View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsWincanton 将来の成長Future 基準チェック /26Wincantonは、15.2%と3.1%でそれぞれ年率15.2%で利益と収益が成長すると予測される一方、EPSはgrowで13.9%年率。主要情報15.2%収益成長率13.91%EPS成長率Logistics 収益成長17.0%収益成長率3.1%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日22 Feb 2024今後の成長に関する最新情報Major Estimate Revision • Nov 16Consensus EPS estimates fall by 22%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from UK£1.39b to UK£1.40b. EPS estimate fell from UK£0.344 to UK£0.268 per share. Net income forecast to grow 38% next year vs 8.0% growth forecast for Logistics industry in the United Kingdom. Consensus price target broadly unchanged at UK£3.93. Share price was steady at UK£2.74 over the past week.Price Target Changed • Sep 20Price target increased by 8.1% to UK£3.88Up from UK£3.59, the current price target is an average from 6 analysts. New target price is 37% above last closing price of UK£2.83. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of UK£0.33 for next year compared to UK£0.27 last year.分析記事 • May 22Wincanton plc (LON:WIN) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a good week for Wincanton plc ( LON:WIN ) shareholders, because the company has just released its latest...Price Target Changed • May 21Price target increased to UK£5.07Up from UK£4.62, the current price target is an average from 5 analysts. New target price is 12% above last closing price of UK£4.54. Stock is up 143% over the past year.すべての更新を表示Recent updatesお知らせ • Apr 30Wincanton Announces Delisting and Cancellation of Trading of SharesFurther to the announcement made by Wincanton plc on 29 April 2024 that the Scheme for the acquisition of the entire issued and to be issued share capital of Wincanton by GXO Logistics Inc. (‘GXO’) has become effective in accordance with its terms, Wincanton announced that, following an application by Wincanton, the Financial Conduct Authority has cancelled the listing of Wincanton Shares on the premium listing segment of the Official List and the London Stock Exchange has cancelled the trading of Wincanton Shares on the London Stock Exchange's main market for listed securities, in each case with effect from 7:30 a.m. 30 April 2024. Unless otherwise defined, capitalised terms used in this announcement shall have the meanings given to them in the scheme document published and made available to Wincanton Shareholders on 14 March 2024 (the ‘Scheme Document’) in relation to the recommended cash acquisition by GXO of the entire issued and to be issued share capital of Wincanton, effected by means of a scheme of arrangement under Part 26 of the Companies Act (such scheme of arrangement having become effective on 29 April 2024) (the ‘Acquisition’). All references to times in this announcement are to London, United Kingdom times unless otherwise stated.お知らせ • Apr 29+ 3 more updatesWincanton plc(LSE:WIN) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)Wincanton plc(LSE:WIN) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)お知らせ • Mar 08Wincanton plc (LSE:WIN) agreed to acquire Invar Group Limited.Wincanton plc (LSE:WIN) agreed to acquire Invar Group Limited on March 8, 2024. Invar will remain as a stand-alone business within the Wincanton Group.お知らせ • Mar 07Wincanton to Cancel of Trading of its Shares on the London Stock Exchange's Main MarketOn 26 February 2024, the boards of directors of Wincanton plc and CEVA Logistics UK Rose Limited ("CMA CGM"), a wholly-owned subsidiary of CEVA Logistics S.A. (itself a subsidiary of CMA CGM S.A.) made an announcement (the "Supplementary Scheme Announcement") that they had reached agreement on the terms of an increased and final recommended cash offer for the entire issued and to be issued ordinary share capital of Wincanton, for an offer price of 480 pence in cash for each Wincanton Share (the "CMA CGM Revised Offer"). Prior to the Scheme becoming Effective, it is intended that Wincanton will make applications to the London Stock Exchange for the cancellation of trading of Wincanton Shares on the London Stock Exchange's main market for listed securities and to the FCA for the cancellation of listing of Wincanton Shares on the Official List. It is expected that such cancellation of admission to trading and listing would take effect from or shortly after the Effective Date. On the Effective Date, share certificates in respect of Wincanton Shares will cease to be valid and should be destroyed. In addition, entitlements to Wincanton Shares held within the CREST system will be cancelled. It is also proposed that, following the Effective Date and after the cancellation of the admission of the Wincanton Shares to trading on the Main Market and the listing of Wincanton Shares on the Official List, Wincanton will be re-registered as a private limited company under the relevant provisions of the Companies Act.お知らせ • Jan 19Wincanton Intends to Apply to LSE & FCA for Cancelation of Shares TradingThe Boards of Wincanton plc ("Wincanton") and CEVA Logistics UK Rose Limited ("Bidco"), a wholly-owned subsidiary of CEVA Logistics S.A. ("CEVA"), itself a subsidiary of CMA CGM S.A. ("CMA CGM"), announced that they have reached agreement on the terms of a recommended cash offer for the entire issued and to be issued share capital of Wincanton by Bidco (the "Acquisition"). The Acquisition is intended to be effected by means of a scheme of arrangement under Part 26 of the Companies Act. Prior to the Scheme becoming Effective, it is intended that Wincanton will make applications to the London Stock Exchange and the FCA for the cancellation of the admission of the Wincanton Shares to trading on the Main Market and the listing of the Wincanton Shares on the Official List. It is expected that such cancellation of admission to trading and de-listing would take effect from or shortly after the Effective Date. On the Effective Date, share certificates in respect of Wincanton Shares will cease to be valid and should be destroyed. In addition, entitlements to Wincanton Shares held within the CREST system will be cancelled. It is also proposed that, following the Effective Date and after the cancellation of the admission of the Wincanton Shares to trading on the Main Market and the listing of the Wincanton Shares on the Official List, Wincanton will be re-registered as a private limited company.お知らせ • Dec 20Windward Launches Route Deviation Alerts to Improve Supply Chain Management Amidst Red Sea CrisisWindward has announced the launch of Route Deviation (RDV) exception, a new capability part of Windward's Ocean Freight Visibility solution, to flag route changes caused due to the geopolitical crisis in the Red Sea. The new capability provides stakeholders with early alerts of changes to container shipments that have shifted away from entering the Red Sea,enhancing visibility and enabling them to efficiently adapt to changes and mitigate negative outcomes. As of the week of December 17th, 2023, Windward's data shows a two-year low of area visits in Bab-el-Mandeb for container vessels, which marks a decrease of 27% compared to the weekly average in 2023. The newly launched route deviation capability will provide stakeholders with enhanced visibility, enabling them to anticipate challenges and develop contingency plans, thus minimizing disruptions to the supply chain and allowing them to manage costs more effectively. Early knowledge of impacted shipments enables companies to optimize their operations, whether it's adjusting timelines or reallocating resources to ensure timely delivery. Windward's models, developed by maritime and AI specialists, are specifically trained to understand the multitude of factors affecting the movement of goods at sea. Windward's models, develop by maritime and AI specialists, is specifically trained to understand the multitude the movement of goods at sea". Windward's models, developed By maritime and AI specialists, are specific trained to understand the multitude of factor affecting the movement of goods at Sea. Windward's AI-powered decision support platform and exception management offers a 360deg view of the maritime ecosystem and allows stakeholders including ocean freight forwarders, shipping companies, insurers, energy companies, banks, and governments to make real time, predictive intelligence-driven decisions to achieve business and operational readiness.Major Estimate Revision • Nov 16Consensus EPS estimates fall by 22%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from UK£1.39b to UK£1.40b. EPS estimate fell from UK£0.344 to UK£0.268 per share. Net income forecast to grow 38% next year vs 8.0% growth forecast for Logistics industry in the United Kingdom. Consensus price target broadly unchanged at UK£3.93. Share price was steady at UK£2.74 over the past week.Reported Earnings • Nov 13First half 2024 earnings released: EPS: UK£0.12 (vs UK£0.17 in 1H 2023)First half 2024 results: EPS: UK£0.12 (down from UK£0.17 in 1H 2023). Revenue: UK£694.7m (down 7.8% from 1H 2023). Net income: UK£14.2m (down 34% from 1H 2023). Profit margin: 2.0% (down from 2.9% in 1H 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Nov 01Wincanton plc Announces Board ChangesWincanton confirmed that previously announced changes to its Board of Directors took place 31 October 2023. As announced in the Company's Preliminary Results on 22 May 2023, Stewart Oades, Senior Independent Director (SID), retired from the Board. With effect from 1 November 2023, Ms Gill Barr, a Non-executive Director of Wincanton since 2017 who has had considerable interaction with shareholders as Chair of the Remuneration Committee, became the SID. Ms Debbie Lentz replaced Ms Barr as Chair of the Remuneration Committee, having served on the Committee since 2019. Ms Barr remains a member of the Remuneration Committee. As announced on 18 July 2023, Mr. John Pattullo OBE has joined the Board as a Non-executive Director of the Company. He is also appointed as a member of the Company's Audit and Nomination Committees.Board Change • Oct 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. 6 experienced directors. 1 highly experienced director. CFO & Director Tom Hinton was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Sep 20Price target increased by 8.1% to UK£3.88Up from UK£3.59, the current price target is an average from 6 analysts. New target price is 37% above last closing price of UK£2.83. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of UK£0.33 for next year compared to UK£0.27 last year.Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£2.83, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Logistics industry in Europe. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.10 per share.お知らせ • Jul 18Wincanton plc Appoints John Pattullo OBE as A Non-Executive Director, Effective 1 November 2023Wincanton plc announced the appointment of Mr. John Pattullo OBE as a Non-executive director of the company with effect from 1 November 2023. Mr. Pattullo will also be appointed as a member of the company's audit and nomination committees. John Pattullo is currently Senior Independent Director of Redde Northgate plc, a position he has held since 2019. He was previously Chair of V Group until December 2020 and has served as Senior Independent Director and Remuneration Committee Chair of Electrocomponents plc (now RS Group plc), Chair of NHS Blood & Transplant, Chair of Marken Logistics and Chair of In Kind Direct, a Prince's charity. John was Chief Executive Officer of Ceva Logistics Ltd, between 2007 and 2012. Before that, he worked for Exel plc/DHL where he led the EMEA logistics business and earlier held a number of senior global supply chain appointments with Procter & Gamble.Upcoming Dividend • Jul 06Upcoming dividend of UK£0.088 per share at 5.2% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (2.7%).分析記事 • May 25Wincanton's (LON:WIN) Shareholders Will Receive A Bigger Dividend Than Last YearWincanton plc's ( LON:WIN ) dividend will be increasing from last year's payment of the same period to £0.088 on 11th...Reported Earnings • May 22Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: UK£0.27 (down from UK£0.39 in FY 2022). Revenue: UK£1.46b (up 2.9% from FY 2022). Net income: UK£33.2m (down 31% from FY 2022). Profit margin: 2.3% (down from 3.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.お知らせ • May 22+ 1 more updateWincanton plc Announces Board ChangesWincanton plc announced that Stewart Oades, Senior Independent Director (SID), completes his third three-year term as a director of Wincanton in October 2023. He will retire from the Board at the conclusion of the meeting scheduled to be held on 5 October 2023. Ms Gill Barr will become the SID when Mr. Oades steps down. Ms Barr is an experienced NED and has had considerable interaction with shareholders in her role as Chair of the Remuneration Committee of Wincanton and other listed companies. Ms Debbie Lentz will replace Ms Barr as Chair of the Remuneration Committee, having served on the Committee since 2019.分析記事 • Mar 08A Look At The Fair Value Of Wincanton plc (LON:WIN)Key Insights Wincanton's estimated fair value is UK£2.06 based on 2 Stage Free Cash Flow to Equity Wincanton's UK£2.23...Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to UK£2.23, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 1.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.06 per share.お知らせ • Feb 15Wincanton plc to Report First Half, 2024 Results on Nov 09, 2023Wincanton plc announced that they will report first half, 2024 results on Nov 09, 2023お知らせ • Feb 09+ 1 more updateWincanton plc to Report Fiscal Year 2023 Results on May 22, 2023Wincanton plc announced that they will report fiscal year 2023 results on May 22, 2023Upcoming Dividend • Nov 24Upcoming dividend of UK£0.044 per shareEligible shareholders must have bought the stock before 01 December 2022. Payment date: 30 December 2022. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.7%). In line with average of industry peers (3.5%).分析記事 • Nov 23Why Wincanton's (LON:WIN) Earnings Are Better Than They SeemWincanton plc's ( LON:WIN ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...分析記事 • Nov 18Wincanton (LON:WIN) Has Affirmed Its Dividend Of £0.044Wincanton plc ( LON:WIN ) has announced that it will pay a dividend of £0.044 per share on the 30th of December. This...Reported Earnings • Nov 17First half 2023 earnings released: EPS: UK£0.17 (vs UK£0.17 in 1H 2022)First half 2023 results: EPS: UK£0.17 (up from UK£0.17 in 1H 2022). Revenue: UK£753.6m (up 9.2% from 1H 2022). Net income: UK£21.5m (up 2.4% from 1H 2022). Profit margin: 2.9% (in line with 1H 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.4% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.分析記事 • Sep 30Does Wincanton (LON:WIN) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Buying Opportunity • Sep 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be UK£3.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 4.7%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.分析記事 • Jul 13Wincanton (LON:WIN) Has Announced That It Will Be Increasing Its Dividend To £0.08Wincanton plc ( LON:WIN ) will increase its dividend on the 5th of August to £0.08, which is 6.7% higher than last...Upcoming Dividend • Jul 07Upcoming dividend of UK£0.08 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (3.8%).分析記事 • Jun 16Wincanton (LON:WIN) Is Increasing Its Dividend To UK£0.08The board of Wincanton plc ( LON:WIN ) has announced that it will be increasing its dividend by 6.7% on the 5th of...分析記事 • Jun 14With EPS Growth And More, Wincanton (LON:WIN) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...分析記事 • May 24Wincanton's (LON:WIN) Upcoming Dividend Will Be Larger Than Last Year'sWincanton plc ( LON:WIN ) has announced that it will be increasing its dividend on the 5th of August to UK£0.08, which...Reported Earnings • May 22Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: UK£0.39 (up from UK£0.33 in FY 2021). Revenue: UK£1.42b (up 16% from FY 2021). Net income: UK£47.9m (up 16% from FY 2021). Profit margin: 3.4% (in line with FY 2021). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Over the next year, revenue is forecast to grow 5.2% while the industry in the United Kingdom is not expected to grow. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Interim CFO & Director James Clarke was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Interim CFO & Director James Clarke was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 01Now 22% undervaluedOver the last 90 days, the stock is up 2.6%. The fair value is estimated to be UK£4.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 8.9% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to UK£3.04, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Logistics industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.63 per share.Recent Insider Transactions Derivative • Mar 05CEO & Executive Director exercised options and sold UK£65k worth of stockOn the 1st of March, James Wroath exercised options to acquire 18k shares at no cost and sold these for an average price of UK£3.60 per share. This trade did not impact their existing holding. For the year to March 2021, James' total compensation was 52% salary and 48% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2021, James has owned 10.00k shares directly. Company insiders have collectively sold UK£37k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Mar 03Wincanton plc (LON:WIN) Shares Could Be 29% Below Their Intrinsic Value EstimateHow far off is Wincanton plc ( LON:WIN ) from its intrinsic value? Using the most recent financial data, we'll take a...分析記事 • Jan 20Is Wincanton (LON:WIN) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Buying Opportunity • Jan 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.5%. The fair value is estimated to be UK£4.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Upcoming Dividend • Nov 25Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 02 December 2021. Payment date: 31 December 2021. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.8%).Reported Earnings • Nov 21First half 2022 earnings released: EPS UK£0.17 (vs UK£0.13 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£690.3m (up 19% from 1H 2021). Net income: UK£21.0m (up 31% from 1H 2021). Profit margin: 3.0% (up from 2.8% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 01Upcoming dividend of UK£0.075 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 06 August 2021. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.7%).Recent Insider Transactions • May 29Senior Independent Director recently sold UK£45k worth of stockOn the 25th of May, Stewart Oades sold around 10k shares on-market at roughly UK£4.47 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought UK£51k more than they sold in the last 12 months.分析記事 • May 22Wincanton plc (LON:WIN) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a good week for Wincanton plc ( LON:WIN ) shareholders, because the company has just released its latest...Reported Earnings • May 21Full year 2021 earnings released: EPS UK£0.33 (vs UK£0.31 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£1.22b (up 1.7% from FY 2020). Net income: UK£41.3m (up 7.3% from FY 2020). Profit margin: 3.4% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Price Target Changed • May 21Price target increased to UK£5.07Up from UK£4.62, the current price target is an average from 5 analysts. New target price is 12% above last closing price of UK£4.54. Stock is up 143% over the past year.Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£4.06, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Logistics industry in Europe. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£6.53 per share.分析記事 • Mar 11Is Wincanton plc (LON:WIN) Trading At A 48% Discount?Does the March share price for Wincanton plc ( LON:WIN ) reflect what it's really worth? Today, we will estimate the...Executive Departure • Mar 01Independent Non-Executive Director has left the companyOn the 28th of February, Paul Dean's tenure as Independent Non-Executive Director ended after 6.1 years in the role. As of December 2020, Paul personally held only 10.00k shares (UK£26k worth at the time). Paul is the only executive to leave the company over the last 12 months.Is New 90 Day High Low • Feb 22New 90-day high: UK£3.16The company is up 25% from its price of UK£2.53 on 24 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 Logistics industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.61 per share.Is New 90 Day High Low • Jan 26New 90-day high: UK£3.15The company is up 50% from its price of UK£2.10 on 28 October 2020. The British market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.73 per share.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£3.07, the stock is trading at a trailing P/E ratio of 12.6x, up from the previous P/E ratio of 10.9x. This compares to an average P/E of 22x in the Logistics industry in Europe. Total returns to shareholders over the past three years are 59%.Is New 90 Day High Low • Jan 06New 90-day high: UK£2.66The company is up 19% from its price of UK£2.24 on 08 October 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.57 per share.業績と収益の成長予測LSE:WIN - 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3/31/20261,50941588733/31/20251,45437608643/31/20241,40334447249/30/20231,4032688102N/A6/30/20231,4333085100N/A3/31/20231,462338197N/A12/31/20221,4734184101N/A9/30/20221,4854887104N/A6/30/20221,453488397N/A3/31/20221,421487990N/A12/31/20211,377463646N/A9/30/20211,33444-63N/A6/30/20211,278422837N/A3/31/20211,222396372N/A12/31/20201,2043594102N/A9/30/20201,18730125132N/A6/30/20201,1943493101N/A3/31/20201,201396170N/A12/31/20191,177405161N/A9/30/20191,153414151N/A6/30/20191,147422838N/A3/31/20191,142431525N/A12/31/20181,157421928N/A9/30/20181,173412231N/A6/30/20181,172361729N/A3/31/20181,172311226N/A12/31/20171,155371029N/A9/30/20171,13743831N/A6/30/20171,12842N/A41N/A3/31/20171,11842N/A51N/A12/31/20161,12254N/A24N/A9/30/20161,12667N/A-3N/A6/30/20161,13764N/A-11N/A3/31/20161,14761N/A-19N/A12/31/20151,14341N/A4N/A9/30/20151,13920N/A27N/A6/30/20151,12320N/A29N/A3/31/20151,10719N/A30N/A12/31/20141,10725N/AN/AN/A9/30/20141,10730N/A40N/A6/30/20141,10229N/A48N/A3/31/20141,09827N/A56N/A12/31/20131,08820N/AN/AN/A9/30/20131,07812N/A50N/A6/30/20131,08211N/A37N/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: WINの予測収益成長率 (年間15.2% ) は 貯蓄率 ( 1.6% ) を上回っています。収益対市場: WINの収益 ( 15.2% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。高成長収益: WIN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: WINの収益 ( 3.1% ) UK市場 ( 4.6% ) よりも低い成長が予測されています。高い収益成長: WINの収益 ( 3.1% ) 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: WINの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2024/04/30 08:00終値2024/04/30 00:00収益2023/09/30年間収益2023/03/31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Wincanton 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。9 アナリスト機関Calum BattersbyBerenbergJamie AitkenheadEdison Investment ResearchAnand DateHSBC6 その他のアナリストを表示
Major Estimate Revision • Nov 16Consensus EPS estimates fall by 22%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from UK£1.39b to UK£1.40b. EPS estimate fell from UK£0.344 to UK£0.268 per share. Net income forecast to grow 38% next year vs 8.0% growth forecast for Logistics industry in the United Kingdom. Consensus price target broadly unchanged at UK£3.93. Share price was steady at UK£2.74 over the past week.
Price Target Changed • Sep 20Price target increased by 8.1% to UK£3.88Up from UK£3.59, the current price target is an average from 6 analysts. New target price is 37% above last closing price of UK£2.83. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of UK£0.33 for next year compared to UK£0.27 last year.
分析記事 • May 22Wincanton plc (LON:WIN) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a good week for Wincanton plc ( LON:WIN ) shareholders, because the company has just released its latest...
Price Target Changed • May 21Price target increased to UK£5.07Up from UK£4.62, the current price target is an average from 5 analysts. New target price is 12% above last closing price of UK£4.54. Stock is up 143% over the past year.
お知らせ • Apr 30Wincanton Announces Delisting and Cancellation of Trading of SharesFurther to the announcement made by Wincanton plc on 29 April 2024 that the Scheme for the acquisition of the entire issued and to be issued share capital of Wincanton by GXO Logistics Inc. (‘GXO’) has become effective in accordance with its terms, Wincanton announced that, following an application by Wincanton, the Financial Conduct Authority has cancelled the listing of Wincanton Shares on the premium listing segment of the Official List and the London Stock Exchange has cancelled the trading of Wincanton Shares on the London Stock Exchange's main market for listed securities, in each case with effect from 7:30 a.m. 30 April 2024. Unless otherwise defined, capitalised terms used in this announcement shall have the meanings given to them in the scheme document published and made available to Wincanton Shareholders on 14 March 2024 (the ‘Scheme Document’) in relation to the recommended cash acquisition by GXO of the entire issued and to be issued share capital of Wincanton, effected by means of a scheme of arrangement under Part 26 of the Companies Act (such scheme of arrangement having become effective on 29 April 2024) (the ‘Acquisition’). All references to times in this announcement are to London, United Kingdom times unless otherwise stated.
お知らせ • Apr 29+ 3 more updatesWincanton plc(LSE:WIN) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)Wincanton plc(LSE:WIN) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)
お知らせ • Mar 08Wincanton plc (LSE:WIN) agreed to acquire Invar Group Limited.Wincanton plc (LSE:WIN) agreed to acquire Invar Group Limited on March 8, 2024. Invar will remain as a stand-alone business within the Wincanton Group.
お知らせ • Mar 07Wincanton to Cancel of Trading of its Shares on the London Stock Exchange's Main MarketOn 26 February 2024, the boards of directors of Wincanton plc and CEVA Logistics UK Rose Limited ("CMA CGM"), a wholly-owned subsidiary of CEVA Logistics S.A. (itself a subsidiary of CMA CGM S.A.) made an announcement (the "Supplementary Scheme Announcement") that they had reached agreement on the terms of an increased and final recommended cash offer for the entire issued and to be issued ordinary share capital of Wincanton, for an offer price of 480 pence in cash for each Wincanton Share (the "CMA CGM Revised Offer"). Prior to the Scheme becoming Effective, it is intended that Wincanton will make applications to the London Stock Exchange for the cancellation of trading of Wincanton Shares on the London Stock Exchange's main market for listed securities and to the FCA for the cancellation of listing of Wincanton Shares on the Official List. It is expected that such cancellation of admission to trading and listing would take effect from or shortly after the Effective Date. On the Effective Date, share certificates in respect of Wincanton Shares will cease to be valid and should be destroyed. In addition, entitlements to Wincanton Shares held within the CREST system will be cancelled. It is also proposed that, following the Effective Date and after the cancellation of the admission of the Wincanton Shares to trading on the Main Market and the listing of Wincanton Shares on the Official List, Wincanton will be re-registered as a private limited company under the relevant provisions of the Companies Act.
お知らせ • Jan 19Wincanton Intends to Apply to LSE & FCA for Cancelation of Shares TradingThe Boards of Wincanton plc ("Wincanton") and CEVA Logistics UK Rose Limited ("Bidco"), a wholly-owned subsidiary of CEVA Logistics S.A. ("CEVA"), itself a subsidiary of CMA CGM S.A. ("CMA CGM"), announced that they have reached agreement on the terms of a recommended cash offer for the entire issued and to be issued share capital of Wincanton by Bidco (the "Acquisition"). The Acquisition is intended to be effected by means of a scheme of arrangement under Part 26 of the Companies Act. Prior to the Scheme becoming Effective, it is intended that Wincanton will make applications to the London Stock Exchange and the FCA for the cancellation of the admission of the Wincanton Shares to trading on the Main Market and the listing of the Wincanton Shares on the Official List. It is expected that such cancellation of admission to trading and de-listing would take effect from or shortly after the Effective Date. On the Effective Date, share certificates in respect of Wincanton Shares will cease to be valid and should be destroyed. In addition, entitlements to Wincanton Shares held within the CREST system will be cancelled. It is also proposed that, following the Effective Date and after the cancellation of the admission of the Wincanton Shares to trading on the Main Market and the listing of the Wincanton Shares on the Official List, Wincanton will be re-registered as a private limited company.
お知らせ • Dec 20Windward Launches Route Deviation Alerts to Improve Supply Chain Management Amidst Red Sea CrisisWindward has announced the launch of Route Deviation (RDV) exception, a new capability part of Windward's Ocean Freight Visibility solution, to flag route changes caused due to the geopolitical crisis in the Red Sea. The new capability provides stakeholders with early alerts of changes to container shipments that have shifted away from entering the Red Sea,enhancing visibility and enabling them to efficiently adapt to changes and mitigate negative outcomes. As of the week of December 17th, 2023, Windward's data shows a two-year low of area visits in Bab-el-Mandeb for container vessels, which marks a decrease of 27% compared to the weekly average in 2023. The newly launched route deviation capability will provide stakeholders with enhanced visibility, enabling them to anticipate challenges and develop contingency plans, thus minimizing disruptions to the supply chain and allowing them to manage costs more effectively. Early knowledge of impacted shipments enables companies to optimize their operations, whether it's adjusting timelines or reallocating resources to ensure timely delivery. Windward's models, developed by maritime and AI specialists, are specifically trained to understand the multitude of factors affecting the movement of goods at sea. Windward's models, develop by maritime and AI specialists, is specifically trained to understand the multitude the movement of goods at sea". Windward's models, developed By maritime and AI specialists, are specific trained to understand the multitude of factor affecting the movement of goods at Sea. Windward's AI-powered decision support platform and exception management offers a 360deg view of the maritime ecosystem and allows stakeholders including ocean freight forwarders, shipping companies, insurers, energy companies, banks, and governments to make real time, predictive intelligence-driven decisions to achieve business and operational readiness.
Major Estimate Revision • Nov 16Consensus EPS estimates fall by 22%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from UK£1.39b to UK£1.40b. EPS estimate fell from UK£0.344 to UK£0.268 per share. Net income forecast to grow 38% next year vs 8.0% growth forecast for Logistics industry in the United Kingdom. Consensus price target broadly unchanged at UK£3.93. Share price was steady at UK£2.74 over the past week.
Reported Earnings • Nov 13First half 2024 earnings released: EPS: UK£0.12 (vs UK£0.17 in 1H 2023)First half 2024 results: EPS: UK£0.12 (down from UK£0.17 in 1H 2023). Revenue: UK£694.7m (down 7.8% from 1H 2023). Net income: UK£14.2m (down 34% from 1H 2023). Profit margin: 2.0% (down from 2.9% in 1H 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Nov 01Wincanton plc Announces Board ChangesWincanton confirmed that previously announced changes to its Board of Directors took place 31 October 2023. As announced in the Company's Preliminary Results on 22 May 2023, Stewart Oades, Senior Independent Director (SID), retired from the Board. With effect from 1 November 2023, Ms Gill Barr, a Non-executive Director of Wincanton since 2017 who has had considerable interaction with shareholders as Chair of the Remuneration Committee, became the SID. Ms Debbie Lentz replaced Ms Barr as Chair of the Remuneration Committee, having served on the Committee since 2019. Ms Barr remains a member of the Remuneration Committee. As announced on 18 July 2023, Mr. John Pattullo OBE has joined the Board as a Non-executive Director of the Company. He is also appointed as a member of the Company's Audit and Nomination Committees.
Board Change • Oct 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. 6 experienced directors. 1 highly experienced director. CFO & Director Tom Hinton was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Sep 20Price target increased by 8.1% to UK£3.88Up from UK£3.59, the current price target is an average from 6 analysts. New target price is 37% above last closing price of UK£2.83. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of UK£0.33 for next year compared to UK£0.27 last year.
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£2.83, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Logistics industry in Europe. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.10 per share.
お知らせ • Jul 18Wincanton plc Appoints John Pattullo OBE as A Non-Executive Director, Effective 1 November 2023Wincanton plc announced the appointment of Mr. John Pattullo OBE as a Non-executive director of the company with effect from 1 November 2023. Mr. Pattullo will also be appointed as a member of the company's audit and nomination committees. John Pattullo is currently Senior Independent Director of Redde Northgate plc, a position he has held since 2019. He was previously Chair of V Group until December 2020 and has served as Senior Independent Director and Remuneration Committee Chair of Electrocomponents plc (now RS Group plc), Chair of NHS Blood & Transplant, Chair of Marken Logistics and Chair of In Kind Direct, a Prince's charity. John was Chief Executive Officer of Ceva Logistics Ltd, between 2007 and 2012. Before that, he worked for Exel plc/DHL where he led the EMEA logistics business and earlier held a number of senior global supply chain appointments with Procter & Gamble.
Upcoming Dividend • Jul 06Upcoming dividend of UK£0.088 per share at 5.2% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (2.7%).
分析記事 • May 25Wincanton's (LON:WIN) Shareholders Will Receive A Bigger Dividend Than Last YearWincanton plc's ( LON:WIN ) dividend will be increasing from last year's payment of the same period to £0.088 on 11th...
Reported Earnings • May 22Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: UK£0.27 (down from UK£0.39 in FY 2022). Revenue: UK£1.46b (up 2.9% from FY 2022). Net income: UK£33.2m (down 31% from FY 2022). Profit margin: 2.3% (down from 3.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.
お知らせ • May 22+ 1 more updateWincanton plc Announces Board ChangesWincanton plc announced that Stewart Oades, Senior Independent Director (SID), completes his third three-year term as a director of Wincanton in October 2023. He will retire from the Board at the conclusion of the meeting scheduled to be held on 5 October 2023. Ms Gill Barr will become the SID when Mr. Oades steps down. Ms Barr is an experienced NED and has had considerable interaction with shareholders in her role as Chair of the Remuneration Committee of Wincanton and other listed companies. Ms Debbie Lentz will replace Ms Barr as Chair of the Remuneration Committee, having served on the Committee since 2019.
分析記事 • Mar 08A Look At The Fair Value Of Wincanton plc (LON:WIN)Key Insights Wincanton's estimated fair value is UK£2.06 based on 2 Stage Free Cash Flow to Equity Wincanton's UK£2.23...
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to UK£2.23, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 1.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.06 per share.
お知らせ • Feb 15Wincanton plc to Report First Half, 2024 Results on Nov 09, 2023Wincanton plc announced that they will report first half, 2024 results on Nov 09, 2023
お知らせ • Feb 09+ 1 more updateWincanton plc to Report Fiscal Year 2023 Results on May 22, 2023Wincanton plc announced that they will report fiscal year 2023 results on May 22, 2023
Upcoming Dividend • Nov 24Upcoming dividend of UK£0.044 per shareEligible shareholders must have bought the stock before 01 December 2022. Payment date: 30 December 2022. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.7%). In line with average of industry peers (3.5%).
分析記事 • Nov 23Why Wincanton's (LON:WIN) Earnings Are Better Than They SeemWincanton plc's ( LON:WIN ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
分析記事 • Nov 18Wincanton (LON:WIN) Has Affirmed Its Dividend Of £0.044Wincanton plc ( LON:WIN ) has announced that it will pay a dividend of £0.044 per share on the 30th of December. This...
Reported Earnings • Nov 17First half 2023 earnings released: EPS: UK£0.17 (vs UK£0.17 in 1H 2022)First half 2023 results: EPS: UK£0.17 (up from UK£0.17 in 1H 2022). Revenue: UK£753.6m (up 9.2% from 1H 2022). Net income: UK£21.5m (up 2.4% from 1H 2022). Profit margin: 2.9% (in line with 1H 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.4% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.
分析記事 • Sep 30Does Wincanton (LON:WIN) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Buying Opportunity • Sep 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be UK£3.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 4.7%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.
分析記事 • Jul 13Wincanton (LON:WIN) Has Announced That It Will Be Increasing Its Dividend To £0.08Wincanton plc ( LON:WIN ) will increase its dividend on the 5th of August to £0.08, which is 6.7% higher than last...
Upcoming Dividend • Jul 07Upcoming dividend of UK£0.08 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (3.8%).
分析記事 • Jun 16Wincanton (LON:WIN) Is Increasing Its Dividend To UK£0.08The board of Wincanton plc ( LON:WIN ) has announced that it will be increasing its dividend by 6.7% on the 5th of...
分析記事 • Jun 14With EPS Growth And More, Wincanton (LON:WIN) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
分析記事 • May 24Wincanton's (LON:WIN) Upcoming Dividend Will Be Larger Than Last Year'sWincanton plc ( LON:WIN ) has announced that it will be increasing its dividend on the 5th of August to UK£0.08, which...
Reported Earnings • May 22Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: UK£0.39 (up from UK£0.33 in FY 2021). Revenue: UK£1.42b (up 16% from FY 2021). Net income: UK£47.9m (up 16% from FY 2021). Profit margin: 3.4% (in line with FY 2021). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Over the next year, revenue is forecast to grow 5.2% while the industry in the United Kingdom is not expected to grow. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Interim CFO & Director James Clarke was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Interim CFO & Director James Clarke was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 01Now 22% undervaluedOver the last 90 days, the stock is up 2.6%. The fair value is estimated to be UK£4.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 8.9% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to UK£3.04, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Logistics industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.63 per share.
Recent Insider Transactions Derivative • Mar 05CEO & Executive Director exercised options and sold UK£65k worth of stockOn the 1st of March, James Wroath exercised options to acquire 18k shares at no cost and sold these for an average price of UK£3.60 per share. This trade did not impact their existing holding. For the year to March 2021, James' total compensation was 52% salary and 48% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2021, James has owned 10.00k shares directly. Company insiders have collectively sold UK£37k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Mar 03Wincanton plc (LON:WIN) Shares Could Be 29% Below Their Intrinsic Value EstimateHow far off is Wincanton plc ( LON:WIN ) from its intrinsic value? Using the most recent financial data, we'll take a...
分析記事 • Jan 20Is Wincanton (LON:WIN) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Buying Opportunity • Jan 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.5%. The fair value is estimated to be UK£4.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Upcoming Dividend • Nov 25Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 02 December 2021. Payment date: 31 December 2021. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.8%).
Reported Earnings • Nov 21First half 2022 earnings released: EPS UK£0.17 (vs UK£0.13 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£690.3m (up 19% from 1H 2021). Net income: UK£21.0m (up 31% from 1H 2021). Profit margin: 3.0% (up from 2.8% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 01Upcoming dividend of UK£0.075 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 06 August 2021. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.7%).
Recent Insider Transactions • May 29Senior Independent Director recently sold UK£45k worth of stockOn the 25th of May, Stewart Oades sold around 10k shares on-market at roughly UK£4.47 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought UK£51k more than they sold in the last 12 months.
分析記事 • May 22Wincanton plc (LON:WIN) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a good week for Wincanton plc ( LON:WIN ) shareholders, because the company has just released its latest...
Reported Earnings • May 21Full year 2021 earnings released: EPS UK£0.33 (vs UK£0.31 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£1.22b (up 1.7% from FY 2020). Net income: UK£41.3m (up 7.3% from FY 2020). Profit margin: 3.4% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Price Target Changed • May 21Price target increased to UK£5.07Up from UK£4.62, the current price target is an average from 5 analysts. New target price is 12% above last closing price of UK£4.54. Stock is up 143% over the past year.
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£4.06, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Logistics industry in Europe. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£6.53 per share.
分析記事 • Mar 11Is Wincanton plc (LON:WIN) Trading At A 48% Discount?Does the March share price for Wincanton plc ( LON:WIN ) reflect what it's really worth? Today, we will estimate the...
Executive Departure • Mar 01Independent Non-Executive Director has left the companyOn the 28th of February, Paul Dean's tenure as Independent Non-Executive Director ended after 6.1 years in the role. As of December 2020, Paul personally held only 10.00k shares (UK£26k worth at the time). Paul is the only executive to leave the company over the last 12 months.
Is New 90 Day High Low • Feb 22New 90-day high: UK£3.16The company is up 25% from its price of UK£2.53 on 24 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 Logistics industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.61 per share.
Is New 90 Day High Low • Jan 26New 90-day high: UK£3.15The company is up 50% from its price of UK£2.10 on 28 October 2020. The British market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.73 per share.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£3.07, the stock is trading at a trailing P/E ratio of 12.6x, up from the previous P/E ratio of 10.9x. This compares to an average P/E of 22x in the Logistics industry in Europe. Total returns to shareholders over the past three years are 59%.
Is New 90 Day High Low • Jan 06New 90-day high: UK£2.66The company is up 19% from its price of UK£2.24 on 08 October 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.57 per share.