View ValuationClarkson 将来の成長Future 基準チェック /26Clarkson利益と収益がそれぞれ年間10.7%と6.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14% 10%なると予測されています。主要情報10.7%収益成長率9.97%EPS成長率Shipping 収益成長-0.1%収益成長率6.6%将来の株主資本利益率13.95%アナリストカバレッジLow最終更新日08 Jul 2026今後の成長に関する最新情報Price Target Changed • Mar 09Price target increased by 15% to UK£47.43Up from UK£41.21, the current price target is an average from 7 analysts. New target price is 5.0% above last closing price of UK£45.15. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.16 for next year compared to UK£2.77 last year.Price Target Changed • May 02Price target decreased by 9.4% to UK£43.11Down from UK£47.58, the current price target is an average from 7 analysts. New target price is 35% above last closing price of UK£31.90. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.35 for next year compared to UK£2.77 last year.Price Target Changed • May 10Price target increased by 7.1% to UK£47.49Up from UK£44.35, the current price target is an average from 5 analysts. New target price is 21% above last closing price of UK£39.25. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.60 for next year compared to UK£2.75 last year.分析記事 • Mar 07Earnings Beat: Clarkson PLC Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for Clarkson PLC ( LON:CKN ) shareholders, because the company has just released its latest...Major Estimate Revision • Jan 10Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from UK£543.6m to UK£568.3m. EPS estimate increased from UK£2.08 to UK£2.31 per share. Net income forecast to grow 19% next year vs 3.1% decline forecast for Shipping industry in the United Kingdom. Consensus price target broadly unchanged at UK£41.70. Share price fell 6.2% to UK£29.35 over the past week.Price Target Changed • Dec 19Price target increased to UK£43.50Up from UK£40.26, the current price target is an average from 4 analysts. New target price is 47% above last closing price of UK£29.65. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.08 for next year compared to UK£1.65 last year.すべての更新を表示Recent updatesお知らせ • Jun 17Clarkson PLC to Report First Half, 2026 Results on Aug 03, 2026Clarkson PLC announced that they will report first half, 2026 results on Aug 03, 2026お知らせ • Jun 12Clarkson plc Announces CFO ChangesThe Board of Clarkson PLC announced the appointment of Niamh Staunton as Chief Financial Officer ("CFO") following a comprehensive selection process overseen by the Nomination Committee. Niamh joins from BP p.l.c.("bp"), where she has served as the Senior Vice President, Finance and Risk in the Supply, Trading & Shipping business for the past two and a half years. Prior to this, she held the role of Group Treasurer at bp, a position she assumed in 2021. With over 20 years of experience in senior finance and leadership roles, Niamh has a proven track record in strategic finance, risk management, treasury and capital markets in complex, global organisations. Before her tenure at bp, Niamh spent more than 15 years at Morgan Stanley, where she held several senior roles in capital markets. Niamh will join Clarksons and be appointed as an Executive Director of the Company later this year. The Company will provide an update once Niamh's start date has been confirmed. Niamh will succeed Jeff Woyda, who will be retiring from the Board and from his role as CFO & COO after 19 years with the Company in September 2026 as previously announced. Harriet Oliver, who has been a key member of Clarksons' senior management team since October 2019, serving as Group Head of HR, was confirmed as incoming Chief Operating Officer in May this year.お知らせ • Jun 11Clarkson PLC Announces Management ChangesClarkson PLC announced that the appointment of Niamh Staunton will join Clarksons and be appointed as an Executive Director of the Company later this year. Jeff Woyda, who will be retiring from the Board and from his role as CFO & COO after 19 years with the Company in September 2026 as previously announced. Harriet Oliver, who has been a key member of Clarksons' senior management team since October 2019, serving as Group Head of HR, was confirmed as incoming Chief Operating Officer in May this year.New Risk • May 18New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£3.9m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (UK£3.9m sold).Recent Insider Transactions • May 18CFO, COO & Executive Director recently sold UK£3.9m worth of stockOn the 14th of May, Jeffrey Woyda sold around 82k shares on-market at roughly UK£47.82 per share. This transaction amounted to 59% 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 Jeffrey's only on-market trade for the last 12 months.Upcoming Dividend • Apr 30Upcoming dividend of UK£0.79 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.9%).Recent Insider Transactions Derivative • Apr 24CEO & Executive Director exercised options and sold UK£302k worth of stockOn the 20th of April, Andi Case exercised options to acquire 6k shares at no cost and sold these for an average price of UK£47.96 per share. This trade did not impact their existing holding. For the year to December 2019, Andi's total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Andi has owned 614.99k shares directly. Company insiders have collectively sold UK£167k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Apr 06Clarkson's (LON:CKN) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite Clarkson PLC's ( LON:CKN ) recent earnings report having lackluster headline numbers, the market responded...お知らせ • Mar 31Clarkson PLC, Annual General Meeting, May 07, 2026Clarkson PLC, Annual General Meeting, May 07, 2026.Declared Dividend • Mar 11Final dividend increased to UK£0.79Dividend of UK£0.79 is 2.6% higher than last year. Ex-date: 7th May 2026 Payment date: 22nd May 2026 Dividend yield will be 2.5%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Mar 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Mar 10Full year 2025 earnings released: EPS: UK£2.14 (vs UK£2.77 in FY 2024)Full year 2025 results: EPS: UK£2.14 (down from UK£2.77 in FY 2024). Revenue: UK£631.4m (down 4.5% from FY 2024). Net income: UK£65.7m (down 23% from FY 2024). Profit margin: 10% (down from 13% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Price Target Changed • Mar 09Price target increased by 15% to UK£47.43Up from UK£41.21, the current price target is an average from 7 analysts. New target price is 5.0% above last closing price of UK£45.15. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.16 for next year compared to UK£2.77 last year.お知らせ • Jan 09+ 1 more updateClarkson PLC to Report Fiscal Year 2025 Results on Mar 09, 2026Clarkson PLC announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Mar 09, 2026分析記事 • Oct 25Is Clarkson PLC (LON:CKN) Potentially Undervalued?Clarkson PLC ( LON:CKN ), is not the largest company out there, but it maintained its current share price over the past...お知らせ • Sep 17+ 1 more updateClarkson plc Announces Retirement of Jeff Woyda as COOClarkson PLC announced that COO, Jeff Woyda, has informed the Board of his intention to retire, having served over 18 years with the Company. The Board will now proceed with a formal search for a successor, considering internal and external candidates. Jeff will support the Board in ensuring an orderly transition during his 12-month notice period.Upcoming Dividend • Aug 21Upcoming dividend of UK£0.33 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 12 September 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.4%). Lower than average of industry peers (7.3%).分析記事 • Aug 07Clarkson (LON:CKN) Will Pay A Dividend Of £0.33The board of Clarkson PLC ( LON:CKN ) has announced that it will pay a dividend of £0.33 per share on the 12th of...Declared Dividend • Aug 06First half dividend increased to UK£0.33Dividend of UK£0.33 is 3.1% higher than last year. Ex-date: 28th August 2025 Payment date: 12th September 2025 Dividend yield will be 3.0%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 04First half 2025 earnings released: EPS: UK£0.93 (vs UK£1.25 in 1H 2024)First half 2025 results: EPS: UK£0.93 (down from UK£1.25 in 1H 2024). Revenue: UK£297.8m (down 4.0% from 1H 2024). Net income: UK£28.5m (down 25% from 1H 2024). Profit margin: 9.6% (down from 12% in 1H 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.お知らせ • Aug 04Clarkson PLC Declares Interim Dividend, Payable on 12 September 2025The Board of Clarkson PLC declared an interim dividend of 33 pence per share (2024: 32 pence per share) which will be paid on 12 September 2025 to shareholders on the register at the close of business on 29 August 2025.お知らせ • May 22Clarkson PLC to Report First Half, 2025 Results on Aug 04, 2025Clarkson PLC announced that they will report first half, 2025 results on Aug 04, 2025Recent Insider Transactions • May 04Independent Chairman of the Board recently bought UK£178k worth of stockOn the 1st of May, Laurence David Hollingworth bought around 6k shares on-market at roughly UK£29.65 per share. This transaction amounted to 67% 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 Laurence David's only on-market trade for the last 12 months.New Risk • May 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change).Price Target Changed • May 02Price target decreased by 9.4% to UK£43.11Down from UK£47.58, the current price target is an average from 7 analysts. New target price is 35% above last closing price of UK£31.90. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.35 for next year compared to UK£2.77 last year.Upcoming Dividend • May 01Upcoming dividend of UK£0.77 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (7.5%).分析記事 • Apr 05Why Investors Shouldn't Be Surprised By Clarkson PLC's (LON:CKN) 26% Share Price PlungeClarkson PLC ( LON:CKN ) shares have had a horrible month, losing 26% after a relatively good period beforehand...分析記事 • Mar 27Clarkson (LON:CKN) Is Paying Out A Larger Dividend Than Last YearClarkson PLC's ( LON:CKN ) dividend will be increasing from last year's payment of the same period to £0.77 on 23rd of...お知らせ • Mar 27Clarkson PLC, Annual General Meeting, May 01, 2025Clarkson PLC, Annual General Meeting, May 01, 2025.分析記事 • Mar 17Why Clarkson's (LON:CKN) Earnings Are Better Than They SeemThe stock was sluggish on the back of Clarkson PLC's ( LON:CKN ) recent earnings report. Along with the solid headline...分析記事 • Mar 13Clarkson's (LON:CKN) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Clarkson PLC ( LON:CKN ) has announced that it will be paying its dividend of £0.77 on the 23rd of May, an...Declared Dividend • Mar 12Final dividend increased to UK£0.77Dividend of UK£0.77 is 6.9% higher than last year. Ex-date: 8th May 2025 Payment date: 23rd May 2025 Dividend yield will be 3.0%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 4.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Mar 11What Does Clarkson PLC's (LON:CKN) Share Price Indicate?Clarkson PLC ( LON:CKN ), is not the largest company out there, but it received a lot of attention from a substantial...Reported Earnings • Mar 10First half 2024 earnings released: EPS: UK£1.25 (vs UK£1.31 in 1H 2023)First half 2024 results: EPS: UK£1.25 (down from UK£1.31 in 1H 2023). Revenue: UK£310.1m (down 3.4% from 1H 2023). Net income: UK£38.2m (down 3.8% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 4.0% p.a. on average during the next 4 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 10Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to UK£34.55, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 12% over the past three years.お知らせ • Mar 10Clarkson PLC Recommends Final Dividend in Respect of 2024, Payable on 23 May 2025The Board of Clarkson PLC is recommending a final dividend in respect of 2024 of 77 pence (2023: 72 pence) which, subject to shareholder approval, will be paid on 23 May 2025 to shareholders on the register at the close of business on 9 May 2025.分析記事 • Feb 24Clarkson PLC's (LON:CKN) Intrinsic Value Is Potentially 38% Above Its Share PriceKey Insights Clarkson's estimated fair value is UK£62.14 based on 2 Stage Free Cash Flow to Equity Current share price...お知らせ • Jan 10Clarkson PLC to Report Fiscal Year 2024 Results on Mar 10, 2025Clarkson PLC announced that they will report fiscal year 2024 results on Mar 10, 2025分析記事 • Dec 19Some Confidence Is Lacking In Clarkson PLC's (LON:CKN) P/EWith a median price-to-earnings (or "P/E") ratio of close to 16x in the United Kingdom, you could be forgiven for...分析記事 • Nov 21Clarkson (LON:CKN) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...分析記事 • Oct 22Are Investors Undervaluing Clarkson PLC (LON:CKN) By 45%?Key Insights Clarkson's estimated fair value is UK£63.19 based on 2 Stage Free Cash Flow to Equity Current share price...Upcoming Dividend • Aug 22Upcoming dividend of UK£0.32 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 13 September 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (5.8%).分析記事 • Aug 12Clarkson's (LON:CKN) Conservative Accounting Might Explain Soft EarningsInvestors were disappointed with the weak earnings posted by Clarkson PLC ( LON:CKN ). While the headline numbers were...分析記事 • Aug 08Clarkson (LON:CKN) Is Due To Pay A Dividend Of £0.32The board of Clarkson PLC ( LON:CKN ) has announced that it will pay a dividend on the 13th of September, with...Declared Dividend • Aug 07First half dividend increased to UK£0.32Dividend of UK£0.32 is 6.7% higher than last year. Ex-date: 29th August 2024 Payment date: 13th September 2024 Dividend yield will be 2.7%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 06First half 2024 earnings released: EPS: UK£1.25 (vs UK£1.31 in 1H 2023)First half 2024 results: EPS: UK£1.25 (down from UK£1.31 in 1H 2023). Revenue: UK£310.1m (down 3.4% from 1H 2023). Net income: UK£38.2m (down 3.8% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£37.30, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£48.68 per share.Buy Or Sell Opportunity • Aug 06Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to UK£37.30. The fair value is estimated to be UK£48.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.お知らせ • Aug 05+ 1 more updateClarkson plc Appoints Constantin Cotzias as an Independent Non-Executive Director, Effective ImmediatelyClarkson PLC announced the appointment of Constantin Cotzias as an independent Non-Executive Director with immediate effect. Constantin will join the Board and be appointed as a member of the Audit and Risk Committee. Constantin is European Director at Bloomberg LP. He is the Global Head of External Affairs, the Chair of Bloomberg Tradebook and a Director of Bloomberg Multilateral Trading Facility. Constantin sits on the Mayor of London's Economic Advisory Board and, previously, on Prime Minister May's Business Advisory Council. He was previously CEO of Bloomberg's legal and regulatory news and research division. Constantin joined Bloomberg in 2001 as Chief Counsel. Prior to Bloomberg, Constantin was a senior mergers and acquisitions lawyer at Denton Wilde Sapte (presently Dentons), where he advised on mergers, acquisitions, joint ventures, and IPOs across industries including media, telecoms, technology, and energy. From 1998-2000, he was Chief Counsel of Denton Wilde Sapte's Moscow office. Constantin holds a bachelor's degree in Modern History and Politics and is a Law graduate from the London School of Economics (University of London). Constantin is a solicitor of the Supreme Court of England and Wales. Following Constantin's appointment to the Audit and Risk Committee, Heike Truol will be resigning from the Committee which will now comprise the following members: Sue Harris (Chair), Martine Bond, Constantin Cotzias, Dr Tim Miller.分析記事 • Jul 31Clarkson PLC's (LON:CKN) Shareholders Might Be Looking For ExitThere wouldn't be many who think Clarkson PLC's ( LON:CKN ) price-to-earnings (or "P/E") ratio of 16.8x is worth a...分析記事 • Jul 16Here's Why Clarkson (LON:CKN) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Jun 06Clarkson PLC to Report First Half, 2024 Results on Aug 05, 2024Clarkson PLC announced that they will report first half, 2024 results on Aug 05, 2024分析記事 • May 23Why The 20% Return On Capital At Clarkson (LON:CKN) Should Have Your AttentionThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...New Risk • May 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (UK£2.0m sold).Price Target Changed • May 10Price target increased by 7.1% to UK£47.49Up from UK£44.35, the current price target is an average from 5 analysts. New target price is 21% above last closing price of UK£39.25. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.60 for next year compared to UK£2.75 last year.New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (UK£2.0m sold).分析記事 • Apr 25Clarkson (LON:CKN) Will Pay A Larger Dividend Than Last Year At £0.72Clarkson PLC's ( LON:CKN ) dividend will be increasing from last year's payment of the same period to £0.72 on 24th of...Recent Insider Transactions • Apr 19CEO & Executive Director recently sold UK£1.2m worth of stockOn the 15th of April, Andi Case sold around 30k shares on-market at roughly UK£40.75 per share. This transaction amounted to 4.7% 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 Andi's only on-market trade for the last 12 months.Reported Earnings • Apr 04Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: UK£2.75 (up from UK£2.48 in FY 2022). Revenue: UK£639.4m (up 5.9% from FY 2022). Net income: UK£83.8m (up 11% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.8%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 07Earnings Beat: Clarkson PLC Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for Clarkson PLC ( LON:CKN ) shareholders, because the company has just released its latest...Declared Dividend • Mar 07Final dividend increased to UK£0.72Dividend of UK£0.72 is 13% higher than last year. Ex-date: 9th May 2024 Payment date: 24th May 2024 Dividend yield will be 2.6%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 26% over the next 3 years. However, it would need to fall by 59% to increase the payout ratio to a potentially unsustainable range.お知らせ • Mar 05Clarkson PLC Recommends Final Dividend, Payable on 24 May 2024Clarkson PLC has recommended a final dividend of 72 pence per share, bringing the total dividend for 2023 to 102 pence per share, an increase of 10% compared to 2022. Subject to shareholder approval, will be paid on 24 May 2024 to shareholders on the register at the close of business on 10 May 2024.Reported Earnings • Mar 04Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: UK£2.75 (up from UK£2.48 in FY 2022). Revenue: UK£639.4m (up 5.9% from FY 2022). Net income: UK£83.8m (up 11% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.8%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 75% 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 04+ 1 more updateClarkson PLC, Annual General Meeting, May 09, 2024Clarkson PLC, Annual General Meeting, May 09, 2024. Agenda: To consider Birger Nergaard not to stand for re-election as Non-Executive Director.分析記事 • Mar 02A Look At The Fair Value Of Clarkson PLC (LON:CKN)Key Insights Clarkson's estimated fair value is UK£43.86 based on 2 Stage Free Cash Flow to Equity With UK£36.75 share...Buy Or Sell Opportunity • Feb 20Now 21% undervaluedOver the last 90 days, the stock has risen 22% to UK£34.70. The fair value is estimated to be UK£44.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 1.6% in 2 years. Earnings are forecast to decline by 14% in the next 2 years.Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 38% to UK£35.40. The fair value is estimated to be UK£44.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 2.0% in 2 years. Earnings are forecast to decline by 15% in the next 2 years.分析記事 • Jan 07Clarkson (LON:CKN) Is Very Good At Capital AllocationWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...お知らせ • Jan 05Clarkson PLC to Report Fiscal Year 2023 Results on Mar 04, 2024Clarkson PLC announced that they will report fiscal year 2023 results on Mar 04, 2024分析記事 • Dec 12Does Clarkson (LON:CKN) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Nov 03What Does Clarkson PLC's (LON:CKN) Share Price Indicate?Clarkson PLC ( LON:CKN ), is not the largest company out there, but it saw significant share price movement during...Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Martine Bond was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Sep 29A Look At The Intrinsic Value Of Clarkson PLC (LON:CKN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Clarkson fair value estimate is UK£25.54 Current share price...分析記事 • Aug 29Clarkson (LON:CKN) Will Pay A Larger Dividend Than Last Year At £0.30The board of Clarkson PLC ( LON:CKN ) has announced that it will be paying its dividend of £0.30 on the 15th of...Upcoming Dividend • Aug 24Upcoming dividend of UK£0.30 per share at 3.5% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (18%).分析記事 • Aug 10Clarkson's (LON:CKN) Shareholders Will Receive A Bigger Dividend Than Last YearClarkson PLC's ( LON:CKN ) periodic dividend will be increasing on the 15th of September to £0.30, with investors...Reported Earnings • Aug 08First half 2023 earnings released: EPS: UK£1.31 (vs UK£0.98 in 1H 2022)First half 2023 results: EPS: UK£1.31 (up from UK£0.98 in 1H 2022). Revenue: UK£321.1m (up 20% from 1H 2022). Net income: UK£39.7m (up 32% from 1H 2022). Profit margin: 12% (up from 11% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is expected to fall by 1.2% p.a. on average during the next 3 years compared to a 7.5% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 18If EPS Growth Is Important To You, Clarkson (LON:CKN) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...お知らせ • Jun 27Clarkson PLC to Report First Half, 2023 Results on Aug 07, 2023Clarkson PLC announced that they will report first half, 2023 results on Aug 07, 2023分析記事 • Jun 27Estimating The Fair Value Of Clarkson PLC (LON:CKN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Clarkson fair value estimate is UK£32.64 Current share price...Upcoming Dividend • May 04Upcoming dividend of UK£0.64 per share at 3.1% yieldEligible shareholders must have bought the stock before 11 May 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (16%).Recent Insider Transactions • Apr 25CEO & Executive Director recently sold UK£130k worth of stockOn the 18th of April, Andi Case sold around 4k shares on-market at roughly UK£30.85 per share. This transaction amounted to less than 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 Andi's only on-market trade for the last 12 months.分析記事 • Apr 05Clarkson (LON:CKN) Is Paying Out A Larger Dividend Than Last YearClarkson PLC ( LON:CKN ) will increase its dividend from last year's comparable payment on the 26th of May to £0.64...分析記事 • Mar 09Clarkson (LON:CKN) Is Paying Out A Larger Dividend Than Last YearClarkson PLC's ( LON:CKN ) dividend will be increasing from last year's payment of the same period to £0.64 on 26th of...Reported Earnings • Mar 07Third quarter 2022 earnings released: EPS: UK£0.75 (vs UK£0.51 in 3Q 2021)Third quarter 2022 results: EPS: UK£0.75 (up from UK£0.51 in 3Q 2021). Revenue: UK£168.6m (up 33% from 3Q 2021). Net income: UK£22.8m (up 48% from 3Q 2021). Profit margin: 14% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 4 years, compared to a 11% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jan 10Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from UK£543.6m to UK£568.3m. EPS estimate increased from UK£2.08 to UK£2.31 per share. Net income forecast to grow 19% next year vs 3.1% decline forecast for Shipping industry in the United Kingdom. Consensus price target broadly unchanged at UK£41.70. Share price fell 6.2% to UK£29.35 over the past week.お知らせ • Jan 06Clarkson PLC to Report Fiscal Year 2022 Results on Mar 06, 2023Clarkson PLC announced that they will report fiscal year 2022 results on Mar 06, 2023お知らせ • Jan 04Clarkson PLC Announces Resignation of Peter Backhouse as Non-Executive DirectorClarkson PLC confirmed that Peter Backhouse has stepped down as a Non-Executive Director with effect from 31 December 2022.Price Target Changed • Dec 19Price target increased to UK£43.50Up from UK£40.26, the current price target is an average from 4 analysts. New target price is 47% above last closing price of UK£29.65. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.08 for next year compared to UK£1.65 last year.分析記事 • Dec 07Is It Time To Consider Buying Clarkson PLC (LON:CKN)?While Clarkson PLC ( LON:CKN ) might not be the most widely known stock at the moment, it saw a decent share price...分析記事 • Nov 12We Like These Underlying Return On Capital Trends At Clarkson (LON:CKN)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Upcoming Dividend • Aug 25Upcoming dividend of UK£0.29 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (10%).分析記事 • Aug 11Clarkson (LON:CKN) Shareholders Will Want The ROCE Trajectory To ContinueIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Aug 08First half 2022 earnings released: EPS: UK£0.98 (vs UK£0.64 in 1H 2021)First half 2022 results: EPS: UK£0.98 (up from UK£0.64 in 1H 2021). Revenue: UK£266.7m (up 40% from 1H 2021). Net income: UK£30.0m (up 55% from 1H 2021). Profit margin: 11% (up from 10% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 4.6% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to UK£34.10, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 41% over the past three years.業績と収益の成長予測LSE:CKN - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202877592106132412/31/20277388699125412/31/20266967893100412/31/2025631665764N/A9/30/2025640707077N/A6/30/2025649758490N/A3/31/20256558096102N/A12/31/202466185107115N/A9/30/202464584105115N/A6/30/202462882103115N/A3/31/202463483124135N/A12/31/202363984145155N/A9/30/202364985147158N/A6/30/202365885150160N/A3/31/202363180159169N/A12/31/202260476169179N/A9/30/202256268151159N/A6/30/202252061134140N/A3/31/202248255126133N/A12/31/202144350119125N/A9/30/2021406138491N/A6/30/2021368-255058N/A3/31/2021363-275362N/A12/31/2020358-295666N/A9/30/2020367-205969N/A6/30/2020376-116272N/A3/31/2020369-126170N/A12/31/2019363-135968N/A9/30/20193589N/A63N/A6/30/201935331N/A58N/A3/31/201934530N/A40N/A12/31/201833830N/A23N/A9/30/201832929N/A19N/A6/30/201832029N/A15N/A3/31/201832230N/A32N/A12/31/201732431N/A48N/A9/30/201732035N/A54N/A6/30/201731638N/A60N/A3/31/201731137N/A53N/A12/31/201630636N/A46N/A9/30/201630532N/A42N/A6/30/201630428N/A39N/A3/31/201630324N/A32N/A12/31/201530220N/A25N/A9/30/201528716N/A15N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: CKNの予測収益成長率 (年間10.7% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: CKNの収益 ( 10.7% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。高成長収益: CKNの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: CKNの収益 ( 6.6% ) UK市場 ( 4.7% ) よりも速いペースで成長すると予測されています。高い収益成長: CKNの収益 ( 6.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: CKNの 自己資本利益率 は、3年後には低くなると予測されています ( 14 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/12 01:54終値2026/07/10 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Clarkson PLC 4 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。13 アナリスト機関James FletcherBerenbergJames BaylissBerenbergRobert JoynsonBNP Paribas10 その他のアナリストを表示
Price Target Changed • Mar 09Price target increased by 15% to UK£47.43Up from UK£41.21, the current price target is an average from 7 analysts. New target price is 5.0% above last closing price of UK£45.15. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.16 for next year compared to UK£2.77 last year.
Price Target Changed • May 02Price target decreased by 9.4% to UK£43.11Down from UK£47.58, the current price target is an average from 7 analysts. New target price is 35% above last closing price of UK£31.90. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.35 for next year compared to UK£2.77 last year.
Price Target Changed • May 10Price target increased by 7.1% to UK£47.49Up from UK£44.35, the current price target is an average from 5 analysts. New target price is 21% above last closing price of UK£39.25. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.60 for next year compared to UK£2.75 last year.
分析記事 • Mar 07Earnings Beat: Clarkson PLC Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for Clarkson PLC ( LON:CKN ) shareholders, because the company has just released its latest...
Major Estimate Revision • Jan 10Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from UK£543.6m to UK£568.3m. EPS estimate increased from UK£2.08 to UK£2.31 per share. Net income forecast to grow 19% next year vs 3.1% decline forecast for Shipping industry in the United Kingdom. Consensus price target broadly unchanged at UK£41.70. Share price fell 6.2% to UK£29.35 over the past week.
Price Target Changed • Dec 19Price target increased to UK£43.50Up from UK£40.26, the current price target is an average from 4 analysts. New target price is 47% above last closing price of UK£29.65. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.08 for next year compared to UK£1.65 last year.
お知らせ • Jun 17Clarkson PLC to Report First Half, 2026 Results on Aug 03, 2026Clarkson PLC announced that they will report first half, 2026 results on Aug 03, 2026
お知らせ • Jun 12Clarkson plc Announces CFO ChangesThe Board of Clarkson PLC announced the appointment of Niamh Staunton as Chief Financial Officer ("CFO") following a comprehensive selection process overseen by the Nomination Committee. Niamh joins from BP p.l.c.("bp"), where she has served as the Senior Vice President, Finance and Risk in the Supply, Trading & Shipping business for the past two and a half years. Prior to this, she held the role of Group Treasurer at bp, a position she assumed in 2021. With over 20 years of experience in senior finance and leadership roles, Niamh has a proven track record in strategic finance, risk management, treasury and capital markets in complex, global organisations. Before her tenure at bp, Niamh spent more than 15 years at Morgan Stanley, where she held several senior roles in capital markets. Niamh will join Clarksons and be appointed as an Executive Director of the Company later this year. The Company will provide an update once Niamh's start date has been confirmed. Niamh will succeed Jeff Woyda, who will be retiring from the Board and from his role as CFO & COO after 19 years with the Company in September 2026 as previously announced. Harriet Oliver, who has been a key member of Clarksons' senior management team since October 2019, serving as Group Head of HR, was confirmed as incoming Chief Operating Officer in May this year.
お知らせ • Jun 11Clarkson PLC Announces Management ChangesClarkson PLC announced that the appointment of Niamh Staunton will join Clarksons and be appointed as an Executive Director of the Company later this year. Jeff Woyda, who will be retiring from the Board and from his role as CFO & COO after 19 years with the Company in September 2026 as previously announced. Harriet Oliver, who has been a key member of Clarksons' senior management team since October 2019, serving as Group Head of HR, was confirmed as incoming Chief Operating Officer in May this year.
New Risk • May 18New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£3.9m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (UK£3.9m sold).
Recent Insider Transactions • May 18CFO, COO & Executive Director recently sold UK£3.9m worth of stockOn the 14th of May, Jeffrey Woyda sold around 82k shares on-market at roughly UK£47.82 per share. This transaction amounted to 59% 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 Jeffrey's only on-market trade for the last 12 months.
Upcoming Dividend • Apr 30Upcoming dividend of UK£0.79 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.9%).
Recent Insider Transactions Derivative • Apr 24CEO & Executive Director exercised options and sold UK£302k worth of stockOn the 20th of April, Andi Case exercised options to acquire 6k shares at no cost and sold these for an average price of UK£47.96 per share. This trade did not impact their existing holding. For the year to December 2019, Andi's total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Andi has owned 614.99k shares directly. Company insiders have collectively sold UK£167k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Apr 06Clarkson's (LON:CKN) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite Clarkson PLC's ( LON:CKN ) recent earnings report having lackluster headline numbers, the market responded...
お知らせ • Mar 31Clarkson PLC, Annual General Meeting, May 07, 2026Clarkson PLC, Annual General Meeting, May 07, 2026.
Declared Dividend • Mar 11Final dividend increased to UK£0.79Dividend of UK£0.79 is 2.6% higher than last year. Ex-date: 7th May 2026 Payment date: 22nd May 2026 Dividend yield will be 2.5%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Mar 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Mar 10Full year 2025 earnings released: EPS: UK£2.14 (vs UK£2.77 in FY 2024)Full year 2025 results: EPS: UK£2.14 (down from UK£2.77 in FY 2024). Revenue: UK£631.4m (down 4.5% from FY 2024). Net income: UK£65.7m (down 23% from FY 2024). Profit margin: 10% (down from 13% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Price Target Changed • Mar 09Price target increased by 15% to UK£47.43Up from UK£41.21, the current price target is an average from 7 analysts. New target price is 5.0% above last closing price of UK£45.15. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.16 for next year compared to UK£2.77 last year.
お知らせ • Jan 09+ 1 more updateClarkson PLC to Report Fiscal Year 2025 Results on Mar 09, 2026Clarkson PLC announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Mar 09, 2026
分析記事 • Oct 25Is Clarkson PLC (LON:CKN) Potentially Undervalued?Clarkson PLC ( LON:CKN ), is not the largest company out there, but it maintained its current share price over the past...
お知らせ • Sep 17+ 1 more updateClarkson plc Announces Retirement of Jeff Woyda as COOClarkson PLC announced that COO, Jeff Woyda, has informed the Board of his intention to retire, having served over 18 years with the Company. The Board will now proceed with a formal search for a successor, considering internal and external candidates. Jeff will support the Board in ensuring an orderly transition during his 12-month notice period.
Upcoming Dividend • Aug 21Upcoming dividend of UK£0.33 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 12 September 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.4%). Lower than average of industry peers (7.3%).
分析記事 • Aug 07Clarkson (LON:CKN) Will Pay A Dividend Of £0.33The board of Clarkson PLC ( LON:CKN ) has announced that it will pay a dividend of £0.33 per share on the 12th of...
Declared Dividend • Aug 06First half dividend increased to UK£0.33Dividend of UK£0.33 is 3.1% higher than last year. Ex-date: 28th August 2025 Payment date: 12th September 2025 Dividend yield will be 3.0%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 04First half 2025 earnings released: EPS: UK£0.93 (vs UK£1.25 in 1H 2024)First half 2025 results: EPS: UK£0.93 (down from UK£1.25 in 1H 2024). Revenue: UK£297.8m (down 4.0% from 1H 2024). Net income: UK£28.5m (down 25% from 1H 2024). Profit margin: 9.6% (down from 12% in 1H 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Aug 04Clarkson PLC Declares Interim Dividend, Payable on 12 September 2025The Board of Clarkson PLC declared an interim dividend of 33 pence per share (2024: 32 pence per share) which will be paid on 12 September 2025 to shareholders on the register at the close of business on 29 August 2025.
お知らせ • May 22Clarkson PLC to Report First Half, 2025 Results on Aug 04, 2025Clarkson PLC announced that they will report first half, 2025 results on Aug 04, 2025
Recent Insider Transactions • May 04Independent Chairman of the Board recently bought UK£178k worth of stockOn the 1st of May, Laurence David Hollingworth bought around 6k shares on-market at roughly UK£29.65 per share. This transaction amounted to 67% 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 Laurence David's only on-market trade for the last 12 months.
New Risk • May 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change).
Price Target Changed • May 02Price target decreased by 9.4% to UK£43.11Down from UK£47.58, the current price target is an average from 7 analysts. New target price is 35% above last closing price of UK£31.90. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.35 for next year compared to UK£2.77 last year.
Upcoming Dividend • May 01Upcoming dividend of UK£0.77 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (7.5%).
分析記事 • Apr 05Why Investors Shouldn't Be Surprised By Clarkson PLC's (LON:CKN) 26% Share Price PlungeClarkson PLC ( LON:CKN ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
分析記事 • Mar 27Clarkson (LON:CKN) Is Paying Out A Larger Dividend Than Last YearClarkson PLC's ( LON:CKN ) dividend will be increasing from last year's payment of the same period to £0.77 on 23rd of...
お知らせ • Mar 27Clarkson PLC, Annual General Meeting, May 01, 2025Clarkson PLC, Annual General Meeting, May 01, 2025.
分析記事 • Mar 17Why Clarkson's (LON:CKN) Earnings Are Better Than They SeemThe stock was sluggish on the back of Clarkson PLC's ( LON:CKN ) recent earnings report. Along with the solid headline...
分析記事 • Mar 13Clarkson's (LON:CKN) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Clarkson PLC ( LON:CKN ) has announced that it will be paying its dividend of £0.77 on the 23rd of May, an...
Declared Dividend • Mar 12Final dividend increased to UK£0.77Dividend of UK£0.77 is 6.9% higher than last year. Ex-date: 8th May 2025 Payment date: 23rd May 2025 Dividend yield will be 3.0%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 4.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Mar 11What Does Clarkson PLC's (LON:CKN) Share Price Indicate?Clarkson PLC ( LON:CKN ), is not the largest company out there, but it received a lot of attention from a substantial...
Reported Earnings • Mar 10First half 2024 earnings released: EPS: UK£1.25 (vs UK£1.31 in 1H 2023)First half 2024 results: EPS: UK£1.25 (down from UK£1.31 in 1H 2023). Revenue: UK£310.1m (down 3.4% from 1H 2023). Net income: UK£38.2m (down 3.8% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 4.0% p.a. on average during the next 4 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to UK£34.55, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 12% over the past three years.
お知らせ • Mar 10Clarkson PLC Recommends Final Dividend in Respect of 2024, Payable on 23 May 2025The Board of Clarkson PLC is recommending a final dividend in respect of 2024 of 77 pence (2023: 72 pence) which, subject to shareholder approval, will be paid on 23 May 2025 to shareholders on the register at the close of business on 9 May 2025.
分析記事 • Feb 24Clarkson PLC's (LON:CKN) Intrinsic Value Is Potentially 38% Above Its Share PriceKey Insights Clarkson's estimated fair value is UK£62.14 based on 2 Stage Free Cash Flow to Equity Current share price...
お知らせ • Jan 10Clarkson PLC to Report Fiscal Year 2024 Results on Mar 10, 2025Clarkson PLC announced that they will report fiscal year 2024 results on Mar 10, 2025
分析記事 • Dec 19Some Confidence Is Lacking In Clarkson PLC's (LON:CKN) P/EWith a median price-to-earnings (or "P/E") ratio of close to 16x in the United Kingdom, you could be forgiven for...
分析記事 • Nov 21Clarkson (LON:CKN) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
分析記事 • Oct 22Are Investors Undervaluing Clarkson PLC (LON:CKN) By 45%?Key Insights Clarkson's estimated fair value is UK£63.19 based on 2 Stage Free Cash Flow to Equity Current share price...
Upcoming Dividend • Aug 22Upcoming dividend of UK£0.32 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 13 September 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (5.8%).
分析記事 • Aug 12Clarkson's (LON:CKN) Conservative Accounting Might Explain Soft EarningsInvestors were disappointed with the weak earnings posted by Clarkson PLC ( LON:CKN ). While the headline numbers were...
分析記事 • Aug 08Clarkson (LON:CKN) Is Due To Pay A Dividend Of £0.32The board of Clarkson PLC ( LON:CKN ) has announced that it will pay a dividend on the 13th of September, with...
Declared Dividend • Aug 07First half dividend increased to UK£0.32Dividend of UK£0.32 is 6.7% higher than last year. Ex-date: 29th August 2024 Payment date: 13th September 2024 Dividend yield will be 2.7%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 06First half 2024 earnings released: EPS: UK£1.25 (vs UK£1.31 in 1H 2023)First half 2024 results: EPS: UK£1.25 (down from UK£1.31 in 1H 2023). Revenue: UK£310.1m (down 3.4% from 1H 2023). Net income: UK£38.2m (down 3.8% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£37.30, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£48.68 per share.
Buy Or Sell Opportunity • Aug 06Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to UK£37.30. The fair value is estimated to be UK£48.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.
お知らせ • Aug 05+ 1 more updateClarkson plc Appoints Constantin Cotzias as an Independent Non-Executive Director, Effective ImmediatelyClarkson PLC announced the appointment of Constantin Cotzias as an independent Non-Executive Director with immediate effect. Constantin will join the Board and be appointed as a member of the Audit and Risk Committee. Constantin is European Director at Bloomberg LP. He is the Global Head of External Affairs, the Chair of Bloomberg Tradebook and a Director of Bloomberg Multilateral Trading Facility. Constantin sits on the Mayor of London's Economic Advisory Board and, previously, on Prime Minister May's Business Advisory Council. He was previously CEO of Bloomberg's legal and regulatory news and research division. Constantin joined Bloomberg in 2001 as Chief Counsel. Prior to Bloomberg, Constantin was a senior mergers and acquisitions lawyer at Denton Wilde Sapte (presently Dentons), where he advised on mergers, acquisitions, joint ventures, and IPOs across industries including media, telecoms, technology, and energy. From 1998-2000, he was Chief Counsel of Denton Wilde Sapte's Moscow office. Constantin holds a bachelor's degree in Modern History and Politics and is a Law graduate from the London School of Economics (University of London). Constantin is a solicitor of the Supreme Court of England and Wales. Following Constantin's appointment to the Audit and Risk Committee, Heike Truol will be resigning from the Committee which will now comprise the following members: Sue Harris (Chair), Martine Bond, Constantin Cotzias, Dr Tim Miller.
分析記事 • Jul 31Clarkson PLC's (LON:CKN) Shareholders Might Be Looking For ExitThere wouldn't be many who think Clarkson PLC's ( LON:CKN ) price-to-earnings (or "P/E") ratio of 16.8x is worth a...
分析記事 • Jul 16Here's Why Clarkson (LON:CKN) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Jun 06Clarkson PLC to Report First Half, 2024 Results on Aug 05, 2024Clarkson PLC announced that they will report first half, 2024 results on Aug 05, 2024
分析記事 • May 23Why The 20% Return On Capital At Clarkson (LON:CKN) Should Have Your AttentionThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
New Risk • May 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (UK£2.0m sold).
Price Target Changed • May 10Price target increased by 7.1% to UK£47.49Up from UK£44.35, the current price target is an average from 5 analysts. New target price is 21% above last closing price of UK£39.25. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.60 for next year compared to UK£2.75 last year.
New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (UK£2.0m sold).
分析記事 • Apr 25Clarkson (LON:CKN) Will Pay A Larger Dividend Than Last Year At £0.72Clarkson PLC's ( LON:CKN ) dividend will be increasing from last year's payment of the same period to £0.72 on 24th of...
Recent Insider Transactions • Apr 19CEO & Executive Director recently sold UK£1.2m worth of stockOn the 15th of April, Andi Case sold around 30k shares on-market at roughly UK£40.75 per share. This transaction amounted to 4.7% 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 Andi's only on-market trade for the last 12 months.
Reported Earnings • Apr 04Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: UK£2.75 (up from UK£2.48 in FY 2022). Revenue: UK£639.4m (up 5.9% from FY 2022). Net income: UK£83.8m (up 11% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.8%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 07Earnings Beat: Clarkson PLC Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for Clarkson PLC ( LON:CKN ) shareholders, because the company has just released its latest...
Declared Dividend • Mar 07Final dividend increased to UK£0.72Dividend of UK£0.72 is 13% higher than last year. Ex-date: 9th May 2024 Payment date: 24th May 2024 Dividend yield will be 2.6%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 26% over the next 3 years. However, it would need to fall by 59% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Mar 05Clarkson PLC Recommends Final Dividend, Payable on 24 May 2024Clarkson PLC has recommended a final dividend of 72 pence per share, bringing the total dividend for 2023 to 102 pence per share, an increase of 10% compared to 2022. Subject to shareholder approval, will be paid on 24 May 2024 to shareholders on the register at the close of business on 10 May 2024.
Reported Earnings • Mar 04Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: UK£2.75 (up from UK£2.48 in FY 2022). Revenue: UK£639.4m (up 5.9% from FY 2022). Net income: UK£83.8m (up 11% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.8%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 75% 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 04+ 1 more updateClarkson PLC, Annual General Meeting, May 09, 2024Clarkson PLC, Annual General Meeting, May 09, 2024. Agenda: To consider Birger Nergaard not to stand for re-election as Non-Executive Director.
分析記事 • Mar 02A Look At The Fair Value Of Clarkson PLC (LON:CKN)Key Insights Clarkson's estimated fair value is UK£43.86 based on 2 Stage Free Cash Flow to Equity With UK£36.75 share...
Buy Or Sell Opportunity • Feb 20Now 21% undervaluedOver the last 90 days, the stock has risen 22% to UK£34.70. The fair value is estimated to be UK£44.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 1.6% in 2 years. Earnings are forecast to decline by 14% in the next 2 years.
Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 38% to UK£35.40. The fair value is estimated to be UK£44.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 2.0% in 2 years. Earnings are forecast to decline by 15% in the next 2 years.
分析記事 • Jan 07Clarkson (LON:CKN) Is Very Good At Capital AllocationWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
お知らせ • Jan 05Clarkson PLC to Report Fiscal Year 2023 Results on Mar 04, 2024Clarkson PLC announced that they will report fiscal year 2023 results on Mar 04, 2024
分析記事 • Dec 12Does Clarkson (LON:CKN) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Nov 03What Does Clarkson PLC's (LON:CKN) Share Price Indicate?Clarkson PLC ( LON:CKN ), is not the largest company out there, but it saw significant share price movement during...
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Martine Bond was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Sep 29A Look At The Intrinsic Value Of Clarkson PLC (LON:CKN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Clarkson fair value estimate is UK£25.54 Current share price...
分析記事 • Aug 29Clarkson (LON:CKN) Will Pay A Larger Dividend Than Last Year At £0.30The board of Clarkson PLC ( LON:CKN ) has announced that it will be paying its dividend of £0.30 on the 15th of...
Upcoming Dividend • Aug 24Upcoming dividend of UK£0.30 per share at 3.5% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (18%).
分析記事 • Aug 10Clarkson's (LON:CKN) Shareholders Will Receive A Bigger Dividend Than Last YearClarkson PLC's ( LON:CKN ) periodic dividend will be increasing on the 15th of September to £0.30, with investors...
Reported Earnings • Aug 08First half 2023 earnings released: EPS: UK£1.31 (vs UK£0.98 in 1H 2022)First half 2023 results: EPS: UK£1.31 (up from UK£0.98 in 1H 2022). Revenue: UK£321.1m (up 20% from 1H 2022). Net income: UK£39.7m (up 32% from 1H 2022). Profit margin: 12% (up from 11% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is expected to fall by 1.2% p.a. on average during the next 3 years compared to a 7.5% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 18If EPS Growth Is Important To You, Clarkson (LON:CKN) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
お知らせ • Jun 27Clarkson PLC to Report First Half, 2023 Results on Aug 07, 2023Clarkson PLC announced that they will report first half, 2023 results on Aug 07, 2023
分析記事 • Jun 27Estimating The Fair Value Of Clarkson PLC (LON:CKN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Clarkson fair value estimate is UK£32.64 Current share price...
Upcoming Dividend • May 04Upcoming dividend of UK£0.64 per share at 3.1% yieldEligible shareholders must have bought the stock before 11 May 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (16%).
Recent Insider Transactions • Apr 25CEO & Executive Director recently sold UK£130k worth of stockOn the 18th of April, Andi Case sold around 4k shares on-market at roughly UK£30.85 per share. This transaction amounted to less than 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 Andi's only on-market trade for the last 12 months.
分析記事 • Apr 05Clarkson (LON:CKN) Is Paying Out A Larger Dividend Than Last YearClarkson PLC ( LON:CKN ) will increase its dividend from last year's comparable payment on the 26th of May to £0.64...
分析記事 • Mar 09Clarkson (LON:CKN) Is Paying Out A Larger Dividend Than Last YearClarkson PLC's ( LON:CKN ) dividend will be increasing from last year's payment of the same period to £0.64 on 26th of...
Reported Earnings • Mar 07Third quarter 2022 earnings released: EPS: UK£0.75 (vs UK£0.51 in 3Q 2021)Third quarter 2022 results: EPS: UK£0.75 (up from UK£0.51 in 3Q 2021). Revenue: UK£168.6m (up 33% from 3Q 2021). Net income: UK£22.8m (up 48% from 3Q 2021). Profit margin: 14% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 4 years, compared to a 11% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jan 10Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from UK£543.6m to UK£568.3m. EPS estimate increased from UK£2.08 to UK£2.31 per share. Net income forecast to grow 19% next year vs 3.1% decline forecast for Shipping industry in the United Kingdom. Consensus price target broadly unchanged at UK£41.70. Share price fell 6.2% to UK£29.35 over the past week.
お知らせ • Jan 06Clarkson PLC to Report Fiscal Year 2022 Results on Mar 06, 2023Clarkson PLC announced that they will report fiscal year 2022 results on Mar 06, 2023
お知らせ • Jan 04Clarkson PLC Announces Resignation of Peter Backhouse as Non-Executive DirectorClarkson PLC confirmed that Peter Backhouse has stepped down as a Non-Executive Director with effect from 31 December 2022.
Price Target Changed • Dec 19Price target increased to UK£43.50Up from UK£40.26, the current price target is an average from 4 analysts. New target price is 47% above last closing price of UK£29.65. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.08 for next year compared to UK£1.65 last year.
分析記事 • Dec 07Is It Time To Consider Buying Clarkson PLC (LON:CKN)?While Clarkson PLC ( LON:CKN ) might not be the most widely known stock at the moment, it saw a decent share price...
分析記事 • Nov 12We Like These Underlying Return On Capital Trends At Clarkson (LON:CKN)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Upcoming Dividend • Aug 25Upcoming dividend of UK£0.29 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (10%).
分析記事 • Aug 11Clarkson (LON:CKN) Shareholders Will Want The ROCE Trajectory To ContinueIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Aug 08First half 2022 earnings released: EPS: UK£0.98 (vs UK£0.64 in 1H 2021)First half 2022 results: EPS: UK£0.98 (up from UK£0.64 in 1H 2021). Revenue: UK£266.7m (up 40% from 1H 2021). Net income: UK£30.0m (up 55% from 1H 2021). Profit margin: 11% (up from 10% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 4.6% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to UK£34.10, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 41% over the past three years.