View Financial HealthTriad Group 配当と自社株買い配当金 基準チェック /26Triad Groupは配当を支払う会社で、現在の利回りは2.14%です。次の支払い日は 28th August, 2026で、権利落ち日は30th July, 2026 。主要情報2.1%配当利回り-0.02%バイバック利回り総株主利回り2.1%将来の配当利回りn/a配当成長20.7%次回配当支払日28 Aug 26配当落ち日30 Jul 26一株当たり配当金n/a配当性向91%最近の配当と自社株買いの更新お知らせ • Aug 01Triad Group plc Approves Final Dividend for the Year Ended 31 March 2026Triad Group plc at its AGM held on July 29, 2026, approved payment of a final dividend of 6.0 pence per ordinary share for the year ended 31 March 2026.Upcoming Dividend • Jul 23Upcoming dividend of UK£0.06 per shareEligible shareholders must have bought the stock before 30 July 2026. Payment date: 28 August 2026. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.4%). Higher than average of industry peers (2.2%).Declared Dividend • Jul 09Final dividend increased to UK£0.06Dividend of UK£0.06 is 50% higher than last year. Ex-date: 30th July 2026 Payment date: 28th August 2026 Dividend yield will be 2.5%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is covered by cash flows (71% cash payout ratio). The dividend has increased by an average of 38% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years, which if continued should maintain adequate earnings cover for the dividend.お知らせ • Jun 22Triad Group plc Proposes Final Dividend for the Year Ended 31 March 2026The board of Triad Group plc is proposing a final dividend of 6 pence per share (2025: 4 pence per share), bringing the total dividend to 9 pence per share for the year ended 31 March 2026. The dividend is subject to shareholder approval at the Annual General Meeting.Declared Dividend • Nov 27First half dividend increased to UK£0.03Dividend of UK£0.03 is 50% higher than last year. Ex-date: 4th December 2025 Payment date: 30th December 2025 Dividend yield will be 2.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 36% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Nov 26Triad Group plc Proposes an Interim Dividend for the Period to 30 September 2025, Payable on 30 December 2025Triad Group plc Directors proposed an interim dividend for the period to 30 September 2025 of 3 pence per share (2024 interim dividend: 2 pence per share). The Company will pay the dividend on 30 December 2025 to all shareholders on the register of members of the Company at the close of business on 5 December 2025. The ex-dividend date will be on 4 December 2025.すべての更新を表示Recent updatesお知らせ • Aug 01Triad Group plc Approves Final Dividend for the Year Ended 31 March 2026Triad Group plc at its AGM held on July 29, 2026, approved payment of a final dividend of 6.0 pence per ordinary share for the year ended 31 March 2026.Upcoming Dividend • Jul 23Upcoming dividend of UK£0.06 per shareEligible shareholders must have bought the stock before 30 July 2026. Payment date: 28 August 2026. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.4%). Higher than average of industry peers (2.2%).Declared Dividend • Jul 09Final dividend increased to UK£0.06Dividend of UK£0.06 is 50% higher than last year. Ex-date: 30th July 2026 Payment date: 28th August 2026 Dividend yield will be 2.5%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is covered by cash flows (71% cash payout ratio). The dividend has increased by an average of 38% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years, which if continued should maintain adequate earnings cover for the dividend.お知らせ • Jul 08Triad Group plc, Annual General Meeting, Jul 29, 2026Triad Group plc, Annual General Meeting, Jul 29, 2026. Location: the josephine room, the jugged hare, 49 chiswell street, ec1y 4sa, london United KingdomValuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£3.70, the stock trades at a trailing P/E ratio of 37.9x. Average trailing P/E is 29x in the IT industry in the United Kingdom. Total returns to shareholders of 160% over the past three years.分析記事 • Jun 29Investors Can Find Comfort In Triad Group's (LON:TRD) Earnings QualityTriad Group plc's ( LON:TRD ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...Reported Earnings • Jun 23Full year 2026 earnings released: EPS: UK£0.099 (vs UK£0.099 in FY 2025)Full year 2026 results: EPS: UK£0.099 (in line with FY 2025). Revenue: UK£24.8m (up 16% from FY 2025). Net income: UK£1.70m (down 1.7% from FY 2025). Profit margin: 6.9% (down from 8.1% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 22Triad Group plc Proposes Final Dividend for the Year Ended 31 March 2026The board of Triad Group plc is proposing a final dividend of 6 pence per share (2025: 4 pence per share), bringing the total dividend to 9 pence per share for the year ended 31 March 2026. The dividend is subject to shareholder approval at the Annual General Meeting.New Risk • Jun 14New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 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: Minor Risks Latest financial reports are more than 6 months old (reported September 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (UK£49.7m market cap, or US$66.6m).お知らせ • Mar 03Triad Group Plc Announces Board Changes, Effective March 2, 2026Triad Group Plc announced that senior independent non-Executive Director Chris Duckworth has left the Board of Directors with effect from 02 March 2026. Triad also announced the appointment of Steve Sanderson as Chris's replacement as senior independent non-Executive Director effective from 2 March 2026. Steve is a chartered accountant and returns to the Board as a former non-Executive Director of the Company for many years. Steve brings extensive industry experience to the Board and in recent years served as Finance Director of e2E, a UK space systems and satellite consultancy company acquired by Telespazio UK Ltd. in November 2023.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£2.86, the stock trades at a trailing P/E ratio of 27.2x. Average trailing P/E is 24x in the IT industry in the United Kingdom. Total returns to shareholders of 183% over the past three years.Declared Dividend • Nov 27First half dividend increased to UK£0.03Dividend of UK£0.03 is 50% higher than last year. Ex-date: 4th December 2025 Payment date: 30th December 2025 Dividend yield will be 2.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 36% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Nov 26Triad Group plc Proposes an Interim Dividend for the Period to 30 September 2025, Payable on 30 December 2025Triad Group plc Directors proposed an interim dividend for the period to 30 September 2025 of 3 pence per share (2024 interim dividend: 2 pence per share). The Company will pay the dividend on 30 December 2025 to all shareholders on the register of members of the Company at the close of business on 5 December 2025. The ex-dividend date will be on 4 December 2025.分析記事 • Sep 13Optimistic Investors Push Triad Group plc (LON:TRD) Shares Up 32% But Growth Is LackingTriad Group plc ( LON:TRD ) shareholders are no doubt pleased to see that the share price has bounced 32% in the last...Recent Insider Transactions • Aug 20MD & Executive Director recently sold UK£76k worth of stockOn the 14th of August, Adrian Leer sold around 33k shares on-market at roughly UK£2.30 per share. This transaction amounted to 9.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Adrian's only on-market trade for the last 12 months.お知らせ • Jul 31Triad Group plc Approves Final Dividend for the Year Ended 31 March, 2025Triad Group plc in its Annual General Meeting held on 29 July 2025 approved payment of a final dividend of 4.0 pence per ordinary share for the year ended 31 March 2025.Upcoming Dividend • Jul 24Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 31 July 2025. Payment date: 01 September 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.4%). Lower than average of industry peers (3.4%).Declared Dividend • Jul 09Final dividend of UK£0.04 announcedDividend of UK£0.04 is the same as last year. Ex-date: 31st July 2025 Payment date: 1st September 2025 Dividend yield will be 2.0%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 36% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 7.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jul 08Triad Group plc, Annual General Meeting, Jul 29, 2025Triad Group plc, Annual General Meeting, Jul 29, 2025. Location: the josephine room, the jugged hare, 49 chiswell street, ec1y 4sa, london United Kingdomお知らせ • Jul 07Triad Group plc Proposes Final Dividend of the Year Ended 31 March 2025, Payable on 1 September 2025Triad Group plc proposed final dividend of 4.0 pence per share in respect of the year ended 31 March 2025. Subject to approval by shareholders at the Company's AGM, the final dividend will be paid on 1 September 2025 to shareholders on the register of members at close of business on 1 August 2025.分析記事 • Jun 23Statutory Profit Doesn't Reflect How Good Triad Group's (LON:TRD) Earnings AreInvestors were underwhelmed by the solid earnings posted by Triad Group plc ( LON:TRD ) recently. We did some digging...Reported Earnings • Jun 17Full year 2025 earnings released: EPS: UK£0.099 (vs UK£0.061 loss in FY 2024)Full year 2025 results: EPS: UK£0.099 (up from UK£0.061 loss in FY 2024). Revenue: UK£21.4m (up 53% from FY 2024). Net income: UK£1.73m (up UK£2.74m from FY 2024). Profit margin: 8.1% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 27New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 131% Cash payout ratio: 96% Dividend yield: 2.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 131% Cash payout ratio: 96% Earnings have declined by 8.0% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Large one-off items impacting financial results. Market cap is less than US$100m (UK£47.9m market cap, or US$64.9m).New Risk • May 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 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 Risk Earnings have declined by 8.0% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Large one-off items impacting financial results. Market cap is less than US$100m (UK£47.9m market cap, or US$64.8m).分析記事 • Apr 08Triad Group plc's (LON:TRD) Popularity With Investors Under Threat As Stock Sinks 29%Triad Group plc ( LON:TRD ) shareholders won't be pleased to see that the share price has had a very rough month...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to UK£2.75, the stock trades at a trailing P/E ratio of 62.8x. Average trailing P/E is 18x in the IT industry in the United Kingdom. Total returns to shareholders of 137% over the past three years.Buy Or Sell Opportunity • Mar 31Now 21% undervaluedOver the last 90 days, the stock has risen 18% to UK£3.25. The fair value is estimated to be UK£4.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Feb 03Now 21% undervaluedOver the last 90 days, the stock has risen 15% to UK£3.50. The fair value is estimated to be UK£4.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Meanwhile, the company has become profitable.分析記事 • Jan 26Revenues Not Telling The Story For Triad Group plc (LON:TRD) After Shares Rise 27%Triad Group plc ( LON:TRD ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. The...Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to UK£3.45, the stock trades at a trailing P/E ratio of 75.4x. Average trailing P/E is 25x in the IT industry in the United Kingdom. Total returns to shareholders of 134% over the past three years.Upcoming Dividend • Nov 14Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 21 November 2024. Payment date: 20 December 2024. The company is paying out more than 100% of its profits and is paying out 92% of its cash flow. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.2%).Reported Earnings • Nov 12First half 2025 earnings released: EPS: UK£0.047 (vs UK£0.06 loss in 1H 2024)First half 2025 results: EPS: UK£0.047 (up from UK£0.06 loss in 1H 2024). Revenue: UK£10.2m (up 60% from 1H 2024). Net income: UK£777.0k (up UK£1.78m from 1H 2024). Profit margin: 7.6% (up from net loss in 1H 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 128 percentage points per year, which is a significant difference in performance.お知らせ • Nov 07Triad Group plc Proposes an Interim Dividend for the Period to 30 September 2024, Payable on 20 December 2024The Directors of Triad Group plc proposed an interim dividend for the period to 30 September 2024 of 2 pence per share (2023 interim dividend: 2 pence per share). The Company will pay the dividend on 20 December 2024 to all shareholders on the register of members of the Company at the close of business on 22 November 2024. The ex-dividend date will be on 21 November 2024.お知らせ • Nov 06Triad Group plc Announces Board ChangesTriad Group Plc announced that effective from 1 November 2024, Chris Duckworth, senior non-Executive Director, has stepped down from his positions as Chairman of both the Audit and Remuneration Committees. Chris remains a member of both Committees. Charlotte Rigg, Deputy Executive Chairman, has been appointed as Chairman of the Audit Committee and Alison Lander, non-Executive Director, has been appointed Chairman of the Remuneration Committee. Both appointments were effective on 1 November 2024.お知らせ • Sep 20Ceris Gardner Leaves the Board of Directors of Triad Group plcTriad Group Plc announced that non-Executive Director Ceris Gardner has left the Board of Directors effective 19 September 2024. The Board has no plans to make any new non-Executive appointments in the near future.Recent Insider Transactions • Aug 01Executive Chairman recently bought UK£200k worth of stockOn the 31st of July, John Rigg bought around 70k shares on-market at roughly UK£2.85 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth UK£1.3m. John has been a buyer over the last 12 months, purchasing a net total of UK£1.5m worth in shares.お知らせ • Jul 27Triad Group plc, Annual General Meeting, Aug 22, 2024Triad Group plc, Annual General Meeting, Aug 22, 2024.お知らせ • Jul 26Triad Group plc Proposes Final Dividend of the Year Ended 31 March 2024, Payable on 2 September 2024Triad Group plc proposed final dividend of 4.0 pence per share in respect of the year ended 31 March 2024. Subject to approval by shareholders at the Company's Annual General Meeting to be held on 22 August 2024, the final dividend will be paid on 2 September 2024 to shareholders on the register of members at close of business on 2 August 2024.Recent Insider Transactions • Jul 12Executive Chairman recently bought UK£1.3m worth of stockOn the 10th of July, John Rigg bought around 426k shares on-market at roughly UK£3.15 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.お知らせ • Jul 01Triad Group plc Appoints Ceris Gardner as Non-Executive DirectorTriad Group plc announced the appointment of Ceris Gardner as non-executive director. Ceris is a lawyer of over 30 years' standing in the profession and is recognized as an industry leading expert. She is currently a consultant at Maurice Turnor Gardner LLP, of which she was a founding partner in 2009, and previously held the position of partner at Allen and Overy LLP from 1991 to 2009.Reported Earnings • Jun 27Full year 2024 earnings released: UK£0.061 loss per share (vs UK£0.003 loss in FY 2023)Full year 2024 results: UK£0.061 loss per share (further deteriorated from UK£0.003 loss in FY 2023). Revenue: UK£14.0m (down 5.5% from FY 2023). Net loss: UK£1.01m (loss widened UK£969.0k from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 143 percentage points per year, which is a significant difference in performance.分析記事 • Jun 27We're Not Worried About Triad Group's (LON:TRD) Cash BurnWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...分析記事 • Mar 23There's Reason For Concern Over Triad Group plc's (LON:TRD) Massive 27% Price JumpTriad Group plc ( LON:TRD ) shares have continued their recent momentum with a 27% gain in the last month alone. The...分析記事 • Mar 09We're Interested To See How Triad Group (LON:TRD) Uses Its Cash Hoard To GrowWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Upcoming Dividend • Dec 28Upcoming dividend of UK£0.02 per share at 4.1% yieldEligible shareholders must have bought the stock before 04 January 2024. Payment date: 31 January 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.1%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.5%).分析記事 • Dec 27Triad Group plc (LON:TRD) Investors Are Less Pessimistic Than ExpectedIt's not a stretch to say that Triad Group plc's ( LON:TRD ) price-to-sales (or "P/S") ratio of 1.7x right now seems...Reported Earnings • Dec 21First half 2024 earnings released: UK£0.06 loss per share (vs UK£0.025 loss in 1H 2023)First half 2024 results: UK£0.06 loss per share (further deteriorated from UK£0.025 loss in 1H 2023). Revenue: UK£6.39m (down 10% from 1H 2023). Net loss: UK£999.0k (loss widened 143% from 1H 2023). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.お知らせ • Dec 20Triad Group plc Proposes Interim Dividend for the Period to 30 September 2023, Payable on 31 January 2024Triad Group plc proposed an interim dividend for the period to 30 September 2023 of 2.00 pence per share (2022 interim dividend: 2 pence per share). The Company will pay the dividend on 31 January 2024 to all shareholders on the register of members of the Company at the close of business on 5 January 2024. The ex-dividend date will be on 4 January 2024.分析記事 • Nov 01A Look At The Intrinsic Value Of Triad Group plc (LON:TRD)Key Insights Triad Group's estimated fair value is UK£0.90 based on Dividend Discount Model With UK£1.05 share price...お知らせ • Jul 30Triad Group plc Approves Payment of Final Dividend for the Year Ended 31 March 2023Triad Group plc approved payment of a final dividend of 4.0 pence per share for the year ended 31 March 2023, at the Annual General Meeting held on 26 July 2023.お知らせ • Jul 06Triad Group plc, Annual General Meeting, Jul 26, 2023Triad Group plc, Annual General Meeting, Jul 26, 2023, at 10:00 Coordinated Universal Time. Location: The Josephine Room, The Jugged Hare, 49 Chiswell Street London United Kingdomお知らせ • Jun 29Triad Group Plc Announces Directorate ChangeTriad Group Plc announced that Alistair Fulton, now in his 75th year, has decided to retire and will therefore resign his position as Director with effect from 31st July 2023. Alistair has served successively as CEO, Chairman and non-Executive Director continuously for more than 34 years. He was one of the three founding members of the Company in November 1988 and has made a massive contribution to its development since. Alistair will be succeeded as senior non-Executive Director, and Chairman of the Audit and Remuneration Committees by Christopher Duckworth.お知らせ • Jun 13Triad Group plc Proposes Final Dividend for the Year Ended 31 March 2023Triad Group plc announced that Board is proposing a final dividend of 4 pence per share, bringing the total dividend to 6 pence for the financial year. The dividend is subject to shareholder approval at the Annual General Meeting ("AGM"), and details of the AGM will be announced at the appropriate time.Reported Earnings • Jun 12Full year 2023 earnings released: UK£0.003 loss per share (vs UK£0.072 profit in FY 2022)Full year 2023 results: UK£0.003 loss per share (down from UK£0.072 profit in FY 2022). Revenue: UK£14.9m (down 13% from FY 2022). Net loss: UK£44.0k (down 104% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 01Triad Group plc Announces Board AppointmentsTriad Group plc announced the appointment of Charlotte Rigg as Deputy Executive Chairman and Alison Lander as non-executive director. Both appointments are effective from 1 June 2023. Charlotte Rigg was appointed to the Board as non-Executive Director on 1 January 2020, and during this time has contributed to the success of the business and has been an invaluable member of the Board. Charlotte has extensive business experience spanning 30 years, running an internationally recognised stud farm and grazing farm, as well as an investment property business. Charlotte currently holds 312,000 ordinary shares in Triad, representing 1.88% of the issued ordinary share capital. Alison Lander brings to the Board many years of invaluable experience working in the IT sector includingin-house teams responsible for simulation software, first at Vickers Shipbuilding, followed by Fokker Space in the Netherlands. Alison then moved to a smaller software business with engagements in sectors including utilities and finance. Having worked with Triad consultants on some of these engagements, she joined the Company for several years on her return to the UK. She has also had a continuous relationship with the Company assisting the Chairman and Board for over 20 years and is therefore very familiar with its business and people. A science graduate, she has recently been awarded distinctions in both a diploma in Corporate Governance and a certificate in ESG from the Corporate Governance Institute. Alison currently holds 134,545ordinary shares in Triad, representing 0.81% of the issued ordinary share capital.分析記事 • Jan 18A Look At The Fair Value Of Triad Group plc (LON:TRD)Key Insights Triad Group's estimated fair value is UK£0.8 based on Dividend Discount Model Current share price of...Upcoming Dividend • Dec 08Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 15 December 2022. Payment date: 13 January 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 6.2%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.0%).Reported Earnings • Dec 02First half 2023 earnings released: UK£0.025 loss per share (vs UK£0.052 profit in 1H 2022)First half 2023 results: UK£0.025 loss per share (down from UK£0.052 profit in 1H 2022). Revenue: UK£7.12m (down 17% from 1H 2022). Net loss: UK£411.0k (down 149% from profit in 1H 2022). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to UK£1.03, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 30x in the IT industry in the United Kingdom. Total returns to shareholders of 156% over the past three years.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Charlotte Rigg was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jul 21Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 19 August 2022. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 6.2%. Within top quartile of British dividend payers (5.3%). Higher than average of industry peers (4.1%).Reported Earnings • May 27Full year 2022 earnings released: EPS: UK£0.072 (vs UK£0.043 in FY 2021)Full year 2022 results: EPS: UK£0.072 (up from UK£0.043 in FY 2021). Revenue: UK£17.0m (down 4.5% from FY 2021). Net income: UK£1.17m (up 71% from FY 2021). Profit margin: 6.9% (up from 3.8% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 27Full year 2022 earnings released: EPS: UK£0.072 (vs UK£0.043 in FY 2021)Full year 2022 results: EPS: UK£0.072 (up from UK£0.043 in FY 2021). Revenue: UK£17.0m (down 4.5% from FY 2021). Net income: UK£1.17m (up 71% from FY 2021). Profit margin: 6.9% (up from 3.8% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Charlotte Rigg was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 22% share price gain to UK£1.53, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 33x in the IT industry in the United Kingdom. Total returns to shareholders of 263% over the past three years.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to UK£1.33, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 36x in the IT industry in the United Kingdom. Total returns to shareholders of 291% over the past three years.Recent Insider Transactions • Jan 22Executive Chairman recently bought UK£67k worth of stockOn the 17th of January, John Rigg bought around 50k shares on-market at roughly UK£1.34 per share. This was the largest purchase by an insider in the last 3 months. John has been a buyer over the last 12 months, purchasing a net total of UK£124k worth in shares.Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to UK£1.43, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 40x in the IT industry in the United Kingdom. Total returns to shareholders of 357% over the past three years.Recent Insider Transactions Derivative • Nov 27MD & Executive Director exercised options to buy UK£173k worth of stock.On the 23rd of November, Adrian Leer exercised options to buy 150k shares at a strike price of around UK£0.54, costing a total of UK£80k. This transaction amounted to 97% of their direct individual holding at the time of the trade. Since March 2021, Adrian has owned 155.38k shares directly. Company insiders have collectively bought UK£153k more than they sold, via options and on-market transactions, in the last 12 months.Upcoming Dividend • Nov 25Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 02 December 2021. Payment date: 24 December 2021. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (2.0%).分析記事 • Nov 09We Think Triad Group's (LON:TRD) Solid Earnings Are UnderstatedTriad Group plc's ( LON:TRD ) solid earnings announcement recently didn't do much to the stock price. We did some...Reported Earnings • Nov 04First half 2022 earnings released: EPS UK£0.052 (vs UK£0.003 in 1H 2021)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2022 results: Revenue: UK£8.58m (down 1.7% from 1H 2021). Net income: UK£847.0k (up UK£797.0k from 1H 2021). Profit margin: 9.9% (up from 0.6% in 1H 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improved over the past weekAfter last week's 17% share price gain to UK£1.23, the stock trades at a trailing P/E ratio of 29.2x. Average trailing P/E is 45x in the IT industry in the United Kingdom. Total returns to shareholders of 107% over the past three years.分析記事 • Sep 17A Look At The Fair Value Of Triad Group plc (LON:TRD)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Triad Group plc...Upcoming Dividend • Jul 22Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 20 August 2021. Trailing yield: 2.1%. Lower than top quartile of British dividend payers (4.0%). In line with average of industry peers (2.1%).分析記事 • Jul 22Most Shareholders Will Probably Find That The CEO Compensation For Triad Group plc (LON:TRD) Is ReasonableThe share price of Triad Group plc ( LON:TRD ) has increased significantly over the past few years. However, the...Valuation Update With 7 Day Price Move • Jul 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to UK£1.02, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 42x in the IT industry in the United Kingdom. Total returns to shareholders of 55% over the past three years.Reported Earnings • Jun 16Full year 2021 earnings released: EPS UK£0.043 (vs UK£0.048 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£17.8m (down 8.0% from FY 2020). Net income: UK£685.0k (up UK£1.45m from FY 2020). Profit margin: 3.8% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 18New 90-day high: UK£1.33The company is up 391% from its price of UK£0.27 on 19 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 17% over the same period.分析記事 • Jan 05Estimating The Intrinsic Value Of Triad Group plc (LON:TRD)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Triad Group plc...Is New 90 Day High Low • Dec 31New 90-day high: UK£0.50The company is up 89% from its price of UK£0.27 on 02 October 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 19% over the same period.Is New 90 Day High Low • Dec 11New 90-day high: UK£0.41The company is up 53% from its price of UK£0.27 on 11 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 1.0% over the same period.Reported Earnings • Nov 29First half 2021 earnings released: EPS UK£0.003The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: UK£8.73m (down 3.3% from 1H 2020). Net income: UK£50.0k (up UK£440.0k from 1H 2020). Profit margin: 0.6% (up from net loss in 1H 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 96% 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.Is New 90 Day High Low • Nov 19New 90-day high: UK£0.27The company is up 6.0% from its price of UK£0.26 on 20 August 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 4.0% over the same period.Is New 90 Day High Low • Oct 21New 90-day low: UK£0.24The company is down 13% from its price of UK£0.28 on 23 July 2020. The British market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 3.0% over the same period.決済の安定と成長配当データの取得安定した配当: TRDは 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: TRDの配当金は増加していますが、同社は9年間しか配当金を支払っていません。配当利回り対市場Triad Group 配当利回り対市場TRD 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (TRD)2.1%市場下位25% (GB)2.0%市場トップ25% (GB)5.3%業界平均 (IT)2.2%アナリスト予想 (TRD) (最長3年)n/a注目すべき配当: TRDの配当金 ( 2.14% ) はUK市場の配当金支払者の下位 25% ( 2.03% ) よりも高くなっています。高配当: TRDの配当金 ( 2.14% ) はUK市場の配当金支払者の上位 25% ( 5.31% ) と比較すると低いです。株主への利益配当収益カバレッジ: TRDは高い 配当性向 ( 90.7% ) のため、配当金の支払いは利益によって十分にカバーされていません。株主配当金キャッシュフローカバレッジ: TRDは合理的な 現金配当性向 ( 71.5% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。高配当企業の発掘7D1Y7D1Y7D1YGB 市場の強力な配当支払い企業。View Management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2026/08/13 18:30終値2026/08/13 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこの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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Triad Group plc 0 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。0
お知らせ • Aug 01Triad Group plc Approves Final Dividend for the Year Ended 31 March 2026Triad Group plc at its AGM held on July 29, 2026, approved payment of a final dividend of 6.0 pence per ordinary share for the year ended 31 March 2026.
Upcoming Dividend • Jul 23Upcoming dividend of UK£0.06 per shareEligible shareholders must have bought the stock before 30 July 2026. Payment date: 28 August 2026. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.4%). Higher than average of industry peers (2.2%).
Declared Dividend • Jul 09Final dividend increased to UK£0.06Dividend of UK£0.06 is 50% higher than last year. Ex-date: 30th July 2026 Payment date: 28th August 2026 Dividend yield will be 2.5%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is covered by cash flows (71% cash payout ratio). The dividend has increased by an average of 38% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years, which if continued should maintain adequate earnings cover for the dividend.
お知らせ • Jun 22Triad Group plc Proposes Final Dividend for the Year Ended 31 March 2026The board of Triad Group plc is proposing a final dividend of 6 pence per share (2025: 4 pence per share), bringing the total dividend to 9 pence per share for the year ended 31 March 2026. The dividend is subject to shareholder approval at the Annual General Meeting.
Declared Dividend • Nov 27First half dividend increased to UK£0.03Dividend of UK£0.03 is 50% higher than last year. Ex-date: 4th December 2025 Payment date: 30th December 2025 Dividend yield will be 2.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 36% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 26Triad Group plc Proposes an Interim Dividend for the Period to 30 September 2025, Payable on 30 December 2025Triad Group plc Directors proposed an interim dividend for the period to 30 September 2025 of 3 pence per share (2024 interim dividend: 2 pence per share). The Company will pay the dividend on 30 December 2025 to all shareholders on the register of members of the Company at the close of business on 5 December 2025. The ex-dividend date will be on 4 December 2025.
お知らせ • Aug 01Triad Group plc Approves Final Dividend for the Year Ended 31 March 2026Triad Group plc at its AGM held on July 29, 2026, approved payment of a final dividend of 6.0 pence per ordinary share for the year ended 31 March 2026.
Upcoming Dividend • Jul 23Upcoming dividend of UK£0.06 per shareEligible shareholders must have bought the stock before 30 July 2026. Payment date: 28 August 2026. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.4%). Higher than average of industry peers (2.2%).
Declared Dividend • Jul 09Final dividend increased to UK£0.06Dividend of UK£0.06 is 50% higher than last year. Ex-date: 30th July 2026 Payment date: 28th August 2026 Dividend yield will be 2.5%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is covered by cash flows (71% cash payout ratio). The dividend has increased by an average of 38% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years, which if continued should maintain adequate earnings cover for the dividend.
お知らせ • Jul 08Triad Group plc, Annual General Meeting, Jul 29, 2026Triad Group plc, Annual General Meeting, Jul 29, 2026. Location: the josephine room, the jugged hare, 49 chiswell street, ec1y 4sa, london United Kingdom
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£3.70, the stock trades at a trailing P/E ratio of 37.9x. Average trailing P/E is 29x in the IT industry in the United Kingdom. Total returns to shareholders of 160% over the past three years.
分析記事 • Jun 29Investors Can Find Comfort In Triad Group's (LON:TRD) Earnings QualityTriad Group plc's ( LON:TRD ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...
Reported Earnings • Jun 23Full year 2026 earnings released: EPS: UK£0.099 (vs UK£0.099 in FY 2025)Full year 2026 results: EPS: UK£0.099 (in line with FY 2025). Revenue: UK£24.8m (up 16% from FY 2025). Net income: UK£1.70m (down 1.7% from FY 2025). Profit margin: 6.9% (down from 8.1% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 22Triad Group plc Proposes Final Dividend for the Year Ended 31 March 2026The board of Triad Group plc is proposing a final dividend of 6 pence per share (2025: 4 pence per share), bringing the total dividend to 9 pence per share for the year ended 31 March 2026. The dividend is subject to shareholder approval at the Annual General Meeting.
New Risk • Jun 14New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 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: Minor Risks Latest financial reports are more than 6 months old (reported September 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (UK£49.7m market cap, or US$66.6m).
お知らせ • Mar 03Triad Group Plc Announces Board Changes, Effective March 2, 2026Triad Group Plc announced that senior independent non-Executive Director Chris Duckworth has left the Board of Directors with effect from 02 March 2026. Triad also announced the appointment of Steve Sanderson as Chris's replacement as senior independent non-Executive Director effective from 2 March 2026. Steve is a chartered accountant and returns to the Board as a former non-Executive Director of the Company for many years. Steve brings extensive industry experience to the Board and in recent years served as Finance Director of e2E, a UK space systems and satellite consultancy company acquired by Telespazio UK Ltd. in November 2023.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£2.86, the stock trades at a trailing P/E ratio of 27.2x. Average trailing P/E is 24x in the IT industry in the United Kingdom. Total returns to shareholders of 183% over the past three years.
Declared Dividend • Nov 27First half dividend increased to UK£0.03Dividend of UK£0.03 is 50% higher than last year. Ex-date: 4th December 2025 Payment date: 30th December 2025 Dividend yield will be 2.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 36% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 26Triad Group plc Proposes an Interim Dividend for the Period to 30 September 2025, Payable on 30 December 2025Triad Group plc Directors proposed an interim dividend for the period to 30 September 2025 of 3 pence per share (2024 interim dividend: 2 pence per share). The Company will pay the dividend on 30 December 2025 to all shareholders on the register of members of the Company at the close of business on 5 December 2025. The ex-dividend date will be on 4 December 2025.
分析記事 • Sep 13Optimistic Investors Push Triad Group plc (LON:TRD) Shares Up 32% But Growth Is LackingTriad Group plc ( LON:TRD ) shareholders are no doubt pleased to see that the share price has bounced 32% in the last...
Recent Insider Transactions • Aug 20MD & Executive Director recently sold UK£76k worth of stockOn the 14th of August, Adrian Leer sold around 33k shares on-market at roughly UK£2.30 per share. This transaction amounted to 9.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Adrian's only on-market trade for the last 12 months.
お知らせ • Jul 31Triad Group plc Approves Final Dividend for the Year Ended 31 March, 2025Triad Group plc in its Annual General Meeting held on 29 July 2025 approved payment of a final dividend of 4.0 pence per ordinary share for the year ended 31 March 2025.
Upcoming Dividend • Jul 24Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 31 July 2025. Payment date: 01 September 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.4%). Lower than average of industry peers (3.4%).
Declared Dividend • Jul 09Final dividend of UK£0.04 announcedDividend of UK£0.04 is the same as last year. Ex-date: 31st July 2025 Payment date: 1st September 2025 Dividend yield will be 2.0%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 36% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 7.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 08Triad Group plc, Annual General Meeting, Jul 29, 2025Triad Group plc, Annual General Meeting, Jul 29, 2025. Location: the josephine room, the jugged hare, 49 chiswell street, ec1y 4sa, london United Kingdom
お知らせ • Jul 07Triad Group plc Proposes Final Dividend of the Year Ended 31 March 2025, Payable on 1 September 2025Triad Group plc proposed final dividend of 4.0 pence per share in respect of the year ended 31 March 2025. Subject to approval by shareholders at the Company's AGM, the final dividend will be paid on 1 September 2025 to shareholders on the register of members at close of business on 1 August 2025.
分析記事 • Jun 23Statutory Profit Doesn't Reflect How Good Triad Group's (LON:TRD) Earnings AreInvestors were underwhelmed by the solid earnings posted by Triad Group plc ( LON:TRD ) recently. We did some digging...
Reported Earnings • Jun 17Full year 2025 earnings released: EPS: UK£0.099 (vs UK£0.061 loss in FY 2024)Full year 2025 results: EPS: UK£0.099 (up from UK£0.061 loss in FY 2024). Revenue: UK£21.4m (up 53% from FY 2024). Net income: UK£1.73m (up UK£2.74m from FY 2024). Profit margin: 8.1% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 27New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 131% Cash payout ratio: 96% Dividend yield: 2.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 131% Cash payout ratio: 96% Earnings have declined by 8.0% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Large one-off items impacting financial results. Market cap is less than US$100m (UK£47.9m market cap, or US$64.9m).
New Risk • May 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 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 Risk Earnings have declined by 8.0% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Large one-off items impacting financial results. Market cap is less than US$100m (UK£47.9m market cap, or US$64.8m).
分析記事 • Apr 08Triad Group plc's (LON:TRD) Popularity With Investors Under Threat As Stock Sinks 29%Triad Group plc ( LON:TRD ) shareholders won't be pleased to see that the share price has had a very rough month...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to UK£2.75, the stock trades at a trailing P/E ratio of 62.8x. Average trailing P/E is 18x in the IT industry in the United Kingdom. Total returns to shareholders of 137% over the past three years.
Buy Or Sell Opportunity • Mar 31Now 21% undervaluedOver the last 90 days, the stock has risen 18% to UK£3.25. The fair value is estimated to be UK£4.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Feb 03Now 21% undervaluedOver the last 90 days, the stock has risen 15% to UK£3.50. The fair value is estimated to be UK£4.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • Jan 26Revenues Not Telling The Story For Triad Group plc (LON:TRD) After Shares Rise 27%Triad Group plc ( LON:TRD ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. The...
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to UK£3.45, the stock trades at a trailing P/E ratio of 75.4x. Average trailing P/E is 25x in the IT industry in the United Kingdom. Total returns to shareholders of 134% over the past three years.
Upcoming Dividend • Nov 14Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 21 November 2024. Payment date: 20 December 2024. The company is paying out more than 100% of its profits and is paying out 92% of its cash flow. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.2%).
Reported Earnings • Nov 12First half 2025 earnings released: EPS: UK£0.047 (vs UK£0.06 loss in 1H 2024)First half 2025 results: EPS: UK£0.047 (up from UK£0.06 loss in 1H 2024). Revenue: UK£10.2m (up 60% from 1H 2024). Net income: UK£777.0k (up UK£1.78m from 1H 2024). Profit margin: 7.6% (up from net loss in 1H 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 128 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 07Triad Group plc Proposes an Interim Dividend for the Period to 30 September 2024, Payable on 20 December 2024The Directors of Triad Group plc proposed an interim dividend for the period to 30 September 2024 of 2 pence per share (2023 interim dividend: 2 pence per share). The Company will pay the dividend on 20 December 2024 to all shareholders on the register of members of the Company at the close of business on 22 November 2024. The ex-dividend date will be on 21 November 2024.
お知らせ • Nov 06Triad Group plc Announces Board ChangesTriad Group Plc announced that effective from 1 November 2024, Chris Duckworth, senior non-Executive Director, has stepped down from his positions as Chairman of both the Audit and Remuneration Committees. Chris remains a member of both Committees. Charlotte Rigg, Deputy Executive Chairman, has been appointed as Chairman of the Audit Committee and Alison Lander, non-Executive Director, has been appointed Chairman of the Remuneration Committee. Both appointments were effective on 1 November 2024.
お知らせ • Sep 20Ceris Gardner Leaves the Board of Directors of Triad Group plcTriad Group Plc announced that non-Executive Director Ceris Gardner has left the Board of Directors effective 19 September 2024. The Board has no plans to make any new non-Executive appointments in the near future.
Recent Insider Transactions • Aug 01Executive Chairman recently bought UK£200k worth of stockOn the 31st of July, John Rigg bought around 70k shares on-market at roughly UK£2.85 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth UK£1.3m. John has been a buyer over the last 12 months, purchasing a net total of UK£1.5m worth in shares.
お知らせ • Jul 27Triad Group plc, Annual General Meeting, Aug 22, 2024Triad Group plc, Annual General Meeting, Aug 22, 2024.
お知らせ • Jul 26Triad Group plc Proposes Final Dividend of the Year Ended 31 March 2024, Payable on 2 September 2024Triad Group plc proposed final dividend of 4.0 pence per share in respect of the year ended 31 March 2024. Subject to approval by shareholders at the Company's Annual General Meeting to be held on 22 August 2024, the final dividend will be paid on 2 September 2024 to shareholders on the register of members at close of business on 2 August 2024.
Recent Insider Transactions • Jul 12Executive Chairman recently bought UK£1.3m worth of stockOn the 10th of July, John Rigg bought around 426k shares on-market at roughly UK£3.15 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
お知らせ • Jul 01Triad Group plc Appoints Ceris Gardner as Non-Executive DirectorTriad Group plc announced the appointment of Ceris Gardner as non-executive director. Ceris is a lawyer of over 30 years' standing in the profession and is recognized as an industry leading expert. She is currently a consultant at Maurice Turnor Gardner LLP, of which she was a founding partner in 2009, and previously held the position of partner at Allen and Overy LLP from 1991 to 2009.
Reported Earnings • Jun 27Full year 2024 earnings released: UK£0.061 loss per share (vs UK£0.003 loss in FY 2023)Full year 2024 results: UK£0.061 loss per share (further deteriorated from UK£0.003 loss in FY 2023). Revenue: UK£14.0m (down 5.5% from FY 2023). Net loss: UK£1.01m (loss widened UK£969.0k from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 143 percentage points per year, which is a significant difference in performance.
分析記事 • Jun 27We're Not Worried About Triad Group's (LON:TRD) Cash BurnWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
分析記事 • Mar 23There's Reason For Concern Over Triad Group plc's (LON:TRD) Massive 27% Price JumpTriad Group plc ( LON:TRD ) shares have continued their recent momentum with a 27% gain in the last month alone. The...
分析記事 • Mar 09We're Interested To See How Triad Group (LON:TRD) Uses Its Cash Hoard To GrowWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Upcoming Dividend • Dec 28Upcoming dividend of UK£0.02 per share at 4.1% yieldEligible shareholders must have bought the stock before 04 January 2024. Payment date: 31 January 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.1%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.5%).
分析記事 • Dec 27Triad Group plc (LON:TRD) Investors Are Less Pessimistic Than ExpectedIt's not a stretch to say that Triad Group plc's ( LON:TRD ) price-to-sales (or "P/S") ratio of 1.7x right now seems...
Reported Earnings • Dec 21First half 2024 earnings released: UK£0.06 loss per share (vs UK£0.025 loss in 1H 2023)First half 2024 results: UK£0.06 loss per share (further deteriorated from UK£0.025 loss in 1H 2023). Revenue: UK£6.39m (down 10% from 1H 2023). Net loss: UK£999.0k (loss widened 143% from 1H 2023). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.
お知らせ • Dec 20Triad Group plc Proposes Interim Dividend for the Period to 30 September 2023, Payable on 31 January 2024Triad Group plc proposed an interim dividend for the period to 30 September 2023 of 2.00 pence per share (2022 interim dividend: 2 pence per share). The Company will pay the dividend on 31 January 2024 to all shareholders on the register of members of the Company at the close of business on 5 January 2024. The ex-dividend date will be on 4 January 2024.
分析記事 • Nov 01A Look At The Intrinsic Value Of Triad Group plc (LON:TRD)Key Insights Triad Group's estimated fair value is UK£0.90 based on Dividend Discount Model With UK£1.05 share price...
お知らせ • Jul 30Triad Group plc Approves Payment of Final Dividend for the Year Ended 31 March 2023Triad Group plc approved payment of a final dividend of 4.0 pence per share for the year ended 31 March 2023, at the Annual General Meeting held on 26 July 2023.
お知らせ • Jul 06Triad Group plc, Annual General Meeting, Jul 26, 2023Triad Group plc, Annual General Meeting, Jul 26, 2023, at 10:00 Coordinated Universal Time. Location: The Josephine Room, The Jugged Hare, 49 Chiswell Street London United Kingdom
お知らせ • Jun 29Triad Group Plc Announces Directorate ChangeTriad Group Plc announced that Alistair Fulton, now in his 75th year, has decided to retire and will therefore resign his position as Director with effect from 31st July 2023. Alistair has served successively as CEO, Chairman and non-Executive Director continuously for more than 34 years. He was one of the three founding members of the Company in November 1988 and has made a massive contribution to its development since. Alistair will be succeeded as senior non-Executive Director, and Chairman of the Audit and Remuneration Committees by Christopher Duckworth.
お知らせ • Jun 13Triad Group plc Proposes Final Dividend for the Year Ended 31 March 2023Triad Group plc announced that Board is proposing a final dividend of 4 pence per share, bringing the total dividend to 6 pence for the financial year. The dividend is subject to shareholder approval at the Annual General Meeting ("AGM"), and details of the AGM will be announced at the appropriate time.
Reported Earnings • Jun 12Full year 2023 earnings released: UK£0.003 loss per share (vs UK£0.072 profit in FY 2022)Full year 2023 results: UK£0.003 loss per share (down from UK£0.072 profit in FY 2022). Revenue: UK£14.9m (down 13% from FY 2022). Net loss: UK£44.0k (down 104% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 01Triad Group plc Announces Board AppointmentsTriad Group plc announced the appointment of Charlotte Rigg as Deputy Executive Chairman and Alison Lander as non-executive director. Both appointments are effective from 1 June 2023. Charlotte Rigg was appointed to the Board as non-Executive Director on 1 January 2020, and during this time has contributed to the success of the business and has been an invaluable member of the Board. Charlotte has extensive business experience spanning 30 years, running an internationally recognised stud farm and grazing farm, as well as an investment property business. Charlotte currently holds 312,000 ordinary shares in Triad, representing 1.88% of the issued ordinary share capital. Alison Lander brings to the Board many years of invaluable experience working in the IT sector includingin-house teams responsible for simulation software, first at Vickers Shipbuilding, followed by Fokker Space in the Netherlands. Alison then moved to a smaller software business with engagements in sectors including utilities and finance. Having worked with Triad consultants on some of these engagements, she joined the Company for several years on her return to the UK. She has also had a continuous relationship with the Company assisting the Chairman and Board for over 20 years and is therefore very familiar with its business and people. A science graduate, she has recently been awarded distinctions in both a diploma in Corporate Governance and a certificate in ESG from the Corporate Governance Institute. Alison currently holds 134,545ordinary shares in Triad, representing 0.81% of the issued ordinary share capital.
分析記事 • Jan 18A Look At The Fair Value Of Triad Group plc (LON:TRD)Key Insights Triad Group's estimated fair value is UK£0.8 based on Dividend Discount Model Current share price of...
Upcoming Dividend • Dec 08Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 15 December 2022. Payment date: 13 January 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 6.2%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.0%).
Reported Earnings • Dec 02First half 2023 earnings released: UK£0.025 loss per share (vs UK£0.052 profit in 1H 2022)First half 2023 results: UK£0.025 loss per share (down from UK£0.052 profit in 1H 2022). Revenue: UK£7.12m (down 17% from 1H 2022). Net loss: UK£411.0k (down 149% from profit in 1H 2022). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to UK£1.03, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 30x in the IT industry in the United Kingdom. Total returns to shareholders of 156% over the past three years.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Charlotte Rigg was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jul 21Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 19 August 2022. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 6.2%. Within top quartile of British dividend payers (5.3%). Higher than average of industry peers (4.1%).
Reported Earnings • May 27Full year 2022 earnings released: EPS: UK£0.072 (vs UK£0.043 in FY 2021)Full year 2022 results: EPS: UK£0.072 (up from UK£0.043 in FY 2021). Revenue: UK£17.0m (down 4.5% from FY 2021). Net income: UK£1.17m (up 71% from FY 2021). Profit margin: 6.9% (up from 3.8% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 27Full year 2022 earnings released: EPS: UK£0.072 (vs UK£0.043 in FY 2021)Full year 2022 results: EPS: UK£0.072 (up from UK£0.043 in FY 2021). Revenue: UK£17.0m (down 4.5% from FY 2021). Net income: UK£1.17m (up 71% from FY 2021). Profit margin: 6.9% (up from 3.8% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Charlotte Rigg was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 22% share price gain to UK£1.53, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 33x in the IT industry in the United Kingdom. Total returns to shareholders of 263% over the past three years.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to UK£1.33, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 36x in the IT industry in the United Kingdom. Total returns to shareholders of 291% over the past three years.
Recent Insider Transactions • Jan 22Executive Chairman recently bought UK£67k worth of stockOn the 17th of January, John Rigg bought around 50k shares on-market at roughly UK£1.34 per share. This was the largest purchase by an insider in the last 3 months. John has been a buyer over the last 12 months, purchasing a net total of UK£124k worth in shares.
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to UK£1.43, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 40x in the IT industry in the United Kingdom. Total returns to shareholders of 357% over the past three years.
Recent Insider Transactions Derivative • Nov 27MD & Executive Director exercised options to buy UK£173k worth of stock.On the 23rd of November, Adrian Leer exercised options to buy 150k shares at a strike price of around UK£0.54, costing a total of UK£80k. This transaction amounted to 97% of their direct individual holding at the time of the trade. Since March 2021, Adrian has owned 155.38k shares directly. Company insiders have collectively bought UK£153k more than they sold, via options and on-market transactions, in the last 12 months.
Upcoming Dividend • Nov 25Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 02 December 2021. Payment date: 24 December 2021. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (2.0%).
分析記事 • Nov 09We Think Triad Group's (LON:TRD) Solid Earnings Are UnderstatedTriad Group plc's ( LON:TRD ) solid earnings announcement recently didn't do much to the stock price. We did some...
Reported Earnings • Nov 04First half 2022 earnings released: EPS UK£0.052 (vs UK£0.003 in 1H 2021)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2022 results: Revenue: UK£8.58m (down 1.7% from 1H 2021). Net income: UK£847.0k (up UK£797.0k from 1H 2021). Profit margin: 9.9% (up from 0.6% in 1H 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improved over the past weekAfter last week's 17% share price gain to UK£1.23, the stock trades at a trailing P/E ratio of 29.2x. Average trailing P/E is 45x in the IT industry in the United Kingdom. Total returns to shareholders of 107% over the past three years.
分析記事 • Sep 17A Look At The Fair Value Of Triad Group plc (LON:TRD)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Triad Group plc...
Upcoming Dividend • Jul 22Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 20 August 2021. Trailing yield: 2.1%. Lower than top quartile of British dividend payers (4.0%). In line with average of industry peers (2.1%).
分析記事 • Jul 22Most Shareholders Will Probably Find That The CEO Compensation For Triad Group plc (LON:TRD) Is ReasonableThe share price of Triad Group plc ( LON:TRD ) has increased significantly over the past few years. However, the...
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to UK£1.02, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 42x in the IT industry in the United Kingdom. Total returns to shareholders of 55% over the past three years.
Reported Earnings • Jun 16Full year 2021 earnings released: EPS UK£0.043 (vs UK£0.048 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£17.8m (down 8.0% from FY 2020). Net income: UK£685.0k (up UK£1.45m from FY 2020). Profit margin: 3.8% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 18New 90-day high: UK£1.33The company is up 391% from its price of UK£0.27 on 19 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 17% over the same period.
分析記事 • Jan 05Estimating The Intrinsic Value Of Triad Group plc (LON:TRD)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Triad Group plc...
Is New 90 Day High Low • Dec 31New 90-day high: UK£0.50The company is up 89% from its price of UK£0.27 on 02 October 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 19% over the same period.
Is New 90 Day High Low • Dec 11New 90-day high: UK£0.41The company is up 53% from its price of UK£0.27 on 11 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 1.0% over the same period.
Reported Earnings • Nov 29First half 2021 earnings released: EPS UK£0.003The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: UK£8.73m (down 3.3% from 1H 2020). Net income: UK£50.0k (up UK£440.0k from 1H 2020). Profit margin: 0.6% (up from net loss in 1H 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 96% 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.
Is New 90 Day High Low • Nov 19New 90-day high: UK£0.27The company is up 6.0% from its price of UK£0.26 on 20 August 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 4.0% over the same period.
Is New 90 Day High Low • Oct 21New 90-day low: UK£0.24The company is down 13% from its price of UK£0.28 on 23 July 2020. The British market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 3.0% over the same period.