View Future GrowthRM 過去の業績過去 基準チェック /16RMの収益は年間平均-21.4%の割合で減少していますが、 Software業界の収益は年間 増加しています。収益は年間6.4% 5.7%割合で 減少しています。 RMの自己資本利益率は7.1%であり、純利益率は1.4%です。主要情報-21.35%収益成長率-21.55%EPS成長率Software 業界の成長19.85%収益成長率-5.67%株主資本利益率7.09%ネット・マージン1.35%前回の決算情報30 Nov 2025最近の業績更新Reported Earnings • Mar 06Full year 2025 earnings released: EPS: UK£0.026 (vs UK£0.046 loss in FY 2024)Full year 2025 results: EPS: UK£0.026 (up from UK£0.046 loss in FY 2024). Revenue: UK£162.1m (down 2.5% from FY 2024). Net income: UK£2.19m (up UK£6.06m from FY 2024). Profit margin: 1.4% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 25RM plc to Report Fiscal Year 2025 Results on Mar 05, 2026RM plc announced that they will report fiscal year 2025 results at 7:00 AM, Coordinated Universal Time on Mar 05, 2026Reported Earnings • Jul 17First half 2025 earnings released: UK£0.04 loss per share (vs UK£0.079 loss in 1H 2024)First half 2025 results: UK£0.04 loss per share (improved from UK£0.079 loss in 1H 2024). Revenue: UK£73.2m (down 6.5% from 1H 2024). Net loss: UK£3.32m (loss narrowed 49% from 1H 2024). Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 18Full year 2024 earnings released: UK£0.047 loss per share (vs UK£0.52 loss in FY 2023)Full year 2024 results: UK£0.047 loss per share (improved from UK£0.52 loss in FY 2023). Revenue: UK£166.1m (down 15% from FY 2023). Net loss: UK£3.87m (loss narrowed 91% from FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Mar 12RM plc to Report Fiscal Year 2024 Results on Mar 18, 2025RM plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Mar 18, 2025Reported Earnings • Jul 18First half 2024 earnings released: UK£0.081 loss per share (vs UK£0.025 loss in 1H 2023)First half 2024 results: UK£0.081 loss per share (further deteriorated from UK£0.025 loss in 1H 2023). Revenue: UK£79.2m (down 9.6% from 1H 2023). Net loss: UK£6.79m (loss widened 221% from 1H 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.すべての更新を表示Recent updatesNew Risk • Mar 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings have declined by 25% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (18% increase in shares outstanding).Reported Earnings • Mar 06Full year 2025 earnings released: EPS: UK£0.026 (vs UK£0.046 loss in FY 2024)Full year 2025 results: EPS: UK£0.026 (up from UK£0.046 loss in FY 2024). Revenue: UK£162.1m (down 2.5% from FY 2024). Net income: UK£2.19m (up UK£6.06m from FY 2024). Profit margin: 1.4% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 06RM plc, Annual General Meeting, May 07, 2026RM plc, Annual General Meeting, May 07, 2026.お知らせ • Feb 25RM plc to Report Fiscal Year 2025 Results on Mar 05, 2026RM plc announced that they will report fiscal year 2025 results at 7:00 AM, Coordinated Universal Time on Mar 05, 2026New Risk • Feb 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended May 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings have declined by 46% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported May 2025 fiscal period end). Shareholders have been diluted in the past year (18% increase in shares outstanding).Price Target Changed • Nov 04Price target increased by 31% to UK£1.84Up from UK£1.40, the current price target is provided by 1 analyst. New target price is 63% above last closing price of UK£1.13. Stock is up 43% over the past year. The company posted a net loss per share of UK£0.046 last year.New Risk • Oct 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Earnings have declined by 46% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (18% increase in shares outstanding).お知らせ • Oct 10+ 1 more updateRM plc has filed a Follow-on Equity Offering in the amount of £13.5 million.RM plc has filed a Follow-on Equity Offering in the amount of £13.5 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 14,210,526 Price\Range: £0.95 Transaction Features: Regulation S; Subsequent Direct ListingReported Earnings • Jul 17First half 2025 earnings released: UK£0.04 loss per share (vs UK£0.079 loss in 1H 2024)First half 2025 results: UK£0.04 loss per share (improved from UK£0.079 loss in 1H 2024). Revenue: UK£73.2m (down 6.5% from 1H 2024). Net loss: UK£3.32m (loss narrowed 49% from 1H 2024). Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 06There Is A Reason RM plc's (LON:RM.) Price Is UndemandingYou may think that with a price-to-sales (or "P/S") ratio of 0.5x RM plc ( LON:RM. ) is definitely a stock worth...New Risk • Jun 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings have declined by 71% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (UK£68.3m market cap, or US$92.4m).お知らせ • Jun 05RM plc Announces Launch of End-To-End Digital Accreditation PlatformRM plc announced the official launch of RM Ava, its adaptive virtual accreditation platform (formerly known as the Global Accreditation Platform), in a major step forward for the Company's digital assessment-focused growth strategy. This follows a PS6 million investment during fiscal year24 into the platform's development, with a similar level of investment being made in fiscal year25. RM Ava brings together the Company's existing tools for assessment onto one single-sign-on cloud-based platform, designed to enable the transition from paper to digital learning and examinations and provide solutions to its customers' assessment needs. This will be a single platform that supports the full assessment lifecycle modularly, delivering an end-to-end experience from content creation and secure online learner testing, through to optional AI-driven marking and feedback. This addresses a key customer need, as RM's research has shown that access to a single platform that spans the full assessment lifecycle is key to adoption for many customers. The expanded feature-set of the platform will also allow RM to extend its product offering into formative in-course assessments and open new customer opportunities within further education and professional qualifications. The platform is built to scale rapidly to support a global customer base. It is designed to enable ongoing innovation, allowing new features to be delivered to customers more easily as needs and technologies evolve. The launch of RM Ava is a strategic milestone for RM and is in line with the Company's strategy to deliver profitable growth, which in recent years has been focused on the expansion of digital assessment and the development of this platform. The transition to digital assessment from paper provides the opportunity to drive global growth alongside expanded margins. In 2024, RM won the two largest contracts in its 50-year history with the International Baccalaureate (IB) and Cambridge University Press and Assessment to deliver their transition to fully digitalised assessments.Recent Insider Transactions • May 25CEO & Director recently bought UK£58k worth of stockOn the 19th of May, Mark Cook bought around 58k shares on-market at roughly UK£0.99 per share. This transaction increased Mark's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Mark has been a buyer over the last 12 months, purchasing a net total of UK£61k worth in shares.お知らせ • Mar 19RM plc, Annual General Meeting, May 07, 2025RM plc, Annual General Meeting, May 07, 2025.Reported Earnings • Mar 18Full year 2024 earnings released: UK£0.047 loss per share (vs UK£0.52 loss in FY 2023)Full year 2024 results: UK£0.047 loss per share (improved from UK£0.52 loss in FY 2023). Revenue: UK£166.1m (down 15% from FY 2023). Net loss: UK£3.87m (loss narrowed 91% from FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Mar 12RM plc to Report Fiscal Year 2024 Results on Mar 18, 2025RM plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Mar 18, 2025New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Earnings have declined by 77% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported May 2024 fiscal period end). Share price has been volatile over the past 3 months (7.3% average weekly change).New Risk • Feb 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended May 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Earnings have declined by 77% per year over the past 5 years. Minor Risk Latest financial reports are more than 6 months old (reported May 2024 fiscal period end).分析記事 • Dec 07RM plc's (LON:RM.) Low P/S No Reason For ExcitementWith a price-to-sales (or "P/S") ratio of 0.4x RM plc ( LON:RM. ) may be sending very bullish signals at the moment...お知らせ • Nov 07RM plc SHS PAR 0.02285714 to Be Deleted from OTC EquityRM plc SHS PAR 0.02285714 (United Kingdom) will be deleted from OTC Equity effective November 06, 2024, due to Inactive Security.New Risk • Jul 26New major risk - Revenue and earnings growthEarnings have declined by 77% 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 Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Earnings have declined by 77% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (UK£69.3m market cap, or US$89.2m).Reported Earnings • Jul 18First half 2024 earnings released: UK£0.081 loss per share (vs UK£0.025 loss in 1H 2023)First half 2024 results: UK£0.081 loss per share (further deteriorated from UK£0.025 loss in 1H 2023). Revenue: UK£79.2m (down 9.6% from 1H 2023). Net loss: UK£6.79m (loss widened 221% from 1H 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.お知らせ • Jul 04RM plc to Report First Half, 2024 Results on Jul 16, 2024RM plc announced that they will report first half, 2024 results on Jul 16, 2024分析記事 • May 21Is RM (LON:RM.) Weighed On By Its Debt Load?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • May 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (UK£70.1m market cap, or US$88.0m).分析記事 • Apr 16RM plc (LON:RM.) Surges 32% Yet Its Low P/S Is No Reason For ExcitementRM plc ( LON:RM. ) shares have had a really impressive month, gaining 32% after a shaky period beforehand. The bad news...Reported Earnings • Mar 14Full year 2023 earnings released: UK£0.52 loss per share (vs UK£0.19 loss in FY 2022)Full year 2023 results: UK£0.52 loss per share (further deteriorated from UK£0.19 loss in FY 2022). Revenue: UK£195.2m (down 8.9% from FY 2022). Net loss: UK£43.3m (loss widened 169% from FY 2022). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.お知らせ • Mar 14RM plc, Annual General Meeting, May 09, 2024RM plc, Annual General Meeting, May 09, 2024.お知らせ • Mar 13RM plc to Report Fiscal Year 2023 Results on Mar 14, 2024RM plc announced that they will report fiscal year 2023 results on Mar 14, 2024Board Change • Feb 25Less 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, 2 were independent directors. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (5 non-independent directors). Non-Executive Chair Helen Stevenson is the most experienced director on the board, commencing their role in 2022. Senior Independent Director Chris Humphrey was the last independent director to join the board, commencing their role in 2023. 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 • Dec 14RM plc Provides Earnings Guidance for the Year Ended 30 November 2023RM plc provided earnings guidance for the year ended 30 November 2023. For the year, the Company anticipated that its headline results will show revenue from continuing operations of c.£196 million (FY22: £214.2 million), including c.£19 million from Consortium (FY22: £33.6 million).お知らせ • Nov 25RM plc Announces Closure of the Consortium Business Part of the RM Resources DivisionRM plc announced in line with its strategy to be a leading global educational technology, digital learning and assessment solution provider, that the Board has taken the decision to close its loss-making Consortium business, part of the RM Resources division. As announced by Mark Cook, CEO, at the half year results in August, focus in the second half has been on the development of a strategic roadmap for RM to create a simpler, more profitable business. This included a detailed review of RM’s portfolio to identify core areas of the business which were best placed to capitalise on the substantial EdTech opportunities. Full details of its strategic roadmap will be provided as part of RM’s full year results announcement in the New Year. The Consortium business, the provider of education supplies and resources to schools, has experienced an extended period of underperformance following the negative impact of the rollout of a new ecommerce platform in 2022. Company announced that it has taken the difficult decision to close this business from the end of December. The decision to close Consortium is in line with the future strategic direction for the Company and has been made with the full cooperation and support of its lenders. The decision will also enable RM Resources management to focus on its successful TTS business.分析記事 • Oct 24Does RM (LON:RM.) 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...お知らせ • Oct 10RM plc Announces Executive ChangesRM plc announced the appointments of Carolyn Dawson OBE and Jamie Murray Wells OBE as Non-executive Directors with effect from 1 November 2023. Carolyn brings significant experience in the technology and education sectors. She is currently CEO of the Founders Forum Group, the business services group for entrepreneurs, supporting businesses at the forefront of the tech ecosystem. Prior to this role she spent over 20 years at Informa Group plc, the international events, digital services and academic knowledge group, working in a range of leadership roles, including founding London Tech Week and most recently as President, Verticals and ESG, Informa Tech and on the Informa Tech Executive Board. Jamie brings leading digital product expertise to the Board, having worked since 2013 for Google, where he has held roles defining new platforms and ecosystems, including as Head of Digital Platform Experiences and Head of Extended Reality (XR) Platform Enablement. Prior to joining Google, Jamie founded and led Glasses Direct, a digital-led retail business, before taking it through a private equity transaction with Cipio Partners. He recently served as a non-executive director of DD Group, the wholesale supplier to the dental sector, helping evolve the online proposition and steer the business through two private equity backed deals. In addition, Patrick Martell, Senior Independent Director and Remuneration Committee Chair, and Charles Bligh, Non-executive Director, have notified the Board of their intention to step down with effect from 31 December and 31stOctober 2023 respectively. Upon Patrick's departure at the end of the calendar year, Chris Humphrey, Non-executive Director, will take over as Senior Independent Director. Additionally, Chris will also take over as Chair of the Remuneration Committee effective immediately. Following the previously announced departure of Vicky Griffiths, Non-executive Director, from the Board on 30 September 2023, Jamie will take over her role as Chair of the ESG Committee.Reported Earnings • Aug 10First half 2023 earnings released: UK£0.041 loss per share (vs UK£0.071 loss in 1H 2022)First half 2023 results: UK£0.041 loss per share (improved from UK£0.071 loss in 1H 2022). Revenue: UK£87.6m (down 13% from 1H 2022). Net loss: UK£3.46m (loss narrowed 41% from 1H 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.New Risk • Aug 09New major risk - Revenue and earnings growthEarnings have declined by 41% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 41% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (UK£46.6m market cap, or US$59.3m).お知らせ • Jul 08RM plc Announces Board changesRM plc announced the appointment of Christopher Humphrey as a Non-Executive Director with effect from 7th July 2023. Christopher will become a member of all Board Committees on appointment. Christopher brings extensive technology and software expertise to the RM Board. He is an experienced Non-Executive Director and is currently Chair of AIM-listed Eckoh plc, a position he has held since September 2017. He also served as Senior Independent Director and Audit Chair at AVEVA Group plc from 2016 to 2023, was Senior Independent Director at Videndum plc from 2013 until 2022 and was a Non-Executive Director at SDL plc from 2016 to 2023. Christopher has had a number of leadership roles during his career, including the position of Group Chief Executive Officer of Anite plc from 2008 to 2015, having joined the company as Group Finance Director in 2003. In addition, Vicky Griffiths, Non-Executive Director, has notified the Board of her intention to step down from the Board with effect from 6th October 2023 due to other commitments.お知らせ • Jul 06RM plc to Report First Half, 2023 Results on Aug 09, 2023RM plc announced that they will report first half, 2023 results on Aug 09, 2023お知らせ • May 24Rm plc Announces Executive ChangesRM plc announced that Simon Goodwin has been appointed as Chief Financial Officer. Building on over 15 years of experience in finance leadership roles, Simon will be central to the Group’s transformation strategy and helping to drive value across the business. Simon is joining RM from MTI Technology where, as Group CFO, he has been responsible for its finance and administrative functions with operations in the UK, France and Germany. He has also held senior finance roles in Getronics, the Dutch ICT business, and Sopra Steria, the digital services and software development consultancy. After qualifying as an accountant, Simon worked in a number of finance and commercial roles for Warner Bros and Marks and Spencer PLC. Simon will join the Company and the Board on 29 August 2023, and he will replace Emmanuel Walter, Interim CFO, who will be leaving the company later in the year.Reported Earnings • Mar 30Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: UK£0.19 loss per share (down from UK£0.05 profit in FY 2021). Revenue: UK£214.2m (up 1.6% from FY 2021). Net loss: UK£16.1m (down 484% from profit in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.0%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.お知らせ • Jan 12RM plc Announces Chief Executive Officer ChangesRM plc announced the appointment of Mark Cook as CEO, effective from 16 January 2023. Neil Martin the current CEO will remain an Executive Director of RM to ensure an orderly handover until the preliminary results have been released for the financial year ended 30 November 2022. With a background in business process and technology, Mark brings extensive experience in business transformation and creating shareholder value. After qualifying as an accountant and working in several finance roles, Mark moved into consulting, joining Xansa PLC, where he led transformation and systems implementation programmes for clients including the BBC and Boots. Following this, Mark joined Getronics Group in 2010 taking the business from public ownership under KPN Telecom NV into private ownership under Aurelius Investments. As Group CEO, Mark and his team led the growth of Getronics, having refocused the portfolio and created a global technology digital services business, prior to its sale to a U.S. investment consortium. In 2019, Mark joined Capita plc as CEO for the People Solutions Division and latterly the Technology Solutions Division, a £650 million revenue business, spanning Capita’s cloud, connectivity and resourcing solutions for the public and commercial sector. Mark is currently non-executive Chairman of Searchlight Consulting.Board Change • Jan 04Less 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, 2 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Vicky Griffiths was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Price Target Changed • Nov 16Price target decreased to UK£0.53Down from UK£1.03, the current price target is an average from 2 analysts. New target price is 39% above last closing price of UK£0.38. Stock is down 80% over the past year. The company is forecast to post a net loss per share of UK£0.19 compared to earnings per share of UK£0.05 last year.分析記事 • Nov 11An Intrinsic Calculation For RM plc (LON:RM.) Suggests It's 31% UndervaluedHow far off is RM plc ( LON:RM. ) from its intrinsic value? Using the most recent financial data, we'll take a look at...Reported Earnings • Aug 23Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: UK£0.05 (down from UK£0.092 in FY 2020). Revenue: UK£210.9m (up 12% from FY 2020). Net income: UK£4.19m (down 45% from FY 2020). Profit margin: 2.0% (down from 4.0% in FY 2020). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 57%. Over the next year, revenue is forecast to grow 3.2%, compared to a 21% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings.Price Target Changed • Aug 23Price target decreased to UK£2.03Down from UK£2.63, the current price target is an average from 2 analysts. New target price is 282% above last closing price of UK£0.53. Stock is down 76% over the past year. The company is forecast to post earnings per share of UK£0.043 for next year compared to UK£0.05 last year.分析記事 • Jul 21Is Now The Time To Look At Buying RM plc (LON:RM.)?RM plc ( LON:RM. ), might not be a large cap stock, but it received a lot of attention from a substantial price...Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to UK£1.09, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 35x in the Software industry in the United Kingdom. Total loss to shareholders of 52% over the past three years.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£1.49, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 33x in the Software industry in the United Kingdom. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.97 per share.Price Target Changed • Apr 27Price target decreased to UK£2.63Down from UK£3.15, the current price target is provided by 1 analyst. New target price is 101% above last closing price of UK£1.31. Stock is down 44% over the past year. The company posted earnings per share of UK£0.05 last year.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Chair Helen Stevenson was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Apr 08Is It Too Late To Consider Buying RM plc (LON:RM.)?RM plc ( LON:RM. ), might not be a large cap stock, but it received a lot of attention from a substantial price...Board Change • Apr 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Chair Helen Stevenson was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Mar 21Price target decreased to UK£2.63Down from UK£3.38, the current price target is provided by 1 analyst. New target price is 77% above last closing price of UK£1.49. Stock is down 33% over the past year. The company is forecast to post earnings per share of UK£0.18 for next year compared to UK£0.05 last year.Upcoming Dividend • Mar 10Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 29 April 2022. Payout ratio is on the higher end at 93% but the company is not cash flow positive. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (4.8%). Higher than average of industry peers (1.9%).分析記事 • Feb 17RM (LON:RM.) Has Announced A Dividend Of UK£0.03The board of RM plc ( LON:RM. ) has announced that it will pay a dividend of UK£0.03 per share on the 29th of April...Reported Earnings • Feb 16Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: UK£0.05 (down from UK£0.10 in FY 2020). Revenue: UK£210.9m (up 12% from FY 2020). Net income: UK£4.19m (down 50% from FY 2020). Profit margin: 2.0% (down from 4.5% in FY 2020). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 57%. Over the next year, revenue is forecast to grow 3.9%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Reported Earnings • Feb 16Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: UK£0.05 (down from UK£0.10 in FY 2020). Revenue: UK£210.9m (up 12% from FY 2020). Net income: UK£4.19m (down 50% from FY 2020). Profit margin: 2.0% (down from 4.5% in FY 2020). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 57%. Over the next year, revenue is forecast to grow 3.9%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Buying Opportunity • Feb 09Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be UK£2.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% per annum over the last 3 years. Earnings per share has declined by 17% per annum over the last 3 years.Upcoming Dividend • Jul 15Upcoming dividend of UK£0.017 per shareEligible shareholders must have bought the stock before 22 July 2021. Payment date: 27 August 2021. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (4.0%). In line with average of industry peers (1.5%).Reported Earnings • Jul 08First half 2021 earnings released: EPS UK£0.057 (vs UK£0.018 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£96.1m (up 21% from 1H 2020). Net income: UK£4.72m (up 213% from 1H 2020). Profit margin: 4.9% (up from 1.9% 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 17% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.分析記事 • May 28Is RM (LON:RM.) Using Too Much Debt?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 • Apr 19Is Now An Opportune Moment To Examine RM plc (LON:RM.)?While RM plc ( LON:RM. ) might not be the most widely known stock at the moment, it saw a double-digit share price rise...Executive Departure • Apr 03Executive Director has left the companyOn the 31st of March, David Brooks' tenure as Executive Director ended after less than a year in the role. As of December 2020, David personally held 440.88k shares (UK£968k worth at the time). A total of 3 executives have left over the last 12 months.Recent Insider Transactions Derivative • Mar 19CEO & Executive Director exercised options and sold UK£53k worth of stockOn the 16th of March, Neil Martin exercised options to acquire 24k shares at no cost and sold these for an average price of UK£2.15 per share. This trade did not impact their existing holding. For the year to November 2019, Neil's total compensation was 64% salary and 36% non-salary. Since June 2020, Neil's direct individual holding has increased from 115.42k shares to 200.07k. Company insiders have collectively sold UK£435k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Mar 14Interested In RM's (LON:RM.) Upcoming UK£0.03 Dividend? You Have Three Days LeftRM plc ( LON:RM. ) stock is about to trade ex-dividend in 3 days. If you purchase the stock on or after the 18th of...Reported Earnings • Mar 12Full year 2020 earnings released: EPS UK£0.10 (vs UK£0.23 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£189.0m (down 16% from FY 2019). Net income: UK£8.41m (down 56% from FY 2019). Profit margin: 4.5% (down from 8.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 12Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 2.9%, compared to a 9.4% growth forecast for the Software industry in the United Kingdom.Upcoming Dividend • Mar 11Upcoming Dividend of UK£0.03 Per ShareWill be paid on the 30th of April to those who are registered shareholders by the 18th of March. The trailing yield of 2.6% is below the top quartile of British dividend payers (4.5%), but it is higher than industry peers (1.8%).分析記事 • Mar 01RM plc (LON:RM.) Shares Could Be 22% Below Their Intrinsic Value EstimateToday we'll do a simple run through of a valuation method used to estimate the attractiveness of RM plc ( LON:RM. ) as...Recent Insider Transactions Derivative • Feb 18CEO & Executive Director exercised options and sold UK£169k worth of stockOn the 12th of February, David Brooks exercised options to acquire 82k shares at no cost and sold these for an average price of UK£2.05 per share. This trade did not impact their existing holding. For the year to November 2019, David's total compensation was 65% salary and 35% non-salary. Since June 2020, David has owned 440.88k shares directly. Company insiders have collectively sold UK£343k more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Feb 16Analysts update estimatesThe 2021 consensus revenue estimate increased from UK£188.4m to UK£194.5m. Earnings per share (EPS) estimate was lowered from UK£0.15 to UK£0.11 for the same period. Net income is expected to grow by 13% next year compared to 4.1% decline forecast for the Software industry in the United Kingdom. The consensus price target of UK£3.40 was unchanged from the last update. Share price is up 2.4% to UK£2.16 over the past week.分析記事 • Feb 11RM (LON:RM.) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Feb 10Full year 2020 earnings released: EPS UK£0.10 (vs UK£0.23 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£189.0m (down 16% from FY 2019). Net income: UK£8.41m (down 56% from FY 2019). Profit margin: 4.5% (down from 8.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 10Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 2.9%, compared to a 7.1% growth forecast for the Software industry in the United Kingdom.分析記事 • Jan 19Does RM's (LON:RM.) Share Price Gain of 28% Match Its Business Performance?Generally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...分析記事 • Dec 15RM plc's (LON:RM.) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Most readers would already be aware that RM's (LON:RM.) stock increased significantly by 19% over the past month. Given...Valuation Update With 7 Day Price Move • Dec 08Market bids up stock over the past weekAfter last week's 15% share price gain to UK£2.39, the stock is trading at a trailing P/E ratio of 14.3x, up from the previous P/E ratio of 12.4x. This compares to an average P/E of 43x in the Software industry in the United Kingdom. Total returns to shareholders over the past three years are 39%.Valuation Update With 7 Day Price Move • Dec 04Market bids up stock over the past weekAfter last week's 17% share price gain to UK£2.42, the stock is trading at a trailing P/E ratio of 14.5x, up from the previous P/E ratio of 12.3x. This compares to an average P/E of 39x in the Software industry in the United Kingdom. Total returns to shareholders over the past three years are 41%.Major Estimate Revision • Dec 04Analysts increase EPS estimates to UK£0.10The 2020 consensus revenue estimate increased from UK£173.6m to UK£184.9m. The earnings per share estimate also received an upgrade from UK£0.092 to UK£0.10 for the same period. Net income is expected to shrink by 23% next year compared to 7.3% decline forecast for the Software industry in the United Kingdom. The consensus price target increased from UK£3.38 to UK£3.40. Share price is up 17% to UK£2.42 over the past week.Is New 90 Day High Low • Nov 27New 90-day high: UK£2.06The company is up 10.0% from its price of UK£1.88 on 28 August 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.06 per share.分析記事 • Nov 24When Should You Buy RM plc (LON:RM.)?RM plc (LON:RM.), is not the largest company out there, but it led the LSE gainers with a relatively large price hike...Valuation Update With 7 Day Price Move • Nov 18Market bids up stock over the past weekAfter last week's 16% share price gain to UK£1.91, the stock is trading at a trailing P/E ratio of 11.4x, up from the previous P/E ratio of 9.8x. This compares to an average P/E of 33x in the Software industry in the United Kingdom. Total returns to shareholders over the past three years are 26%.Is New 90 Day High Low • Sep 19New 90-day low: UK£1.82The company is down 24% from its price of UK£2.40 on 19 June 2020. The British market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.56 per share.収支内訳RM 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:RM. 収益、費用、利益 ( )GBP Millions日付収益収益G+A経費研究開発費30 Nov 25162248031 Aug 25162148031 May 25161-149028 Feb 25164-251030 Nov 24166-453031 Aug 24166-351031 May 24167-248029 Feb 24171048030 Nov 23176348031 Aug 23190-552031 May 23204-1256028 Feb 23209-1454030 Nov 22214-1652031 May 22208-65028 Feb 22207-23030 Nov 2120621031 Aug 21208553231 May 21206849328 Feb 21197851330 Nov 20189854331 Aug 201981156731 May 202081457729 Feb 202161658730 Nov 192241959731 Aug 192231959731 May 192221858728 Feb 192211858730 Nov 182211758731 Aug 182151655731 May 182091553728 Feb 181981449730 Nov 171861345731 Aug 171741242831 May 171621139828 Feb 171651140830 Nov 161681242831 Aug 161711244831 May 161751245729 Feb 161771445730 Nov 151781545731 Aug 151841451431 May 1519014560質の高い収益: RM.には£1.7M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が30th November, 2025に影響を及ぼしています。利益率の向上: RM.過去に利益を上げました。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: RM.の収益は過去 5 年間で年間21.4%減少しました。成長の加速: RM.は昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: RM.昨年収益を上げたため、昨年の収益成長をSoftware業界 ( 8.9% ) と比較することは困難です。株主資本利益率高いROE: RM.の 自己資本利益率 ( 7.1% ) は 低い とみなされます。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7D1Y7D1Y7D1YSoftware 、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2026/05/06 10:18終値2026/05/06 00:00収益2025/11/30年間収益2025/11/30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RM 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。4 アナリスト機関Julian YatesInvestec Bank plc (UK)James LockyerPeel Hunt LLPRobin SpeakmanShore Capital Group Ltd1 その他のアナリストを表示
Reported Earnings • Mar 06Full year 2025 earnings released: EPS: UK£0.026 (vs UK£0.046 loss in FY 2024)Full year 2025 results: EPS: UK£0.026 (up from UK£0.046 loss in FY 2024). Revenue: UK£162.1m (down 2.5% from FY 2024). Net income: UK£2.19m (up UK£6.06m from FY 2024). Profit margin: 1.4% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 25RM plc to Report Fiscal Year 2025 Results on Mar 05, 2026RM plc announced that they will report fiscal year 2025 results at 7:00 AM, Coordinated Universal Time on Mar 05, 2026
Reported Earnings • Jul 17First half 2025 earnings released: UK£0.04 loss per share (vs UK£0.079 loss in 1H 2024)First half 2025 results: UK£0.04 loss per share (improved from UK£0.079 loss in 1H 2024). Revenue: UK£73.2m (down 6.5% from 1H 2024). Net loss: UK£3.32m (loss narrowed 49% from 1H 2024). Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 18Full year 2024 earnings released: UK£0.047 loss per share (vs UK£0.52 loss in FY 2023)Full year 2024 results: UK£0.047 loss per share (improved from UK£0.52 loss in FY 2023). Revenue: UK£166.1m (down 15% from FY 2023). Net loss: UK£3.87m (loss narrowed 91% from FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 12RM plc to Report Fiscal Year 2024 Results on Mar 18, 2025RM plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Mar 18, 2025
Reported Earnings • Jul 18First half 2024 earnings released: UK£0.081 loss per share (vs UK£0.025 loss in 1H 2023)First half 2024 results: UK£0.081 loss per share (further deteriorated from UK£0.025 loss in 1H 2023). Revenue: UK£79.2m (down 9.6% from 1H 2023). Net loss: UK£6.79m (loss widened 221% from 1H 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
New Risk • Mar 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings have declined by 25% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (18% increase in shares outstanding).
Reported Earnings • Mar 06Full year 2025 earnings released: EPS: UK£0.026 (vs UK£0.046 loss in FY 2024)Full year 2025 results: EPS: UK£0.026 (up from UK£0.046 loss in FY 2024). Revenue: UK£162.1m (down 2.5% from FY 2024). Net income: UK£2.19m (up UK£6.06m from FY 2024). Profit margin: 1.4% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 06RM plc, Annual General Meeting, May 07, 2026RM plc, Annual General Meeting, May 07, 2026.
お知らせ • Feb 25RM plc to Report Fiscal Year 2025 Results on Mar 05, 2026RM plc announced that they will report fiscal year 2025 results at 7:00 AM, Coordinated Universal Time on Mar 05, 2026
New Risk • Feb 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended May 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings have declined by 46% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported May 2025 fiscal period end). Shareholders have been diluted in the past year (18% increase in shares outstanding).
Price Target Changed • Nov 04Price target increased by 31% to UK£1.84Up from UK£1.40, the current price target is provided by 1 analyst. New target price is 63% above last closing price of UK£1.13. Stock is up 43% over the past year. The company posted a net loss per share of UK£0.046 last year.
New Risk • Oct 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Earnings have declined by 46% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (18% increase in shares outstanding).
お知らせ • Oct 10+ 1 more updateRM plc has filed a Follow-on Equity Offering in the amount of £13.5 million.RM plc has filed a Follow-on Equity Offering in the amount of £13.5 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 14,210,526 Price\Range: £0.95 Transaction Features: Regulation S; Subsequent Direct Listing
Reported Earnings • Jul 17First half 2025 earnings released: UK£0.04 loss per share (vs UK£0.079 loss in 1H 2024)First half 2025 results: UK£0.04 loss per share (improved from UK£0.079 loss in 1H 2024). Revenue: UK£73.2m (down 6.5% from 1H 2024). Net loss: UK£3.32m (loss narrowed 49% from 1H 2024). Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 06There Is A Reason RM plc's (LON:RM.) Price Is UndemandingYou may think that with a price-to-sales (or "P/S") ratio of 0.5x RM plc ( LON:RM. ) is definitely a stock worth...
New Risk • Jun 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings have declined by 71% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (UK£68.3m market cap, or US$92.4m).
お知らせ • Jun 05RM plc Announces Launch of End-To-End Digital Accreditation PlatformRM plc announced the official launch of RM Ava, its adaptive virtual accreditation platform (formerly known as the Global Accreditation Platform), in a major step forward for the Company's digital assessment-focused growth strategy. This follows a PS6 million investment during fiscal year24 into the platform's development, with a similar level of investment being made in fiscal year25. RM Ava brings together the Company's existing tools for assessment onto one single-sign-on cloud-based platform, designed to enable the transition from paper to digital learning and examinations and provide solutions to its customers' assessment needs. This will be a single platform that supports the full assessment lifecycle modularly, delivering an end-to-end experience from content creation and secure online learner testing, through to optional AI-driven marking and feedback. This addresses a key customer need, as RM's research has shown that access to a single platform that spans the full assessment lifecycle is key to adoption for many customers. The expanded feature-set of the platform will also allow RM to extend its product offering into formative in-course assessments and open new customer opportunities within further education and professional qualifications. The platform is built to scale rapidly to support a global customer base. It is designed to enable ongoing innovation, allowing new features to be delivered to customers more easily as needs and technologies evolve. The launch of RM Ava is a strategic milestone for RM and is in line with the Company's strategy to deliver profitable growth, which in recent years has been focused on the expansion of digital assessment and the development of this platform. The transition to digital assessment from paper provides the opportunity to drive global growth alongside expanded margins. In 2024, RM won the two largest contracts in its 50-year history with the International Baccalaureate (IB) and Cambridge University Press and Assessment to deliver their transition to fully digitalised assessments.
Recent Insider Transactions • May 25CEO & Director recently bought UK£58k worth of stockOn the 19th of May, Mark Cook bought around 58k shares on-market at roughly UK£0.99 per share. This transaction increased Mark's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Mark has been a buyer over the last 12 months, purchasing a net total of UK£61k worth in shares.
お知らせ • Mar 19RM plc, Annual General Meeting, May 07, 2025RM plc, Annual General Meeting, May 07, 2025.
Reported Earnings • Mar 18Full year 2024 earnings released: UK£0.047 loss per share (vs UK£0.52 loss in FY 2023)Full year 2024 results: UK£0.047 loss per share (improved from UK£0.52 loss in FY 2023). Revenue: UK£166.1m (down 15% from FY 2023). Net loss: UK£3.87m (loss narrowed 91% from FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 12RM plc to Report Fiscal Year 2024 Results on Mar 18, 2025RM plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Mar 18, 2025
New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Earnings have declined by 77% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported May 2024 fiscal period end). Share price has been volatile over the past 3 months (7.3% average weekly change).
New Risk • Feb 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended May 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Earnings have declined by 77% per year over the past 5 years. Minor Risk Latest financial reports are more than 6 months old (reported May 2024 fiscal period end).
分析記事 • Dec 07RM plc's (LON:RM.) Low P/S No Reason For ExcitementWith a price-to-sales (or "P/S") ratio of 0.4x RM plc ( LON:RM. ) may be sending very bullish signals at the moment...
お知らせ • Nov 07RM plc SHS PAR 0.02285714 to Be Deleted from OTC EquityRM plc SHS PAR 0.02285714 (United Kingdom) will be deleted from OTC Equity effective November 06, 2024, due to Inactive Security.
New Risk • Jul 26New major risk - Revenue and earnings growthEarnings have declined by 77% 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 Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Earnings have declined by 77% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (UK£69.3m market cap, or US$89.2m).
Reported Earnings • Jul 18First half 2024 earnings released: UK£0.081 loss per share (vs UK£0.025 loss in 1H 2023)First half 2024 results: UK£0.081 loss per share (further deteriorated from UK£0.025 loss in 1H 2023). Revenue: UK£79.2m (down 9.6% from 1H 2023). Net loss: UK£6.79m (loss widened 221% from 1H 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 04RM plc to Report First Half, 2024 Results on Jul 16, 2024RM plc announced that they will report first half, 2024 results on Jul 16, 2024
分析記事 • May 21Is RM (LON:RM.) Weighed On By Its Debt Load?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • May 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (UK£70.1m market cap, or US$88.0m).
分析記事 • Apr 16RM plc (LON:RM.) Surges 32% Yet Its Low P/S Is No Reason For ExcitementRM plc ( LON:RM. ) shares have had a really impressive month, gaining 32% after a shaky period beforehand. The bad news...
Reported Earnings • Mar 14Full year 2023 earnings released: UK£0.52 loss per share (vs UK£0.19 loss in FY 2022)Full year 2023 results: UK£0.52 loss per share (further deteriorated from UK£0.19 loss in FY 2022). Revenue: UK£195.2m (down 8.9% from FY 2022). Net loss: UK£43.3m (loss widened 169% from FY 2022). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 14RM plc, Annual General Meeting, May 09, 2024RM plc, Annual General Meeting, May 09, 2024.
お知らせ • Mar 13RM plc to Report Fiscal Year 2023 Results on Mar 14, 2024RM plc announced that they will report fiscal year 2023 results on Mar 14, 2024
Board Change • Feb 25Less 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, 2 were independent directors. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (5 non-independent directors). Non-Executive Chair Helen Stevenson is the most experienced director on the board, commencing their role in 2022. Senior Independent Director Chris Humphrey was the last independent director to join the board, commencing their role in 2023. 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 • Dec 14RM plc Provides Earnings Guidance for the Year Ended 30 November 2023RM plc provided earnings guidance for the year ended 30 November 2023. For the year, the Company anticipated that its headline results will show revenue from continuing operations of c.£196 million (FY22: £214.2 million), including c.£19 million from Consortium (FY22: £33.6 million).
お知らせ • Nov 25RM plc Announces Closure of the Consortium Business Part of the RM Resources DivisionRM plc announced in line with its strategy to be a leading global educational technology, digital learning and assessment solution provider, that the Board has taken the decision to close its loss-making Consortium business, part of the RM Resources division. As announced by Mark Cook, CEO, at the half year results in August, focus in the second half has been on the development of a strategic roadmap for RM to create a simpler, more profitable business. This included a detailed review of RM’s portfolio to identify core areas of the business which were best placed to capitalise on the substantial EdTech opportunities. Full details of its strategic roadmap will be provided as part of RM’s full year results announcement in the New Year. The Consortium business, the provider of education supplies and resources to schools, has experienced an extended period of underperformance following the negative impact of the rollout of a new ecommerce platform in 2022. Company announced that it has taken the difficult decision to close this business from the end of December. The decision to close Consortium is in line with the future strategic direction for the Company and has been made with the full cooperation and support of its lenders. The decision will also enable RM Resources management to focus on its successful TTS business.
分析記事 • Oct 24Does RM (LON:RM.) 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...
お知らせ • Oct 10RM plc Announces Executive ChangesRM plc announced the appointments of Carolyn Dawson OBE and Jamie Murray Wells OBE as Non-executive Directors with effect from 1 November 2023. Carolyn brings significant experience in the technology and education sectors. She is currently CEO of the Founders Forum Group, the business services group for entrepreneurs, supporting businesses at the forefront of the tech ecosystem. Prior to this role she spent over 20 years at Informa Group plc, the international events, digital services and academic knowledge group, working in a range of leadership roles, including founding London Tech Week and most recently as President, Verticals and ESG, Informa Tech and on the Informa Tech Executive Board. Jamie brings leading digital product expertise to the Board, having worked since 2013 for Google, where he has held roles defining new platforms and ecosystems, including as Head of Digital Platform Experiences and Head of Extended Reality (XR) Platform Enablement. Prior to joining Google, Jamie founded and led Glasses Direct, a digital-led retail business, before taking it through a private equity transaction with Cipio Partners. He recently served as a non-executive director of DD Group, the wholesale supplier to the dental sector, helping evolve the online proposition and steer the business through two private equity backed deals. In addition, Patrick Martell, Senior Independent Director and Remuneration Committee Chair, and Charles Bligh, Non-executive Director, have notified the Board of their intention to step down with effect from 31 December and 31stOctober 2023 respectively. Upon Patrick's departure at the end of the calendar year, Chris Humphrey, Non-executive Director, will take over as Senior Independent Director. Additionally, Chris will also take over as Chair of the Remuneration Committee effective immediately. Following the previously announced departure of Vicky Griffiths, Non-executive Director, from the Board on 30 September 2023, Jamie will take over her role as Chair of the ESG Committee.
Reported Earnings • Aug 10First half 2023 earnings released: UK£0.041 loss per share (vs UK£0.071 loss in 1H 2022)First half 2023 results: UK£0.041 loss per share (improved from UK£0.071 loss in 1H 2022). Revenue: UK£87.6m (down 13% from 1H 2022). Net loss: UK£3.46m (loss narrowed 41% from 1H 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
New Risk • Aug 09New major risk - Revenue and earnings growthEarnings have declined by 41% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 41% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (UK£46.6m market cap, or US$59.3m).
お知らせ • Jul 08RM plc Announces Board changesRM plc announced the appointment of Christopher Humphrey as a Non-Executive Director with effect from 7th July 2023. Christopher will become a member of all Board Committees on appointment. Christopher brings extensive technology and software expertise to the RM Board. He is an experienced Non-Executive Director and is currently Chair of AIM-listed Eckoh plc, a position he has held since September 2017. He also served as Senior Independent Director and Audit Chair at AVEVA Group plc from 2016 to 2023, was Senior Independent Director at Videndum plc from 2013 until 2022 and was a Non-Executive Director at SDL plc from 2016 to 2023. Christopher has had a number of leadership roles during his career, including the position of Group Chief Executive Officer of Anite plc from 2008 to 2015, having joined the company as Group Finance Director in 2003. In addition, Vicky Griffiths, Non-Executive Director, has notified the Board of her intention to step down from the Board with effect from 6th October 2023 due to other commitments.
お知らせ • Jul 06RM plc to Report First Half, 2023 Results on Aug 09, 2023RM plc announced that they will report first half, 2023 results on Aug 09, 2023
お知らせ • May 24Rm plc Announces Executive ChangesRM plc announced that Simon Goodwin has been appointed as Chief Financial Officer. Building on over 15 years of experience in finance leadership roles, Simon will be central to the Group’s transformation strategy and helping to drive value across the business. Simon is joining RM from MTI Technology where, as Group CFO, he has been responsible for its finance and administrative functions with operations in the UK, France and Germany. He has also held senior finance roles in Getronics, the Dutch ICT business, and Sopra Steria, the digital services and software development consultancy. After qualifying as an accountant, Simon worked in a number of finance and commercial roles for Warner Bros and Marks and Spencer PLC. Simon will join the Company and the Board on 29 August 2023, and he will replace Emmanuel Walter, Interim CFO, who will be leaving the company later in the year.
Reported Earnings • Mar 30Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: UK£0.19 loss per share (down from UK£0.05 profit in FY 2021). Revenue: UK£214.2m (up 1.6% from FY 2021). Net loss: UK£16.1m (down 484% from profit in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.0%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 12RM plc Announces Chief Executive Officer ChangesRM plc announced the appointment of Mark Cook as CEO, effective from 16 January 2023. Neil Martin the current CEO will remain an Executive Director of RM to ensure an orderly handover until the preliminary results have been released for the financial year ended 30 November 2022. With a background in business process and technology, Mark brings extensive experience in business transformation and creating shareholder value. After qualifying as an accountant and working in several finance roles, Mark moved into consulting, joining Xansa PLC, where he led transformation and systems implementation programmes for clients including the BBC and Boots. Following this, Mark joined Getronics Group in 2010 taking the business from public ownership under KPN Telecom NV into private ownership under Aurelius Investments. As Group CEO, Mark and his team led the growth of Getronics, having refocused the portfolio and created a global technology digital services business, prior to its sale to a U.S. investment consortium. In 2019, Mark joined Capita plc as CEO for the People Solutions Division and latterly the Technology Solutions Division, a £650 million revenue business, spanning Capita’s cloud, connectivity and resourcing solutions for the public and commercial sector. Mark is currently non-executive Chairman of Searchlight Consulting.
Board Change • Jan 04Less 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, 2 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Vicky Griffiths was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Price Target Changed • Nov 16Price target decreased to UK£0.53Down from UK£1.03, the current price target is an average from 2 analysts. New target price is 39% above last closing price of UK£0.38. Stock is down 80% over the past year. The company is forecast to post a net loss per share of UK£0.19 compared to earnings per share of UK£0.05 last year.
分析記事 • Nov 11An Intrinsic Calculation For RM plc (LON:RM.) Suggests It's 31% UndervaluedHow far off is RM plc ( LON:RM. ) from its intrinsic value? Using the most recent financial data, we'll take a look at...
Reported Earnings • Aug 23Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: UK£0.05 (down from UK£0.092 in FY 2020). Revenue: UK£210.9m (up 12% from FY 2020). Net income: UK£4.19m (down 45% from FY 2020). Profit margin: 2.0% (down from 4.0% in FY 2020). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 57%. Over the next year, revenue is forecast to grow 3.2%, compared to a 21% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Aug 23Price target decreased to UK£2.03Down from UK£2.63, the current price target is an average from 2 analysts. New target price is 282% above last closing price of UK£0.53. Stock is down 76% over the past year. The company is forecast to post earnings per share of UK£0.043 for next year compared to UK£0.05 last year.
分析記事 • Jul 21Is Now The Time To Look At Buying RM plc (LON:RM.)?RM plc ( LON:RM. ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to UK£1.09, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 35x in the Software industry in the United Kingdom. Total loss to shareholders of 52% over the past three years.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£1.49, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 33x in the Software industry in the United Kingdom. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.97 per share.
Price Target Changed • Apr 27Price target decreased to UK£2.63Down from UK£3.15, the current price target is provided by 1 analyst. New target price is 101% above last closing price of UK£1.31. Stock is down 44% over the past year. The company posted earnings per share of UK£0.05 last year.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Chair Helen Stevenson was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Apr 08Is It Too Late To Consider Buying RM plc (LON:RM.)?RM plc ( LON:RM. ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Board Change • Apr 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Chair Helen Stevenson was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Mar 21Price target decreased to UK£2.63Down from UK£3.38, the current price target is provided by 1 analyst. New target price is 77% above last closing price of UK£1.49. Stock is down 33% over the past year. The company is forecast to post earnings per share of UK£0.18 for next year compared to UK£0.05 last year.
Upcoming Dividend • Mar 10Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 29 April 2022. Payout ratio is on the higher end at 93% but the company is not cash flow positive. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (4.8%). Higher than average of industry peers (1.9%).
分析記事 • Feb 17RM (LON:RM.) Has Announced A Dividend Of UK£0.03The board of RM plc ( LON:RM. ) has announced that it will pay a dividend of UK£0.03 per share on the 29th of April...
Reported Earnings • Feb 16Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: UK£0.05 (down from UK£0.10 in FY 2020). Revenue: UK£210.9m (up 12% from FY 2020). Net income: UK£4.19m (down 50% from FY 2020). Profit margin: 2.0% (down from 4.5% in FY 2020). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 57%. Over the next year, revenue is forecast to grow 3.9%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Reported Earnings • Feb 16Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: UK£0.05 (down from UK£0.10 in FY 2020). Revenue: UK£210.9m (up 12% from FY 2020). Net income: UK£4.19m (down 50% from FY 2020). Profit margin: 2.0% (down from 4.5% in FY 2020). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 57%. Over the next year, revenue is forecast to grow 3.9%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Feb 09Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be UK£2.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% per annum over the last 3 years. Earnings per share has declined by 17% per annum over the last 3 years.
Upcoming Dividend • Jul 15Upcoming dividend of UK£0.017 per shareEligible shareholders must have bought the stock before 22 July 2021. Payment date: 27 August 2021. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (4.0%). In line with average of industry peers (1.5%).
Reported Earnings • Jul 08First half 2021 earnings released: EPS UK£0.057 (vs UK£0.018 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£96.1m (up 21% from 1H 2020). Net income: UK£4.72m (up 213% from 1H 2020). Profit margin: 4.9% (up from 1.9% 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 17% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
分析記事 • May 28Is RM (LON:RM.) Using Too Much Debt?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 • Apr 19Is Now An Opportune Moment To Examine RM plc (LON:RM.)?While RM plc ( LON:RM. ) might not be the most widely known stock at the moment, it saw a double-digit share price rise...
Executive Departure • Apr 03Executive Director has left the companyOn the 31st of March, David Brooks' tenure as Executive Director ended after less than a year in the role. As of December 2020, David personally held 440.88k shares (UK£968k worth at the time). A total of 3 executives have left over the last 12 months.
Recent Insider Transactions Derivative • Mar 19CEO & Executive Director exercised options and sold UK£53k worth of stockOn the 16th of March, Neil Martin exercised options to acquire 24k shares at no cost and sold these for an average price of UK£2.15 per share. This trade did not impact their existing holding. For the year to November 2019, Neil's total compensation was 64% salary and 36% non-salary. Since June 2020, Neil's direct individual holding has increased from 115.42k shares to 200.07k. Company insiders have collectively sold UK£435k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Mar 14Interested In RM's (LON:RM.) Upcoming UK£0.03 Dividend? You Have Three Days LeftRM plc ( LON:RM. ) stock is about to trade ex-dividend in 3 days. If you purchase the stock on or after the 18th of...
Reported Earnings • Mar 12Full year 2020 earnings released: EPS UK£0.10 (vs UK£0.23 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£189.0m (down 16% from FY 2019). Net income: UK£8.41m (down 56% from FY 2019). Profit margin: 4.5% (down from 8.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 12Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 2.9%, compared to a 9.4% growth forecast for the Software industry in the United Kingdom.
Upcoming Dividend • Mar 11Upcoming Dividend of UK£0.03 Per ShareWill be paid on the 30th of April to those who are registered shareholders by the 18th of March. The trailing yield of 2.6% is below the top quartile of British dividend payers (4.5%), but it is higher than industry peers (1.8%).
分析記事 • Mar 01RM plc (LON:RM.) Shares Could Be 22% Below Their Intrinsic Value EstimateToday we'll do a simple run through of a valuation method used to estimate the attractiveness of RM plc ( LON:RM. ) as...
Recent Insider Transactions Derivative • Feb 18CEO & Executive Director exercised options and sold UK£169k worth of stockOn the 12th of February, David Brooks exercised options to acquire 82k shares at no cost and sold these for an average price of UK£2.05 per share. This trade did not impact their existing holding. For the year to November 2019, David's total compensation was 65% salary and 35% non-salary. Since June 2020, David has owned 440.88k shares directly. Company insiders have collectively sold UK£343k more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Feb 16Analysts update estimatesThe 2021 consensus revenue estimate increased from UK£188.4m to UK£194.5m. Earnings per share (EPS) estimate was lowered from UK£0.15 to UK£0.11 for the same period. Net income is expected to grow by 13% next year compared to 4.1% decline forecast for the Software industry in the United Kingdom. The consensus price target of UK£3.40 was unchanged from the last update. Share price is up 2.4% to UK£2.16 over the past week.
分析記事 • Feb 11RM (LON:RM.) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Feb 10Full year 2020 earnings released: EPS UK£0.10 (vs UK£0.23 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£189.0m (down 16% from FY 2019). Net income: UK£8.41m (down 56% from FY 2019). Profit margin: 4.5% (down from 8.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 10Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 2.9%, compared to a 7.1% growth forecast for the Software industry in the United Kingdom.
分析記事 • Jan 19Does RM's (LON:RM.) Share Price Gain of 28% Match Its Business Performance?Generally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...
分析記事 • Dec 15RM plc's (LON:RM.) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Most readers would already be aware that RM's (LON:RM.) stock increased significantly by 19% over the past month. Given...
Valuation Update With 7 Day Price Move • Dec 08Market bids up stock over the past weekAfter last week's 15% share price gain to UK£2.39, the stock is trading at a trailing P/E ratio of 14.3x, up from the previous P/E ratio of 12.4x. This compares to an average P/E of 43x in the Software industry in the United Kingdom. Total returns to shareholders over the past three years are 39%.
Valuation Update With 7 Day Price Move • Dec 04Market bids up stock over the past weekAfter last week's 17% share price gain to UK£2.42, the stock is trading at a trailing P/E ratio of 14.5x, up from the previous P/E ratio of 12.3x. This compares to an average P/E of 39x in the Software industry in the United Kingdom. Total returns to shareholders over the past three years are 41%.
Major Estimate Revision • Dec 04Analysts increase EPS estimates to UK£0.10The 2020 consensus revenue estimate increased from UK£173.6m to UK£184.9m. The earnings per share estimate also received an upgrade from UK£0.092 to UK£0.10 for the same period. Net income is expected to shrink by 23% next year compared to 7.3% decline forecast for the Software industry in the United Kingdom. The consensus price target increased from UK£3.38 to UK£3.40. Share price is up 17% to UK£2.42 over the past week.
Is New 90 Day High Low • Nov 27New 90-day high: UK£2.06The company is up 10.0% from its price of UK£1.88 on 28 August 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.06 per share.
分析記事 • Nov 24When Should You Buy RM plc (LON:RM.)?RM plc (LON:RM.), is not the largest company out there, but it led the LSE gainers with a relatively large price hike...
Valuation Update With 7 Day Price Move • Nov 18Market bids up stock over the past weekAfter last week's 16% share price gain to UK£1.91, the stock is trading at a trailing P/E ratio of 11.4x, up from the previous P/E ratio of 9.8x. This compares to an average P/E of 33x in the Software industry in the United Kingdom. Total returns to shareholders over the past three years are 26%.
Is New 90 Day High Low • Sep 19New 90-day low: UK£1.82The company is down 24% from its price of UK£2.40 on 19 June 2020. The British market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.56 per share.