View ValuationPepco Group 将来の成長Future 基準チェック /46Pepco Group利益と収益がそれぞれ年間11.9%と5.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に105.2% 20.7%なると予測されています。主要情報11.9%収益成長率20.71%EPS成長率Multiline Retail 収益成長4.6%収益成長率5.2%将来の株主資本利益率105.21%アナリストカバレッジGood最終更新日15 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 08Investor sentiment improves as stock rises 31%After last week's 31% share price gain to zł34.19, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Multiline Retail industry in Europe. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł29.14 per share.お知らせ • Mar 26Pepco Group N.V. to Report First Half, 2026 Results on May 21, 2026Pepco Group N.V. announced that they will report first half, 2026 results on May 21, 2026Board Change • Mar 20Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Buy Or Sell Opportunity • Jan 31Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at zł29.16. The fair value is estimated to be zł23.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 71%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.Board Change • Jan 30High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 2 experienced directors. No highly experienced directors. Independent Non-Executive Director Brendan Wynne Connolly is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Dec 18Pepco Group N.V., Annual General Meeting, Mar 11, 2026Pepco Group N.V., Annual General Meeting, Mar 11, 2026.Board Change • Nov 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Brendan Wynne Connolly is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Nov 27Pepco Group N.V. to Report Fiscal Year 2025 Final Results on Jan 15, 2026Pepco Group N.V. announced that they will report fiscal year 2025 final results at 8:30 AM, Central European Standard Time on Jan 15, 2026Board Change • Oct 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Brendan Wynne Connolly is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Buy Or Sell Opportunity • Oct 01Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at zł25.80. The fair value is estimated to be zł21.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making.Board Change • Sep 25Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Aug 22Pepco Group N.V. to Report Q4, 2024 Results on Sep 25, 2025Pepco Group N.V. announced that they will report Q4, 2024 results on Sep 25, 2025お知らせ • Jun 12Pepco Group N.V. to Report Fiscal Year 2025 Results on Dec 11, 2025Pepco Group N.V. announced that they will report fiscal year 2025 results on Dec 11, 2025お知らせ • May 22Pepco Group Expects to Sell Poundland by End of SeptemberThe parent firm of Poundland Limited has said it expects to sell the UK discount chain by the end of September. Pepco Group N.V. (WSE: PCO), which has owned the brand since 2016, said it is still considering options for the ‘separation’ of the 818-strong retail chain. It is understood that a number of investment firms and private equity groups are among those to have tabled proposals to buy the business since it was put on the market earlier this year. Laura Ashley owner Gordon Brothers Group, LLC is reportedly among the favourites to strike a deal.お知らせ • Mar 06Pepco Group N.V. to Report First Half, 2025 Results on May 22, 2025Pepco Group N.V. announced that they will report first half, 2025 results on May 22, 2025お知らせ • Jan 17Pepco Group N.V., Annual General Meeting, Mar 12, 2025Pepco Group N.V., Annual General Meeting, Mar 12, 2025.お知らせ • Sep 23Pepco Group N.V.(WSE:PCO) dropped from FTSE All-World Index (USD)Pepco Group N.V.(WSE:PCO) dropped from FTSE All-World Index (USD)お知らせ • Sep 11Pepco Group N.V. to Report Fiscal Year 2024 Results on Dec 10, 2024Pepco Group N.V. announced that they will report fiscal year 2024 results on Dec 10, 2024Board Change • Aug 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jul 17Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jun 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 08Pepco Group Appoints Frederick Arnold as Non-Executive DirectorPepco Group N.V. appointed Frederick Arnold as a non-executive director beginning from June 6, 2024.Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 27%After last week's 27% share price gain to zł24.43, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł32.72 per share.Reported Earnings • May 25First half 2024 earnings released: EPS: €0.18 (vs €0.15 in 1H 2023)First half 2024 results: EPS: €0.18 (up from €0.15 in 1H 2023). Revenue: €3.20b (up 14% from 1H 2023). Net income: €104.0m (up 20% from 1H 2023). Profit margin: 3.3% (up from 3.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Multiline Retail industry in Europe.Board Change • Apr 30High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 12+ 1 more updatePepco Group N.V. Announces Appointment of Stephan Borchert as CEO, Effective on July 1, 2024Pepco Group N.V. appointed Stephan Borchert as its CEO effective from July 1, 2024. He will begin a three-month introductory period from July 1 to get to know the Group's activities and culture.お知らせ • Apr 11Pepco Group N.V. to Report First Half, 2024 Results on May 23, 2024Pepco Group N.V. announced that they will report first half, 2024 results on May 23, 2024Board Change • Apr 05High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Mar 06High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jan 19Pepco Group N.V., Annual General Meeting, Mar 15, 2024Pepco Group N.V., Annual General Meeting, Mar 15, 2024.Board Change • Dec 22Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł22.19, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 45% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł31.35 per share.Board Change • Nov 07Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Oct 24Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Sep 16Less than half of directors are independentThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Sep 15Pepco Group N.V. Announces CEO ChangesPepco Group N.V. has announced its CEO Trevor Masters is stepping down with immediate effect. This development at Pepco, was confirmed by Andy Bond, the chair of the board, who will temporarily assume the role of executive chair until a new CEO is appointed. Masters' departure comes after a tenure marked by notable leadership within the organisation, including his previous role as managing director of Pepco Poland.お知らせ • Sep 12Pepco Group N.V. to Report Fiscal Year 2023 Results on Dec 12, 2023Pepco Group N.V. announced that they will report fiscal year 2023 results on Dec 12, 2023お知らせ • Aug 25Pepco Group and B&M in Talks to Acquire About 150 of Wilko's 400-Strong Store EstatePepco Group N.V. (WSE:PCO) and B&M European Value Retail S.A. (LSE:BME) are in talks to acquire about 150 of Wilko's 400-strong store estate. Fears for thousands of retail jobs at the ailing chain Wilko deepened on Wednesday evening when trade union officials warned that the majority of its shops were likely to close within days. Sky News has learnt that administrators at PricewaterhouseCoopers (PwC) are in advanced talks to carve up parts of the 400-strong chain, with Poundland's owner, Pepco Group, in discussions to acquire roughly 100 stores. B&M European Retail, the London-listed discount chain, is also in negotiations to take on between 40 and 50 shops, according to one insider. Other value retailers, including TOFS, which is owned by the private equity firm Duke Street, have lodged offers to acquire smaller parcels comprising about ten sites. Retail industry sources said an announcement was expected to be made by PwC on August 24, 2023 outlining the sale agreements with at least some of the bidders. Even if agreements with Pepco, B&M and TOFS are finalised, it is likely to mean that more than 200 Wilko stores will face permanent closure. A B&M spokesman declined to comment and a spokesman for Pepco said he would not respond unless a query was emailed.Reported Earnings • Jun 07First half 2023 earnings released: EPS: €0.14 (vs €0.17 in 1H 2022)First half 2023 results: EPS: €0.14 (down from €0.17 in 1H 2022). Revenue: €2.84b (up 20% from 1H 2022). Net income: €80.7m (down 15% from 1H 2022). Profit margin: 2.8% (down from 4.0% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe.お知らせ • Jun 07Pepco Group N.V. to Report First Half, 2023 Results on Jun 06, 2023Pepco Group N.V. announced that they will report first half, 2023 results on Jun 06, 2023Board Change • Jun 02Less than half of directors are independentThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Mar 31Less than half of directors are independentThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Mar 04Less than half of directors are independentThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Jan 16High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jan 06Pepco Group N.V. Appoints Neil Galloway as Group Chief Financial Officer, Effective 1 April 2023AVI Global Trust plc announced Neil Galloway, non-executive Director of the Company, will be appointed as Group Chief Financial Officer of Pepco Group N.V. effective from 1 April 2023.お知らせ • Dec 14Pepco Group N.V., Annual General Meeting, Feb 02, 2023Pepco Group N.V., Annual General Meeting, Feb 02, 2023.Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Apr 27High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Mar 18High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Feb 15High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Dec 15High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Oct 27High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Maria Mejia is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Oct 04High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Maria Mejia is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.業績と収益の成長予測LSE:0A9M - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数9/30/20285,38236736595699/30/20275,061333333829109/30/20264,83132125278293/31/20264,640224822928N/A12/31/20254,582198758859N/A9/30/20254,523171694790N/A6/30/20253,426294N/AN/AN/A3/31/20253,314143690722N/A12/31/20243,737135682772N/A9/30/20244,160127673822N/A6/30/20245,072127531800N/A3/31/20245,983126389777N/A12/31/20235,789117329715N/A9/30/20235,596108270653N/A6/30/20235,429137282602N/A3/31/20235,263165293552N/A12/31/20225,043169216458N/A9/30/20224,823174138363N/A6/30/20224,661166189399N/A3/31/20224,499158240435N/A12/31/20214,12075277447N/A9/30/20214,122131522673N/A6/30/20213,86184507662N/A3/31/20213,60119493630N/A12/31/20203,563-3427578N/A9/30/20203,5180416580N/A9/30/20193,415219N/A182N/A9/30/20183,03812N/A76N/A9/30/20171,78855N/A73N/A9/30/201664918N/A66N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 0A9Mの予測収益成長率 (年間11.9% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0A9Mの収益 ( 11.9% ) はUK市場 ( 11.6% ) よりも速いペースで成長すると予測されています。高成長収益: 0A9Mの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 0A9Mの収益 ( 5.2% ) UK市場 ( 4.6% ) よりも速いペースで成長すると予測されています。高い収益成長: 0A9Mの収益 ( 5.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 0A9Mの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 105.2 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/15 04:04終値2026/06/08 00:00収益2026/03/31年間収益2025/09/30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Pepco Group N.V. 10 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。28 アナリスト機関James AnsteadBarclaysMatthew ClementsBarclaysJanusz PietaBiuro maklerskie mBanku25 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improves as stock rises 31%After last week's 31% share price gain to zł34.19, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Multiline Retail industry in Europe. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł29.14 per share.
お知らせ • Mar 26Pepco Group N.V. to Report First Half, 2026 Results on May 21, 2026Pepco Group N.V. announced that they will report first half, 2026 results on May 21, 2026
Board Change • Mar 20Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Buy Or Sell Opportunity • Jan 31Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at zł29.16. The fair value is estimated to be zł23.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 71%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
Board Change • Jan 30High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 2 experienced directors. No highly experienced directors. Independent Non-Executive Director Brendan Wynne Connolly is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Dec 18Pepco Group N.V., Annual General Meeting, Mar 11, 2026Pepco Group N.V., Annual General Meeting, Mar 11, 2026.
Board Change • Nov 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Brendan Wynne Connolly is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Nov 27Pepco Group N.V. to Report Fiscal Year 2025 Final Results on Jan 15, 2026Pepco Group N.V. announced that they will report fiscal year 2025 final results at 8:30 AM, Central European Standard Time on Jan 15, 2026
Board Change • Oct 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Brendan Wynne Connolly is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Buy Or Sell Opportunity • Oct 01Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at zł25.80. The fair value is estimated to be zł21.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making.
Board Change • Sep 25Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Aug 22Pepco Group N.V. to Report Q4, 2024 Results on Sep 25, 2025Pepco Group N.V. announced that they will report Q4, 2024 results on Sep 25, 2025
お知らせ • Jun 12Pepco Group N.V. to Report Fiscal Year 2025 Results on Dec 11, 2025Pepco Group N.V. announced that they will report fiscal year 2025 results on Dec 11, 2025
お知らせ • May 22Pepco Group Expects to Sell Poundland by End of SeptemberThe parent firm of Poundland Limited has said it expects to sell the UK discount chain by the end of September. Pepco Group N.V. (WSE: PCO), which has owned the brand since 2016, said it is still considering options for the ‘separation’ of the 818-strong retail chain. It is understood that a number of investment firms and private equity groups are among those to have tabled proposals to buy the business since it was put on the market earlier this year. Laura Ashley owner Gordon Brothers Group, LLC is reportedly among the favourites to strike a deal.
お知らせ • Mar 06Pepco Group N.V. to Report First Half, 2025 Results on May 22, 2025Pepco Group N.V. announced that they will report first half, 2025 results on May 22, 2025
お知らせ • Jan 17Pepco Group N.V., Annual General Meeting, Mar 12, 2025Pepco Group N.V., Annual General Meeting, Mar 12, 2025.
お知らせ • Sep 23Pepco Group N.V.(WSE:PCO) dropped from FTSE All-World Index (USD)Pepco Group N.V.(WSE:PCO) dropped from FTSE All-World Index (USD)
お知らせ • Sep 11Pepco Group N.V. to Report Fiscal Year 2024 Results on Dec 10, 2024Pepco Group N.V. announced that they will report fiscal year 2024 results on Dec 10, 2024
Board Change • Aug 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jul 17Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jun 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 08Pepco Group Appoints Frederick Arnold as Non-Executive DirectorPepco Group N.V. appointed Frederick Arnold as a non-executive director beginning from June 6, 2024.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 27%After last week's 27% share price gain to zł24.43, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł32.72 per share.
Reported Earnings • May 25First half 2024 earnings released: EPS: €0.18 (vs €0.15 in 1H 2023)First half 2024 results: EPS: €0.18 (up from €0.15 in 1H 2023). Revenue: €3.20b (up 14% from 1H 2023). Net income: €104.0m (up 20% from 1H 2023). Profit margin: 3.3% (up from 3.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Multiline Retail industry in Europe.
Board Change • Apr 30High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 12+ 1 more updatePepco Group N.V. Announces Appointment of Stephan Borchert as CEO, Effective on July 1, 2024Pepco Group N.V. appointed Stephan Borchert as its CEO effective from July 1, 2024. He will begin a three-month introductory period from July 1 to get to know the Group's activities and culture.
お知らせ • Apr 11Pepco Group N.V. to Report First Half, 2024 Results on May 23, 2024Pepco Group N.V. announced that they will report first half, 2024 results on May 23, 2024
Board Change • Apr 05High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Mar 06High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jan 19Pepco Group N.V., Annual General Meeting, Mar 15, 2024Pepco Group N.V., Annual General Meeting, Mar 15, 2024.
Board Change • Dec 22Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł22.19, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 45% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł31.35 per share.
Board Change • Nov 07Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Oct 24Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Sep 16Less than half of directors are independentThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Sep 15Pepco Group N.V. Announces CEO ChangesPepco Group N.V. has announced its CEO Trevor Masters is stepping down with immediate effect. This development at Pepco, was confirmed by Andy Bond, the chair of the board, who will temporarily assume the role of executive chair until a new CEO is appointed. Masters' departure comes after a tenure marked by notable leadership within the organisation, including his previous role as managing director of Pepco Poland.
お知らせ • Sep 12Pepco Group N.V. to Report Fiscal Year 2023 Results on Dec 12, 2023Pepco Group N.V. announced that they will report fiscal year 2023 results on Dec 12, 2023
お知らせ • Aug 25Pepco Group and B&M in Talks to Acquire About 150 of Wilko's 400-Strong Store EstatePepco Group N.V. (WSE:PCO) and B&M European Value Retail S.A. (LSE:BME) are in talks to acquire about 150 of Wilko's 400-strong store estate. Fears for thousands of retail jobs at the ailing chain Wilko deepened on Wednesday evening when trade union officials warned that the majority of its shops were likely to close within days. Sky News has learnt that administrators at PricewaterhouseCoopers (PwC) are in advanced talks to carve up parts of the 400-strong chain, with Poundland's owner, Pepco Group, in discussions to acquire roughly 100 stores. B&M European Retail, the London-listed discount chain, is also in negotiations to take on between 40 and 50 shops, according to one insider. Other value retailers, including TOFS, which is owned by the private equity firm Duke Street, have lodged offers to acquire smaller parcels comprising about ten sites. Retail industry sources said an announcement was expected to be made by PwC on August 24, 2023 outlining the sale agreements with at least some of the bidders. Even if agreements with Pepco, B&M and TOFS are finalised, it is likely to mean that more than 200 Wilko stores will face permanent closure. A B&M spokesman declined to comment and a spokesman for Pepco said he would not respond unless a query was emailed.
Reported Earnings • Jun 07First half 2023 earnings released: EPS: €0.14 (vs €0.17 in 1H 2022)First half 2023 results: EPS: €0.14 (down from €0.17 in 1H 2022). Revenue: €2.84b (up 20% from 1H 2022). Net income: €80.7m (down 15% from 1H 2022). Profit margin: 2.8% (down from 4.0% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe.
お知らせ • Jun 07Pepco Group N.V. to Report First Half, 2023 Results on Jun 06, 2023Pepco Group N.V. announced that they will report first half, 2023 results on Jun 06, 2023
Board Change • Jun 02Less than half of directors are independentThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Mar 31Less than half of directors are independentThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Mar 04Less than half of directors are independentThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Jan 16High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jan 06Pepco Group N.V. Appoints Neil Galloway as Group Chief Financial Officer, Effective 1 April 2023AVI Global Trust plc announced Neil Galloway, non-executive Director of the Company, will be appointed as Group Chief Financial Officer of Pepco Group N.V. effective from 1 April 2023.
お知らせ • Dec 14Pepco Group N.V., Annual General Meeting, Feb 02, 2023Pepco Group N.V., Annual General Meeting, Feb 02, 2023.
Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Apr 27High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Mar 18High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Feb 15High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Dec 15High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Oct 27High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Maria Mejia is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Oct 04High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Maria Mejia is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.