View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsEVRAZ 過去の業績過去 基準チェック /46EVRAZは、平均年間27.5%の収益成長を遂げていますが、 Metals and Mining業界の収益は、年間 成長しています。収益は、平均年間5.9% 3.7%収益成長率で 成長しています。 EVRAZの自己資本利益率は157.7%であり、純利益率は25.6%です。主要情報27.54%収益成長率27.18%EPS成長率Metals and Mining 業界の成長19.58%収益成長率3.70%株主資本利益率157.74%ネット・マージン25.59%次回の業績アップデート28 Jul 2022最近の業績更新お知らせ • Jun 29EVRAZ plc to Report Q2, 2022 Results on Jul 28, 2022EVRAZ plc announced that they will report Q2, 2022 results on Jul 28, 2022Reported Earnings • Feb 26Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: US$2.37 (up from US$0.58 in FY 2020). Revenue: US$13.5b (up 38% from FY 2020). Net income: US$3.45b (up 307% from FY 2020). Profit margin: 26% (up from 8.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Over the next year, revenue is expected to shrink by 3.8% compared to a 4.1% growth forecast for the mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 06First half 2021 earnings released: EPS US$0.82 (vs US$0.35 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$6.18b (up 24% from 1H 2020). Net income: US$1.20b (up 137% from 1H 2020). Profit margin: 19% (up from 10% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Feb 26Full year 2020 earnings released: EPS US$0.58 (vs US$0.23 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$9.75b (down 18% from FY 2019). Net income: US$848.0m (up 160% from FY 2019). Profit margin: 8.7% (up from 2.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.分析記事 • Jan 10Here's Why We Think EVRAZ's (LON:EVR) Statutory Earnings Might Be ConservativeAs a general rule, we think profitable companies are less risky than companies that lose money. Having said that...すべての更新を表示Recent updatesお知らせ • Jun 08EVRAZ plc, Annual General Meeting, Jun 27, 2024EVRAZ plc, Annual General Meeting, Jun 27, 2024. Location: pasley tyler and co ltd, 42 berkeley square, w1j 5aw, london United Kingdomお知らせ • Dec 05EVRAZ plc Announces Resignation of Ruslan Ibragimov as Independent Non-Executive DirectorEVRAZ plc announced that on 1 December 2023 Mr. Ruslan Ibragimov advised the Board that he was stepping down as an independent non-executive director of EVRAZ plc with immediate effect.お知らせ • Sep 02Evraz plc Announces Appointment of Vladislav Zaitsev to the Board as Executive DirectorEVRAZ plc announced that Mr. Vladislav Zaitsev has been appointed to the Board of EVRAZ plc as an executive Director with immediate effect. The Company expects that Mr. Zaitsev will balance the composition of the Board while providing expertise and knowledge of internal specifics and peculiarities of the Company. Mr. Zaitsev has been with the Company since 2007. He works in HR and has an extensive experience in this field.お知らせ • Oct 16EVRAZ plc Announces Board ChangesEVRAZ plc announced that Ruslan Ibragimov has been appointed to the Board of the company as an independent non-executive Director effective immediately. Mr. Ibragimov succeeds Aleksey Ivanov, who steps down from the Board of Directors as of 17 October 2022, but will continue to serve as CEO of the Company. Mr. Ibragimov brings to the Board an expertise in corporate legal issues, M&A transactions and multiannual experience of practicing law. He previously served as Deputy Chairman of the Boards at commercial banks; Head of legal in the Audit and Consulting Firm; Vice President, Corporate Legal Issues and Government Relations in MTS PJSC, simultaneously pursuing academic interest as Legal Research Director at HSE University. Mr. Ibragimov graduated from the Law Faculty of Moscow State University and holds PhD from Peoples' Friendship University of Russia.お知らせ • Oct 04EVRAZ plc Announces Nikolay Ivanov Steps Down from its Board of DirectorsEVRAZ plc announced that on 30 September 2022, Mr. Nikolay Ivanov has stepped down from the Board of Directors. Mr. Aleksey Ivanov and Mr. Andrey Loboda will continue as Directors of the Company.お知らせ • Sep 17EVRAZ plc Appoints Andrey Loboda as Independent Non-Executive Director with Effect from September 15, 2022EVRAZ plc announced that Mr. Andrey Loboda has been appointed to the Board of EVRAZ plc as an independent non-executive Director with effect from 15 September 2022. Mr. Loboda specializes in foreign investment protection, international commercial arbitration, civil law, private international law, insurance law and maritime law. He has participated as a party representative, an arbitrator or a sole arbitrator, chairman of the arbitral tribunal, an expert, and a rapporteur in over 70 arbitrations. He served as an assessor of the Arbitrazh (Commercial) Court of the City of Moscow in 2007-2009 and an alternate member of the ICC International Court of Arbitration in 2012-2015. Mr. Loboda is a member of the Expert Council at the ICC Russia Commission on International Arbitration and is a practicing attorney and managing partner at the law firm Loboda, Filimonov and Partners. Mr. Loboda has been a lecturer at the Department of Private International and Civil Law at the Moscow State Institute of International Relations (MGIMO) since 2000 and wrote many law publications. Mr. Loboda graduated from the international law faculty of MGIMO with a degree in International Law (Jurisprudence) in 1996 and the postgraduate studies at the Department of Private International and Civil Law at MGIMO in 1996-1999, where subsequently received a PhD in 2002. He also completed a testimony training programme (as an expert witness) in Bond Solon, London in 2019.お知らせ • Jun 29EVRAZ plc to Report Q2, 2022 Results on Jul 28, 2022EVRAZ plc announced that they will report Q2, 2022 results on Jul 28, 2022お知らせ • Jun 09EVRAZ plc, Annual General Meeting, Jun 30, 2022EVRAZ plc, Annual General Meeting, Jun 30, 2022, at 10:00 Coordinated Universal Time. Location: Pasley-Tyler & Co. Ltd, 42 Berkeley Square, London W1J 5AW London United Kingdomお知らせ • Mar 06EVRAZ plc Announces James Rutherford Steps Down as A Non-Executive DirectorEVRAZ plc announces that on 3 March 2022 James Rutherford advised the Board that he was stepping down as a non-executive director of with immediate effect.Upcoming Dividend • Mar 03Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 30 March 2022. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 205%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (11%).Reported Earnings • Feb 26Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: US$2.37 (up from US$0.58 in FY 2020). Revenue: US$13.5b (up 38% from FY 2020). Net income: US$3.45b (up 307% from FY 2020). Profit margin: 26% (up from 8.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Over the next year, revenue is expected to shrink by 3.8% compared to a 4.1% growth forecast for the mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.お知らせ • Feb 25EVRAZ Announces an Interim Dividend Payable on 30 March 2022In consideration of EVRAZ strong performance in 2021, EVRAZ Board of Directors has announced an interim dividend. On 24 February 2022, the Board of Directors voted to disburse a total of $729 million, or $0.50 per share. The record date is 11 March 2022 and payment date is 30 March 2022.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorated over the past weekAfter last week's 31% share price decline to UK£3.16, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom. Total loss to shareholders of 12% over the past three years.お知らせ • Jan 28EVRAZ plc Announces Changes in the Composition of the BoardEVRAZ plc announced that the Nominations Committee has recommended to the Board of Directors of the Company (the "Board"), and the Board has agreed, the following changes to the Board and its committees. Ms. Maria Gordon will join the board as an Independent Non-executive Director with effect from 1 February 2022. Ms. Gordon will also become a member of the Audit Committee and Sustainability Committee. Ms. Gordon has over two-decade-long experience in equity and debt capital markets. She was Executive Vice President and EME Strategy at PIMCO from 2010 to 2014. Prior to that, from 1998 to 2010 she had been a Managing Director, Head of Emerging Markets Strategy at Goldman Sachs Asset Management. Ms. Gordon's current board appointments include NED positions at Detsky Mir, Polyus, TCS Group Holding PLC, Moscow Stock Exchange and Alrosa. Mr. Aleksey Ivanov, who became Chief Executive Officer of EVRAZ on 1 September 2021, will be appointed an Executive Director of the Company with effect from 1 February 2022. As previously advised, the Board asked Mr. Karl Gruber and Sir Michael Peat to remain as Independent Non-executive Directors to assist the Board during the demerger of EVRAZ' coal business. In line with the announced timetable, they are both expected to stand down as directors on 31 March 2022. Ms. Deborah Gudgeon will, on 1 April 2022, take over from Sir Michael Peat as Senior Independent Director. The following changes to the principal board committees are announced: Mr. Alexander Frolov will be appointed a member of the Nominations Committee with effect from 1 February 2022; Ms. Maria Gordon will be appointed a member of the Audit Committee and the Sustainability Committee with effect from 1 February 2022; Mr. Aleksey Ivanov will be appointed a member of the Sustainability Committee with effect from 1 February 2022.分析記事 • Dec 15EVRAZ (LON:EVR) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Dec 02EVRAZ Appoints Elena Samsonova as Vice President, Human ResourcesEVRAZ announced the appointment of Elena Samsonova to the position of Vice President, Human Resources. At EVRAZ, Elena will be developing the system for the strategic and operational personnel management in line with the company's business development goals, carry out strategic resource planning, and implement efficient tools for personnel assessment and development. Before joining EVRAZ, Elena Samsonova had worked for 15 years as HR director at Uralkali, Global Ports, Eurochem, and TransContainer.分析記事 • Oct 27EVRAZ plc (LON:EVR) Shares Could Be 50% Below Their Intrinsic Value EstimateToday we will run through one way of estimating the intrinsic value of EVRAZ plc ( LON:EVR ) by taking the forecast...分析記事 • Sep 29EVRAZ (LON:EVR) Is Investing Its Capital With Increasing EfficiencyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...分析記事 • Sep 03Here's Why EVRAZ (LON:EVR) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 06First half 2021 earnings released: EPS US$0.82 (vs US$0.35 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$6.18b (up 24% from 1H 2020). Net income: US$1.20b (up 137% from 1H 2020). Profit margin: 19% (up from 10% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Major Estimate Revision • Aug 03Consensus EPS estimates increase to US$2.08The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from US$13.3b to US$13.5b. EPS estimate increased from US$1.87 to US$2.08 per share. Net income forecast to grow 219% next year vs 60% growth forecast for Metals and Mining industry in the United Kingdom. Consensus price target broadly unchanged at UK£6.55. Share price was steady at UK£6.16 over the past week.Board Change • Jul 31High number of new directorsIndependent Non-Executive Director Stephen Odell was the last director to join the board, commencing their role in 2021.分析記事 • Jun 23EVRAZ (LON:EVR) Is Achieving High Returns On Its CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Executive Departure • Jun 16Independent Non-Executive Director Laurie Argo has left the companyOn the 15th of June, Laurie Argo's tenure as Independent Non-Executive Director ended after 2.9 years in the role. We don't have any record of a personal shareholding under Laurie's name. Laurie is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.25 years.分析記事 • May 21An Intrinsic Calculation For EVRAZ plc (LON:EVR) Suggests It's 30% UndervaluedDoes the May share price for EVRAZ plc ( LON:EVR ) reflect what it's really worth? Today, we will estimate the stock's...Upcoming Dividend • May 20Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 25 June 2021. Trailing yield: 5.3%. Within top quartile of British dividend payers (4.1%). In line with average of industry peers (5.0%).分析記事 • Apr 12Does EVRAZ (LON:EVR) 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...分析記事 • Mar 25EVRAZ (LON:EVR) Is Achieving High Returns On Its CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...分析記事 • Mar 06Income Investors Should Know That EVRAZ plc (LON:EVR) Goes Ex-Dividend SoonEVRAZ plc ( LON:EVR ) stock is about to trade ex-dividend in 4 days. If you purchase the stock on or after the 11th of...Major Estimate Revision • Mar 04Analysts increase EPS estimates to US$1.21The 2021 consensus revenue estimate increased from US$11.7b to US$12.1b. The earnings per share estimate also received an upgrade from US$0.91 to US$1.21 for the same period. Net income is expected to grow by 66% next year compared to 76% growth forecast for the Metals and Mining industry in the United Kingdom. The consensus price target increased from UK£7.06 to UK£7.29. Share price is down by 2.5% to UK£5.83 over the past week.分析記事 • Feb 27Is EVRAZ plc's (LON:EVR) 6.3% Dividend Worth Your Time?Is EVRAZ plc ( LON:EVR ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can be...Reported Earnings • Feb 26Full year 2020 earnings released: EPS US$0.58 (vs US$0.23 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$9.75b (down 18% from FY 2019). Net income: US$848.0m (up 160% from FY 2019). Profit margin: 8.7% (up from 2.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 26Revenue and earnings miss expectationsRevenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 20%, compared to a 22% growth forecast for the Metals and Mining industry in the United Kingdom.Is New 90 Day High Low • Feb 15New 90-day high: UK£5.35The company is up 41% from its price of UK£3.80 on 17 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.05 per share.分析記事 • Feb 01Is There An Opportunity With EVRAZ plc's (LON:EVR) 38% Undervaluation?Today we will run through one way of estimating the intrinsic value of EVRAZ plc ( LON:EVR ) by taking the expected...分析記事 • Jan 10Here's Why We Think EVRAZ's (LON:EVR) Statutory Earnings Might Be ConservativeAs a general rule, we think profitable companies are less risky than companies that lose money. Having said that...Is New 90 Day High Low • Jan 04New 90-day high: UK£4.92The company is up 41% from its price of UK£3.49 on 06 October 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.83 per share.分析記事 • Dec 20EVRAZ (LON:EVR) Is Very Good At Capital AllocationTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Is New 90 Day High Low • Dec 14New 90-day high: UK£4.55The company is up 37% from its price of UK£3.33 on 15 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£5.17 per share.分析記事 • Dec 05EVRAZ plc (LON:EVR) Delivered A Better ROE Than Its IndustryMany investors are still learning about the various metrics that can be useful when analysing a stock. This article is...お知らせ • Dec 03+ 2 more updatesEVRAZ plc, Annual General Meeting, Jun 15, 2021EVRAZ plc, Annual General Meeting, Jun 15, 2021.Is New 90 Day High Low • Nov 24New 90-day high: UK£3.86The company is up 20% from its price of UK£3.22 on 25 August 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.74 per share.分析記事 • Nov 19EVRAZ (LON:EVR) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Oct 07New 90-day high: UK£3.53The company is up 23% from its price of UK£2.88 on 09 July 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.08 per share.収支内訳EVRAZ の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史LSE:EVR 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Dec 2113,4863,4511,408030 Jun 2110,9491,5401,432031 Mar 2110,3521,1941,431031 Dec 209,4521,3591,317030 Sep 2010,2516841,510030 Jun 2010,7485191,590031 Mar 2011,3274231,601031 Dec 1911,4441,0431,434030 Sep 1912,2699671,606030 Jun 1912,6331,6071,600031 Mar 1912,7352,0071,598031 Dec 1812,8362,4061,595030 Sep 1812,4502,0821,509030 Jun 1812,0641,7581,422031 Mar 1811,4461,2291,363031 Dec 1710,8276991,303030 Sep 1710,0522711,255030 Jun 179,276-1581,207031 Mar 178,495-1861,171031 Dec 167,713-2151,134030 Sep 167,565-4411,151030 Jun 167,416-6671,168031 Mar 168,092-6551,249031 Dec 158,767-6441,329030 Sep 159,959-9261,4470質の高い収益: EVR 非現金収入 のレベルが高いです。利益率の向上: EVRの現在の純利益率 (25.6%)は、昨年(14.4%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: EVR過去 5 年間で収益を上げており、収益は年間27.5%増加しています。成長の加速: EVRの過去 1 年間の収益成長率 ( 153.9% ) は、5 年間の平均 ( 年間27.5%を上回っています。収益対業界: EVRの過去 1 年間の収益成長率 ( 153.9% ) はMetals and Mining業界108.1%を上回りました。株主資本利益率高いROE: EVRの 自己資本利益率 ( 157.74% ) は 抜群 ですが、負債レベルが高いためこの指標は歪んでいます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2022/07/19 20:51終値2022/07/18 00:00収益2021/12/31年間収益2021/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋EVRAZ plc 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関Natalia TolstosheinaBank ZENITVladimir SergievskiiBarclaysAnton FedotovBofA Global Research12 その他のアナリストを表示
お知らせ • Jun 29EVRAZ plc to Report Q2, 2022 Results on Jul 28, 2022EVRAZ plc announced that they will report Q2, 2022 results on Jul 28, 2022
Reported Earnings • Feb 26Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: US$2.37 (up from US$0.58 in FY 2020). Revenue: US$13.5b (up 38% from FY 2020). Net income: US$3.45b (up 307% from FY 2020). Profit margin: 26% (up from 8.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Over the next year, revenue is expected to shrink by 3.8% compared to a 4.1% growth forecast for the mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 06First half 2021 earnings released: EPS US$0.82 (vs US$0.35 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$6.18b (up 24% from 1H 2020). Net income: US$1.20b (up 137% from 1H 2020). Profit margin: 19% (up from 10% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 26Full year 2020 earnings released: EPS US$0.58 (vs US$0.23 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$9.75b (down 18% from FY 2019). Net income: US$848.0m (up 160% from FY 2019). Profit margin: 8.7% (up from 2.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
分析記事 • Jan 10Here's Why We Think EVRAZ's (LON:EVR) Statutory Earnings Might Be ConservativeAs a general rule, we think profitable companies are less risky than companies that lose money. Having said that...
お知らせ • Jun 08EVRAZ plc, Annual General Meeting, Jun 27, 2024EVRAZ plc, Annual General Meeting, Jun 27, 2024. Location: pasley tyler and co ltd, 42 berkeley square, w1j 5aw, london United Kingdom
お知らせ • Dec 05EVRAZ plc Announces Resignation of Ruslan Ibragimov as Independent Non-Executive DirectorEVRAZ plc announced that on 1 December 2023 Mr. Ruslan Ibragimov advised the Board that he was stepping down as an independent non-executive director of EVRAZ plc with immediate effect.
お知らせ • Sep 02Evraz plc Announces Appointment of Vladislav Zaitsev to the Board as Executive DirectorEVRAZ plc announced that Mr. Vladislav Zaitsev has been appointed to the Board of EVRAZ plc as an executive Director with immediate effect. The Company expects that Mr. Zaitsev will balance the composition of the Board while providing expertise and knowledge of internal specifics and peculiarities of the Company. Mr. Zaitsev has been with the Company since 2007. He works in HR and has an extensive experience in this field.
お知らせ • Oct 16EVRAZ plc Announces Board ChangesEVRAZ plc announced that Ruslan Ibragimov has been appointed to the Board of the company as an independent non-executive Director effective immediately. Mr. Ibragimov succeeds Aleksey Ivanov, who steps down from the Board of Directors as of 17 October 2022, but will continue to serve as CEO of the Company. Mr. Ibragimov brings to the Board an expertise in corporate legal issues, M&A transactions and multiannual experience of practicing law. He previously served as Deputy Chairman of the Boards at commercial banks; Head of legal in the Audit and Consulting Firm; Vice President, Corporate Legal Issues and Government Relations in MTS PJSC, simultaneously pursuing academic interest as Legal Research Director at HSE University. Mr. Ibragimov graduated from the Law Faculty of Moscow State University and holds PhD from Peoples' Friendship University of Russia.
お知らせ • Oct 04EVRAZ plc Announces Nikolay Ivanov Steps Down from its Board of DirectorsEVRAZ plc announced that on 30 September 2022, Mr. Nikolay Ivanov has stepped down from the Board of Directors. Mr. Aleksey Ivanov and Mr. Andrey Loboda will continue as Directors of the Company.
お知らせ • Sep 17EVRAZ plc Appoints Andrey Loboda as Independent Non-Executive Director with Effect from September 15, 2022EVRAZ plc announced that Mr. Andrey Loboda has been appointed to the Board of EVRAZ plc as an independent non-executive Director with effect from 15 September 2022. Mr. Loboda specializes in foreign investment protection, international commercial arbitration, civil law, private international law, insurance law and maritime law. He has participated as a party representative, an arbitrator or a sole arbitrator, chairman of the arbitral tribunal, an expert, and a rapporteur in over 70 arbitrations. He served as an assessor of the Arbitrazh (Commercial) Court of the City of Moscow in 2007-2009 and an alternate member of the ICC International Court of Arbitration in 2012-2015. Mr. Loboda is a member of the Expert Council at the ICC Russia Commission on International Arbitration and is a practicing attorney and managing partner at the law firm Loboda, Filimonov and Partners. Mr. Loboda has been a lecturer at the Department of Private International and Civil Law at the Moscow State Institute of International Relations (MGIMO) since 2000 and wrote many law publications. Mr. Loboda graduated from the international law faculty of MGIMO with a degree in International Law (Jurisprudence) in 1996 and the postgraduate studies at the Department of Private International and Civil Law at MGIMO in 1996-1999, where subsequently received a PhD in 2002. He also completed a testimony training programme (as an expert witness) in Bond Solon, London in 2019.
お知らせ • Jun 29EVRAZ plc to Report Q2, 2022 Results on Jul 28, 2022EVRAZ plc announced that they will report Q2, 2022 results on Jul 28, 2022
お知らせ • Jun 09EVRAZ plc, Annual General Meeting, Jun 30, 2022EVRAZ plc, Annual General Meeting, Jun 30, 2022, at 10:00 Coordinated Universal Time. Location: Pasley-Tyler & Co. Ltd, 42 Berkeley Square, London W1J 5AW London United Kingdom
お知らせ • Mar 06EVRAZ plc Announces James Rutherford Steps Down as A Non-Executive DirectorEVRAZ plc announces that on 3 March 2022 James Rutherford advised the Board that he was stepping down as a non-executive director of with immediate effect.
Upcoming Dividend • Mar 03Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 30 March 2022. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 205%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (11%).
Reported Earnings • Feb 26Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: US$2.37 (up from US$0.58 in FY 2020). Revenue: US$13.5b (up 38% from FY 2020). Net income: US$3.45b (up 307% from FY 2020). Profit margin: 26% (up from 8.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Over the next year, revenue is expected to shrink by 3.8% compared to a 4.1% growth forecast for the mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
お知らせ • Feb 25EVRAZ Announces an Interim Dividend Payable on 30 March 2022In consideration of EVRAZ strong performance in 2021, EVRAZ Board of Directors has announced an interim dividend. On 24 February 2022, the Board of Directors voted to disburse a total of $729 million, or $0.50 per share. The record date is 11 March 2022 and payment date is 30 March 2022.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorated over the past weekAfter last week's 31% share price decline to UK£3.16, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom. Total loss to shareholders of 12% over the past three years.
お知らせ • Jan 28EVRAZ plc Announces Changes in the Composition of the BoardEVRAZ plc announced that the Nominations Committee has recommended to the Board of Directors of the Company (the "Board"), and the Board has agreed, the following changes to the Board and its committees. Ms. Maria Gordon will join the board as an Independent Non-executive Director with effect from 1 February 2022. Ms. Gordon will also become a member of the Audit Committee and Sustainability Committee. Ms. Gordon has over two-decade-long experience in equity and debt capital markets. She was Executive Vice President and EME Strategy at PIMCO from 2010 to 2014. Prior to that, from 1998 to 2010 she had been a Managing Director, Head of Emerging Markets Strategy at Goldman Sachs Asset Management. Ms. Gordon's current board appointments include NED positions at Detsky Mir, Polyus, TCS Group Holding PLC, Moscow Stock Exchange and Alrosa. Mr. Aleksey Ivanov, who became Chief Executive Officer of EVRAZ on 1 September 2021, will be appointed an Executive Director of the Company with effect from 1 February 2022. As previously advised, the Board asked Mr. Karl Gruber and Sir Michael Peat to remain as Independent Non-executive Directors to assist the Board during the demerger of EVRAZ' coal business. In line with the announced timetable, they are both expected to stand down as directors on 31 March 2022. Ms. Deborah Gudgeon will, on 1 April 2022, take over from Sir Michael Peat as Senior Independent Director. The following changes to the principal board committees are announced: Mr. Alexander Frolov will be appointed a member of the Nominations Committee with effect from 1 February 2022; Ms. Maria Gordon will be appointed a member of the Audit Committee and the Sustainability Committee with effect from 1 February 2022; Mr. Aleksey Ivanov will be appointed a member of the Sustainability Committee with effect from 1 February 2022.
分析記事 • Dec 15EVRAZ (LON:EVR) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Dec 02EVRAZ Appoints Elena Samsonova as Vice President, Human ResourcesEVRAZ announced the appointment of Elena Samsonova to the position of Vice President, Human Resources. At EVRAZ, Elena will be developing the system for the strategic and operational personnel management in line with the company's business development goals, carry out strategic resource planning, and implement efficient tools for personnel assessment and development. Before joining EVRAZ, Elena Samsonova had worked for 15 years as HR director at Uralkali, Global Ports, Eurochem, and TransContainer.
分析記事 • Oct 27EVRAZ plc (LON:EVR) Shares Could Be 50% Below Their Intrinsic Value EstimateToday we will run through one way of estimating the intrinsic value of EVRAZ plc ( LON:EVR ) by taking the forecast...
分析記事 • Sep 29EVRAZ (LON:EVR) Is Investing Its Capital With Increasing EfficiencyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
分析記事 • Sep 03Here's Why EVRAZ (LON:EVR) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 06First half 2021 earnings released: EPS US$0.82 (vs US$0.35 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$6.18b (up 24% from 1H 2020). Net income: US$1.20b (up 137% from 1H 2020). Profit margin: 19% (up from 10% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Major Estimate Revision • Aug 03Consensus EPS estimates increase to US$2.08The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from US$13.3b to US$13.5b. EPS estimate increased from US$1.87 to US$2.08 per share. Net income forecast to grow 219% next year vs 60% growth forecast for Metals and Mining industry in the United Kingdom. Consensus price target broadly unchanged at UK£6.55. Share price was steady at UK£6.16 over the past week.
Board Change • Jul 31High number of new directorsIndependent Non-Executive Director Stephen Odell was the last director to join the board, commencing their role in 2021.
分析記事 • Jun 23EVRAZ (LON:EVR) Is Achieving High Returns On Its CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Executive Departure • Jun 16Independent Non-Executive Director Laurie Argo has left the companyOn the 15th of June, Laurie Argo's tenure as Independent Non-Executive Director ended after 2.9 years in the role. We don't have any record of a personal shareholding under Laurie's name. Laurie is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.25 years.
分析記事 • May 21An Intrinsic Calculation For EVRAZ plc (LON:EVR) Suggests It's 30% UndervaluedDoes the May share price for EVRAZ plc ( LON:EVR ) reflect what it's really worth? Today, we will estimate the stock's...
Upcoming Dividend • May 20Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 25 June 2021. Trailing yield: 5.3%. Within top quartile of British dividend payers (4.1%). In line with average of industry peers (5.0%).
分析記事 • Apr 12Does EVRAZ (LON:EVR) 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...
分析記事 • Mar 25EVRAZ (LON:EVR) Is Achieving High Returns On Its CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
分析記事 • Mar 06Income Investors Should Know That EVRAZ plc (LON:EVR) Goes Ex-Dividend SoonEVRAZ plc ( LON:EVR ) stock is about to trade ex-dividend in 4 days. If you purchase the stock on or after the 11th of...
Major Estimate Revision • Mar 04Analysts increase EPS estimates to US$1.21The 2021 consensus revenue estimate increased from US$11.7b to US$12.1b. The earnings per share estimate also received an upgrade from US$0.91 to US$1.21 for the same period. Net income is expected to grow by 66% next year compared to 76% growth forecast for the Metals and Mining industry in the United Kingdom. The consensus price target increased from UK£7.06 to UK£7.29. Share price is down by 2.5% to UK£5.83 over the past week.
分析記事 • Feb 27Is EVRAZ plc's (LON:EVR) 6.3% Dividend Worth Your Time?Is EVRAZ plc ( LON:EVR ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can be...
Reported Earnings • Feb 26Full year 2020 earnings released: EPS US$0.58 (vs US$0.23 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$9.75b (down 18% from FY 2019). Net income: US$848.0m (up 160% from FY 2019). Profit margin: 8.7% (up from 2.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 26Revenue and earnings miss expectationsRevenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 20%, compared to a 22% growth forecast for the Metals and Mining industry in the United Kingdom.
Is New 90 Day High Low • Feb 15New 90-day high: UK£5.35The company is up 41% from its price of UK£3.80 on 17 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.05 per share.
分析記事 • Feb 01Is There An Opportunity With EVRAZ plc's (LON:EVR) 38% Undervaluation?Today we will run through one way of estimating the intrinsic value of EVRAZ plc ( LON:EVR ) by taking the expected...
分析記事 • Jan 10Here's Why We Think EVRAZ's (LON:EVR) Statutory Earnings Might Be ConservativeAs a general rule, we think profitable companies are less risky than companies that lose money. Having said that...
Is New 90 Day High Low • Jan 04New 90-day high: UK£4.92The company is up 41% from its price of UK£3.49 on 06 October 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.83 per share.
分析記事 • Dec 20EVRAZ (LON:EVR) Is Very Good At Capital AllocationTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Is New 90 Day High Low • Dec 14New 90-day high: UK£4.55The company is up 37% from its price of UK£3.33 on 15 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£5.17 per share.
分析記事 • Dec 05EVRAZ plc (LON:EVR) Delivered A Better ROE Than Its IndustryMany investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
お知らせ • Dec 03+ 2 more updatesEVRAZ plc, Annual General Meeting, Jun 15, 2021EVRAZ plc, Annual General Meeting, Jun 15, 2021.
Is New 90 Day High Low • Nov 24New 90-day high: UK£3.86The company is up 20% from its price of UK£3.22 on 25 August 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.74 per share.
分析記事 • Nov 19EVRAZ (LON:EVR) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Oct 07New 90-day high: UK£3.53The company is up 23% from its price of UK£2.88 on 09 July 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.08 per share.