the French employees and employee representative bodies of the Eurotab Group. Subject to the completion of those procedures, it is anticipated that the parties will enter into the final sale and purchase documentation. The transaction would also be subject to certain other conditions to completion. The anticipated purchase price represents an underlying EBITDA multiple of 5.2x or 4.6x net of the value of acquired tax losses which the Group expects to use over time. When adjusting for conservative synergies the underlying EBITDA multiple equates to 3.1x. The Proposed Acquisition will close between June 2026 and the end of the first quarter of the Group's 2027 financial year.お知らせ • Mar 11Mcbride plc Appoints Casper Meijer as Independent Non-Executive Director, Effective March 10, 2026McBride plc announces the appointment of Casper Meijer as an independent Non-Executive Director with effect from March 10, 2026. Casper has extensive experience in the retail sector across a wide range of categories, such as garden, pet, outdoor living, food, household goods and discount retail, in both local and international companies. He brings specific expertise in private label, category management and sustainable innovation. Presently, Casper is the Chief Executive Officer of Welkoop, a Dutch retail chain that focuses on garden, pet and outdoor living products. In addition, Casper is a Non-Executive Director of Fiksuruoka, a Finnish company (which trades as Foodello outside of Finland) that has become one of the leading food-waste-reduction retailers in Europe. Previously, Casper was the Chief Executive Officer of Blokker Holding (now known as Mirage Retail Group), a Dutch retail conglomerate that has owned and operated many of the Netherlands' best-known non-food store chains. He has also held the position of Group Trading Director at Morrisons plc, the UK supermarket chain and was Commercial Director and Board member at Albert Heijn. Contemporaneously with joining the Board, Casper will become a member of the Audit and Risk, Nomination and Remuneration Committees of the Company.お知らせ • Mar 01Mcbride plc Announces Directorate ChangesMcBride plc announces that Elizabeth (Liz) McMeikan, Senior Independent Director, has informed the Company of her decision to resign from the Board with effect from 31 March 2026. Liz joined the Board in November 2019. During her tenure, Liz became Senior Independent Director and Chair of the Remuneration Committee, as well as serving as a member of both the Audit and Risk Committee and the Nomination Committee. Alastair Murray will replace Liz as Senior Independent Director, in addition to continuing as Chair of the Audit and Risk Committee. Regi Aalstad will replace Liz as Chair of the Remuneration Committee, in addition to acting as the designated Non-Executive Director for employee engagement. The Nomination Committee has commenced a formal process to identify and appoint a suitable replacement Non-Executive Director. A further announcement will be made in due course.Reported Earnings • Feb 25First half 2026 earnings released: EPS: UK£0.094 (vs UK£0.11 in 1H 2025)First half 2026 results: EPS: UK£0.094 (down from UK£0.11 in 1H 2025). Revenue: UK£475.2m (flat on 1H 2025). Net income: UK£16.0m (down 18% from 1H 2025). Profit margin: 3.4% (down from 4.1% in 1H 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Dec 18McBride plc's (LON:MCB) Shares Bounce 27% But Its Business Still Trails The MarketMcBride plc ( LON:MCB ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. Looking...Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to UK£1.39, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Household Products industry in Europe. Total returns to shareholders of 584% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.37 per share.最新情報をもっと見るRecent updatesお知らせ • Apr 04McBride plc (LSE:MCB) signed a binding offer to acquire Eurotab SA from the shareholders for €40 million.McBride plc (LSE:MCB) signed a binding offer to acquire Eurotab SA from the shareholders for €40 million on April 2, 2026. A cash consideration of €40 million (£34.5 million) will be paid by McBride plc, subject to customary closing adjustments. The enterprise value for the Proposed Acquisition is dependent on Eurotab's closing 12 month EBITDA at completion. It is currently anticipated that this will result in an enterprise value of €38.2 million plus a payment of €1.8 million for acquired tax losses. The enterprise value will be subject to customary closing adjustments to determine the final purchase price. The Proposed Acquisition is expected to be accretive to earnings per share in the first full year of ownership and will raise overall Group margins, adding approximately 0.5 percentage points to the Group's EBITDA margin, and moving the Group towards the 10% target set at the 2024 Capital Markets Day. The Proposed Acquisition is expected to generate attractive returns well in excess of the Group's cost of capital. The consideration will be financed through the Group's existing banking facilities, with the Group's net debt to EBITDA ratio expected to be slightly above the Capital Markets Day target of 1.5x for approximately one year post completion. The Proposed Acquisition is in line with the Group's growth strategy and is anticipated to further strengthen McBride's position as a leading detergent producer in Europe. In accordance with applicable French legal requirements, the acceptance of McBride's offer is subject to the completion of information and consultation procedures with the French employees and employee representative bodies of the Eurotab Group. Subject to the completion of those procedures, it is anticipated that the parties will enter into the final sale and purchase documentation. The transaction would also be subject to certain other conditions to completion. The anticipated purchase price represents an underlying EBITDA multiple of 5.2x or 4.6x net of the value of acquired tax losses which the Group expects to use over time. When adjusting for conservative synergies the underlying EBITDA multiple equates to 3.1x. The Proposed Acquisition will close between June 2026 and the end of the first quarter of the Group's 2027 financial year.お知らせ • Mar 11Mcbride plc Appoints Casper Meijer as Independent Non-Executive Director, Effective March 10, 2026McBride plc announces the appointment of Casper Meijer as an independent Non-Executive Director with effect from March 10, 2026. Casper has extensive experience in the retail sector across a wide range of categories, such as garden, pet, outdoor living, food, household goods and discount retail, in both local and international companies. He brings specific expertise in private label, category management and sustainable innovation. Presently, Casper is the Chief Executive Officer of Welkoop, a Dutch retail chain that focuses on garden, pet and outdoor living products. In addition, Casper is a Non-Executive Director of Fiksuruoka, a Finnish company (which trades as Foodello outside of Finland) that has become one of the leading food-waste-reduction retailers in Europe. Previously, Casper was the Chief Executive Officer of Blokker Holding (now known as Mirage Retail Group), a Dutch retail conglomerate that has owned and operated many of the Netherlands' best-known non-food store chains. He has also held the position of Group Trading Director at Morrisons plc, the UK supermarket chain and was Commercial Director and Board member at Albert Heijn. Contemporaneously with joining the Board, Casper will become a member of the Audit and Risk, Nomination and Remuneration Committees of the Company.お知らせ • Mar 01Mcbride plc Announces Directorate ChangesMcBride plc announces that Elizabeth (Liz) McMeikan, Senior Independent Director, has informed the Company of her decision to resign from the Board with effect from 31 March 2026. Liz joined the Board in November 2019. During her tenure, Liz became Senior Independent Director and Chair of the Remuneration Committee, as well as serving as a member of both the Audit and Risk Committee and the Nomination Committee. Alastair Murray will replace Liz as Senior Independent Director, in addition to continuing as Chair of the Audit and Risk Committee. Regi Aalstad will replace Liz as Chair of the Remuneration Committee, in addition to acting as the designated Non-Executive Director for employee engagement. The Nomination Committee has commenced a formal process to identify and appoint a suitable replacement Non-Executive Director. A further announcement will be made in due course.Reported Earnings • Feb 25First half 2026 earnings released: EPS: UK£0.094 (vs UK£0.11 in 1H 2025)First half 2026 results: EPS: UK£0.094 (down from UK£0.11 in 1H 2025). Revenue: UK£475.2m (flat on 1H 2025). Net income: UK£16.0m (down 18% from 1H 2025). Profit margin: 3.4% (down from 4.1% in 1H 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Dec 18McBride plc's (LON:MCB) Shares Bounce 27% But Its Business Still Trails The MarketMcBride plc ( LON:MCB ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. Looking...Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to UK£1.39, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Household Products industry in Europe. Total returns to shareholders of 584% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.37 per share.Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£1.25, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Household Products industry in Europe. Total returns to shareholders of 509% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.36 per share.お知らせ • Nov 22McBride plc Declares A Final Dividend on Ordinary Share in Respect of the Year Ended 30 June 2025McBride plc at its AGM, held on 20 November 2025, approved to declare a final dividend of 3.0 pence per ordinary share in respect of the year ended 30 June 2025.分析記事 • Nov 21Are Investors Undervaluing McBride plc (LON:MCB) By 49%?Key Insights McBride's estimated fair value is UK£2.47 based on 2 Stage Free Cash Flow to Equity McBride's UK£1.27...Recent Insider Transactions • Oct 27CEO & Executive Director recently sold UK£1.0m worth of stockOn the 23rd of October, Christopher Ian Smith sold around 843k shares on-market at roughly UK£1.23 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher Ian has been a net seller over the last 12 months, reducing personal holdings by UK£1.0m.Upcoming Dividend • Oct 23Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 28 November 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (3.2%).Price Target Changed • Oct 08Price target increased by 11% to UK£1.96Up from UK£1.76, the current price target is an average from 4 analysts. New target price is 56% above last closing price of UK£1.26. Stock is up 11% over the past year. The company is forecast to post earnings per share of UK£0.20 for next year compared to UK£0.19 last year.New Risk • Sep 19New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (103% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Sep 17Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: UK£0.20. Revenue: UK£926.5m (flat on FY 2024). Net income: UK£33.2m (flat on FY 2024). Profit margin: 3.6% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.5%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Household Products industry in Europe.お知らせ • Sep 17+ 1 more updateMcBride plc, Annual General Meeting, Nov 20, 2025McBride plc, Annual General Meeting, Nov 20, 2025.分析記事 • Jul 21There's No Escaping McBride plc's (LON:MCB) Muted EarningsMcBride plc's ( LON:MCB ) price-to-earnings (or "P/E") ratio of 5.8x might make it look like a strong buy right now...Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to UK£1.32, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Household Products industry in Europe. Total returns to shareholders of 715% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.63 per share.Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Regi Aalstad was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 03First half 2025 earnings released: EPS: UK£0.11 (vs UK£0.073 in 1H 2024)First half 2025 results: EPS: UK£0.11 (up from UK£0.073 in 1H 2024). Revenue: UK£471.4m (flat on 1H 2024). Net income: UK£19.4m (up 53% from 1H 2024). Profit margin: 4.1% (up from 2.7% in 1H 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.Price Target Changed • Feb 25Price target increased by 7.9% to UK£1.83Up from UK£1.70, the current price target is an average from 3 analysts. New target price is 25% above last closing price of UK£1.47. Stock is up 65% over the past year. The company is forecast to post earnings per share of UK£0.21 for next year compared to UK£0.19 last year.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to UK£1.56, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 17x in the Household Products industry in Europe. Total returns to shareholders of 227% over the past three years.分析記事 • Feb 14Is It Time To Consider Buying McBride plc (LON:MCB)?McBride plc ( LON:MCB ), might not be a large cap stock, but it saw a significant share price rise of 56% in the past...分析記事 • Jan 21Investors Appear Satisfied With McBride plc's (LON:MCB) Prospects As Shares Rocket 25%McBride plc ( LON:MCB ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. The...New Risk • Jan 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (194% net debt to equity). Share price has been volatile over the past 3 months (4.9% average weekly change).Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 26%After last week's 26% share price gain to UK£1.25, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Household Products industry in Europe. Total returns to shareholders of 135% over the past three years.分析記事 • Nov 14Is Now An Opportune Moment To Examine McBride plc (LON:MCB)?While McBride plc ( LON:MCB ) might not have the largest market cap around , it saw significant share price movement...Recent Insider Transactions • Nov 08CEO & Executive Director recently bought UK£335k worth of stockOn the 4th of November, Christopher Ian Smith bought around 300k shares on-market at roughly UK£1.11 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Christopher Ian has been a net seller over the last 12 months, reducing personal holdings by UK£172k.お知らせ • Oct 08McBride plc to Report First Half, 2025 Results on Feb 25, 2025McBride plc announced that they will report first half, 2025 results on Feb 25, 2025お知らせ • Oct 07McBride plc to Report Fiscal Year 2025 Results on Sep 16, 2025McBride plc announced that they will report fiscal year 2025 results on Sep 16, 2025Recent Insider Transactions • Sep 23CEO & Executive Director recently sold UK£197k worth of stockOn the 20th of September, Christopher Ian Smith sold around 169k shares on-market at roughly UK£1.16 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Christopher Ian's only on-market trade for the last 12 months.お知らせ • Sep 18McBride plc, Annual General Meeting, Nov 12, 2024McBride plc, Annual General Meeting, Nov 12, 2024.New Risk • Sep 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk High level of debt (194% net debt to equity).Reported Earnings • Sep 17Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: UK£0.19 (up from UK£0.066 loss in FY 2023). Revenue: UK£934.8m (up 5.2% from FY 2023). Net income: UK£33.3m (up UK£44.8m from FY 2023). Profit margin: 3.6% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.New Risk • Sep 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (313% net debt to equity). Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Large one-off items impacting financial results.分析記事 • May 25What Is McBride plc's (LON:MCB) Share Price Doing?McBride plc ( LON:MCB ), might not be a large cap stock, but it received a lot of attention from a substantial price...Major Estimate Revision • May 05Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from UK£0.167 to UK£0.189. Revenue forecast steady at UK£962.6m. Net income forecast to grow 81% next year vs 40% growth forecast for Household Products industry in the United Kingdom. Consensus price target up from UK£1.16 to UK£1.29. Share price fell 4.1% to UK£1.06 over the past week.分析記事 • Apr 24Returns on Capital Paint A Bright Future For McBride (LON:MCB)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 23%After last week's 23% share price gain to UK£1.23, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Household Products industry in Europe. Total returns to shareholders of 34% over the past three years.分析記事 • Apr 05Here's Why McBride (LON:MCB) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 28First half 2024 earnings released: EPS: UK£0.073 (vs UK£0.097 loss in 1H 2023)First half 2024 results: EPS: UK£0.073 (up from UK£0.097 loss in 1H 2023). Revenue: UK£468.0m (up 9.8% from 1H 2023). Net income: UK£12.7m (up UK£29.5m from 1H 2023). Profit margin: 2.7% (up from net loss in 1H 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.分析記事 • Feb 28Many Still Looking Away From McBride plc (LON:MCB)With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Household Products industry in the United...分析記事 • Jan 22McBride (LON:MCB) Could Be Struggling To Allocate CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Typically...New Risk • Jan 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change).New Risk • Dec 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change).分析記事 • Nov 21These 4 Measures Indicate That McBride (LON:MCB) Is Using Debt In A Risky WayHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Oct 11McBride (LON:MCB) Has Some Difficulty Using Its Capital EffectivelyIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...お知らせ • Oct 08+ 1 more updateMcBride plc to Report First Half, 2024 Results on Feb 27, 2024McBride plc announced that they will report first half, 2024 results on Feb 27, 2024Reported Earnings • Sep 19Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: UK£0.066 loss per share (improved from UK£0.14 loss in FY 2022). Revenue: UK£889.0m (up 31% from FY 2022). Net loss: UK£11.5m (loss narrowed 52% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.お知らせ • Sep 19McBride plc, Annual General Meeting, Nov 20, 2023McBride plc, Annual General Meeting, Nov 20, 2023.分析記事 • Sep 19Is There Now An Opportunity In McBride plc (LON:MCB)?McBride plc ( LON:MCB ), might not be a large cap stock, but it received a lot of attention from a substantial price...New Risk • Sep 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Share price has been volatile over the past 3 months (8.2% average weekly change). Market cap is less than US$100m (UK£70.7m market cap, or US$87.5m).New Risk • Aug 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (UK£67.6m market cap, or US$85.6m).Buying Opportunity • Aug 04Now 21% undervaluedOver the last 90 days, the stock is up 37%. The fair value is estimated to be UK£0.55, 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 became loss making. Revenue is forecast to grow by 16% in a year. Earnings is forecast to grow by 75% in the next year.New Risk • Jul 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Market cap is less than US$100m (UK£54.6m market cap, or US$71.4m).分析記事 • Jul 15McBride plc (LON:MCB) Shares Could Be 35% Below Their Intrinsic Value EstimateKey Insights McBride's estimated fair value is UK£0.48 based on 2 Stage Free Cash Flow to Equity McBride is estimated...お知らせ • Jul 14McBride plc Provides Earnings Guidance for the Year Ended June 30, 2023McBride plc provided earnings guidance for the year ended June 30, 2023. Overall revenues for the full year, reflecting both volume increases and pricing actions, will show growth of 28.4% on a constant currency basis compared to the year to 30 June 2022.お知らせ • Jun 01McBride plc Announces Resignation of Igor Kuzniar as a Non-Executive DirectorMcBride plc announced that Igor Kuzniar will step down as a Non-Executive Director of the Company with effect from 31 May 2023. Igor joined the Board in June 2019, following constructive discussions with Teleios Capital Partners LLC. During his tenure, Igor became a member of the Nomination Committee and participated as an observer on both the Remuneration Committee and the Audit and Risk Committee.お知らせ • May 26McBride plc, Annual General Meeting, May 25, 2023McBride plc, Annual General Meeting, May 25, 2023. Agenda: To consider appointment of Regi Aalstad, an independent non-executive director.分析記事 • Apr 29Is McBride (LON:MCB) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Major Estimate Revision • Apr 26Consensus EPS estimates upgraded to UK£0.11 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -UK£0.143 to -UK£0.114 per share. Revenue forecast steady at UK£873.6m. Household Products industry in the United Kingdom expected to see average net income growth of 20% next year. Consensus price target up from UK£0.35 to UK£0.38. Share price rose 2.6% to UK£0.31 over the past week.Major Estimate Revision • Mar 07Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -UK£0.127 to -UK£0.143 per share. Revenue forecast unchanged at UK£873.7m. Household Products industry in the United Kingdom expected to see average net income growth of 20% next year. Consensus price target of UK£0.35 unchanged from last update. Share price rose 14% to UK£0.27 over the past week.Reported Earnings • Mar 01First half 2023 earnings released: UK£0.097 loss per share (vs UK£0.08 loss in 1H 2022)First half 2023 results: UK£0.097 loss per share (further deteriorated from UK£0.08 loss in 1H 2022). Revenue: UK£426.3m (up 32% from 1H 2022). Net loss: UK£16.8m (loss widened 22% from 1H 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.お知らせ • Jan 17McBride plc to Report First Half, 2023 Results on Feb 28, 2023McBride plc announced that they will report first half, 2023 results on Feb 28, 2023Price Target Changed • Nov 16Price target decreased to UK£0.35Down from UK£0.65, the current price target is an average from 2 analysts. New target price is 45% above last closing price of UK£0.24. Stock is down 63% over the past year. The company is forecast to post a net loss per share of UK£0.12 next year compared to a net loss per share of UK£0.14 last year.Major Estimate Revision • Oct 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 expected loss increased from -UK£0.04 to -UK£0.12 per share. Revenue forecast unchanged at UK£831.9m. Household Products industry in the United Kingdom expected to see average net income growth of 28% next year. Consensus price target of UK£0.35 unchanged from last update. Share price was steady at UK£0.24 over the past week.Reported Earnings • Sep 30Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: UK£0.14 loss per share (down from UK£0.078 profit in FY 2021). Revenue: UK£678.3m (flat on FY 2021). Net loss: UK£24.0m (down 271% from profit in FY 2021). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.Board Change • Jul 31High number of new directorsNon-Executive Director Regi Aalstad was the last director to join the board, commencing their role in 2022.Price Target Changed • Jun 29Price target decreased to UK£0.35Down from UK£0.68, the current price target is an average from 2 analysts. New target price is 108% above last closing price of UK£0.17. Stock is down 81% over the past year. The company is forecast to post a net loss per share of UK£0.14 compared to earnings per share of UK£0.078 last year.分析記事 • Jun 02Does McBride (LON:MCB) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Regi Aalstad was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Feb 25Does McBride (LON:MCB) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 24First half 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst half 2022 results: UK£0.08 loss per share (down from UK£0.054 profit in 1H 2021). Revenue: UK£323.4m (down 11% from 1H 2021). Net loss: UK£13.8m (down 239% from profit in 1H 2021). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 13%, compared to a 2.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Feb 23Consensus EPS estimates fall by 94%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from UK£719.6m to UK£688.4m. Losses expected to increase from UK£0.07 per share to UK£0.14. Household Products industry in the United Kingdom expected to see average net income growth of 14% next year. Consensus price target down from UK£0.68 to UK£0.65. Share price fell 6.1% to UK£0.46 over the past week.Price Target Changed • Feb 22Price target decreased to UK£0.65Down from UK£0.70, the current price target is an average from 2 analysts. New target price is 40% above last closing price of UK£0.46. Stock is down 45% over the past year. The company is forecast to post a net loss per share of UK£0.071 compared to earnings per share of UK£0.078 last year.Major Estimate Revision • Dec 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -UK£0.04 to -UK£0.07 per share. Revenue forecast unchanged at UK£709.4m. Household Products industry in the United Kingdom expected to see average net income growth of 13% next year. Consensus price target down from UK£0.70 to UK£0.63. Share price fell 9.7% to UK£0.54 over the past week.Recent Insider Transactions • Oct 27Key Executive recently bought UK£65k worth of stockOn the 22nd of October, Jeffrey Nodland bought around 100k shares on-market at roughly UK£0.65 per share. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of UK£134k worth in shares.分析記事 • Sep 29Auditors Are Concerned About McBride (LON:MCB)Unfortunately for shareholders, when McBride plc ( LON:MCB ) reported results for the period to June 2021, its...Board Change • Sep 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Alastair S. Murray was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Sep 08Price target increased to UK£0.87Up from UK£0.81, the current price target is an average from 3 analysts. New target price is 14% above last closing price of UK£0.77. Stock is up 24% over the past year.Reported Earnings • Sep 08Full year 2021 earnings released: EPS UK£0.078 (vs UK£0.037 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£682.3m (down 3.4% from FY 2020). Net income: UK£14.0m (up 109% from FY 2020). Profit margin: 2.1% (up from 0.9% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 18% per year.Major Estimate Revision • Aug 20Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from UK£0.043 to UK£0.079. Revenue forecast steady at UK£700.0m. Net income forecast to shrink 65% next year vs 15% growth forecast for Household Products industry in the United Kingdom . Consensus price target down from UK£0.88 to UK£0.81. Share price fell 13% to UK£0.76 over the past week.分析記事 • Jun 03Estimating The Intrinsic Value Of McBride plc (LON:MCB)Today we will run through one way of estimating the intrinsic value of McBride plc ( LON:MCB ) by taking the expected...分析記事 • May 19Is McBride plc (LON:MCB) Potentially Undervalued?While McBride plc ( LON:MCB ) might not be the most widely known stock at the moment, it saw a double-digit share price...Price Target Changed • May 08Price target decreased to UK£0.88Down from UK£0.99, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of UK£0.84. Stock is up 44% over the past year.Major Estimate Revision • May 06Consensus EPS estimates fall to UK£0.043The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from UK£719.6m to UK£706.0m. EPS estimate also fell from UK£0.076 to UK£0.043. Net income forecast to shrink 20% next year vs 27% growth forecast for Household Products industry in the United Kingdom . Consensus price target down from UK£0.99 to UK£0.93. Share price fell 13% to UK£0.80 over the past week.Price Target Changed • Apr 17Price target increased to UK£0.99Up from UK£0.90, the current price target is an average from 5 analysts. New target price is 9.4% above last closing price of UK£0.90. Stock is up 50% over the past year.分析記事 • Apr 15Key Things To Watch Out For If You Are After McBride plc's (LON:MCB) 1.2% DividendCould McBride plc ( LON:MCB ) be an attractive dividend share to own for the long haul? Investors are often drawn to...分析記事 • Apr 02We Think McBride (LON:MCB) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 20McBride plc (LON:MCB) Delivered A Better ROE Than Its IndustryWhile some investors are already well versed in financial metrics (hat tip), this article is for those who would like...分析記事 • Mar 07Independent Non-Executive Chairman of the Board Jeffrey Nodland Just Bought 22% More Shares In McBride plc (LON:MCB)Whilst it may not be a huge deal, we thought it was good to see that the McBride plc ( LON:MCB ) Independent...Recent Insider Transactions • Mar 06Key Executive recently bought UK£69k worth of stockOn the 2nd of March, Jeffrey Nodland bought around 84k shares on-market at roughly UK£0.83 per share. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of UK£167k worth in shares.分析記事 • Feb 25McBride plc (LON:MCB) Just Reported And Analysts Have Been Lifting Their Price TargetsIt's been a good week for McBride plc ( LON:MCB ) shareholders, because the company has just released its latest...Analyst Estimate Surprise Post Earnings • Feb 24Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.2%. Earnings per share (EPS) missed analyst estimates by 18%. Over the next year,revenue is forecast to stay flat, in line with the revenue forecast for the Household Products industry in the United Kingdom.Reported Earnings • Feb 24First half 2021 earnings released: EPS UK£0.054 (vs UK£0.02 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£362.9m (up 3.6% from 1H 2020). Net income: UK£9.90m (up 168% from 1H 2020). Profit margin: 2.7% (up from 1.1% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.分析記事 • Feb 24McBride plc (LON:MCB) Shares Could Be 50% Below Their Intrinsic Value EstimateHow far off is McBride plc ( LON:MCB ) from its intrinsic value? Using the most recent financial data, we'll take a...Price Target Changed • Feb 23Price target raised to UK£0.87Up from UK£0.79, the current price target is an average from 5 analysts. The new target price is close to the current share price of UK£0.84. As of last close, the stock is up 27% over the past year.分析記事 • Feb 08When Should You Buy McBride plc (LON:MCB)?While McBride plc ( LON:MCB ) might not be the most widely known stock at the moment, it received a lot of attention...株主還元MCBGB Household ProductsGB 市場7D5.0%3.3%0.3%1Y7.4%-7.7%18.8%株主還元を見る業界別リターン: MCB過去 1 年間で-7.7 % の収益を上げたUK Household Products業界を上回りました。リターン対市場: MCBは、過去 1 年間で18.8 % のリターンを上げたUK市場を下回りました。価格変動Is MCB's price volatile compared to industry and market?MCB volatilityMCB Average Weekly Movement4.9%Household Products Industry Average Movement4.9%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: MCB 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: MCBの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19273,274Chris Smithwww.mcbride.co.ukMcBride plcは、その子会社とともに、イギリス、ドイツ、フランス、イタリア、スペイン、その他のヨーロッパ、アジア太平洋地域、および国際的な小売業者やブランドオーナー向けに、プライベートブランドの家庭用品やパーソナルケア製品を製造・販売している。事業セグメントは5つ：液体、粉末、ユニットドージング、エアゾール、アジア太平洋。同社は、洗濯用洗剤、食器洗い機用液体洗剤、表面クリーナー、自動食器洗い機用タブレット、洗濯用カプセル、洗濯用食器洗い機、軟水器を提供している。また、家庭用、殺虫剤、パーソナルケア製品も提供している。Surcare、Oven Pride、Clean n Fresh、Actiff、Hospecのブランドで製品を販売している。同社は家庭用、業務用クリーニング、衛生市場にサービスを提供している。McBride plcは1927年に設立され、英国マンチェスターに本社を置く。もっと見るMcBride plc 基礎のまとめMcBride の収益と売上を時価総額と比較するとどうか。MCB 基礎統計学時価総額UK£285.74m収益（TTM）UK£29.80m売上高(TTM)UK£930.30m9.6xPER（株価収益率0.3xP/SレシオMCB 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MCB 損益計算書（TTM）収益UK£930.30m売上原価UK£589.10m売上総利益UK£341.20mその他の費用UK£311.40m収益UK£29.80m直近の収益報告Dec 31, 2025次回決算日Sep 15, 2026一株当たり利益（EPS）0.17グロス・マージン36.68%純利益率3.20%有利子負債／自己資本比率138.8%MCB 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1.8%現在の配当利回り17%配当性向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2026/05/21 11:24終値2026/05/21 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋McBride plc 4 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。10 アナリスト機関Joseph BarronBerenbergHarold Patrick ThompsonDeutsche BankCaroline GulliverEquity Development Limited7 その他のアナリストを表示
お知らせ • Apr 04McBride plc (LSE:MCB) signed a binding offer to acquire Eurotab SA from the shareholders for €40 million.McBride plc (LSE:MCB) signed a binding offer to acquire Eurotab SA from the shareholders for €40 million on April 2, 2026. A cash consideration of €40 million (£34.5 million) will be paid by McBride plc, subject to customary closing adjustments. The enterprise value for the Proposed Acquisition is dependent on Eurotab's closing 12 month EBITDA at completion. It is currently anticipated that this will result in an enterprise value of €38.2 million plus a payment of €1.8 million for acquired tax losses. The enterprise value will be subject to customary closing adjustments to determine the final purchase price. The Proposed Acquisition is expected to be accretive to earnings per share in the first full year of ownership and will raise overall Group margins, adding approximately 0.5 percentage points to the Group's EBITDA margin, and moving the Group towards the 10% target set at the 2024 Capital Markets Day. The Proposed Acquisition is expected to generate attractive returns well in excess of the Group's cost of capital. The consideration will be financed through the Group's existing banking facilities, with the Group's net debt to EBITDA ratio expected to be slightly above the Capital Markets Day target of 1.5x for approximately one year post completion. The Proposed Acquisition is in line with the Group's growth strategy and is anticipated to further strengthen McBride's position as a leading detergent producer in Europe. In accordance with applicable French legal requirements, the acceptance of McBride's offer is subject to the completion of information and consultation procedures with the French employees and employee representative bodies of the Eurotab Group. Subject to the completion of those procedures, it is anticipated that the parties will enter into the final sale and purchase documentation. The transaction would also be subject to certain other conditions to completion. The anticipated purchase price represents an underlying EBITDA multiple of 5.2x or 4.6x net of the value of acquired tax losses which the Group expects to use over time. When adjusting for conservative synergies the underlying EBITDA multiple equates to 3.1x. The Proposed Acquisition will close between June 2026 and the end of the first quarter of the Group's 2027 financial year.
お知らせ • Mar 11Mcbride plc Appoints Casper Meijer as Independent Non-Executive Director, Effective March 10, 2026McBride plc announces the appointment of Casper Meijer as an independent Non-Executive Director with effect from March 10, 2026. Casper has extensive experience in the retail sector across a wide range of categories, such as garden, pet, outdoor living, food, household goods and discount retail, in both local and international companies. He brings specific expertise in private label, category management and sustainable innovation. Presently, Casper is the Chief Executive Officer of Welkoop, a Dutch retail chain that focuses on garden, pet and outdoor living products. In addition, Casper is a Non-Executive Director of Fiksuruoka, a Finnish company (which trades as Foodello outside of Finland) that has become one of the leading food-waste-reduction retailers in Europe. Previously, Casper was the Chief Executive Officer of Blokker Holding (now known as Mirage Retail Group), a Dutch retail conglomerate that has owned and operated many of the Netherlands' best-known non-food store chains. He has also held the position of Group Trading Director at Morrisons plc, the UK supermarket chain and was Commercial Director and Board member at Albert Heijn. Contemporaneously with joining the Board, Casper will become a member of the Audit and Risk, Nomination and Remuneration Committees of the Company.
お知らせ • Mar 01Mcbride plc Announces Directorate ChangesMcBride plc announces that Elizabeth (Liz) McMeikan, Senior Independent Director, has informed the Company of her decision to resign from the Board with effect from 31 March 2026. Liz joined the Board in November 2019. During her tenure, Liz became Senior Independent Director and Chair of the Remuneration Committee, as well as serving as a member of both the Audit and Risk Committee and the Nomination Committee. Alastair Murray will replace Liz as Senior Independent Director, in addition to continuing as Chair of the Audit and Risk Committee. Regi Aalstad will replace Liz as Chair of the Remuneration Committee, in addition to acting as the designated Non-Executive Director for employee engagement. The Nomination Committee has commenced a formal process to identify and appoint a suitable replacement Non-Executive Director. A further announcement will be made in due course.
Reported Earnings • Feb 25First half 2026 earnings released: EPS: UK£0.094 (vs UK£0.11 in 1H 2025)First half 2026 results: EPS: UK£0.094 (down from UK£0.11 in 1H 2025). Revenue: UK£475.2m (flat on 1H 2025). Net income: UK£16.0m (down 18% from 1H 2025). Profit margin: 3.4% (down from 4.1% in 1H 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Dec 18McBride plc's (LON:MCB) Shares Bounce 27% But Its Business Still Trails The MarketMcBride plc ( LON:MCB ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. Looking...
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to UK£1.39, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Household Products industry in Europe. Total returns to shareholders of 584% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.37 per share.
お知らせ • Apr 04McBride plc (LSE:MCB) signed a binding offer to acquire Eurotab SA from the shareholders for €40 million.McBride plc (LSE:MCB) signed a binding offer to acquire Eurotab SA from the shareholders for €40 million on April 2, 2026. A cash consideration of €40 million (£34.5 million) will be paid by McBride plc, subject to customary closing adjustments. The enterprise value for the Proposed Acquisition is dependent on Eurotab's closing 12 month EBITDA at completion. It is currently anticipated that this will result in an enterprise value of €38.2 million plus a payment of €1.8 million for acquired tax losses. The enterprise value will be subject to customary closing adjustments to determine the final purchase price. The Proposed Acquisition is expected to be accretive to earnings per share in the first full year of ownership and will raise overall Group margins, adding approximately 0.5 percentage points to the Group's EBITDA margin, and moving the Group towards the 10% target set at the 2024 Capital Markets Day. The Proposed Acquisition is expected to generate attractive returns well in excess of the Group's cost of capital. The consideration will be financed through the Group's existing banking facilities, with the Group's net debt to EBITDA ratio expected to be slightly above the Capital Markets Day target of 1.5x for approximately one year post completion. The Proposed Acquisition is in line with the Group's growth strategy and is anticipated to further strengthen McBride's position as a leading detergent producer in Europe. In accordance with applicable French legal requirements, the acceptance of McBride's offer is subject to the completion of information and consultation procedures with the French employees and employee representative bodies of the Eurotab Group. Subject to the completion of those procedures, it is anticipated that the parties will enter into the final sale and purchase documentation. The transaction would also be subject to certain other conditions to completion. The anticipated purchase price represents an underlying EBITDA multiple of 5.2x or 4.6x net of the value of acquired tax losses which the Group expects to use over time. When adjusting for conservative synergies the underlying EBITDA multiple equates to 3.1x. The Proposed Acquisition will close between June 2026 and the end of the first quarter of the Group's 2027 financial year.
お知らせ • Mar 11Mcbride plc Appoints Casper Meijer as Independent Non-Executive Director, Effective March 10, 2026McBride plc announces the appointment of Casper Meijer as an independent Non-Executive Director with effect from March 10, 2026. Casper has extensive experience in the retail sector across a wide range of categories, such as garden, pet, outdoor living, food, household goods and discount retail, in both local and international companies. He brings specific expertise in private label, category management and sustainable innovation. Presently, Casper is the Chief Executive Officer of Welkoop, a Dutch retail chain that focuses on garden, pet and outdoor living products. In addition, Casper is a Non-Executive Director of Fiksuruoka, a Finnish company (which trades as Foodello outside of Finland) that has become one of the leading food-waste-reduction retailers in Europe. Previously, Casper was the Chief Executive Officer of Blokker Holding (now known as Mirage Retail Group), a Dutch retail conglomerate that has owned and operated many of the Netherlands' best-known non-food store chains. He has also held the position of Group Trading Director at Morrisons plc, the UK supermarket chain and was Commercial Director and Board member at Albert Heijn. Contemporaneously with joining the Board, Casper will become a member of the Audit and Risk, Nomination and Remuneration Committees of the Company.
お知らせ • Mar 01Mcbride plc Announces Directorate ChangesMcBride plc announces that Elizabeth (Liz) McMeikan, Senior Independent Director, has informed the Company of her decision to resign from the Board with effect from 31 March 2026. Liz joined the Board in November 2019. During her tenure, Liz became Senior Independent Director and Chair of the Remuneration Committee, as well as serving as a member of both the Audit and Risk Committee and the Nomination Committee. Alastair Murray will replace Liz as Senior Independent Director, in addition to continuing as Chair of the Audit and Risk Committee. Regi Aalstad will replace Liz as Chair of the Remuneration Committee, in addition to acting as the designated Non-Executive Director for employee engagement. The Nomination Committee has commenced a formal process to identify and appoint a suitable replacement Non-Executive Director. A further announcement will be made in due course.
Reported Earnings • Feb 25First half 2026 earnings released: EPS: UK£0.094 (vs UK£0.11 in 1H 2025)First half 2026 results: EPS: UK£0.094 (down from UK£0.11 in 1H 2025). Revenue: UK£475.2m (flat on 1H 2025). Net income: UK£16.0m (down 18% from 1H 2025). Profit margin: 3.4% (down from 4.1% in 1H 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Dec 18McBride plc's (LON:MCB) Shares Bounce 27% But Its Business Still Trails The MarketMcBride plc ( LON:MCB ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. Looking...
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to UK£1.39, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Household Products industry in Europe. Total returns to shareholders of 584% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.37 per share.
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£1.25, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Household Products industry in Europe. Total returns to shareholders of 509% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.36 per share.
お知らせ • Nov 22McBride plc Declares A Final Dividend on Ordinary Share in Respect of the Year Ended 30 June 2025McBride plc at its AGM, held on 20 November 2025, approved to declare a final dividend of 3.0 pence per ordinary share in respect of the year ended 30 June 2025.
分析記事 • Nov 21Are Investors Undervaluing McBride plc (LON:MCB) By 49%?Key Insights McBride's estimated fair value is UK£2.47 based on 2 Stage Free Cash Flow to Equity McBride's UK£1.27...
Recent Insider Transactions • Oct 27CEO & Executive Director recently sold UK£1.0m worth of stockOn the 23rd of October, Christopher Ian Smith sold around 843k shares on-market at roughly UK£1.23 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher Ian has been a net seller over the last 12 months, reducing personal holdings by UK£1.0m.
Upcoming Dividend • Oct 23Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 28 November 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (3.2%).
Price Target Changed • Oct 08Price target increased by 11% to UK£1.96Up from UK£1.76, the current price target is an average from 4 analysts. New target price is 56% above last closing price of UK£1.26. Stock is up 11% over the past year. The company is forecast to post earnings per share of UK£0.20 for next year compared to UK£0.19 last year.
New Risk • Sep 19New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (103% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Sep 17Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: UK£0.20. Revenue: UK£926.5m (flat on FY 2024). Net income: UK£33.2m (flat on FY 2024). Profit margin: 3.6% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.5%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Household Products industry in Europe.
お知らせ • Sep 17+ 1 more updateMcBride plc, Annual General Meeting, Nov 20, 2025McBride plc, Annual General Meeting, Nov 20, 2025.
分析記事 • Jul 21There's No Escaping McBride plc's (LON:MCB) Muted EarningsMcBride plc's ( LON:MCB ) price-to-earnings (or "P/E") ratio of 5.8x might make it look like a strong buy right now...
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to UK£1.32, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Household Products industry in Europe. Total returns to shareholders of 715% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.63 per share.
Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Regi Aalstad was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 03First half 2025 earnings released: EPS: UK£0.11 (vs UK£0.073 in 1H 2024)First half 2025 results: EPS: UK£0.11 (up from UK£0.073 in 1H 2024). Revenue: UK£471.4m (flat on 1H 2024). Net income: UK£19.4m (up 53% from 1H 2024). Profit margin: 4.1% (up from 2.7% in 1H 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Feb 25Price target increased by 7.9% to UK£1.83Up from UK£1.70, the current price target is an average from 3 analysts. New target price is 25% above last closing price of UK£1.47. Stock is up 65% over the past year. The company is forecast to post earnings per share of UK£0.21 for next year compared to UK£0.19 last year.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to UK£1.56, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 17x in the Household Products industry in Europe. Total returns to shareholders of 227% over the past three years.
分析記事 • Feb 14Is It Time To Consider Buying McBride plc (LON:MCB)?McBride plc ( LON:MCB ), might not be a large cap stock, but it saw a significant share price rise of 56% in the past...
分析記事 • Jan 21Investors Appear Satisfied With McBride plc's (LON:MCB) Prospects As Shares Rocket 25%McBride plc ( LON:MCB ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. The...
New Risk • Jan 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (194% net debt to equity). Share price has been volatile over the past 3 months (4.9% average weekly change).
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 26%After last week's 26% share price gain to UK£1.25, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Household Products industry in Europe. Total returns to shareholders of 135% over the past three years.
分析記事 • Nov 14Is Now An Opportune Moment To Examine McBride plc (LON:MCB)?While McBride plc ( LON:MCB ) might not have the largest market cap around , it saw significant share price movement...
Recent Insider Transactions • Nov 08CEO & Executive Director recently bought UK£335k worth of stockOn the 4th of November, Christopher Ian Smith bought around 300k shares on-market at roughly UK£1.11 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Christopher Ian has been a net seller over the last 12 months, reducing personal holdings by UK£172k.
お知らせ • Oct 08McBride plc to Report First Half, 2025 Results on Feb 25, 2025McBride plc announced that they will report first half, 2025 results on Feb 25, 2025
お知らせ • Oct 07McBride plc to Report Fiscal Year 2025 Results on Sep 16, 2025McBride plc announced that they will report fiscal year 2025 results on Sep 16, 2025
Recent Insider Transactions • Sep 23CEO & Executive Director recently sold UK£197k worth of stockOn the 20th of September, Christopher Ian Smith sold around 169k shares on-market at roughly UK£1.16 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Christopher Ian's only on-market trade for the last 12 months.
お知らせ • Sep 18McBride plc, Annual General Meeting, Nov 12, 2024McBride plc, Annual General Meeting, Nov 12, 2024.
New Risk • Sep 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk High level of debt (194% net debt to equity).
Reported Earnings • Sep 17Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: UK£0.19 (up from UK£0.066 loss in FY 2023). Revenue: UK£934.8m (up 5.2% from FY 2023). Net income: UK£33.3m (up UK£44.8m from FY 2023). Profit margin: 3.6% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
New Risk • Sep 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (313% net debt to equity). Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Large one-off items impacting financial results.
分析記事 • May 25What Is McBride plc's (LON:MCB) Share Price Doing?McBride plc ( LON:MCB ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Major Estimate Revision • May 05Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from UK£0.167 to UK£0.189. Revenue forecast steady at UK£962.6m. Net income forecast to grow 81% next year vs 40% growth forecast for Household Products industry in the United Kingdom. Consensus price target up from UK£1.16 to UK£1.29. Share price fell 4.1% to UK£1.06 over the past week.
分析記事 • Apr 24Returns on Capital Paint A Bright Future For McBride (LON:MCB)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 23%After last week's 23% share price gain to UK£1.23, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Household Products industry in Europe. Total returns to shareholders of 34% over the past three years.
分析記事 • Apr 05Here's Why McBride (LON:MCB) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 28First half 2024 earnings released: EPS: UK£0.073 (vs UK£0.097 loss in 1H 2023)First half 2024 results: EPS: UK£0.073 (up from UK£0.097 loss in 1H 2023). Revenue: UK£468.0m (up 9.8% from 1H 2023). Net income: UK£12.7m (up UK£29.5m from 1H 2023). Profit margin: 2.7% (up from net loss in 1H 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • Feb 28Many Still Looking Away From McBride plc (LON:MCB)With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Household Products industry in the United...
分析記事 • Jan 22McBride (LON:MCB) Could Be Struggling To Allocate CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Typically...
New Risk • Jan 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change).
New Risk • Dec 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change).
分析記事 • Nov 21These 4 Measures Indicate That McBride (LON:MCB) Is Using Debt In A Risky WayHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Oct 11McBride (LON:MCB) Has Some Difficulty Using Its Capital EffectivelyIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
お知らせ • Oct 08+ 1 more updateMcBride plc to Report First Half, 2024 Results on Feb 27, 2024McBride plc announced that they will report first half, 2024 results on Feb 27, 2024
Reported Earnings • Sep 19Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: UK£0.066 loss per share (improved from UK£0.14 loss in FY 2022). Revenue: UK£889.0m (up 31% from FY 2022). Net loss: UK£11.5m (loss narrowed 52% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 19McBride plc, Annual General Meeting, Nov 20, 2023McBride plc, Annual General Meeting, Nov 20, 2023.
分析記事 • Sep 19Is There Now An Opportunity In McBride plc (LON:MCB)?McBride plc ( LON:MCB ), might not be a large cap stock, but it received a lot of attention from a substantial price...
New Risk • Sep 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Share price has been volatile over the past 3 months (8.2% average weekly change). Market cap is less than US$100m (UK£70.7m market cap, or US$87.5m).
New Risk • Aug 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (UK£67.6m market cap, or US$85.6m).
Buying Opportunity • Aug 04Now 21% undervaluedOver the last 90 days, the stock is up 37%. The fair value is estimated to be UK£0.55, 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 became loss making. Revenue is forecast to grow by 16% in a year. Earnings is forecast to grow by 75% in the next year.
New Risk • Jul 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Market cap is less than US$100m (UK£54.6m market cap, or US$71.4m).
分析記事 • Jul 15McBride plc (LON:MCB) Shares Could Be 35% Below Their Intrinsic Value EstimateKey Insights McBride's estimated fair value is UK£0.48 based on 2 Stage Free Cash Flow to Equity McBride is estimated...
お知らせ • Jul 14McBride plc Provides Earnings Guidance for the Year Ended June 30, 2023McBride plc provided earnings guidance for the year ended June 30, 2023. Overall revenues for the full year, reflecting both volume increases and pricing actions, will show growth of 28.4% on a constant currency basis compared to the year to 30 June 2022.
お知らせ • Jun 01McBride plc Announces Resignation of Igor Kuzniar as a Non-Executive DirectorMcBride plc announced that Igor Kuzniar will step down as a Non-Executive Director of the Company with effect from 31 May 2023. Igor joined the Board in June 2019, following constructive discussions with Teleios Capital Partners LLC. During his tenure, Igor became a member of the Nomination Committee and participated as an observer on both the Remuneration Committee and the Audit and Risk Committee.
お知らせ • May 26McBride plc, Annual General Meeting, May 25, 2023McBride plc, Annual General Meeting, May 25, 2023. Agenda: To consider appointment of Regi Aalstad, an independent non-executive director.
分析記事 • Apr 29Is McBride (LON:MCB) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Major Estimate Revision • Apr 26Consensus EPS estimates upgraded to UK£0.11 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -UK£0.143 to -UK£0.114 per share. Revenue forecast steady at UK£873.6m. Household Products industry in the United Kingdom expected to see average net income growth of 20% next year. Consensus price target up from UK£0.35 to UK£0.38. Share price rose 2.6% to UK£0.31 over the past week.
Major Estimate Revision • Mar 07Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -UK£0.127 to -UK£0.143 per share. Revenue forecast unchanged at UK£873.7m. Household Products industry in the United Kingdom expected to see average net income growth of 20% next year. Consensus price target of UK£0.35 unchanged from last update. Share price rose 14% to UK£0.27 over the past week.
Reported Earnings • Mar 01First half 2023 earnings released: UK£0.097 loss per share (vs UK£0.08 loss in 1H 2022)First half 2023 results: UK£0.097 loss per share (further deteriorated from UK£0.08 loss in 1H 2022). Revenue: UK£426.3m (up 32% from 1H 2022). Net loss: UK£16.8m (loss widened 22% from 1H 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 17McBride plc to Report First Half, 2023 Results on Feb 28, 2023McBride plc announced that they will report first half, 2023 results on Feb 28, 2023
Price Target Changed • Nov 16Price target decreased to UK£0.35Down from UK£0.65, the current price target is an average from 2 analysts. New target price is 45% above last closing price of UK£0.24. Stock is down 63% over the past year. The company is forecast to post a net loss per share of UK£0.12 next year compared to a net loss per share of UK£0.14 last year.
Major Estimate Revision • Oct 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 expected loss increased from -UK£0.04 to -UK£0.12 per share. Revenue forecast unchanged at UK£831.9m. Household Products industry in the United Kingdom expected to see average net income growth of 28% next year. Consensus price target of UK£0.35 unchanged from last update. Share price was steady at UK£0.24 over the past week.
Reported Earnings • Sep 30Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: UK£0.14 loss per share (down from UK£0.078 profit in FY 2021). Revenue: UK£678.3m (flat on FY 2021). Net loss: UK£24.0m (down 271% from profit in FY 2021). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.
Board Change • Jul 31High number of new directorsNon-Executive Director Regi Aalstad was the last director to join the board, commencing their role in 2022.
Price Target Changed • Jun 29Price target decreased to UK£0.35Down from UK£0.68, the current price target is an average from 2 analysts. New target price is 108% above last closing price of UK£0.17. Stock is down 81% over the past year. The company is forecast to post a net loss per share of UK£0.14 compared to earnings per share of UK£0.078 last year.
分析記事 • Jun 02Does McBride (LON:MCB) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Regi Aalstad was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Feb 25Does McBride (LON:MCB) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 24First half 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst half 2022 results: UK£0.08 loss per share (down from UK£0.054 profit in 1H 2021). Revenue: UK£323.4m (down 11% from 1H 2021). Net loss: UK£13.8m (down 239% from profit in 1H 2021). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 13%, compared to a 2.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Feb 23Consensus EPS estimates fall by 94%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from UK£719.6m to UK£688.4m. Losses expected to increase from UK£0.07 per share to UK£0.14. Household Products industry in the United Kingdom expected to see average net income growth of 14% next year. Consensus price target down from UK£0.68 to UK£0.65. Share price fell 6.1% to UK£0.46 over the past week.
Price Target Changed • Feb 22Price target decreased to UK£0.65Down from UK£0.70, the current price target is an average from 2 analysts. New target price is 40% above last closing price of UK£0.46. Stock is down 45% over the past year. The company is forecast to post a net loss per share of UK£0.071 compared to earnings per share of UK£0.078 last year.
Major Estimate Revision • Dec 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -UK£0.04 to -UK£0.07 per share. Revenue forecast unchanged at UK£709.4m. Household Products industry in the United Kingdom expected to see average net income growth of 13% next year. Consensus price target down from UK£0.70 to UK£0.63. Share price fell 9.7% to UK£0.54 over the past week.
Recent Insider Transactions • Oct 27Key Executive recently bought UK£65k worth of stockOn the 22nd of October, Jeffrey Nodland bought around 100k shares on-market at roughly UK£0.65 per share. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of UK£134k worth in shares.
分析記事 • Sep 29Auditors Are Concerned About McBride (LON:MCB)Unfortunately for shareholders, when McBride plc ( LON:MCB ) reported results for the period to June 2021, its...
Board Change • Sep 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Alastair S. Murray was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Sep 08Price target increased to UK£0.87Up from UK£0.81, the current price target is an average from 3 analysts. New target price is 14% above last closing price of UK£0.77. Stock is up 24% over the past year.
Reported Earnings • Sep 08Full year 2021 earnings released: EPS UK£0.078 (vs UK£0.037 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£682.3m (down 3.4% from FY 2020). Net income: UK£14.0m (up 109% from FY 2020). Profit margin: 2.1% (up from 0.9% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 18% per year.
Major Estimate Revision • Aug 20Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from UK£0.043 to UK£0.079. Revenue forecast steady at UK£700.0m. Net income forecast to shrink 65% next year vs 15% growth forecast for Household Products industry in the United Kingdom . Consensus price target down from UK£0.88 to UK£0.81. Share price fell 13% to UK£0.76 over the past week.
分析記事 • Jun 03Estimating The Intrinsic Value Of McBride plc (LON:MCB)Today we will run through one way of estimating the intrinsic value of McBride plc ( LON:MCB ) by taking the expected...
分析記事 • May 19Is McBride plc (LON:MCB) Potentially Undervalued?While McBride plc ( LON:MCB ) might not be the most widely known stock at the moment, it saw a double-digit share price...
Price Target Changed • May 08Price target decreased to UK£0.88Down from UK£0.99, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of UK£0.84. Stock is up 44% over the past year.
Major Estimate Revision • May 06Consensus EPS estimates fall to UK£0.043The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from UK£719.6m to UK£706.0m. EPS estimate also fell from UK£0.076 to UK£0.043. Net income forecast to shrink 20% next year vs 27% growth forecast for Household Products industry in the United Kingdom . Consensus price target down from UK£0.99 to UK£0.93. Share price fell 13% to UK£0.80 over the past week.
Price Target Changed • Apr 17Price target increased to UK£0.99Up from UK£0.90, the current price target is an average from 5 analysts. New target price is 9.4% above last closing price of UK£0.90. Stock is up 50% over the past year.
分析記事 • Apr 15Key Things To Watch Out For If You Are After McBride plc's (LON:MCB) 1.2% DividendCould McBride plc ( LON:MCB ) be an attractive dividend share to own for the long haul? Investors are often drawn to...
分析記事 • Apr 02We Think McBride (LON:MCB) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 20McBride plc (LON:MCB) Delivered A Better ROE Than Its IndustryWhile some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
分析記事 • Mar 07Independent Non-Executive Chairman of the Board Jeffrey Nodland Just Bought 22% More Shares In McBride plc (LON:MCB)Whilst it may not be a huge deal, we thought it was good to see that the McBride plc ( LON:MCB ) Independent...
Recent Insider Transactions • Mar 06Key Executive recently bought UK£69k worth of stockOn the 2nd of March, Jeffrey Nodland bought around 84k shares on-market at roughly UK£0.83 per share. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of UK£167k worth in shares.
分析記事 • Feb 25McBride plc (LON:MCB) Just Reported And Analysts Have Been Lifting Their Price TargetsIt's been a good week for McBride plc ( LON:MCB ) shareholders, because the company has just released its latest...
Analyst Estimate Surprise Post Earnings • Feb 24Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.2%. Earnings per share (EPS) missed analyst estimates by 18%. Over the next year,revenue is forecast to stay flat, in line with the revenue forecast for the Household Products industry in the United Kingdom.
Reported Earnings • Feb 24First half 2021 earnings released: EPS UK£0.054 (vs UK£0.02 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£362.9m (up 3.6% from 1H 2020). Net income: UK£9.90m (up 168% from 1H 2020). Profit margin: 2.7% (up from 1.1% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.
分析記事 • Feb 24McBride plc (LON:MCB) Shares Could Be 50% Below Their Intrinsic Value EstimateHow far off is McBride plc ( LON:MCB ) from its intrinsic value? Using the most recent financial data, we'll take a...
Price Target Changed • Feb 23Price target raised to UK£0.87Up from UK£0.79, the current price target is an average from 5 analysts. The new target price is close to the current share price of UK£0.84. As of last close, the stock is up 27% over the past year.
分析記事 • Feb 08When Should You Buy McBride plc (LON:MCB)?While McBride plc ( LON:MCB ) might not be the most widely known stock at the moment, it received a lot of attention...
