SSE（SSEL）株式概要SSE plcは発電、送電、配電、電力供給に従事している。 詳細SSEL ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長3/6過去の実績4/6財務の健全性4/6配当金2/6報酬収益は年間17.16%増加すると予測されています 過去1年間で収益は1.6%増加しました リスク分析2.74%の配当はフリーキャッシュフローで十分にカバーされていない 多額の負債を抱えている すべてのリスクチェックを見るSSEL Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW496,749 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG496,749 investors already sharing narrativesYour Fair ValueUK£Current PriceUK£25.0016.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-158m29b2016201920222025202620282031Revenue UK£17.4bEarnings UK£2.1bAdvancedSet Fair ValueView all narrativesSSE plc 競合他社National GridSymbol: LSE:NG.Market cap: UK£61.9bJersey ElectricitySymbol: LSE:JELMarket cap: UK£137.9mUnited Utilities GroupSymbol: LSE:UU.Market cap: UK£10.0bSevern TrentSymbol: LSE:SVTMarket cap: UK£9.0b価格と性能株価の高値、安値、推移の概要SSE過去の株価現在の株価UK£25.0052週高値UK£27.6752週安値UK£15.97ベータ0.591ヶ月の変化4.43%3ヶ月変化-7.61%1年変化34.39%3年間の変化44.38%5年間の変化62.07%IPOからの変化89.25%最新ニュースBuy Or Sell Opportunity • Jun 26Now 20% overvaluedOver the last 90 days, the stock has fallen 2.8% to UK£24.14. The fair value is estimated to be UK£20.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.お知らせ • Jun 12SSE plc, Annual General Meeting, Jul 16, 2026SSE plc, Annual General Meeting, Jul 16, 2026. Location: the perth concert hall, mill street, ph1 5hz, perth United KingdomDeclared Dividend • May 31Final dividend increased to UK£0.47Dividend of UK£0.47 is 10.0% higher than last year. Ex-date: 23rd July 2026 Payment date: 17th September 2026 Dividend yield will be 2.9%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 29Full year 2026 earnings released: EPS: UK£1.06 (vs UK£1.08 in FY 2025)Full year 2026 results: EPS: UK£1.06. Revenue: UK£10.2b (flat on FY 2025). Net income: UK£1.21b (up 1.6% from FY 2025). Profit margin: 12% (in line with FY 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electric Utilities industry in Europe.お知らせ • May 28+ 1 more updateSSE plc to Report Fiscal Year 2026 Final Results on Jun 12, 2026SSE plc announced that they will report fiscal year 2026 final results on Jun 12, 2026Buy Or Sell Opportunity • May 21Now 21% overvaluedOver the last 90 days, the stock has fallen 7.7% to UK£23.97. The fair value is estimated to be UK£19.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Jun 26Now 20% overvaluedOver the last 90 days, the stock has fallen 2.8% to UK£24.14. The fair value is estimated to be UK£20.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.お知らせ • Jun 12SSE plc, Annual General Meeting, Jul 16, 2026SSE plc, Annual General Meeting, Jul 16, 2026. Location: the perth concert hall, mill street, ph1 5hz, perth United KingdomDeclared Dividend • May 31Final dividend increased to UK£0.47Dividend of UK£0.47 is 10.0% higher than last year. Ex-date: 23rd July 2026 Payment date: 17th September 2026 Dividend yield will be 2.9%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 29Full year 2026 earnings released: EPS: UK£1.06 (vs UK£1.08 in FY 2025)Full year 2026 results: EPS: UK£1.06. Revenue: UK£10.2b (flat on FY 2025). Net income: UK£1.21b (up 1.6% from FY 2025). Profit margin: 12% (in line with FY 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electric Utilities industry in Europe.お知らせ • May 28+ 1 more updateSSE plc to Report Fiscal Year 2026 Final Results on Jun 12, 2026SSE plc announced that they will report fiscal year 2026 final results on Jun 12, 2026Buy Or Sell Opportunity • May 21Now 21% overvaluedOver the last 90 days, the stock has fallen 7.7% to UK£23.97. The fair value is estimated to be UK£19.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.お知らせ • Nov 13SSE plc has completed a Follow-on Equity Offering in the amount of £6.956511 million.SSE plc has completed a Follow-on Equity Offering in the amount of £6.956511 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 339,342 Price\Range: £20.5 Transaction Features: Regulation Sお知らせ • Nov 12+ 4 more updatesSSE plc has filed a Follow-on Equity Offering in the amount of £2 billion.SSE plc has filed a Follow-on Equity Offering in the amount of £2 billion. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: Regulation S; Subsequent Direct Listingお知らせ • Aug 29SSE plc Approves Final Dividend for the Year Ended March 31, 2025, Payable on September 18, 2025SSE plc announced on 27 August 2025 that a total of 23,080 shareholders have elected to receive the final dividend for the year ended 31 March 2025 of 43 pence per ordinary share in respect of 58,951,063 ordinary shares in the form of Scrip dividend. This will result in a reduction in final dividend cash funding of £25,348,957. The overall Scrip dividend take-up for the financial year ended 31 March 2025 was 9.7%, which is under the cap of 25%; as a result, no buy-back to limit scrip dilution will be implemented. A total of 1,369,268 new ordinary shares, fully paid, will be issued on 18 September 2025, representing an increase of 0.12% on the issued share capital (excluding treasury shares) on the dividend record date of 25 July 2025. The relevant Scrip Reference Share Price was 1,849 pence per ordinary share.お知らせ • Jul 18SSE plc Announces Board Committee ChangesThe Board of SSE plc, on the Nomination Committee's recommendation, approved the following changes to its Committees, effective after the AGM. Hixonia Nyasulu, as previously announced, became a member of the Audit Committee and Safety, Sustainability, Health, and Environment Advisory Committee (SSHEAC). Dame Angela Strank, as previously announced in the Annual Report 2025, became Chair of the SSHEAC. Martin Pibworth stepped down from the SSHEAC and Energy Markets Risk Committee. Tony Cocker stepped down from the SSHEAC.お知らせ • May 21+ 2 more updatesSSE plc Recommends A Final Dividend for the Year Ended 31 March 2025, Payable on September 18, 2025SSE plc Recommend a final dividend of 43.0 pence for the year ended 31 March 2025 taking full-year dividend to 64.2 pence or 7% increase on prior year. Payment date: September 18, 2025.お知らせ • Mar 29SSE plc, Annual General Meeting, Jul 17, 2025SSE plc, Annual General Meeting, Jul 17, 2025.お知らせ • Mar 28+ 1 more updateSSE plc Announces CEO ChangesSSE plc announced the appointment of Martin Pibworth as Chief Executive designate, following a competitive recruitment process. Current Chief Executive Alistair Phillips-Davies CBE announced his decision to retire from SSE in November 2024 and Martin will formally take over from Alistair following SSE's Annual General Meeting (AGM) on 17 July 2025. Martin joined SSE in 1998 and has progressively held a number of key commercial roles in the Company over the last three decades, joining the Executive Committee in 2012 and the Board in 2017. As Chief Commercial Officer he has been overseeing SSE's Renewables, Thermal, Energy Markets and Energy Customer Solutions businesses. Martin has a deep understanding of energy markets and large capital projects, and has been at the heart of the design and delivery of SSE's highly successful corporate strategy. Outside of SSE, he is Chair of CBI Scotland and a longstanding Energy UK Board Member.お知らせ • Nov 13+ 1 more updateAlistair Phillips-Davies Intends to Retire as Chief Executive of SSE plcAlistair Phillips-Davies, Chief Executive of SSE plc, has informed the Board that he intends to retire from SSE during 2025 after more than 11 years of leading the Company. Alistair will remain in place until a successor is appointed to ensure a smooth and orderly transition, and he and the rest of the executive team remain fully focused on the delivery of SSE's strategy. SSE Chair, Sir John Manzoni, will now lead a thorough and extensive recruitment process for Alistair's successor. The process will take account of SSE's highly experienced and capable internal team, as well as the wider market, supported by independent recruitment specialists KornFerry.お知らせ • Nov 02SSE plc Appoints Hixonia Nyasulu as an Independent Non-Executive Director and Senior Independent Director on 1 January 2025Anglo American plc announced that Hixonia Nyasulu, an independent non-executive director of the company, will be appointed as an independent non-executive director and senior independent director (SID) designate of SSE plc (SSE) on 1 January 2025. Ms. Nyasulu is expected to assume the role of SID of SSE from 18 July 2025.お知らせ • Nov 01SSE plc Announces Resignation of Helen Mahy as Senior Independent Director, Effective of 18 July 2025The Board of SSE plc announced resignation of Helen Mahy as Senior Independent Director (SID) effective of 18 July 2025. Helen first joined the SSE Board on 1 March 2016, therefore this transition represents a time-limited extension to her tenure, and has been agreed to ensure a smooth SID succession process for Hixonia and the Board. Helen will now step down from the Board on17 July 2025, the expected date of SSE's Annual General Meeting 2025, and will not stand for re-election. Following completion of the above succession plan on 18 July 2025,the Board of SSE plc will comprise the Chair, three Executive Directors and eight independent non-Executive Directors; and will comprise seven men and five women. Each Director of SSE plc is subject to annual re-appointment and Hixonia's appointment to the Board from 1 January 2025 will be the subject of a resolution at the Company's Annual General Meeting 2025.お知らせ • Oct 02SSE plc (LSE:SSE) commences an Equity Buyback Plan for 109,345,335 shares, representing 10% of its issued share capital, under the authorization approved on July 18, 2024.SSE plc (LSE:SSE) commences share repurchases on September 30, 2024 under the program mandated by the shareholders in the Annual General Meeting held on July 18, 2024. As per the mandate, the company is authorized to repurchase up to 109,345,335 shares, representing 10% of its issued share capital. The minimum price (exclusive of expenses) which may be paid for each ordinary share is £0.5 and the maximum price which may be paid for each ordinary share is the higher an amount equal to 105% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The shares purchased may either be cancelled or held as treasury shares, which may then be cancelled, sold for cash or used to meet the company’s obligations under its employee share schemes. The authority shall expire at the earlier of the conclusion of the 2025 Annual General Meeting and close of business on September 30, 2025. As of May 21, 2024, the company had 1,096,239,455 ordinary shares in issue and 2,786,105 ordinary shares in treasury.お知らせ • Aug 09SSE plc to Report First Half, 2025 Results on Nov 13, 2024SSE plc announced that they will report first half, 2025 results on Nov 13, 2024お知らせ • May 25SSE plc Announces Final Dividend for the Year Ended 31 March 2024, Payable on 19 September 2024SSE plc announced final dividend of 40 pence per ordinary share for the year ended 31 March 2024. Dividend payable on 19 September 2024, record date of 26 July 2024 and ex-dividend date of 25 July 2024.Declared Dividend • May 24Final dividend of UK£0.40 announcedShareholders will receive a dividend of UK£0.40. Ex-date: 25th July 2024 Payment date: 19th September 2024 Dividend yield will be 3.4%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 4.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 24Full year 2024 earnings released: EPS: UK£1.57 (vs UK£0.15 loss in FY 2023)Full year 2024 results: EPS: UK£1.57 (up from UK£0.15 loss in FY 2023). Revenue: UK£10.5b (down 16% from FY 2023). Net income: UK£1.71b (up UK£1.87b from FY 2023). Profit margin: 16% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Mar 23SSE Thermal Appoints Finlay McCutcheon as the New Managing DirectorSSE has announced the appointment of Finlay McCutcheon as the new Managing Director of SSE Thermal. Finlay will be responsible for driving the strategy, performance and development of the company's flexible power generation and energy storage activities in the UK and Ireland, including the delivery of SSE's new low-carbon hydrogen and carbon capture projects. Finlay will commence his new role in May 2024 and will become part of the Group Executive Committee during the course of the summer. He will report to Martin Pibworth, SSE's Chief Commercial Officer and Board member. Finlay is currently Director of Onshore Renewables (Europe) at SSE Renewables, where he has been responsible for the development, construction, and operation of all of SSE's Onshore Wind, Hydro, Pumped Storage, and Solar and Battery investments across Europe. Prior to that he has held several senior roles within SSE, including as Managing Director of SSE's Energy Portfolio Management division (now Energy Markets) and as Director of SSE Business Energy. After graduating from the University of Edinburgh, Finlay worked as a Corporate & Commercial lawyer, before joining SSE in 2010. Finlay joins SSE Thermal following a period of strong performance with the company's existing assets playing a key role in recent years supporting the electricity systems in both the UK and Ireland. SSE Thermal has a growing portfolio of low-carbon growth options, with development work progressing on carbon capture projects at Keadby and Peterhead, sustainable biofuels in Ireland and hydrogen projects across the value chain of production, storage and power generation. The company has recently announced plans for a new hydrogen-ready power station at Keadby.Board Change • Jan 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Executive Director Barry O'regan was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.New Risk • Nov 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 164% Cash payout ratio: 122% Minor Risks High level of debt (72% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.0% net profit margin).お知らせ • Nov 17+ 2 more updatesSSE plc to Report Fiscal Year 2024 Results on May 22, 2024SSE plc announced that they will report fiscal year 2024 results on May 22, 2024Reported Earnings • Nov 16First half 2024 earnings released: EPS: UK£0.28 (vs UK£0.40 loss in 1H 2023)First half 2024 results: EPS: UK£0.28 (up from UK£0.40 loss in 1H 2023). Revenue: UK£4.79b (down 15% from 1H 2023). Net income: UK£309.0m (up UK£736.4m from 1H 2023). Profit margin: 6.5% (up from net loss in 1H 2023). The move to profitability was driven by lower expenses. Revenue is expected to fall by 3.6% p.a. on average during the next 3 years compared to a 3.7% decline forecast for the Electric Utilities industry in Europe. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Oct 05SSE plc Announces Directorate ChangeSSE plc announced that Helen Mahy, current non-Executive Director having served on the Board since March 2016, has been appointed as Senior Independent Director from 1 November 2023. Helen succeeds Tony Cocker who will remain on the Board as an independent non-Executive Director. Outside of the above change, Helen will remain Chair of SSE's Safety, Sustainability, Health and Environment Advisory Committee, and a member of SSE's Nomination Committee and Audit Committee. Tony will remain Chair of SSE's Energy Markets Risk Committee and a member of SSE's Nomination Committee, Audit Committee, and Safety, Sustainability, Health and Environment Advisory Committee.Upcoming Dividend • Jul 20Upcoming dividend of UK£0.68 per share at 5.4% yieldEligible shareholders must have bought the stock before 27 July 2023. Payment date: 21 September 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 5.4%. Lower than top quartile of British dividend payers (6.0%). In line with average of industry peers (5.3%).New Risk • Jun 12New 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£2.7m 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 Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Shareholders have been diluted in the past year (2.1% increase in shares outstanding). Significant insider selling over the past 3 months (UK£2.7m sold).お知らせ • May 26SSE plc Announces Final Dividend for the Year Ending 31 March 2023, Payable 21 September 2023SSE plc announces its timetable in relation to the final dividend of 67.7 penceper ordinary share for the year ending 31 March 2023. 27 July 2023 Ex-dividend date. 28 July 2023. 28 July 2023 Record date. 21 September 2023: Cash dividend payment date.Reported Earnings • May 25Full year 2023 earnings released: UK£0.15 loss per share (vs UK£2.42 profit in FY 2022)Full year 2023 results: UK£0.15 loss per share (down from UK£2.42 profit in FY 2022). Revenue: UK£12.5b (up 45% from FY 2022). Net loss: UK£158.0m (down 106% from profit in FY 2022). Revenue is expected to fall by 2.9% p.a. on average during the next 3 years compared to a 3.3% decline forecast for the Electric Utilities industry in Europe. 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 15% per year, which means it is well ahead of earnings.お知らせ • May 25+ 1 more updateSSE plc to Report First Half, 2024 Results on Nov 15, 2023SSE plc announced that they will report first half, 2024 results on Nov 15, 2023お知らせ • Feb 14SSE plc Declares Interim Dividend for the Year ended 31 March 2023SSE plc notified on 13 February 2023 that a total of 25,835 shareholders have elected to receive the interim dividend for the year ended 31 March 2023 of 0.29 pence per ordinary share in respect of 548,180,093 ordinary shares in the form of Scrip dividend. This will result in a reduction in interim dividend cash funding of £158,972,227. A total of 9,413,103 new ordinary shares, fully paid, will be issued on 9 March 2023, representing an increase of 0.87% on the issued share capital (excluding treasury shares) on the dividend record date of 13 January 2023. The relevant Scrip Reference Share Price was 1,689 pence per ordinary share.お知らせ • Jan 20SSE plc Provides Dividend Guidance for the Fiscal Year 2024/25 and 2025/26SSE plc expects that dividend is expected to increase by at least 5% per annum in 2024/25 and 2025/26.Upcoming Dividend • Jan 05Upcoming dividend of UK£0.29 per shareEligible shareholders must have bought the stock before 12 January 2023. Payment date: 09 March 2023. Payout ratio is on the higher end at 93% but the company is not cash flow positive. Trailing yield: 5.4%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (4.3%).Reported Earnings • Nov 17First half 2023 earnings released: UK£0.40 loss per share (vs UK£1.04 profit in 1H 2022)First half 2023 results: UK£0.40 loss per share (down from UK£1.04 profit in 1H 2022). Revenue: UK£5.63b (up 59% from 1H 2022). Net loss: UK£427.4m (down 139% from profit in 1H 2022). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Electric Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 16+ 1 more updateSSE plc, Annual General Meeting, Jul 20, 2023SSE plc, Annual General Meeting, Jul 20, 2023.Upcoming Dividend • Jul 21Upcoming dividend of UK£0.60 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 22 September 2022. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 4.9%. Lower than top quartile of British dividend payers (5.3%). Higher than average of industry peers (4.4%).Reported Earnings • May 28Full year 2022 earnings released: EPS: UK£2.42 (vs UK£2.16 in FY 2021)Full year 2022 results: EPS: UK£2.42 (up from UK£2.16 in FY 2021). Revenue: UK£8.61b (up 26% from FY 2021). Net income: UK£2.55b (up 14% from FY 2021). Profit margin: 30% (down from 33% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to decline by 2.9% 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 35% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Feb 22Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£19.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% per annum over the last 3 years. Earnings per share has grown by 45% per annum over the last 3 years.Buying Opportunity • Feb 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.9%. The fair value is estimated to be UK£19.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% per annum over the last 3 years. Earnings per share has grown by 45% per annum over the last 3 years.Buying Opportunity • Feb 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.9%. The fair value is estimated to be UK£19.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% per annum over the last 3 years. Earnings per share has grown by 45% per annum over the last 3 years.Buying Opportunity • Jan 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.6%. The fair value is estimated to be UK£19.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% per annum over the last 3 years. Earnings per share has grown by 45% per annum over the last 3 years.Upcoming Dividend • Jan 06Upcoming dividend of UK£0.26 per shareEligible shareholders must have bought the stock before 13 January 2022. Payment date: 10 March 2022. Payout ratio is a comfortable 32% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (3.9%).Reported Earnings • Nov 18First half 2022 earnings released: EPS UK£1.04 (vs UK£0.63 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£3.54b (up 26% from 1H 2021). Net income: UK£1.09b (up 67% from 1H 2021). Profit margin: 31% (up from 23% in 1H 2021). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Board Change • Nov 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Debbie Crosbie was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Debbie Crosbie was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jul 22Upcoming dividend of UK£0.57 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 23 September 2021. Trailing yield: 5.4%. Within top quartile of British dividend payers (4.0%). Higher than average of industry peers (3.9%).Reported Earnings • Jun 24Full year 2021 earnings released: EPS UK£2.11 (vs UK£0.36 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: UK£6.83b (flat on FY 2020). Net income: UK£2.20b (up 489% from FY 2020). Profit margin: 32% (up from 5.5% in FY 2020). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 28Full year 2021 earnings released: EPS UK£2.16 (vs UK£0.41 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: UK£6.83b (flat on FY 2020). Net income: UK£2.25b (up 435% from FY 2020). Profit margin: 33% (up from 6.2% in FY 2020). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Executive Departure • Apr 07Chairman of the Board Richard Gillingwater has left the companyOn the 1st of April, Richard Gillingwater's tenure as Chairman of the Board ended after 13.9 years in the role. As of December 2020, Richard personally held only 2.38k shares (UK£36k worth at the time). A total of 2 executives have left over the last 12 months.Is New 90 Day High Low • Feb 26New 90-day low: UK£13.22The company is down 4.0% from its price of UK£13.82 on 27 November 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electric Utilities industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£25.63 per share.Is New 90 Day High Low • Jan 06New 90-day high: UK£15.96The company is up 21% from its price of UK£13.21 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 Electric Utilities industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£69.71 per share.株主還元SSELGB Electric UtilitiesGB 市場7D2.2%1.2%1.9%1Y34.4%25.9%19.9%株主還元を見る業界別リターン: SSEL過去 1 年間で25.9 % の収益を上げたUK Electric Utilities業界を上回りました。リターン対市場: SSEL過去 1 年間で19.9 % の収益を上げたUK市場を上回りました。価格変動Is SSEL's price volatile compared to industry and market?SSEL volatilitySSEL Average Weekly Movement4.4%Electric Utilities Industry Average Movement3.8%Market Average Movement5.3%10% most volatile stocks in GB Market10.8%10% least volatile stocks in GB Market2.9%安定した株価: SSEL 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: SSELの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト198915,197Martin Pibworthwww.sse.comSSE plc は発電、送電、配電、電力供給に従事している。水、ガス、石炭、石油、マルチ燃料から発電している。イングランド中部南部とスコットランド北部の約390万世帯と企業に配電し、スコットランド北部とその他の地域で送電網を運営している。また、ガス貯蔵・発電施設も運営している。さらに、ユーティリティ・プロジェクトの建設、エネルギー管理、エネルギー取引、保険、株式保有、不動産保有事業、ユーティリティ・サービス、企業向けサービス、メンテナンス・サービスも行っている。同社は以前はスコティッシュ・アンド・サザン・エナジーplcとして知られ、2011年9月にSSE plcに社名を変更した。SSE plcは1989年に設立され、英国パースに本社を置いている。もっと見るSSE plc 基礎のまとめSSE の収益と売上を時価総額と比較するとどうか。SSEL 基礎統計学時価総額UK£30.24b収益（TTM）UK£1.21b売上高(TTM)UK£10.19b25.0xPER（株価収益率3.0xP/SレシオSSEL は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SSEL 損益計算書（TTM）収益UK£10.19b売上原価UK£6.41b売上総利益UK£3.77bその他の費用UK£2.57b収益UK£1.21b直近の収益報告Mar 31, 2026次回決算日Nov 18, 2026一株当たり利益（EPS）1.00グロス・マージン37.05%純利益率11.87%有利子負債／自己資本比率59.2%SSEL の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.7%現在の配当利回り65%配当性向SSEL 配当は確実ですか？SSEL 配当履歴とベンチマークを見るSSEL 、いつまでに購入すれば配当金を受け取れますか？SSE 配当日配当落ち日Jul 23 2026配当支払日Sep 17 2026配当落ちまでの日数17 days配当支払日までの日数73 daysSSEL 配当は確実ですか？SSEL 配当履歴とベンチマークを見るView Valuation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2026/07/06 05:58終値2026/07/03 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する 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SSE plc 13 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。23 アナリスト機関Dominic NashBarclaysAndrew FisherBerenbergDeepa VenkateswaranBernstein20 その他のアナリストを表示
Buy Or Sell Opportunity • Jun 26Now 20% overvaluedOver the last 90 days, the stock has fallen 2.8% to UK£24.14. The fair value is estimated to be UK£20.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
お知らせ • Jun 12SSE plc, Annual General Meeting, Jul 16, 2026SSE plc, Annual General Meeting, Jul 16, 2026. Location: the perth concert hall, mill street, ph1 5hz, perth United Kingdom
Declared Dividend • May 31Final dividend increased to UK£0.47Dividend of UK£0.47 is 10.0% higher than last year. Ex-date: 23rd July 2026 Payment date: 17th September 2026 Dividend yield will be 2.9%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 29Full year 2026 earnings released: EPS: UK£1.06 (vs UK£1.08 in FY 2025)Full year 2026 results: EPS: UK£1.06. Revenue: UK£10.2b (flat on FY 2025). Net income: UK£1.21b (up 1.6% from FY 2025). Profit margin: 12% (in line with FY 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electric Utilities industry in Europe.
お知らせ • May 28+ 1 more updateSSE plc to Report Fiscal Year 2026 Final Results on Jun 12, 2026SSE plc announced that they will report fiscal year 2026 final results on Jun 12, 2026
Buy Or Sell Opportunity • May 21Now 21% overvaluedOver the last 90 days, the stock has fallen 7.7% to UK£23.97. The fair value is estimated to be UK£19.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Buy Or Sell Opportunity • Jun 26Now 20% overvaluedOver the last 90 days, the stock has fallen 2.8% to UK£24.14. The fair value is estimated to be UK£20.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
お知らせ • Jun 12SSE plc, Annual General Meeting, Jul 16, 2026SSE plc, Annual General Meeting, Jul 16, 2026. Location: the perth concert hall, mill street, ph1 5hz, perth United Kingdom
Declared Dividend • May 31Final dividend increased to UK£0.47Dividend of UK£0.47 is 10.0% higher than last year. Ex-date: 23rd July 2026 Payment date: 17th September 2026 Dividend yield will be 2.9%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 29Full year 2026 earnings released: EPS: UK£1.06 (vs UK£1.08 in FY 2025)Full year 2026 results: EPS: UK£1.06. Revenue: UK£10.2b (flat on FY 2025). Net income: UK£1.21b (up 1.6% from FY 2025). Profit margin: 12% (in line with FY 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electric Utilities industry in Europe.
お知らせ • May 28+ 1 more updateSSE plc to Report Fiscal Year 2026 Final Results on Jun 12, 2026SSE plc announced that they will report fiscal year 2026 final results on Jun 12, 2026
Buy Or Sell Opportunity • May 21Now 21% overvaluedOver the last 90 days, the stock has fallen 7.7% to UK£23.97. The fair value is estimated to be UK£19.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
お知らせ • Nov 13SSE plc has completed a Follow-on Equity Offering in the amount of £6.956511 million.SSE plc has completed a Follow-on Equity Offering in the amount of £6.956511 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 339,342 Price\Range: £20.5 Transaction Features: Regulation S
お知らせ • Nov 12+ 4 more updatesSSE plc has filed a Follow-on Equity Offering in the amount of £2 billion.SSE plc has filed a Follow-on Equity Offering in the amount of £2 billion. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: Regulation S; Subsequent Direct Listing
お知らせ • Aug 29SSE plc Approves Final Dividend for the Year Ended March 31, 2025, Payable on September 18, 2025SSE plc announced on 27 August 2025 that a total of 23,080 shareholders have elected to receive the final dividend for the year ended 31 March 2025 of 43 pence per ordinary share in respect of 58,951,063 ordinary shares in the form of Scrip dividend. This will result in a reduction in final dividend cash funding of £25,348,957. The overall Scrip dividend take-up for the financial year ended 31 March 2025 was 9.7%, which is under the cap of 25%; as a result, no buy-back to limit scrip dilution will be implemented. A total of 1,369,268 new ordinary shares, fully paid, will be issued on 18 September 2025, representing an increase of 0.12% on the issued share capital (excluding treasury shares) on the dividend record date of 25 July 2025. The relevant Scrip Reference Share Price was 1,849 pence per ordinary share.
お知らせ • Jul 18SSE plc Announces Board Committee ChangesThe Board of SSE plc, on the Nomination Committee's recommendation, approved the following changes to its Committees, effective after the AGM. Hixonia Nyasulu, as previously announced, became a member of the Audit Committee and Safety, Sustainability, Health, and Environment Advisory Committee (SSHEAC). Dame Angela Strank, as previously announced in the Annual Report 2025, became Chair of the SSHEAC. Martin Pibworth stepped down from the SSHEAC and Energy Markets Risk Committee. Tony Cocker stepped down from the SSHEAC.
お知らせ • May 21+ 2 more updatesSSE plc Recommends A Final Dividend for the Year Ended 31 March 2025, Payable on September 18, 2025SSE plc Recommend a final dividend of 43.0 pence for the year ended 31 March 2025 taking full-year dividend to 64.2 pence or 7% increase on prior year. Payment date: September 18, 2025.
お知らせ • Mar 29SSE plc, Annual General Meeting, Jul 17, 2025SSE plc, Annual General Meeting, Jul 17, 2025.
お知らせ • Mar 28+ 1 more updateSSE plc Announces CEO ChangesSSE plc announced the appointment of Martin Pibworth as Chief Executive designate, following a competitive recruitment process. Current Chief Executive Alistair Phillips-Davies CBE announced his decision to retire from SSE in November 2024 and Martin will formally take over from Alistair following SSE's Annual General Meeting (AGM) on 17 July 2025. Martin joined SSE in 1998 and has progressively held a number of key commercial roles in the Company over the last three decades, joining the Executive Committee in 2012 and the Board in 2017. As Chief Commercial Officer he has been overseeing SSE's Renewables, Thermal, Energy Markets and Energy Customer Solutions businesses. Martin has a deep understanding of energy markets and large capital projects, and has been at the heart of the design and delivery of SSE's highly successful corporate strategy. Outside of SSE, he is Chair of CBI Scotland and a longstanding Energy UK Board Member.
お知らせ • Nov 13+ 1 more updateAlistair Phillips-Davies Intends to Retire as Chief Executive of SSE plcAlistair Phillips-Davies, Chief Executive of SSE plc, has informed the Board that he intends to retire from SSE during 2025 after more than 11 years of leading the Company. Alistair will remain in place until a successor is appointed to ensure a smooth and orderly transition, and he and the rest of the executive team remain fully focused on the delivery of SSE's strategy. SSE Chair, Sir John Manzoni, will now lead a thorough and extensive recruitment process for Alistair's successor. The process will take account of SSE's highly experienced and capable internal team, as well as the wider market, supported by independent recruitment specialists KornFerry.
お知らせ • Nov 02SSE plc Appoints Hixonia Nyasulu as an Independent Non-Executive Director and Senior Independent Director on 1 January 2025Anglo American plc announced that Hixonia Nyasulu, an independent non-executive director of the company, will be appointed as an independent non-executive director and senior independent director (SID) designate of SSE plc (SSE) on 1 January 2025. Ms. Nyasulu is expected to assume the role of SID of SSE from 18 July 2025.
お知らせ • Nov 01SSE plc Announces Resignation of Helen Mahy as Senior Independent Director, Effective of 18 July 2025The Board of SSE plc announced resignation of Helen Mahy as Senior Independent Director (SID) effective of 18 July 2025. Helen first joined the SSE Board on 1 March 2016, therefore this transition represents a time-limited extension to her tenure, and has been agreed to ensure a smooth SID succession process for Hixonia and the Board. Helen will now step down from the Board on17 July 2025, the expected date of SSE's Annual General Meeting 2025, and will not stand for re-election. Following completion of the above succession plan on 18 July 2025,the Board of SSE plc will comprise the Chair, three Executive Directors and eight independent non-Executive Directors; and will comprise seven men and five women. Each Director of SSE plc is subject to annual re-appointment and Hixonia's appointment to the Board from 1 January 2025 will be the subject of a resolution at the Company's Annual General Meeting 2025.
お知らせ • Oct 02SSE plc (LSE:SSE) commences an Equity Buyback Plan for 109,345,335 shares, representing 10% of its issued share capital, under the authorization approved on July 18, 2024.SSE plc (LSE:SSE) commences share repurchases on September 30, 2024 under the program mandated by the shareholders in the Annual General Meeting held on July 18, 2024. As per the mandate, the company is authorized to repurchase up to 109,345,335 shares, representing 10% of its issued share capital. The minimum price (exclusive of expenses) which may be paid for each ordinary share is £0.5 and the maximum price which may be paid for each ordinary share is the higher an amount equal to 105% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The shares purchased may either be cancelled or held as treasury shares, which may then be cancelled, sold for cash or used to meet the company’s obligations under its employee share schemes. The authority shall expire at the earlier of the conclusion of the 2025 Annual General Meeting and close of business on September 30, 2025. As of May 21, 2024, the company had 1,096,239,455 ordinary shares in issue and 2,786,105 ordinary shares in treasury.
お知らせ • Aug 09SSE plc to Report First Half, 2025 Results on Nov 13, 2024SSE plc announced that they will report first half, 2025 results on Nov 13, 2024
お知らせ • May 25SSE plc Announces Final Dividend for the Year Ended 31 March 2024, Payable on 19 September 2024SSE plc announced final dividend of 40 pence per ordinary share for the year ended 31 March 2024. Dividend payable on 19 September 2024, record date of 26 July 2024 and ex-dividend date of 25 July 2024.
Declared Dividend • May 24Final dividend of UK£0.40 announcedShareholders will receive a dividend of UK£0.40. Ex-date: 25th July 2024 Payment date: 19th September 2024 Dividend yield will be 3.4%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 4.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 24Full year 2024 earnings released: EPS: UK£1.57 (vs UK£0.15 loss in FY 2023)Full year 2024 results: EPS: UK£1.57 (up from UK£0.15 loss in FY 2023). Revenue: UK£10.5b (down 16% from FY 2023). Net income: UK£1.71b (up UK£1.87b from FY 2023). Profit margin: 16% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Mar 23SSE Thermal Appoints Finlay McCutcheon as the New Managing DirectorSSE has announced the appointment of Finlay McCutcheon as the new Managing Director of SSE Thermal. Finlay will be responsible for driving the strategy, performance and development of the company's flexible power generation and energy storage activities in the UK and Ireland, including the delivery of SSE's new low-carbon hydrogen and carbon capture projects. Finlay will commence his new role in May 2024 and will become part of the Group Executive Committee during the course of the summer. He will report to Martin Pibworth, SSE's Chief Commercial Officer and Board member. Finlay is currently Director of Onshore Renewables (Europe) at SSE Renewables, where he has been responsible for the development, construction, and operation of all of SSE's Onshore Wind, Hydro, Pumped Storage, and Solar and Battery investments across Europe. Prior to that he has held several senior roles within SSE, including as Managing Director of SSE's Energy Portfolio Management division (now Energy Markets) and as Director of SSE Business Energy. After graduating from the University of Edinburgh, Finlay worked as a Corporate & Commercial lawyer, before joining SSE in 2010. Finlay joins SSE Thermal following a period of strong performance with the company's existing assets playing a key role in recent years supporting the electricity systems in both the UK and Ireland. SSE Thermal has a growing portfolio of low-carbon growth options, with development work progressing on carbon capture projects at Keadby and Peterhead, sustainable biofuels in Ireland and hydrogen projects across the value chain of production, storage and power generation. The company has recently announced plans for a new hydrogen-ready power station at Keadby.
Board Change • Jan 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Executive Director Barry O'regan was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
New Risk • Nov 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 164% Cash payout ratio: 122% Minor Risks High level of debt (72% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.0% net profit margin).
お知らせ • Nov 17+ 2 more updatesSSE plc to Report Fiscal Year 2024 Results on May 22, 2024SSE plc announced that they will report fiscal year 2024 results on May 22, 2024
Reported Earnings • Nov 16First half 2024 earnings released: EPS: UK£0.28 (vs UK£0.40 loss in 1H 2023)First half 2024 results: EPS: UK£0.28 (up from UK£0.40 loss in 1H 2023). Revenue: UK£4.79b (down 15% from 1H 2023). Net income: UK£309.0m (up UK£736.4m from 1H 2023). Profit margin: 6.5% (up from net loss in 1H 2023). The move to profitability was driven by lower expenses. Revenue is expected to fall by 3.6% p.a. on average during the next 3 years compared to a 3.7% decline forecast for the Electric Utilities industry in Europe. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Oct 05SSE plc Announces Directorate ChangeSSE plc announced that Helen Mahy, current non-Executive Director having served on the Board since March 2016, has been appointed as Senior Independent Director from 1 November 2023. Helen succeeds Tony Cocker who will remain on the Board as an independent non-Executive Director. Outside of the above change, Helen will remain Chair of SSE's Safety, Sustainability, Health and Environment Advisory Committee, and a member of SSE's Nomination Committee and Audit Committee. Tony will remain Chair of SSE's Energy Markets Risk Committee and a member of SSE's Nomination Committee, Audit Committee, and Safety, Sustainability, Health and Environment Advisory Committee.
Upcoming Dividend • Jul 20Upcoming dividend of UK£0.68 per share at 5.4% yieldEligible shareholders must have bought the stock before 27 July 2023. Payment date: 21 September 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 5.4%. Lower than top quartile of British dividend payers (6.0%). In line with average of industry peers (5.3%).
New Risk • Jun 12New 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£2.7m 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 Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Shareholders have been diluted in the past year (2.1% increase in shares outstanding). Significant insider selling over the past 3 months (UK£2.7m sold).
お知らせ • May 26SSE plc Announces Final Dividend for the Year Ending 31 March 2023, Payable 21 September 2023SSE plc announces its timetable in relation to the final dividend of 67.7 penceper ordinary share for the year ending 31 March 2023. 27 July 2023 Ex-dividend date. 28 July 2023. 28 July 2023 Record date. 21 September 2023: Cash dividend payment date.
Reported Earnings • May 25Full year 2023 earnings released: UK£0.15 loss per share (vs UK£2.42 profit in FY 2022)Full year 2023 results: UK£0.15 loss per share (down from UK£2.42 profit in FY 2022). Revenue: UK£12.5b (up 45% from FY 2022). Net loss: UK£158.0m (down 106% from profit in FY 2022). Revenue is expected to fall by 2.9% p.a. on average during the next 3 years compared to a 3.3% decline forecast for the Electric Utilities industry in Europe. 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 15% per year, which means it is well ahead of earnings.
お知らせ • May 25+ 1 more updateSSE plc to Report First Half, 2024 Results on Nov 15, 2023SSE plc announced that they will report first half, 2024 results on Nov 15, 2023
お知らせ • Feb 14SSE plc Declares Interim Dividend for the Year ended 31 March 2023SSE plc notified on 13 February 2023 that a total of 25,835 shareholders have elected to receive the interim dividend for the year ended 31 March 2023 of 0.29 pence per ordinary share in respect of 548,180,093 ordinary shares in the form of Scrip dividend. This will result in a reduction in interim dividend cash funding of £158,972,227. A total of 9,413,103 new ordinary shares, fully paid, will be issued on 9 March 2023, representing an increase of 0.87% on the issued share capital (excluding treasury shares) on the dividend record date of 13 January 2023. The relevant Scrip Reference Share Price was 1,689 pence per ordinary share.
お知らせ • Jan 20SSE plc Provides Dividend Guidance for the Fiscal Year 2024/25 and 2025/26SSE plc expects that dividend is expected to increase by at least 5% per annum in 2024/25 and 2025/26.
Upcoming Dividend • Jan 05Upcoming dividend of UK£0.29 per shareEligible shareholders must have bought the stock before 12 January 2023. Payment date: 09 March 2023. Payout ratio is on the higher end at 93% but the company is not cash flow positive. Trailing yield: 5.4%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (4.3%).
Reported Earnings • Nov 17First half 2023 earnings released: UK£0.40 loss per share (vs UK£1.04 profit in 1H 2022)First half 2023 results: UK£0.40 loss per share (down from UK£1.04 profit in 1H 2022). Revenue: UK£5.63b (up 59% from 1H 2022). Net loss: UK£427.4m (down 139% from profit in 1H 2022). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Electric Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 16+ 1 more updateSSE plc, Annual General Meeting, Jul 20, 2023SSE plc, Annual General Meeting, Jul 20, 2023.
Upcoming Dividend • Jul 21Upcoming dividend of UK£0.60 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 22 September 2022. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 4.9%. Lower than top quartile of British dividend payers (5.3%). Higher than average of industry peers (4.4%).
Reported Earnings • May 28Full year 2022 earnings released: EPS: UK£2.42 (vs UK£2.16 in FY 2021)Full year 2022 results: EPS: UK£2.42 (up from UK£2.16 in FY 2021). Revenue: UK£8.61b (up 26% from FY 2021). Net income: UK£2.55b (up 14% from FY 2021). Profit margin: 30% (down from 33% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to decline by 2.9% 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 35% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Feb 22Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£19.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% per annum over the last 3 years. Earnings per share has grown by 45% per annum over the last 3 years.
Buying Opportunity • Feb 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.9%. The fair value is estimated to be UK£19.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% per annum over the last 3 years. Earnings per share has grown by 45% per annum over the last 3 years.
Buying Opportunity • Feb 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.9%. The fair value is estimated to be UK£19.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% per annum over the last 3 years. Earnings per share has grown by 45% per annum over the last 3 years.
Buying Opportunity • Jan 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.6%. The fair value is estimated to be UK£19.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% per annum over the last 3 years. Earnings per share has grown by 45% per annum over the last 3 years.
Upcoming Dividend • Jan 06Upcoming dividend of UK£0.26 per shareEligible shareholders must have bought the stock before 13 January 2022. Payment date: 10 March 2022. Payout ratio is a comfortable 32% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (3.9%).
Reported Earnings • Nov 18First half 2022 earnings released: EPS UK£1.04 (vs UK£0.63 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£3.54b (up 26% from 1H 2021). Net income: UK£1.09b (up 67% from 1H 2021). Profit margin: 31% (up from 23% in 1H 2021). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Debbie Crosbie was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Debbie Crosbie was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jul 22Upcoming dividend of UK£0.57 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 23 September 2021. Trailing yield: 5.4%. Within top quartile of British dividend payers (4.0%). Higher than average of industry peers (3.9%).
Reported Earnings • Jun 24Full year 2021 earnings released: EPS UK£2.11 (vs UK£0.36 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: UK£6.83b (flat on FY 2020). Net income: UK£2.20b (up 489% from FY 2020). Profit margin: 32% (up from 5.5% in FY 2020). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 28Full year 2021 earnings released: EPS UK£2.16 (vs UK£0.41 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: UK£6.83b (flat on FY 2020). Net income: UK£2.25b (up 435% from FY 2020). Profit margin: 33% (up from 6.2% in FY 2020). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Executive Departure • Apr 07Chairman of the Board Richard Gillingwater has left the companyOn the 1st of April, Richard Gillingwater's tenure as Chairman of the Board ended after 13.9 years in the role. As of December 2020, Richard personally held only 2.38k shares (UK£36k worth at the time). A total of 2 executives have left over the last 12 months.
Is New 90 Day High Low • Feb 26New 90-day low: UK£13.22The company is down 4.0% from its price of UK£13.82 on 27 November 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electric Utilities industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£25.63 per share.
Is New 90 Day High Low • Jan 06New 90-day high: UK£15.96The company is up 21% from its price of UK£13.21 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 Electric Utilities industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£69.71 per share.
