View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsTOD'S 過去の業績過去 基準チェック /56TOD'Sは、平均年間18.8%の収益成長を遂げていますが、 Luxury業界の収益は、年間 成長しています。収益は、平均年間7.1% 5.7%収益成長率で 成長しています。 TOD'Sの自己資本利益率は4.6%であり、純利益率は4.4%です。主要情報18.80%収益成長率18.80%EPS成長率Luxury 業界の成長15.39%収益成長率5.74%株主資本利益率4.59%ネット・マージン4.37%次回の業績アップデート04 Sep 2024最近の業績更新お知らせ • Nov 17+ 4 more updatesTOD'S S.p.A. to Report Nine Months, 2024 Results on Oct 30, 2024TOD'S S.p.A. announced that they will report nine months, 2024 results on Oct 30, 2024Reported Earnings • Mar 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €0.70 (up from €0.18 loss in FY 2021). Revenue: €1.03b (up 14% from FY 2021). Net income: €23.1m (up €29.0m from FY 2021). Profit margin: 2.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Luxury industry in Italy. 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 8% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 15+ 4 more updatesTOD'S S.p.A. to Report Fiscal Year 2022 Results on Mar 13, 2023TOD'S S.p.A. announced that they will report fiscal year 2022 results on Mar 13, 2023Reported Earnings • Sep 09First half 2022 earnings released: EPS: €0.02 (vs €0.63 loss in 1H 2021)First half 2022 results: EPS: €0.02 (up from €0.63 loss in 1H 2021). Revenue: €476.0m (up 18% from 1H 2021). Net income: €755.0k (up €21.5m from 1H 2021). Profit margin: 0.2% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Luxury 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 only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 12Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: €0.18 loss per share (up from €2.21 loss in FY 2020). Revenue: €900.4m (up 39% from FY 2020). Net loss: €5.94m (loss narrowed 92% from FY 2020). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 64%. Over the next year, revenue is forecast to grow 9.3%, compared to a 16% growth forecast for the industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Reported Earnings • Sep 12First half 2021 earnings released: €0.63 loss per share (vs €2.44 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: €405.1m (up 55% from 1H 2020). Net loss: €20.7m (loss narrowed 74% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.すべての更新を表示Recent updatesお知らせ • Feb 13Tod's Rises 17% on L Catterton Bids to Help Owner's Delisting PlanShares in TOD'S S.p.A. rose 17.4%, after private equity firm L Catterton offered to buy 36% of the luxury shoemaker and take it private, in agreement with the Della Valle founding family. Shares rose to EUR 42.7 each by 08:35 GMT, just below the EUR 43 per share offered by the investment firm backed by France's LVMH, which values Tod's at just over EUR 1.4 billion. The move follows a failed attempt in 2022 by the Della Valles, who own 64.5% of Tod's, to take the company private. In addition to the eponymous brand, famous for its Gommino loafers, Tod's also owns the iconic Roger Vivier shoe brand, as well as the Fay and Hogan labels. The Della Valle family refrained however from still taking Tod's private, as they had said they could do, by merging it into their DeVa Finance vehicle. But L Catterton said it plans to merge Tod's into the vehicle used to launch the offer if the bid fails to reach the delisting threshold. CEO and founder Diego Della Valle is tendering its 10.45% stake in Tod's, while retaining another 54% together with his brother Andrea. LVMH will keep its 10% stake and L Catterton will own the remainder of Tod's if the offer is successful.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €43.04, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Luxury industry in Italy. Total returns to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €43.95 per share.分析記事 • Jan 04There's Reason For Concern Over TOD'S S.p.A.'s (BIT:TOD) PriceWhen close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 14x, you may consider TOD'S...お知らせ • Nov 17+ 4 more updatesTOD'S S.p.A. to Report Nine Months, 2024 Results on Oct 30, 2024TOD'S S.p.A. announced that they will report nine months, 2024 results on Oct 30, 2024分析記事 • Nov 11Capital Allocation Trends At TOD'S (BIT:TOD) Aren't IdealIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...分析記事 • Oct 27Are Investors Undervaluing TOD'S S.p.A. (BIT:TOD) By 34%?Key Insights The projected fair value for TOD'S is €45.91 based on 2 Stage Free Cash Flow to Equity TOD'S is estimated...分析記事 • Sep 20Is TOD'S (BIT:TOD) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Sep 13Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €1.14b to €1.15b. EPS estimate increased from €1.36 to €1.50 per share. Net income forecast to grow 7.3% next year vs 22% growth forecast for Luxury industry in Italy. Consensus price target up from €41.48 to €42.46. Share price rose 3.6% to €39.18 over the past week.分析記事 • Aug 04Returns On Capital Signal Tricky Times Ahead For TOD'S (BIT:TOD)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Jul 05Is It Time To Consider Buying TOD'S S.p.A. (BIT:TOD)?While TOD'S S.p.A. ( BIT:TOD ) might not be the most widely known stock at the moment, it saw a significant share price...Reported Earnings • Mar 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €0.70 (up from €0.18 loss in FY 2021). Revenue: €1.03b (up 14% from FY 2021). Net income: €23.1m (up €29.0m from FY 2021). Profit margin: 2.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Luxury industry in Italy. 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 8% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 14Is It Time To Consider Buying TOD'S S.p.A. (BIT:TOD)?While TOD'S S.p.A. ( BIT:TOD ) might not be the most widely known stock at the moment, it saw a double-digit share...お知らせ • Nov 15+ 4 more updatesTOD'S S.p.A. to Report Fiscal Year 2022 Results on Mar 13, 2023TOD'S S.p.A. announced that they will report fiscal year 2022 results on Mar 13, 2023分析記事 • Oct 27Here's Why TOD'S (BIT:TOD) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €31.90, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 21x in the Luxury industry in Italy. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.62 per share.Reported Earnings • Sep 09First half 2022 earnings released: EPS: €0.02 (vs €0.63 loss in 1H 2021)First half 2022 results: EPS: €0.02 (up from €0.63 loss in 1H 2021). Revenue: €476.0m (up 18% from 1H 2021). Net income: €755.0k (up €21.5m from 1H 2021). Profit margin: 0.2% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Luxury 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 only fallen by 4% per year, which means it has not declined as severely as earnings.分析記事 • Aug 03Are Investors Undervaluing TOD'S S.p.A. (BIT:TOD) By 43%?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of TOD'S S.p.A. ( BIT:TOD...分析記事 • May 28TOD'S (BIT:TOD) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Apr 29We Think TOD'S (BIT:TOD) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Mar 12Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: €0.18 loss per share (up from €2.21 loss in FY 2020). Revenue: €900.4m (up 39% from FY 2020). Net loss: €5.94m (loss narrowed 92% from FY 2020). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 64%. Over the next year, revenue is forecast to grow 9.3%, compared to a 16% growth forecast for the industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Major Estimate Revision • Feb 03Consensus estimates of losses per share improve by 22%The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €846.9m to €864.7m. EPS estimate increased from -€0.73 per share to -€0.57 per share. Luxury industry in Italy expected to see average net income growth of 16% next year. Consensus price target of €44.94 unchanged from last update. Share price rose 5.5% to €49.16 over the past week.Major Estimate Revision • Jan 27Consensus estimates of losses per share improve by 18%The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €847.4m to €862.9m. EPS estimate increased from -€0.73 per share to -€0.59 per share. Luxury industry in Italy expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at €44.94. Share price rose 6.3% to €47.50 over the past week.Price Target Changed • Nov 29Price target increased to €44.97Up from €41.58, the current price target is an average from 15 analysts. New target price is 9.3% below last closing price of €49.60. Stock is up 92% over the past year. The company is forecast to post a net loss per share of €0.74 next year compared to a net loss per share of €2.21 last year.Major Estimate Revision • Nov 25Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 losses forecast to reduce from -€0.83 to -€0.74 per share. Revenue forecast steady at €844.3m. Luxury industry in Italy expected to see average net income growth of 12% next year. Consensus price target of €44.47 unchanged from last update. Share price rose 3.8% to €53.90 over the past week.分析記事 • Nov 02TOD'S (BIT:TOD) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Sep 12First half 2021 earnings released: €0.63 loss per share (vs €2.44 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: €405.1m (up 55% from 1H 2020). Net loss: €20.7m (loss narrowed 74% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.Price Target Changed • Sep 09Price target increased to €41.67Up from €38.47, the current price target is an average from 15 analysts. New target price is 21% below last closing price of €53.00. Stock is up 132% over the past year.Price Target Changed • Apr 25Price target increased to €26.40Up from €23.87, the current price target is an average from 14 analysts. New target price is 33% below last closing price of €39.32. Stock is up 40% over the past year.Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €647.0m (down 30% from FY 2019). Net loss: €73.2m (down 258% from profit in FY 2019).Is New 90 Day High Low • Mar 13New 90-day high: €31.54The company is up 5.0% from its price of €29.98 on 11 December 2020. The Italian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury 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 €2.08 per share.Is New 90 Day High Low • Dec 15New 90-day high: €30.32The company is up 29% from its price of €23.56 on 15 September 2020. The Italian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €35.55 per share.Is New 90 Day High Low • Nov 24New 90-day high: €26.30The company is up 6.0% from its price of €24.84 on 26 August 2020. The Italian market is also up 6.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Luxury industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.54 per share.Is New 90 Day High Low • Oct 14New 90-day low: €22.74The company is down 7.0% from its price of €24.50 on 16 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 Luxury industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.85 per share.収支内訳TOD'S の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BIT:TOD 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 231,14550323030 Sep 231,13652319030 Jun 231,12753315031 Mar 231,07738307031 Dec 221,02723300030 Sep 2299919292030 Jun 2297116284031 Mar 229365275031 Dec 21900-6266030 Sep 21846-10251030 Jun 21791-13237031 Mar 21719-43228031 Dec 20647-73218030 Sep 20688-51233030 Jun 20730-29247031 Mar 208289258031 Dec 1992746270030 Sep 1992827288030 Jun 199298307031 Mar 1994027324031 Dec 1895147341030 Sep 1896459331030 Jun 1897670322031 Mar 1897970316031 Dec 1798371310030 Sep 1799277308030 Jun 171,00084306031 Mar 171,00885305031 Dec 161,01586304030 Sep 161,02383308030 Jun 161,03180312031 Mar 161,04086312031 Dec 151,04893312030 Sep 151,03192302030 Jun 151,01491292031 Mar 1599594281031 Dec 1497697270030 Sep 14973106304030 Jun 14970114337031 Mar 14976124295031 Dec 13983134253030 Sep 13988140174030 Jun 13992147940質の高い収益: TODは 高品質の収益 を持っています。利益率の向上: TODの現在の純利益率 (4.4%)は、昨年(2.2%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: TODの収益は過去 5 年間で年間18.8%増加しました。成長の加速: TODの過去 1 年間の収益成長率 ( 116.9% ) は、5 年間の平均 ( 年間18.8%を上回っています。収益対業界: TODの過去 1 年間の収益成長率 ( 116.9% ) はLuxury業界6.4%を上回りました。株主資本利益率高いROE: TODの 自己資本利益率 ( 4.6% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-durables 、過去の業績が好調な企業。View Financial Health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2024/06/07 04:56終値2024/06/07 00:00収益2023/12/31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TOD'S S.p.A. 8 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。25 アナリスト機関Giada CabrinoBanca Akros S.p.A. (ESN)Julian EasthopeBarclaysMariana Horn UribeBerenberg22 その他のアナリストを表示
お知らせ • Nov 17+ 4 more updatesTOD'S S.p.A. to Report Nine Months, 2024 Results on Oct 30, 2024TOD'S S.p.A. announced that they will report nine months, 2024 results on Oct 30, 2024
Reported Earnings • Mar 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €0.70 (up from €0.18 loss in FY 2021). Revenue: €1.03b (up 14% from FY 2021). Net income: €23.1m (up €29.0m from FY 2021). Profit margin: 2.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Luxury industry in Italy. 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 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 15+ 4 more updatesTOD'S S.p.A. to Report Fiscal Year 2022 Results on Mar 13, 2023TOD'S S.p.A. announced that they will report fiscal year 2022 results on Mar 13, 2023
Reported Earnings • Sep 09First half 2022 earnings released: EPS: €0.02 (vs €0.63 loss in 1H 2021)First half 2022 results: EPS: €0.02 (up from €0.63 loss in 1H 2021). Revenue: €476.0m (up 18% from 1H 2021). Net income: €755.0k (up €21.5m from 1H 2021). Profit margin: 0.2% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Luxury 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 only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 12Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: €0.18 loss per share (up from €2.21 loss in FY 2020). Revenue: €900.4m (up 39% from FY 2020). Net loss: €5.94m (loss narrowed 92% from FY 2020). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 64%. Over the next year, revenue is forecast to grow 9.3%, compared to a 16% growth forecast for the industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Reported Earnings • Sep 12First half 2021 earnings released: €0.63 loss per share (vs €2.44 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: €405.1m (up 55% from 1H 2020). Net loss: €20.7m (loss narrowed 74% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 13Tod's Rises 17% on L Catterton Bids to Help Owner's Delisting PlanShares in TOD'S S.p.A. rose 17.4%, after private equity firm L Catterton offered to buy 36% of the luxury shoemaker and take it private, in agreement with the Della Valle founding family. Shares rose to EUR 42.7 each by 08:35 GMT, just below the EUR 43 per share offered by the investment firm backed by France's LVMH, which values Tod's at just over EUR 1.4 billion. The move follows a failed attempt in 2022 by the Della Valles, who own 64.5% of Tod's, to take the company private. In addition to the eponymous brand, famous for its Gommino loafers, Tod's also owns the iconic Roger Vivier shoe brand, as well as the Fay and Hogan labels. The Della Valle family refrained however from still taking Tod's private, as they had said they could do, by merging it into their DeVa Finance vehicle. But L Catterton said it plans to merge Tod's into the vehicle used to launch the offer if the bid fails to reach the delisting threshold. CEO and founder Diego Della Valle is tendering its 10.45% stake in Tod's, while retaining another 54% together with his brother Andrea. LVMH will keep its 10% stake and L Catterton will own the remainder of Tod's if the offer is successful.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €43.04, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Luxury industry in Italy. Total returns to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €43.95 per share.
分析記事 • Jan 04There's Reason For Concern Over TOD'S S.p.A.'s (BIT:TOD) PriceWhen close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 14x, you may consider TOD'S...
お知らせ • Nov 17+ 4 more updatesTOD'S S.p.A. to Report Nine Months, 2024 Results on Oct 30, 2024TOD'S S.p.A. announced that they will report nine months, 2024 results on Oct 30, 2024
分析記事 • Nov 11Capital Allocation Trends At TOD'S (BIT:TOD) Aren't IdealIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
分析記事 • Oct 27Are Investors Undervaluing TOD'S S.p.A. (BIT:TOD) By 34%?Key Insights The projected fair value for TOD'S is €45.91 based on 2 Stage Free Cash Flow to Equity TOD'S is estimated...
分析記事 • Sep 20Is TOD'S (BIT:TOD) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Sep 13Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €1.14b to €1.15b. EPS estimate increased from €1.36 to €1.50 per share. Net income forecast to grow 7.3% next year vs 22% growth forecast for Luxury industry in Italy. Consensus price target up from €41.48 to €42.46. Share price rose 3.6% to €39.18 over the past week.
分析記事 • Aug 04Returns On Capital Signal Tricky Times Ahead For TOD'S (BIT:TOD)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Jul 05Is It Time To Consider Buying TOD'S S.p.A. (BIT:TOD)?While TOD'S S.p.A. ( BIT:TOD ) might not be the most widely known stock at the moment, it saw a significant share price...
Reported Earnings • Mar 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €0.70 (up from €0.18 loss in FY 2021). Revenue: €1.03b (up 14% from FY 2021). Net income: €23.1m (up €29.0m from FY 2021). Profit margin: 2.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Luxury industry in Italy. 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 8% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 14Is It Time To Consider Buying TOD'S S.p.A. (BIT:TOD)?While TOD'S S.p.A. ( BIT:TOD ) might not be the most widely known stock at the moment, it saw a double-digit share...
お知らせ • Nov 15+ 4 more updatesTOD'S S.p.A. to Report Fiscal Year 2022 Results on Mar 13, 2023TOD'S S.p.A. announced that they will report fiscal year 2022 results on Mar 13, 2023
分析記事 • Oct 27Here's Why TOD'S (BIT:TOD) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €31.90, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 21x in the Luxury industry in Italy. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.62 per share.
Reported Earnings • Sep 09First half 2022 earnings released: EPS: €0.02 (vs €0.63 loss in 1H 2021)First half 2022 results: EPS: €0.02 (up from €0.63 loss in 1H 2021). Revenue: €476.0m (up 18% from 1H 2021). Net income: €755.0k (up €21.5m from 1H 2021). Profit margin: 0.2% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Luxury 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 only fallen by 4% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 03Are Investors Undervaluing TOD'S S.p.A. (BIT:TOD) By 43%?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of TOD'S S.p.A. ( BIT:TOD...
分析記事 • May 28TOD'S (BIT:TOD) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Apr 29We Think TOD'S (BIT:TOD) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Mar 12Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: €0.18 loss per share (up from €2.21 loss in FY 2020). Revenue: €900.4m (up 39% from FY 2020). Net loss: €5.94m (loss narrowed 92% from FY 2020). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 64%. Over the next year, revenue is forecast to grow 9.3%, compared to a 16% growth forecast for the industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Major Estimate Revision • Feb 03Consensus estimates of losses per share improve by 22%The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €846.9m to €864.7m. EPS estimate increased from -€0.73 per share to -€0.57 per share. Luxury industry in Italy expected to see average net income growth of 16% next year. Consensus price target of €44.94 unchanged from last update. Share price rose 5.5% to €49.16 over the past week.
Major Estimate Revision • Jan 27Consensus estimates of losses per share improve by 18%The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €847.4m to €862.9m. EPS estimate increased from -€0.73 per share to -€0.59 per share. Luxury industry in Italy expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at €44.94. Share price rose 6.3% to €47.50 over the past week.
Price Target Changed • Nov 29Price target increased to €44.97Up from €41.58, the current price target is an average from 15 analysts. New target price is 9.3% below last closing price of €49.60. Stock is up 92% over the past year. The company is forecast to post a net loss per share of €0.74 next year compared to a net loss per share of €2.21 last year.
Major Estimate Revision • Nov 25Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 losses forecast to reduce from -€0.83 to -€0.74 per share. Revenue forecast steady at €844.3m. Luxury industry in Italy expected to see average net income growth of 12% next year. Consensus price target of €44.47 unchanged from last update. Share price rose 3.8% to €53.90 over the past week.
分析記事 • Nov 02TOD'S (BIT:TOD) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Sep 12First half 2021 earnings released: €0.63 loss per share (vs €2.44 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: €405.1m (up 55% from 1H 2020). Net loss: €20.7m (loss narrowed 74% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
Price Target Changed • Sep 09Price target increased to €41.67Up from €38.47, the current price target is an average from 15 analysts. New target price is 21% below last closing price of €53.00. Stock is up 132% over the past year.
Price Target Changed • Apr 25Price target increased to €26.40Up from €23.87, the current price target is an average from 14 analysts. New target price is 33% below last closing price of €39.32. Stock is up 40% over the past year.
Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €647.0m (down 30% from FY 2019). Net loss: €73.2m (down 258% from profit in FY 2019).
Is New 90 Day High Low • Mar 13New 90-day high: €31.54The company is up 5.0% from its price of €29.98 on 11 December 2020. The Italian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury 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 €2.08 per share.
Is New 90 Day High Low • Dec 15New 90-day high: €30.32The company is up 29% from its price of €23.56 on 15 September 2020. The Italian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €35.55 per share.
Is New 90 Day High Low • Nov 24New 90-day high: €26.30The company is up 6.0% from its price of €24.84 on 26 August 2020. The Italian market is also up 6.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Luxury industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.54 per share.
Is New 90 Day High Low • Oct 14New 90-day low: €22.74The company is down 7.0% from its price of €24.50 on 16 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 Luxury industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.85 per share.