View ValuationSamse 将来の成長Future 基準チェック /06Samseの収益は成長。EPSは成長すると34%年率で予測されます。主要情報n/a収益成長率33.96%EPS成長率Specialty Retail 収益成長14.2%収益成長率3.2%将来の株主資本利益率8.23%アナリストカバレッジLow最終更新日22 May 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 updatesNew Risk • May 23New major risk - Revenue and earnings growthEarnings have declined by 22% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 22% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Board Change • May 08Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 16Samse SA, Annual General Meeting, May 21, 2026Samse SA, Annual General Meeting, May 21, 2026. Location: 2 rue raymond pitet, grenoble FranceDeclared Dividend • Apr 13Dividend reduced to €5.00Dividend of €5.00 is 38% lower than last year. Ex-date: 30th June 2026 Payment date: 2nd July 2026 Dividend yield will be 4.2%, which is higher than the industry average of 3.7%. Sustainability & Growth The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 61% to bring the payout ratio under control. EPS is expected to grow by 136% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Board Change • Apr 13Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Declared Dividend • Mar 30Dividend reduced to €5.00Dividend of €5.00 is 38% lower than last year. Ex-date: 30th June 2026 Payment date: 2nd July 2026 Dividend yield will be 4.1%, which is higher than the industry average of 3.7%. Sustainability & Growth The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 61% to bring the payout ratio under control. EPS is expected to grow by 136% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Board Change • Mar 25Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 24Samse SA announces Annual dividend, payable on July 02, 2026Samse SA announced Annual dividend of EUR 5.0000 per share payable on July 02, 2026, ex-date on June 30, 2026 and record date on July 01, 2026.Board Change • Jan 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Dec 01Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 10First half 2025 earnings releasedFirst half 2025 results: Revenue: €1.01b (up 4.6% from 1H 2024). Net income: €694.0k (down 92% from 1H 2024). Profit margin: 0.1% (down from 0.9% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in the United Kingdom.Board Change • Sep 05Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jun 23Upcoming dividend of €8.00 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 02 July 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (3.9%).Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 17Samse SA, Annual General Meeting, May 22, 2025Samse SA, Annual General Meeting, May 22, 2025. Location: 2 rue raymond pitet, grenoble FranceBoard Change • Mar 31Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 25Samse SA announces Annual dividend, payable on July 02, 2025Samse SA announced Annual dividend of EUR 8.0000 per share payable on July 02, 2025, ex-date on June 30, 2025 and record date on July 01, 2025.Board Change • Mar 03Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jan 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Sep 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 29% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 29% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Buy Or Sell Opportunity • Jul 01Now 12% overvaluedOver the last 90 days, the stock has fallen 9.9% to €169. The fair value is estimated to be €150, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.Buy Or Sell Opportunity • Jun 19Now 21% overvaluedOver the last 90 days, the stock has fallen 5.5% to €182. The fair value is estimated to be €150, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.Upcoming Dividend • Jun 13Upcoming dividend of €10.00 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 8.7%. Within top quartile of British dividend payers (5.6%). Higher than average of industry peers (3.4%).Buy Or Sell Opportunity • May 11Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to €181. The fair value is estimated to be €151, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.Buy Or Sell Opportunity • Mar 28Now 21% overvaluedOver the last 90 days, the stock has fallen 8.4% to €185. The fair value is estimated to be €152, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.Reported Earnings • Mar 25Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.89b (down 1.2% from FY 2022). Net income: €76.4m (down 19% from FY 2022). Profit margin: 4.0% (down from 5.0% in FY 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Specialty Retail industry in the United Kingdom.Buy Or Sell Opportunity • Jan 22Now 21% undervaluedOver the last 90 days, the stock has risen 24% to €196. The fair value is estimated to be €247, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to decline by 5.3% in 2 years. Earnings are forecast to decline by 16% in the next 2 years.New Risk • Sep 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. Minor Risk High level of debt (41% net debt to equity).Upcoming Dividend • Jun 14Upcoming dividend of €16.00 per share at 7.5% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 7.5%. Within top quartile of British dividend payers (5.8%). Higher than average of industry peers (3.1%).Reported Earnings • Mar 19Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.91b (up 8.0% from FY 2021). Net income: €94.9m (up 1.5% from FY 2021). Profit margin: 5.0% (down from 5.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.8% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in the United Kingdom are expected to grow by 6.2%.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Oct 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測LSE:0GLY - 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12/31/20272,051N/AN/AN/A112/31/20261,995N/AN/AN/A112/31/20251,9252683120N/A9/30/20251,9512284123N/A6/30/20251,9771986127N/A3/31/20251,9542380129N/A12/31/20241,9322675132N/A9/30/20241,8843599160N/A6/30/20241,83743123188N/A3/31/20241,86360108168N/A12/31/20231,8897693148N/A9/30/20231,9087995149N/A6/30/20231,9268397150N/A3/31/20231,9198989137N/A12/31/20221,9129580125N/A9/30/20221,875984282N/A6/30/20221,838101439N/A3/31/20221,804973569N/A12/31/20211,7709466100N/A9/30/20211,7668985117N/A6/30/20211,76284103134N/A3/31/20211,63766106138N/A12/31/20201,51247110142N/A9/30/20201,46741102141N/A6/30/20201,4233595141N/A3/31/20201,4613877125N/A12/31/20191,4994159110N/A9/30/20191,48642N/A96N/A6/30/20191,47344N/A82N/A3/31/20191,45043N/A65N/A12/31/20181,42741N/A48N/A9/30/20181,40541N/A53N/A6/30/20181,38441N/A58N/A3/31/20181,36241N/A59N/A12/31/20171,34040N/A60N/A9/30/20171,30938N/A59N/A6/30/20171,27835N/A59N/A3/31/20171,25035N/A64N/A12/31/20161,22235N/A69N/A9/30/20161,21835N/A70N/A6/30/20161,21335N/A71N/A3/31/20161,20634N/A74N/A12/31/20151,19932N/A77N/A9/30/20151,19834N/A64N/A6/30/20151,19636N/A50N/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: 0GLYの予測収益成長が 貯蓄率 ( 3.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 0GLYの収益がUK市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 0GLYの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 0GLYの収益 ( 3.2% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: 0GLYの収益 ( 3.2% ) 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: 0GLYの 自己資本利益率 は、3年後には低くなると予測されています ( 8.2 %)。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2026/06/06 07:01終値2026/06/04 00:00収益2025/12/31年間収益2025/12/31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Samse SA 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。2 アナリスト機関Eric LemarieCIC Market Solutions (ESN)Stephanie LefebvreGilbert Dupont
New Risk • May 23New major risk - Revenue and earnings growthEarnings have declined by 22% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 22% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Board Change • May 08Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 16Samse SA, Annual General Meeting, May 21, 2026Samse SA, Annual General Meeting, May 21, 2026. Location: 2 rue raymond pitet, grenoble France
Declared Dividend • Apr 13Dividend reduced to €5.00Dividend of €5.00 is 38% lower than last year. Ex-date: 30th June 2026 Payment date: 2nd July 2026 Dividend yield will be 4.2%, which is higher than the industry average of 3.7%. Sustainability & Growth The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 61% to bring the payout ratio under control. EPS is expected to grow by 136% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Board Change • Apr 13Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Declared Dividend • Mar 30Dividend reduced to €5.00Dividend of €5.00 is 38% lower than last year. Ex-date: 30th June 2026 Payment date: 2nd July 2026 Dividend yield will be 4.1%, which is higher than the industry average of 3.7%. Sustainability & Growth The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 61% to bring the payout ratio under control. EPS is expected to grow by 136% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Board Change • Mar 25Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 24Samse SA announces Annual dividend, payable on July 02, 2026Samse SA announced Annual dividend of EUR 5.0000 per share payable on July 02, 2026, ex-date on June 30, 2026 and record date on July 01, 2026.
Board Change • Jan 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Dec 01Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 10First half 2025 earnings releasedFirst half 2025 results: Revenue: €1.01b (up 4.6% from 1H 2024). Net income: €694.0k (down 92% from 1H 2024). Profit margin: 0.1% (down from 0.9% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in the United Kingdom.
Board Change • Sep 05Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jun 23Upcoming dividend of €8.00 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 02 July 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (3.9%).
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 17Samse SA, Annual General Meeting, May 22, 2025Samse SA, Annual General Meeting, May 22, 2025. Location: 2 rue raymond pitet, grenoble France
Board Change • Mar 31Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 25Samse SA announces Annual dividend, payable on July 02, 2025Samse SA announced Annual dividend of EUR 8.0000 per share payable on July 02, 2025, ex-date on June 30, 2025 and record date on July 01, 2025.
Board Change • Mar 03Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jan 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Sep 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 29% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 29% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Buy Or Sell Opportunity • Jul 01Now 12% overvaluedOver the last 90 days, the stock has fallen 9.9% to €169. The fair value is estimated to be €150, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.
Buy Or Sell Opportunity • Jun 19Now 21% overvaluedOver the last 90 days, the stock has fallen 5.5% to €182. The fair value is estimated to be €150, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.
Upcoming Dividend • Jun 13Upcoming dividend of €10.00 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 8.7%. Within top quartile of British dividend payers (5.6%). Higher than average of industry peers (3.4%).
Buy Or Sell Opportunity • May 11Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to €181. The fair value is estimated to be €151, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.
Buy Or Sell Opportunity • Mar 28Now 21% overvaluedOver the last 90 days, the stock has fallen 8.4% to €185. The fair value is estimated to be €152, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.
Reported Earnings • Mar 25Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.89b (down 1.2% from FY 2022). Net income: €76.4m (down 19% from FY 2022). Profit margin: 4.0% (down from 5.0% in FY 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Specialty Retail industry in the United Kingdom.
Buy Or Sell Opportunity • Jan 22Now 21% undervaluedOver the last 90 days, the stock has risen 24% to €196. The fair value is estimated to be €247, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to decline by 5.3% in 2 years. Earnings are forecast to decline by 16% in the next 2 years.
New Risk • Sep 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. Minor Risk High level of debt (41% net debt to equity).
Upcoming Dividend • Jun 14Upcoming dividend of €16.00 per share at 7.5% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 7.5%. Within top quartile of British dividend payers (5.8%). Higher than average of industry peers (3.1%).
Reported Earnings • Mar 19Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.91b (up 8.0% from FY 2021). Net income: €94.9m (up 1.5% from FY 2021). Profit margin: 5.0% (down from 5.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.8% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in the United Kingdom are expected to grow by 6.2%.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Oct 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Martine Paccoud was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.