View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsOpenjobmetis 将来の成長Future 基準チェック /36Openjobmetis利益と収益がそれぞれ年間11.7%と5.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.5% 8.7%なると予測されています。主要情報11.7%収益成長率8.74%EPS成長率Professional Services 収益成長11.4%収益成長率5.3%将来の株主資本利益率11.47%アナリストカバレッジLow最終更新日02 May 2024今後の成長に関する最新情報Price Target Changed • Dec 21Price target increased by 15% to €13.63Up from €11.83, the current price target is an average from 4 analysts. New target price is 15% below last closing price of €15.95. Stock is up 91% over the past year. The company is forecast to post earnings per share of €1.08 for next year compared to €1.08 last year.Major Estimate Revision • Aug 08Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €789.1m to €766.3m. EPS estimate also fell from €1.23 per share to €1.10 per share. Net income forecast to grow 10% next year vs 49% growth forecast for Professional Services industry in Italy. Consensus price target down from €12.70 to €12.15. Share price rose 4.1% to €9.10 over the past week.Price Target Changed • Jun 23Price target decreased to €12.73Down from €13.93, the current price target is an average from 3 analysts. New target price is 48% above last closing price of €8.58. Stock is down 16% over the past year. The company is forecast to post earnings per share of €1.23 for next year compared to €0.80 last year.Price Target Changed • Dec 03Price target increased to €14.20Up from €13.17, the current price target is an average from 3 analysts. New target price is 23% above last closing price of €11.55. Stock is up 68% over the past year. The company is forecast to post earnings per share of €0.90 for next year compared to €1.81 last year.Price Target Changed • Aug 08Price target increased to €11.67Up from €10.83, the current price target is an average from 3 analysts. New target price is 12% above last closing price of €10.40. Stock is up 76% over the past year.Price Target Changed • Jul 20Price target increased to €10.83Up from €9.98, the current price target is an average from 3 analysts. New target price is 9.0% above last closing price of €9.94. Stock is up 66% over the past year.すべての更新を表示Recent updatesNew Risk • May 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risk Significant insider selling over the past 3 months (€990k sold).Reported Earnings • May 16First quarter 2024 earnings released: EPS: €0.22 (vs €0.18 in 1Q 2023)First quarter 2024 results: EPS: €0.22 (up from €0.18 in 1Q 2023). Revenue: €200.3m (up 9.5% from 1Q 2023). Net income: €2.76m (up 15% from 1Q 2023). Profit margin: 1.4% (up from 1.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Board Change • May 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Laura Guazzoni was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Recent Insider Transactions • May 12Non-Executive Director recently sold €990k worth of stockOn the 7th of May, Corrado Vittorelli sold around 60k shares on-market at roughly €16.50 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €859k more than they bought in the last 12 months.Upcoming Dividend • Apr 29Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 06 May 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 50% and the cash payout ratio is 77%. Trailing yield: 3.1%. Lower than top quartile of Italian dividend payers (5.7%). Higher than average of industry peers (2.4%).Reported Earnings • Mar 15Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.98 (down from €1.08 in FY 2022). Revenue: €748.8m (down 2.5% from FY 2022). Net income: €12.7m (down 11% from FY 2022). Profit margin: 1.7% (down from 1.9% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 9.4%. Revenue is forecast to grow 2.2% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Mar 09Now 20% undervaluedOver the last 90 days, the stock has risen 45% to €16.10. The fair value is estimated to be €20.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 18%. Revenue is forecast to grow by 3.6% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.お知らせ • Dec 23+ 2 more updatesOpenjobmetis S.p.A., Annual General Meeting, Apr 29, 2024Openjobmetis S.p.A., Annual General Meeting, Apr 29, 2024. Agenda: To consider Approval of the Draft Financial Statements for 2023 and presentation of the Consolidated Financial Statements for 2023.Price Target Changed • Dec 21Price target increased by 15% to €13.63Up from €11.83, the current price target is an average from 4 analysts. New target price is 15% below last closing price of €15.95. Stock is up 91% over the past year. The company is forecast to post earnings per share of €1.08 for next year compared to €1.08 last year.お知らせ • Dec 21Openjobmetis S.p.A. (BIT:OJM) signed a preliminary contract to acquire JOB Just On Business s.p.a. on December 19, 2023.Openjobmetis S.p.A. (BIT:OJM) signed a preliminary contract to acquire JOB Just On Business s.p.a. for €29.7 million on December 19, 2023. The transaction is financed by making use of the bank credit lines already available. In 2022, Just On Business SpA recorded revenues of approximately €97.1 million and EBITDA of approximately €2.5 million. The transaction is subject only to receipt of the authorisation from the National Competition Authority. The transaction is expected to take place by January 2024.分析記事 • Dec 21Earnings Tell The Story For Openjobmetis S.p.A. (BIT:OJM) As Its Stock Soars 38%Openjobmetis S.p.A. ( BIT:OJM ) shareholders have had their patience rewarded with a 38% share price jump in the last...分析記事 • Dec 20Does Openjobmetis (BIT:OJM) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €12.75, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Professional Services industry in Italy. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.94 per share.Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €10.80, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Professional Services industry in Italy. Total returns to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.97 per share.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: €0.28 (vs €0.23 in 3Q 2022)Third quarter 2023 results: EPS: €0.28 (up from €0.23 in 3Q 2022). Revenue: €180.6m (down 2.2% from 3Q 2022). Net income: €3.83m (up 22% from 3Q 2022). Profit margin: 2.1% (up from 1.7% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: €0.29 (vs €0.40 in 2Q 2022)Second quarter 2023 results: EPS: €0.29 (down from €0.40 in 2Q 2022). Revenue: €197.1m (down 4.0% from 2Q 2022). Net income: €3.90m (down 26% from 2Q 2022). Profit margin: 2.0% (down from 2.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Major Estimate Revision • Aug 08Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €789.1m to €766.3m. EPS estimate also fell from €1.23 per share to €1.10 per share. Net income forecast to grow 10% next year vs 49% growth forecast for Professional Services industry in Italy. Consensus price target down from €12.70 to €12.15. Share price rose 4.1% to €9.10 over the past week.Buying Opportunity • Jun 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.9%. The fair value is estimated to be €11.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 5.6% in 2 years. Earnings is forecast to grow by 28% in the next 2 years.Buying Opportunity • May 24Now 24% undervaluedOver the last 90 days, the stock is up 3.2%. The fair value is estimated to be €12.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 5.6% in 2 years. Earnings is forecast to grow by 29% in the next 2 years.Reported Earnings • May 16First quarter 2023 earnings released: EPS: €0.18 (vs €0.23 in 1Q 2022)First quarter 2023 results: EPS: €0.18 (down from €0.23 in 1Q 2022). Revenue: €183.0m (flat on 1Q 2022). Net income: €2.39m (down 23% from 1Q 2022). Profit margin: 1.3% (down from 1.7% in 1Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Buying Opportunity • May 08Now 21% undervaluedOver the last 90 days, the stock is up 6.2%. The fair value is estimated to be €12.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 6.4%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings is also forecast to grow by 7.5% per annum over the same time period.Upcoming Dividend • May 01Upcoming dividend of €0.50 per share at 5.0% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (2.7%).Buying Opportunity • Apr 14Now 22% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €12.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 6.4%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings is also forecast to grow by 7.2% per annum over the same time period.Reported Earnings • Mar 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: €1.07 (up from €0.80 in FY 2021). Revenue: €768.4m (up 6.6% from FY 2021). Net income: €14.4m (up 36% from FY 2021). Profit margin: 1.9% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.7%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Mar 16Now 20% undervaluedOver the last 90 days, the stock is up 9.5%. The fair value is estimated to be €11.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 6.4%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 8.7% per annum over the same time period.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.23 (vs €0.28 in 3Q 2021)Third quarter 2022 results: EPS: €0.23 (down from €0.28 in 3Q 2021). Revenue: €184.7m (down 5.4% from 3Q 2021). Net income: €3.14m (down 17% from 3Q 2021). Profit margin: 1.7% (down from 1.9% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Lucia Giancaspro 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.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: €0.23 (vs €0.28 in 3Q 2021)Third quarter 2022 results: EPS: €0.23 (down from €0.28 in 3Q 2021). Revenue: €184.7m (down 5.4% from 3Q 2021). Net income: €3.14m (down 17% from 3Q 2021). Profit margin: 1.7% (down from 1.9% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: €0.39 (vs €0.29 in 2Q 2021)Second quarter 2022 results: EPS: €0.39 (up from €0.29 in 2Q 2021). Revenue: €205.2m (up 15% from 2Q 2021). Net income: €5.25m (up 28% from 2Q 2021). Profit margin: 2.6% (up from 2.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.3% while the industry in Italy is not expected to grow. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jun 23Price target decreased to €12.73Down from €13.93, the current price target is an average from 3 analysts. New target price is 48% above last closing price of €8.58. Stock is down 16% over the past year. The company is forecast to post earnings per share of €1.23 for next year compared to €0.80 last year.Reported Earnings • May 15First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: €0.23 (up from €0.13 in 1Q 2021). Revenue: €183.0m (up 29% from 1Q 2021). Net income: €3.11m (up 95% from 1Q 2021). Profit margin: 1.7% (up from 1.1% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 3.6%, compared to a 17% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 02Upcoming dividend of €0.31 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (2.3%).Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Member Lucia Giancaspro 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. Independent Member Lucia Giancaspro 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.Reported Earnings • Mar 18Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €0.81 (down from €1.81 in FY 2020). Revenue: €720.8m (up 39% from FY 2020). Net income: €10.6m (down 55% from FY 2020). Profit margin: 1.5% (down from 4.6% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 8.6%, compared to a 9.4% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to €8.62, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 18x in the Professional Services industry in Europe. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.70 per share.分析記事 • Mar 05These 4 Measures Indicate That Openjobmetis (BIT:OJM) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Feb 17Is There An Opportunity With Openjobmetis S.p.A.'s (BIT:OJM) 27% Undervaluation?In this article we are going to estimate the intrinsic value of Openjobmetis S.p.A. ( BIT:OJM ) by projecting its...Buying Opportunity • Feb 08Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be €15.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 39% per annum over the last 3 years.Price Target Changed • Dec 03Price target increased to €14.20Up from €13.17, the current price target is an average from 3 analysts. New target price is 23% above last closing price of €11.55. Stock is up 68% over the past year. The company is forecast to post earnings per share of €0.90 for next year compared to €1.81 last year.Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS €0.28 (vs €0.11 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €195.3m (up 47% from 3Q 2020). Net income: €3.76m (up 175% from 3Q 2020). Profit margin: 1.9% (up from 1.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 08Second quarter 2021 earnings released: EPS €0.30 (vs €0.091 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €177.8m (up 68% from 2Q 2020). Net income: €4.10m (up 244% from 2Q 2020). Profit margin: 2.3% (up from 1.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Price Target Changed • Aug 08Price target increased to €11.67Up from €10.83, the current price target is an average from 3 analysts. New target price is 12% above last closing price of €10.40. Stock is up 76% over the past year.Price Target Changed • Jul 20Price target increased to €10.83Up from €9.98, the current price target is an average from 3 analysts. New target price is 9.0% above last closing price of €9.94. Stock is up 66% over the past year.分析記事 • Jun 10Is Openjobmetis S.p.A. (BIT:OJM) Trading At A 43% Discount?Today we will run through one way of estimating the intrinsic value of Openjobmetis S.p.A. ( BIT:OJM ) by projecting...Price Target Changed • May 18Price target increased to €10.87Up from €10.10, the current price target is an average from 3 analysts. New target price is 19% above last closing price of €9.16. Stock is up 76% over the past year.Reported Earnings • May 15First quarter 2021 earnings released: EPS €0.13 (vs €0.09 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €142.2m (up 9.5% from 1Q 2020). Net income: €1.59m (up 34% from 1Q 2020). Profit margin: 1.1% (up from 0.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.分析記事 • May 04Is Openjobmetis (BIT:OJM) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • May 04Upcoming dividend of €0.11 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 12 May 2021. Trailing yield: 1.2%. Lower than top quartile of Italian dividend payers (3.9%). Lower than average of industry peers (2.0%).分析記事 • Apr 15How Does Openjobmetis S.p.A. (BIT:OJM) Fare As A Dividend Stock?Is Openjobmetis S.p.A. ( BIT:OJM ) a good dividend stock? How can we tell? Dividend paying companies with growing...Reported Earnings • Mar 19Full year 2020 earnings released: EPS €1.81 (vs €0.79 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €517.0m (down 8.6% from FY 2019). Net income: €23.6m (up 128% from FY 2019). Profit margin: 4.6% (up from 1.8% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.分析記事 • Mar 16Are Strong Financial Prospects The Force That Is Driving The Momentum In Openjobmetis S.p.A.'s BIT:OJM) Stock?Openjobmetis (BIT:OJM) has had a great run on the share market with its stock up by a significant 12% over the last...Is New 90 Day High Low • Mar 10New 90-day high: €8.00The company is up 21% from its price of €6.60 on 09 December 2020. The Italian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.24 per share.分析記事 • Mar 01Openjobmetis S.p.A.'s (BIT:OJM) Intrinsic Value Is Potentially 32% Above Its Share PriceIn this article we are going to estimate the intrinsic value of Openjobmetis S.p.A. ( BIT:OJM ) by estimating the...分析記事 • Feb 05Reflecting on Openjobmetis' (BIT:OJM) Share Price Returns Over The Last Three YearsIt is doubtless a positive to see that the Openjobmetis S.p.A. ( BIT:OJM ) share price has gained some 43% in the last...分析記事 • Jan 23We Think Openjobmetis (BIT:OJM) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Price Target Changed • Jan 18Price target raised to €8.58Up from €7.90, the current price target is an average from 3 analysts. The new target price is 15% above the current share price of €7.44. As of last close, the stock is down 14% over the past year.Is New 90 Day High Low • Jan 11New 90-day high: €7.98The company is up 35% from its price of €5.90 on 13 October 2020. The Italian market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.42 per share.分析記事 • Jan 11The Case For Openjobmetis S.p.A. (BIT:OJM): Could It Be A Nice Addition To Your Dividend Portfolio?Is Openjobmetis S.p.A. ( BIT:OJM ) a good dividend stock? How can we tell? Dividend paying companies with growing...分析記事 • Dec 30What Is The Ownership Structure Like For Openjobmetis S.p.A. (BIT:OJM)?Every investor in Openjobmetis S.p.A. ( BIT:OJM ) should be aware of the most powerful shareholder groups. Institutions...Is New 90 Day High Low • Dec 24New 90-day high: €7.10The company is up 29% from its price of €5.50 on 24 September 2020. The Italian market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.33 per share.分析記事 • Dec 15Openjobmetis S.p.A.'s (BIT:OJM) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Most readers would already be aware that Openjobmetis' (BIT:OJM) stock increased significantly by 15% over the past...Is New 90 Day High Low • Dec 04New 90-day high: €6.86The company is up 17% from its price of €5.88 on 04 September 2020. The Italian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.35 per share.分析記事 • Dec 01A Look At The Intrinsic Value Of Openjobmetis S.p.A. (BIT:OJM)In this article we are going to estimate the intrinsic value of Openjobmetis S.p.A. (BIT:OJM) by taking the forecast...Is New 90 Day High Low • Nov 19New 90-day high: €6.40The company is up 10.0% from its price of €5.84 on 20 August 2020. The Italian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services 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 €6.32 per share.分析記事 • Nov 17The Openjobmetis S.p.A. (BIT:OJM) Third-Quarter Results Are Out And Analysts Have Published New ForecastsInvestors in Openjobmetis S.p.A. (BIT:OJM) had a good week, as its shares rose 5.5% to close at €6.16 following the...Analyst Estimate Surprise Post Earnings • Nov 14Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 10.0%. Over the next year, revenue is forecast to grow 3.2%, compared to a 1.4% growth forecast for the Professional Services industry in Italy.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS €0.11The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €132.7m (down 4.2% from 3Q 2019). Net income: €1.37m (down 57% from 3Q 2019). Profit margin: 1.0% (down from 2.3% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 20% share price gain to €5.68, the stock is trading at a trailing P/E ratio of 9.1x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 27x in the Professional Services industry in Europe. Total return to shareholders over the past three years is a loss of 50%.Valuation Update With 7 Day Price Move • Oct 29Market pulls back on stock over the past weekAfter last week's 16% share price decline to €4.75, the stock is trading at a trailing P/E ratio of 7.6x, down from the previous P/E ratio of 9.1x. This compares to an average P/E of 25x in the Professional Services industry in Europe. Total return to shareholders over the past three years is a loss of 63%.Is New 90 Day High Low • Oct 26New 90-day low: €5.36The company is down 9.0% from its price of €5.92 on 28 July 2020. The Italian market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.25 per share.Is New 90 Day High Low • Sep 25New 90-day low: €5.50The company is down 9.0% from its price of €6.02 on 26 June 2020. The Italian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 33% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.25 per share.業績と収益の成長予測BIT:OJM - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20269081922N/A312/31/20258861820N/A312/31/20248731714N/A33/31/202476613N/AN/AN/A12/31/202374913810N/A9/30/202375613N/AN/AN/A6/30/2023760121112N/A3/31/202376814N/AN/AN/A12/31/2022768142931N/A9/30/202277813N/AN/AN/A6/30/2022789133739N/A3/31/202276212N/AN/AN/A12/31/2021721111719N/A9/30/202166429N/AN/AN/A6/30/2021601271617N/A3/31/202152924N/AN/AN/A12/31/2020517242223N/A9/30/20205186N/AN/AN/A6/30/202052482323N/A3/31/202056510N/AN/AN/A12/31/2019565101415N/A9/30/201956711N/AN/AN/A6/30/2019572111012N/A3/31/201958511N/AN/AN/A12/31/2018594121618N/A9/30/201859812N/AN/AN/A6/30/2018599121617N/A3/31/201859413N/AN/AN/A12/31/201758412N/A8N/A9/30/201756014N/AN/AN/A6/30/201753313N/A-1N/A3/31/201749410N/AN/AN/A12/31/20164619N/A5N/A9/30/20164427N/AN/AN/A6/30/20164357N/A16N/A3/31/20164315N/AN/AN/A12/31/20154335N/A12N/A9/30/20154254N/A9N/A12/31/20143922N/A22N/A12/31/2013365-2N/A2N/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: OJMの予測収益成長率 (年間11.7% ) は 貯蓄率 ( 2.3% ) を上回っています。収益対市場: OJMの収益 ( 11.7% ) はItalian市場 ( 11.2% ) 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: OJM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: OJMの収益 ( 5.3% ) Italian市場 ( 5.7% ) よりも速いペースで成長すると予測されています。高い収益成長: OJMの収益 ( 5.3% ) 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: OJMの 自己資本利益率 は、3年後には低くなると予測されています ( 11.5 %)。成長企業の発掘7D1Y7D1Y7D1YCommercial-services 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2024/07/08 09:24終値2024/07/08 00:00収益2024/03/31年間収益2023/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Openjobmetis S.p.A. 3 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。1 アナリスト機関Paola SagliettiBanca Akros S.p.A. (ESN)
Price Target Changed • Dec 21Price target increased by 15% to €13.63Up from €11.83, the current price target is an average from 4 analysts. New target price is 15% below last closing price of €15.95. Stock is up 91% over the past year. The company is forecast to post earnings per share of €1.08 for next year compared to €1.08 last year.
Major Estimate Revision • Aug 08Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €789.1m to €766.3m. EPS estimate also fell from €1.23 per share to €1.10 per share. Net income forecast to grow 10% next year vs 49% growth forecast for Professional Services industry in Italy. Consensus price target down from €12.70 to €12.15. Share price rose 4.1% to €9.10 over the past week.
Price Target Changed • Jun 23Price target decreased to €12.73Down from €13.93, the current price target is an average from 3 analysts. New target price is 48% above last closing price of €8.58. Stock is down 16% over the past year. The company is forecast to post earnings per share of €1.23 for next year compared to €0.80 last year.
Price Target Changed • Dec 03Price target increased to €14.20Up from €13.17, the current price target is an average from 3 analysts. New target price is 23% above last closing price of €11.55. Stock is up 68% over the past year. The company is forecast to post earnings per share of €0.90 for next year compared to €1.81 last year.
Price Target Changed • Aug 08Price target increased to €11.67Up from €10.83, the current price target is an average from 3 analysts. New target price is 12% above last closing price of €10.40. Stock is up 76% over the past year.
Price Target Changed • Jul 20Price target increased to €10.83Up from €9.98, the current price target is an average from 3 analysts. New target price is 9.0% above last closing price of €9.94. Stock is up 66% over the past year.
New Risk • May 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risk Significant insider selling over the past 3 months (€990k sold).
Reported Earnings • May 16First quarter 2024 earnings released: EPS: €0.22 (vs €0.18 in 1Q 2023)First quarter 2024 results: EPS: €0.22 (up from €0.18 in 1Q 2023). Revenue: €200.3m (up 9.5% from 1Q 2023). Net income: €2.76m (up 15% from 1Q 2023). Profit margin: 1.4% (up from 1.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Board Change • May 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Laura Guazzoni was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Recent Insider Transactions • May 12Non-Executive Director recently sold €990k worth of stockOn the 7th of May, Corrado Vittorelli sold around 60k shares on-market at roughly €16.50 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €859k more than they bought in the last 12 months.
Upcoming Dividend • Apr 29Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 06 May 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 50% and the cash payout ratio is 77%. Trailing yield: 3.1%. Lower than top quartile of Italian dividend payers (5.7%). Higher than average of industry peers (2.4%).
Reported Earnings • Mar 15Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.98 (down from €1.08 in FY 2022). Revenue: €748.8m (down 2.5% from FY 2022). Net income: €12.7m (down 11% from FY 2022). Profit margin: 1.7% (down from 1.9% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 9.4%. Revenue is forecast to grow 2.2% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Mar 09Now 20% undervaluedOver the last 90 days, the stock has risen 45% to €16.10. The fair value is estimated to be €20.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 18%. Revenue is forecast to grow by 3.6% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.
お知らせ • Dec 23+ 2 more updatesOpenjobmetis S.p.A., Annual General Meeting, Apr 29, 2024Openjobmetis S.p.A., Annual General Meeting, Apr 29, 2024. Agenda: To consider Approval of the Draft Financial Statements for 2023 and presentation of the Consolidated Financial Statements for 2023.
Price Target Changed • Dec 21Price target increased by 15% to €13.63Up from €11.83, the current price target is an average from 4 analysts. New target price is 15% below last closing price of €15.95. Stock is up 91% over the past year. The company is forecast to post earnings per share of €1.08 for next year compared to €1.08 last year.
お知らせ • Dec 21Openjobmetis S.p.A. (BIT:OJM) signed a preliminary contract to acquire JOB Just On Business s.p.a. on December 19, 2023.Openjobmetis S.p.A. (BIT:OJM) signed a preliminary contract to acquire JOB Just On Business s.p.a. for €29.7 million on December 19, 2023. The transaction is financed by making use of the bank credit lines already available. In 2022, Just On Business SpA recorded revenues of approximately €97.1 million and EBITDA of approximately €2.5 million. The transaction is subject only to receipt of the authorisation from the National Competition Authority. The transaction is expected to take place by January 2024.
分析記事 • Dec 21Earnings Tell The Story For Openjobmetis S.p.A. (BIT:OJM) As Its Stock Soars 38%Openjobmetis S.p.A. ( BIT:OJM ) shareholders have had their patience rewarded with a 38% share price jump in the last...
分析記事 • Dec 20Does Openjobmetis (BIT:OJM) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €12.75, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Professional Services industry in Italy. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.94 per share.
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €10.80, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Professional Services industry in Italy. Total returns to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.97 per share.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: €0.28 (vs €0.23 in 3Q 2022)Third quarter 2023 results: EPS: €0.28 (up from €0.23 in 3Q 2022). Revenue: €180.6m (down 2.2% from 3Q 2022). Net income: €3.83m (up 22% from 3Q 2022). Profit margin: 2.1% (up from 1.7% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: €0.29 (vs €0.40 in 2Q 2022)Second quarter 2023 results: EPS: €0.29 (down from €0.40 in 2Q 2022). Revenue: €197.1m (down 4.0% from 2Q 2022). Net income: €3.90m (down 26% from 2Q 2022). Profit margin: 2.0% (down from 2.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Major Estimate Revision • Aug 08Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €789.1m to €766.3m. EPS estimate also fell from €1.23 per share to €1.10 per share. Net income forecast to grow 10% next year vs 49% growth forecast for Professional Services industry in Italy. Consensus price target down from €12.70 to €12.15. Share price rose 4.1% to €9.10 over the past week.
Buying Opportunity • Jun 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.9%. The fair value is estimated to be €11.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 5.6% in 2 years. Earnings is forecast to grow by 28% in the next 2 years.
Buying Opportunity • May 24Now 24% undervaluedOver the last 90 days, the stock is up 3.2%. The fair value is estimated to be €12.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 5.6% in 2 years. Earnings is forecast to grow by 29% in the next 2 years.
Reported Earnings • May 16First quarter 2023 earnings released: EPS: €0.18 (vs €0.23 in 1Q 2022)First quarter 2023 results: EPS: €0.18 (down from €0.23 in 1Q 2022). Revenue: €183.0m (flat on 1Q 2022). Net income: €2.39m (down 23% from 1Q 2022). Profit margin: 1.3% (down from 1.7% in 1Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Buying Opportunity • May 08Now 21% undervaluedOver the last 90 days, the stock is up 6.2%. The fair value is estimated to be €12.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 6.4%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings is also forecast to grow by 7.5% per annum over the same time period.
Upcoming Dividend • May 01Upcoming dividend of €0.50 per share at 5.0% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (2.7%).
Buying Opportunity • Apr 14Now 22% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €12.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 6.4%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings is also forecast to grow by 7.2% per annum over the same time period.
Reported Earnings • Mar 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: €1.07 (up from €0.80 in FY 2021). Revenue: €768.4m (up 6.6% from FY 2021). Net income: €14.4m (up 36% from FY 2021). Profit margin: 1.9% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.7%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Mar 16Now 20% undervaluedOver the last 90 days, the stock is up 9.5%. The fair value is estimated to be €11.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 6.4%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 8.7% per annum over the same time period.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.23 (vs €0.28 in 3Q 2021)Third quarter 2022 results: EPS: €0.23 (down from €0.28 in 3Q 2021). Revenue: €184.7m (down 5.4% from 3Q 2021). Net income: €3.14m (down 17% from 3Q 2021). Profit margin: 1.7% (down from 1.9% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Lucia Giancaspro 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.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: €0.23 (vs €0.28 in 3Q 2021)Third quarter 2022 results: EPS: €0.23 (down from €0.28 in 3Q 2021). Revenue: €184.7m (down 5.4% from 3Q 2021). Net income: €3.14m (down 17% from 3Q 2021). Profit margin: 1.7% (down from 1.9% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Professional Services industry in Italy. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: €0.39 (vs €0.29 in 2Q 2021)Second quarter 2022 results: EPS: €0.39 (up from €0.29 in 2Q 2021). Revenue: €205.2m (up 15% from 2Q 2021). Net income: €5.25m (up 28% from 2Q 2021). Profit margin: 2.6% (up from 2.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.3% while the industry in Italy is not expected to grow. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jun 23Price target decreased to €12.73Down from €13.93, the current price target is an average from 3 analysts. New target price is 48% above last closing price of €8.58. Stock is down 16% over the past year. The company is forecast to post earnings per share of €1.23 for next year compared to €0.80 last year.
Reported Earnings • May 15First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: €0.23 (up from €0.13 in 1Q 2021). Revenue: €183.0m (up 29% from 1Q 2021). Net income: €3.11m (up 95% from 1Q 2021). Profit margin: 1.7% (up from 1.1% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 3.6%, compared to a 17% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 02Upcoming dividend of €0.31 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (2.3%).
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Member Lucia Giancaspro 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. Independent Member Lucia Giancaspro 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.
Reported Earnings • Mar 18Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €0.81 (down from €1.81 in FY 2020). Revenue: €720.8m (up 39% from FY 2020). Net income: €10.6m (down 55% from FY 2020). Profit margin: 1.5% (down from 4.6% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 8.6%, compared to a 9.4% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to €8.62, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 18x in the Professional Services industry in Europe. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.70 per share.
分析記事 • Mar 05These 4 Measures Indicate That Openjobmetis (BIT:OJM) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Feb 17Is There An Opportunity With Openjobmetis S.p.A.'s (BIT:OJM) 27% Undervaluation?In this article we are going to estimate the intrinsic value of Openjobmetis S.p.A. ( BIT:OJM ) by projecting its...
Buying Opportunity • Feb 08Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be €15.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 39% per annum over the last 3 years.
Price Target Changed • Dec 03Price target increased to €14.20Up from €13.17, the current price target is an average from 3 analysts. New target price is 23% above last closing price of €11.55. Stock is up 68% over the past year. The company is forecast to post earnings per share of €0.90 for next year compared to €1.81 last year.
Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS €0.28 (vs €0.11 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €195.3m (up 47% from 3Q 2020). Net income: €3.76m (up 175% from 3Q 2020). Profit margin: 1.9% (up from 1.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 08Second quarter 2021 earnings released: EPS €0.30 (vs €0.091 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €177.8m (up 68% from 2Q 2020). Net income: €4.10m (up 244% from 2Q 2020). Profit margin: 2.3% (up from 1.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Aug 08Price target increased to €11.67Up from €10.83, the current price target is an average from 3 analysts. New target price is 12% above last closing price of €10.40. Stock is up 76% over the past year.
Price Target Changed • Jul 20Price target increased to €10.83Up from €9.98, the current price target is an average from 3 analysts. New target price is 9.0% above last closing price of €9.94. Stock is up 66% over the past year.
分析記事 • Jun 10Is Openjobmetis S.p.A. (BIT:OJM) Trading At A 43% Discount?Today we will run through one way of estimating the intrinsic value of Openjobmetis S.p.A. ( BIT:OJM ) by projecting...
Price Target Changed • May 18Price target increased to €10.87Up from €10.10, the current price target is an average from 3 analysts. New target price is 19% above last closing price of €9.16. Stock is up 76% over the past year.
Reported Earnings • May 15First quarter 2021 earnings released: EPS €0.13 (vs €0.09 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €142.2m (up 9.5% from 1Q 2020). Net income: €1.59m (up 34% from 1Q 2020). Profit margin: 1.1% (up from 0.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
分析記事 • May 04Is Openjobmetis (BIT:OJM) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • May 04Upcoming dividend of €0.11 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 12 May 2021. Trailing yield: 1.2%. Lower than top quartile of Italian dividend payers (3.9%). Lower than average of industry peers (2.0%).
分析記事 • Apr 15How Does Openjobmetis S.p.A. (BIT:OJM) Fare As A Dividend Stock?Is Openjobmetis S.p.A. ( BIT:OJM ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Reported Earnings • Mar 19Full year 2020 earnings released: EPS €1.81 (vs €0.79 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €517.0m (down 8.6% from FY 2019). Net income: €23.6m (up 128% from FY 2019). Profit margin: 4.6% (up from 1.8% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
分析記事 • Mar 16Are Strong Financial Prospects The Force That Is Driving The Momentum In Openjobmetis S.p.A.'s BIT:OJM) Stock?Openjobmetis (BIT:OJM) has had a great run on the share market with its stock up by a significant 12% over the last...
Is New 90 Day High Low • Mar 10New 90-day high: €8.00The company is up 21% from its price of €6.60 on 09 December 2020. The Italian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.24 per share.
分析記事 • Mar 01Openjobmetis S.p.A.'s (BIT:OJM) Intrinsic Value Is Potentially 32% Above Its Share PriceIn this article we are going to estimate the intrinsic value of Openjobmetis S.p.A. ( BIT:OJM ) by estimating the...
分析記事 • Feb 05Reflecting on Openjobmetis' (BIT:OJM) Share Price Returns Over The Last Three YearsIt is doubtless a positive to see that the Openjobmetis S.p.A. ( BIT:OJM ) share price has gained some 43% in the last...
分析記事 • Jan 23We Think Openjobmetis (BIT:OJM) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Price Target Changed • Jan 18Price target raised to €8.58Up from €7.90, the current price target is an average from 3 analysts. The new target price is 15% above the current share price of €7.44. As of last close, the stock is down 14% over the past year.
Is New 90 Day High Low • Jan 11New 90-day high: €7.98The company is up 35% from its price of €5.90 on 13 October 2020. The Italian market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.42 per share.
分析記事 • Jan 11The Case For Openjobmetis S.p.A. (BIT:OJM): Could It Be A Nice Addition To Your Dividend Portfolio?Is Openjobmetis S.p.A. ( BIT:OJM ) a good dividend stock? How can we tell? Dividend paying companies with growing...
分析記事 • Dec 30What Is The Ownership Structure Like For Openjobmetis S.p.A. (BIT:OJM)?Every investor in Openjobmetis S.p.A. ( BIT:OJM ) should be aware of the most powerful shareholder groups. Institutions...
Is New 90 Day High Low • Dec 24New 90-day high: €7.10The company is up 29% from its price of €5.50 on 24 September 2020. The Italian market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.33 per share.
分析記事 • Dec 15Openjobmetis S.p.A.'s (BIT:OJM) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Most readers would already be aware that Openjobmetis' (BIT:OJM) stock increased significantly by 15% over the past...
Is New 90 Day High Low • Dec 04New 90-day high: €6.86The company is up 17% from its price of €5.88 on 04 September 2020. The Italian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.35 per share.
分析記事 • Dec 01A Look At The Intrinsic Value Of Openjobmetis S.p.A. (BIT:OJM)In this article we are going to estimate the intrinsic value of Openjobmetis S.p.A. (BIT:OJM) by taking the forecast...
Is New 90 Day High Low • Nov 19New 90-day high: €6.40The company is up 10.0% from its price of €5.84 on 20 August 2020. The Italian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services 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 €6.32 per share.
分析記事 • Nov 17The Openjobmetis S.p.A. (BIT:OJM) Third-Quarter Results Are Out And Analysts Have Published New ForecastsInvestors in Openjobmetis S.p.A. (BIT:OJM) had a good week, as its shares rose 5.5% to close at €6.16 following the...
Analyst Estimate Surprise Post Earnings • Nov 14Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 10.0%. Over the next year, revenue is forecast to grow 3.2%, compared to a 1.4% growth forecast for the Professional Services industry in Italy.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS €0.11The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €132.7m (down 4.2% from 3Q 2019). Net income: €1.37m (down 57% from 3Q 2019). Profit margin: 1.0% (down from 2.3% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 20% share price gain to €5.68, the stock is trading at a trailing P/E ratio of 9.1x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 27x in the Professional Services industry in Europe. Total return to shareholders over the past three years is a loss of 50%.
Valuation Update With 7 Day Price Move • Oct 29Market pulls back on stock over the past weekAfter last week's 16% share price decline to €4.75, the stock is trading at a trailing P/E ratio of 7.6x, down from the previous P/E ratio of 9.1x. This compares to an average P/E of 25x in the Professional Services industry in Europe. Total return to shareholders over the past three years is a loss of 63%.
Is New 90 Day High Low • Oct 26New 90-day low: €5.36The company is down 9.0% from its price of €5.92 on 28 July 2020. The Italian market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.25 per share.
Is New 90 Day High Low • Sep 25New 90-day low: €5.50The company is down 9.0% from its price of €6.02 on 26 June 2020. The Italian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 33% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.25 per share.