View Future GrowthCairo Communication 過去の業績過去 基準チェック /26Cairo Communicationは、平均年間0.4%の収益成長を遂げていますが、 Media業界の収益は、年間 成長しています。収益は、平均年間10.8% 0.4%収益成長率で 減少しています。 Cairo Communicationの自己資本利益率は6.5%であり、純利益率は3.7%です。主要情報0.41%収益成長率-1.24%EPS成長率Media 業界の成長14.80%収益成長率-0.35%株主資本利益率6.52%ネット・マージン3.68%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 21First quarter 2026 earnings releasedFirst quarter 2026 results: €0.023 loss per share. Revenue: €229.6m (down 1.7% from 1Q 2025). Net loss: €2.80m (loss widened 33% from 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 6.5% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 11% per year.Reported Earnings • Apr 02Full year 2025 earnings released: EPS: €0.32 (vs €0.34 in FY 2024)Full year 2025 results: EPS: €0.32 (down from €0.34 in FY 2024). Revenue: €1.06b (down 3.0% from FY 2024). Net income: €39.7m (down 12% from FY 2024). Profit margin: 3.7% (down from 4.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 2 years compared to a 15% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: €0.034 loss per share. Revenue: €206.8m (down 5.4% from 3Q 2024). Net loss: €4.10m (loss widened 14% from 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 18% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €327.5m (down 1.8% from 2Q 2024). Net income: €22.5m (flat on 2Q 2024). Profit margin: 6.9% (up from 6.7% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Media industry in Italy are expected to grow by 1.9%.Reported Earnings • May 16First quarter 2025 earnings releasedFirst quarter 2025 results: €0.016 loss per share. Revenue: €233.6m (flat on 1Q 2024). Net loss: €2.10m (loss widened 5.0% from 1Q 2024). Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Media industry in Italy are expected to grow by 1.7%. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.Reported Earnings • Mar 29Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.10b (flat on FY 2023). Net income: €45.2m (up 18% from FY 2023). Profit margin: 4.1% (up from 3.5% in FY 2023). Revenue is expected to decline by 1.6% p.a. on average during the next 2 years, while revenues in the Media industry in Italy are expected to grow by 1.4%.すべての更新を表示Recent updatesReported Earnings • May 21First quarter 2026 earnings releasedFirst quarter 2026 results: €0.023 loss per share. Revenue: €229.6m (down 1.7% from 1Q 2025). Net loss: €2.80m (loss widened 33% from 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 6.5% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 11% per year.Upcoming Dividend • May 18Upcoming dividend of €0.18 per shareEligible shareholders must have bought the stock before 25 May 2026. Payment date: 27 May 2026. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 7.3%. Within top quartile of Italian dividend payers (4.5%). Higher than average of industry peers (5.3%).New Risk • Apr 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.New Risk • Apr 07New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 7.0% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Apr 02Full year 2025 earnings released: EPS: €0.32 (vs €0.34 in FY 2024)Full year 2025 results: EPS: €0.32 (down from €0.34 in FY 2024). Revenue: €1.06b (down 3.0% from FY 2024). Net income: €39.7m (down 12% from FY 2024). Profit margin: 3.7% (down from 4.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 2 years compared to a 15% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.お知らせ • Mar 30Cairo Communication S.p.A., Annual General Meeting, May 07, 2026Cairo Communication S.p.A., Annual General Meeting, May 07, 2026, at 11:00 W. Europe Standard Time. Location: via angelo rizzoli n 8, milano Italyお知らせ • Mar 26Cairo Communication S.p.A. announces Annual dividend, payable on May 27, 2026Cairo Communication S.p.A. announced Annual dividend of EUR 0.1800 per share payable on May 27, 2026, ex-date on May 25, 2026 and record date on May 26, 2026.Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: €0.034 loss per share. Revenue: €206.8m (down 5.4% from 3Q 2024). Net loss: €4.10m (loss widened 14% from 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 18% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €327.5m (down 1.8% from 2Q 2024). Net income: €22.5m (flat on 2Q 2024). Profit margin: 6.9% (up from 6.7% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Media industry in Italy are expected to grow by 1.9%.Reported Earnings • May 16First quarter 2025 earnings releasedFirst quarter 2025 results: €0.016 loss per share. Revenue: €233.6m (flat on 1Q 2024). Net loss: €2.10m (loss widened 5.0% from 1Q 2024). Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Media industry in Italy are expected to grow by 1.7%. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €3.37, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Media industry in Italy. Total returns to shareholders of 91% over the past three years.Major Estimate Revision • May 11Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €0.329 to €0.367. Revenue forecast steady at €1.08b. Net income forecast to grow 1.8% next year vs 85% growth forecast for Media industry in Italy. Consensus price target up from €2.70 to €3.30. Share price rose 12% to €3.20 over the past week.分析記事 • May 10Here's Why Cairo Communication (BIT:CAI) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Mar 29Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.10b (flat on FY 2023). Net income: €45.2m (up 18% from FY 2023). Profit margin: 4.1% (up from 3.5% in FY 2023). Revenue is expected to decline by 1.6% p.a. on average during the next 2 years, while revenues in the Media industry in Italy are expected to grow by 1.4%.New Risk • Mar 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: €0.027 loss per share. Revenue: €218.5m (flat on 3Q 2023). Net loss: €3.60m (loss narrowed 29% from 3Q 2023). Revenue is expected to decline by 1.7% p.a. on average during the next 2 years, while revenues in the Media industry in Italy are expected to grow by 1.7%.Reported Earnings • Aug 09Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €333.6m (up 2.3% from 2Q 2023). Net income: €22.3m (up 18% from 2Q 2023). Profit margin: 6.7% (up from 5.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Media industry in Italy.Upcoming Dividend • May 20Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 29 May 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 6.7%. Within top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (5.8%).Reported Earnings • May 17First quarter 2024 earnings releasedFirst quarter 2024 results: €0.015 loss per share. Revenue: €232.1m (down 4.7% from 1Q 2023). Net loss: €2.00m (loss narrowed 33% from 1Q 2023). Revenue is forecast to stay flat during the next 2 years compared to a 2.0% growth forecast for the Media industry in Italy.New Risk • May 08New major risk - Revenue and earnings growthEarnings have declined by 5.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.8% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • May 08Here's Why Cairo Communication (BIT:CAI) Can Manage Its Debt ResponsiblyDavid 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 • May 07Price target increased by 8.0% to €2.70Up from €2.50, the current price target is provided by 1 analyst. New target price is 16% above last closing price of €2.32. Stock is up 23% over the past year. The company is forecast to post earnings per share of €0.34 for next year compared to €0.29 last year.分析記事 • Apr 11Cairo Communication S.p.A.'s (BIT:CAI) Share Price Boosted 26% But Its Business Prospects Need A Lift TooCairo Communication S.p.A. ( BIT:CAI ) shares have had a really impressive month, gaining 26% after a shaky period...Declared Dividend • Apr 04Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 27th May 2024 Payment date: 29th May 2024 Dividend yield will be 7.6%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 4.5% over the next 2 years. However, it would need to fall by 38% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Mar 31Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.10b (down 1.4% from FY 2022). Net income: €38.4m (up 20% from FY 2022). Profit margin: 3.5% (up from 2.9% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 2 years compared to a 2.3% growth forecast for the Media industry in Italy.New Risk • Mar 18New major risk - Revenue and earnings growthEarnings have declined by 9.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.2% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €218.0m (down 6.1% from 3Q 2022). Net loss: €5.10m (loss widened 70% from 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.7% growth forecast for the Media industry in Italy.New Risk • Nov 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.03% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.03% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Aug 08Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €326.1m (flat on 2Q 2022). Net income: €18.9m (up 33% from 2Q 2022). Profit margin: 5.8% (up from 4.3% in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.5% growth forecast for the Media industry in Italy.Buying Opportunity • Aug 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €2.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 0.8% in 2 years. Earnings is forecast to grow by 28% in the next 2 years.Buying Opportunity • May 29Now 27% undervalued after recent price dropOver the last 90 days, the stock is down 3.0%. The fair value is estimated to be €2.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 0.8% in 2 years. Earnings is forecast to grow by 28% in the next 2 years.Upcoming Dividend • May 22Upcoming dividend of €0.14 per share at 7.7% yieldEligible shareholders must have bought the stock before 29 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 7.7%. Within top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (6.5%).Buying Opportunity • Apr 14Now 20% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be €2.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 1.1% in 2 years. Earnings is forecast to grow by 31% in the next 2 years.分析記事 • Apr 02Cairo Communication's (BIT:CAI) Dividend Is Being Reduced To €0.14Cairo Communication S.p.A.'s ( BIT:CAI ) dividend is being reduced from last year's payment covering the same period to...Reported Earnings • Mar 29Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.11b (flat on FY 2021). Net income: €32.1m (down 37% from FY 2021). Profit margin: 2.9% (down from 4.6% in FY 2021). Revenue is forecast to stay flat during the next 2 years compared to a 2.8% growth forecast for the Media industry in Italy.分析記事 • Mar 25Is It Too Late To Consider Buying Cairo Communication S.p.A. (BIT:CAI)?While Cairo Communication S.p.A. ( BIT:CAI ) might not be the most widely known stock at the moment, it saw a...Major Estimate Revision • Mar 24Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate increased from €0.205 to €0.236. Revenue forecast steady at €1.09b. Net income forecast to grow 23% next year vs 56% growth forecast for Media industry in Italy. Consensus price target of €2.63 unchanged from last update. Share price rose 11% to €1.80 over the past week.Major Estimate Revision • Mar 07Consensus EPS estimates increase by 28%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate increased from €0.161 to €0.205. Revenue forecast steady at €1.10b. Net income forecast to grow 13% next year vs 38% growth forecast for Media industry in Italy. Consensus price target down from €2.73 to €2.63. Share price was steady at €1.72 over the past week.Major Estimate Revision • Nov 21Consensus EPS estimates fall by 43%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from €1.13b to €1.09b. EPS estimate also fell from €0.28 per share to €0.16 per share. Net income forecast to grow 11% next year vs 85% growth forecast for Media industry in Italy. Consensus price target down from €2.80 to €2.73. Share price fell 8.7% to €1.51 over the past week.Board Change • Nov 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. 6 experienced directors. 6 highly experienced directors. 4 independent directors (6 non-independent directors). Non-Executive Director Laura Cairo was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 08Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €328.6m (up 3.3% from 2Q 2021). Net income: €14.2m (down 50% from 2Q 2021). Profit margin: 4.3% (down from 8.9% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 8.4% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.85, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Media industry in Italy. Total loss to shareholders of 21% over the past three years.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €1.71, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Media industry in Italy. Total loss to shareholders of 29% over the past three years.分析記事 • May 25Cairo Communication (BIT:CAI) Is Experiencing Growth In Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Major Estimate Revision • May 18Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €1.09b to €1.13b. EPS estimate increased from €0.30 to €0.34 per share. Net income forecast to shrink 9.8% next year vs 78% growth forecast for Media industry in Italy . Consensus price target up from €2.70 to €2.85. Share price rose 5.1% to €2.27 over the past week.Price Target Changed • May 17Price target increased to €2.85Up from €2.60, the current price target is an average from 2 analysts. New target price is 27% above last closing price of €2.24. Stock is up 15% over the past year. The company is forecast to post earnings per share of €0.33 for next year compared to €0.38 last year.Upcoming Dividend • May 16Upcoming dividend of €0.18 per shareEligible shareholders must have bought the stock before 23 May 2022. Payment date: 25 May 2022. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 8.1%. Within top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (6.1%).Board Change • Apr 27Less 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. 6 experienced directors. 6 highly experienced directors. 4 independent directors (6 non-independent directors). Non-Executive Director Laura Cairo was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.分析記事 • Mar 30Analysts Are Updating Their Cairo Communication S.p.A. (BIT:CAI) Estimates After Its Full-Year ResultsShareholders of Cairo Communication S.p.A. ( BIT:CAI ) will be pleased this week, given that the stock price is up 16...Reported Earnings • Mar 28Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €1.11b (up 12% from FY 2020). Net income: €51.0m (up 209% from FY 2020). Profit margin: 4.6% (up from 1.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 18%. Over the next year, revenue is expected to shrink by 1.6% compared to a 6.4% growth forecast for the industry in Italy.分析記事 • Mar 26We Think Cairo Communication (BIT:CAI) Can Manage Its Debt With EaseWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Major Estimate Revision • Mar 23Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from €1.07b to €938.4m. EPS estimate unchanged from €0.33 per share at last update. Media industry in Italy expected to see average net income growth of 12% next year. Consensus price target of €2.70 unchanged from last update. Share price rose 3.2% to €1.80 over the past week.分析記事 • Mar 05Why Cairo Communication S.p.A. (BIT:CAI) Could Be Worth WatchingCairo Communication S.p.A. ( BIT:CAI ), is not the largest company out there, but it received a lot of attention from a...Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS €0.032The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €239.7m (up 6.0% from 3Q 2020). Net income: €4.30m (up 231% from 3Q 2020). Profit margin: 1.8% (up from 0.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 10% per year.分析記事 • Oct 13An Intrinsic Calculation For Cairo Communication S.p.A. (BIT:CAI) Suggests It's 44% UndervaluedToday we will run through one way of estimating the intrinsic value of Cairo Communication S.p.A. ( BIT:CAI ) by taking...分析記事 • Aug 26Cairo Communication's (BIT:CAI) Returns On Capital Are Heading HigherWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Major Estimate Revision • Aug 20Consensus EPS estimates increase to €0.31The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €1.06b to €1.08b. EPS estimate increased from €0.21 to €0.31 per share. Net income forecast to shrink 25% next year vs 32% growth forecast for Media industry in Italy . Consensus price target of €2.60 unchanged from last update. Share price was steady at €1.72 over the past week.Reported Earnings • Aug 09Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €318.0m (up 55% from 2Q 2020). Net income: €28.4m (up €34.1m from 2Q 2020). Profit margin: 8.9% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.分析記事 • Jun 09Is Cairo Communication S.p.A. (BIT:CAI) Trading At A 31% Discount?In this article we are going to estimate the intrinsic value of Cairo Communication S.p.A. ( BIT:CAI ) by projecting...Price Target Changed • Jun 05Price target increased to €2.60Up from €2.14, the current price target is an average from 3 analysts. New target price is 36% above last closing price of €1.91. Stock is up 18% over the past year.Reported Earnings • May 20First quarter 2021 earnings released: €0.029 loss per shareThe company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: €234.5m (up 2.9% from 1Q 2020). Net loss: €3.90m (loss narrowed 44% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Upcoming Dividend • May 17Upcoming dividend of €0.04 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 26 May 2021. Trailing yield: 2.0%. Lower than top quartile of Italian dividend payers (3.8%). Lower than average of industry peers (4.0%).Major Estimate Revision • May 17Consensus EPS estimates fall to €0.19The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from €1.04b to €1.03b. EPS estimate also fell from €0.23 to €0.19. Net income forecast to grow 76% next year vs 50% growth forecast for Media industry in Italy. Consensus price target up from €1.91 to €2.14. Share price was steady at €1.98 over the past week.Price Target Changed • May 12Price target increased to €2.14Up from €1.97, the current price target is an average from 3 analysts. New target price is 5.8% above last closing price of €2.02. Stock is up 39% over the past year.分析記事 • May 01Should Cairo Communication S.p.A. (BIT:CAI) Be Part Of Your Income Portfolio?Is Cairo Communication S.p.A. ( BIT:CAI ) a good dividend stock? How can we tell? Dividend paying companies with...分析記事 • Apr 10Cairo Communication (BIT:CAI) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Mar 30Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €988.1m (down 16% from FY 2019). Net income: €16.5m (down 61% from FY 2019). Profit margin: 1.7% (down from 3.6% in FY 2019).分析記事 • Mar 20What Type Of Shareholders Make Up Cairo Communication S.p.A.'s (BIT:CAI) Share Registry?Every investor in Cairo Communication S.p.A. ( BIT:CAI ) should be aware of the most powerful shareholder groups...Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.69, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Media industry in Italy. Total loss to shareholders of 46% over the past three years.Major Estimate Revision • Mar 03Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate was lowered from €0.062 to €0.046. Revenue estimate was approximately flat at €981.4m. Net income is expected to grow by 199% next year compared to 72% growth forecast for the Media industry in Italy. The consensus price target of €1.97 was unchanged from the last update. Share price is down by 5.2% to €1.41 over the past week.Is New 90 Day High Low • Feb 24New 90-day high: €1.49The company is up 18% from its price of €1.26 on 26 November 2020. The Italian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media 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 €2.66 per share.分析記事 • Feb 21Is There An Opportunity With Cairo Communication S.p.A.'s (BIT:CAI) 47% Undervaluation?How far off is Cairo Communication S.p.A. ( BIT:CAI ) from its intrinsic value? Using the most recent financial data...Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to €1.35, the stock is trading at a trailing P/E ratio of 34.8x, up from the previous P/E ratio of 30.2x. This compares to an average P/E of 34x in the Media industry in Italy. Total return to shareholders over the past three years is a loss of 60%.Is New 90 Day High Low • Feb 08New 90-day high: €1.31The company is up 14% from its price of €1.15 on 10 November 2020. The Italian market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.47 per share.分析記事 • Feb 01Is It Time To Consider Buying Cairo Communication S.p.A. (BIT:CAI)?Cairo Communication S.p.A. ( BIT:CAI ), might not be a large cap stock, but it saw a decent share price growth in the...分析記事 • Jan 05Is Cairo Communication (BIT:CAI) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 09What Type Of Shareholders Own The Most Number of Cairo Communication S.p.A. (BIT:CAI) Shares?The big shareholder groups in Cairo Communication S.p.A. ( BIT:CAI ) have power over the company. Institutions often...分析記事 • Nov 18How Much Did Cairo Communication's(BIT:CAI) Shareholders Earn From Share Price Movements Over The Last Five Years?We think intelligent long term investing is the way to go. But that doesn't mean long term investors can avoid big...Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS €0.01The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: €226.1m (down 10% from 3Q 2019). Net income: €1.30m (up €2.00m from 3Q 2019). Profit margin: 0.6% (up from net loss in 3Q 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 14Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.5%. Earnings per share (EPS) missed analyst estimates by 7.9%. Over the next year, revenue is forecast to grow 5.6%, compared to a 1.8% growth forecast for the Media industry in Italy.Is New 90 Day High Low • Oct 15New 90-day low: €1.21The company is down 19% from its price of €1.50 on 17 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 Media industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.99 per share.Major Estimate Revision • Oct 06Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from €0.052 to €0.09. Revenue estimate for the same period was approximately flat at €1.00b. Net income is expected to grow by 292% next year compared to 74% growth forecast for the Media industry in Italy. The consensus price target was lowered from €2.04 to €1.97. Share price is up 8.0% to €1.33 over the past week.収支内訳Cairo Communication 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:CAI 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Mar 261,0593965031 Dec 251,0634065030 Sep 251,0794568030 Jun 251,0914567031 Mar 251,0974568031 Dec 241,0954568030 Sep 241,0934467030 Jun 241,0934368031 Mar 241,0863967031 Dec 231,0973867030 Sep 231,1013572030 Jun 231,1153773031 Mar 231,1163272031 Dec 221,1133272030 Sep 221,1183171030 Jun 221,1263870031 Mar 221,1165271031 Dec 211,1105171030 Sep 211,1225760030 Jun 211,1085463031 Mar 219952026031 Dec 209881760030 Sep 20979735030 Jun 201,005531031 Mar 201,1393235031 Dec 191,1824235030 Sep 191,2035265030 Jun 191,2175551031 Mar 191,2346065031 Dec 181,2476065030 Sep 181,2136661030 Jun 181,1816264031 Mar 181,1495761031 Dec 171,1355261030 Sep 171,1633430030 Jun 171,0563754031 Mar 177971830031 Dec 165832230030 Sep 163161020030 Jun 162361013031 Mar 162351120031 Dec 152361120030 Sep 152411123030 Jun 1524415240質の高い収益: CAIは 高品質の収益 を持っています。利益率の向上: CAIの現在の純利益率 (3.7%)は、昨年(4.1%)よりも低くなっています。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: CAIの収益は過去 5 年間で年間0.4%増加しました。成長の加速: CAIは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: CAIは過去 1 年間で収益成長率がマイナス ( -13.5% ) となったため、 Media業界平均 ( 7.7% ) と比較することが困難です。株主資本利益率高いROE: CAIの 自己資本利益率 ( 6.5% ) 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7D1Y7D1Y7D1YMedia 、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2026/05/27 23:34終値2026/05/27 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Cairo Communication S.p.A. 1 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。5 アナリスト機関Andrea DevitaBanca Akros S.p.A. (ESN)Domenico GhilottiEquita SIM S.p.A.null nullEquita SIM S.p.A.2 その他のアナリストを表示
Reported Earnings • May 21First quarter 2026 earnings releasedFirst quarter 2026 results: €0.023 loss per share. Revenue: €229.6m (down 1.7% from 1Q 2025). Net loss: €2.80m (loss widened 33% from 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 6.5% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 11% per year.
Reported Earnings • Apr 02Full year 2025 earnings released: EPS: €0.32 (vs €0.34 in FY 2024)Full year 2025 results: EPS: €0.32 (down from €0.34 in FY 2024). Revenue: €1.06b (down 3.0% from FY 2024). Net income: €39.7m (down 12% from FY 2024). Profit margin: 3.7% (down from 4.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 2 years compared to a 15% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.
Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: €0.034 loss per share. Revenue: €206.8m (down 5.4% from 3Q 2024). Net loss: €4.10m (loss widened 14% from 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 18% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €327.5m (down 1.8% from 2Q 2024). Net income: €22.5m (flat on 2Q 2024). Profit margin: 6.9% (up from 6.7% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Media industry in Italy are expected to grow by 1.9%.
Reported Earnings • May 16First quarter 2025 earnings releasedFirst quarter 2025 results: €0.016 loss per share. Revenue: €233.6m (flat on 1Q 2024). Net loss: €2.10m (loss widened 5.0% from 1Q 2024). Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Media industry in Italy are expected to grow by 1.7%. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.
Reported Earnings • Mar 29Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.10b (flat on FY 2023). Net income: €45.2m (up 18% from FY 2023). Profit margin: 4.1% (up from 3.5% in FY 2023). Revenue is expected to decline by 1.6% p.a. on average during the next 2 years, while revenues in the Media industry in Italy are expected to grow by 1.4%.
Reported Earnings • May 21First quarter 2026 earnings releasedFirst quarter 2026 results: €0.023 loss per share. Revenue: €229.6m (down 1.7% from 1Q 2025). Net loss: €2.80m (loss widened 33% from 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 6.5% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 11% per year.
Upcoming Dividend • May 18Upcoming dividend of €0.18 per shareEligible shareholders must have bought the stock before 25 May 2026. Payment date: 27 May 2026. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 7.3%. Within top quartile of Italian dividend payers (4.5%). Higher than average of industry peers (5.3%).
New Risk • Apr 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
New Risk • Apr 07New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 7.0% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Apr 02Full year 2025 earnings released: EPS: €0.32 (vs €0.34 in FY 2024)Full year 2025 results: EPS: €0.32 (down from €0.34 in FY 2024). Revenue: €1.06b (down 3.0% from FY 2024). Net income: €39.7m (down 12% from FY 2024). Profit margin: 3.7% (down from 4.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 2 years compared to a 15% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Mar 30Cairo Communication S.p.A., Annual General Meeting, May 07, 2026Cairo Communication S.p.A., Annual General Meeting, May 07, 2026, at 11:00 W. Europe Standard Time. Location: via angelo rizzoli n 8, milano Italy
お知らせ • Mar 26Cairo Communication S.p.A. announces Annual dividend, payable on May 27, 2026Cairo Communication S.p.A. announced Annual dividend of EUR 0.1800 per share payable on May 27, 2026, ex-date on May 25, 2026 and record date on May 26, 2026.
Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: €0.034 loss per share. Revenue: €206.8m (down 5.4% from 3Q 2024). Net loss: €4.10m (loss widened 14% from 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 18% growth forecast for the Media industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €327.5m (down 1.8% from 2Q 2024). Net income: €22.5m (flat on 2Q 2024). Profit margin: 6.9% (up from 6.7% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Media industry in Italy are expected to grow by 1.9%.
Reported Earnings • May 16First quarter 2025 earnings releasedFirst quarter 2025 results: €0.016 loss per share. Revenue: €233.6m (flat on 1Q 2024). Net loss: €2.10m (loss widened 5.0% from 1Q 2024). Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Media industry in Italy are expected to grow by 1.7%. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €3.37, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Media industry in Italy. Total returns to shareholders of 91% over the past three years.
Major Estimate Revision • May 11Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €0.329 to €0.367. Revenue forecast steady at €1.08b. Net income forecast to grow 1.8% next year vs 85% growth forecast for Media industry in Italy. Consensus price target up from €2.70 to €3.30. Share price rose 12% to €3.20 over the past week.
分析記事 • May 10Here's Why Cairo Communication (BIT:CAI) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Mar 29Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.10b (flat on FY 2023). Net income: €45.2m (up 18% from FY 2023). Profit margin: 4.1% (up from 3.5% in FY 2023). Revenue is expected to decline by 1.6% p.a. on average during the next 2 years, while revenues in the Media industry in Italy are expected to grow by 1.4%.
New Risk • Mar 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: €0.027 loss per share. Revenue: €218.5m (flat on 3Q 2023). Net loss: €3.60m (loss narrowed 29% from 3Q 2023). Revenue is expected to decline by 1.7% p.a. on average during the next 2 years, while revenues in the Media industry in Italy are expected to grow by 1.7%.
Reported Earnings • Aug 09Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €333.6m (up 2.3% from 2Q 2023). Net income: €22.3m (up 18% from 2Q 2023). Profit margin: 6.7% (up from 5.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Media industry in Italy.
Upcoming Dividend • May 20Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 29 May 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 6.7%. Within top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (5.8%).
Reported Earnings • May 17First quarter 2024 earnings releasedFirst quarter 2024 results: €0.015 loss per share. Revenue: €232.1m (down 4.7% from 1Q 2023). Net loss: €2.00m (loss narrowed 33% from 1Q 2023). Revenue is forecast to stay flat during the next 2 years compared to a 2.0% growth forecast for the Media industry in Italy.
New Risk • May 08New major risk - Revenue and earnings growthEarnings have declined by 5.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.8% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • May 08Here's Why Cairo Communication (BIT:CAI) Can Manage Its Debt ResponsiblyDavid 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 • May 07Price target increased by 8.0% to €2.70Up from €2.50, the current price target is provided by 1 analyst. New target price is 16% above last closing price of €2.32. Stock is up 23% over the past year. The company is forecast to post earnings per share of €0.34 for next year compared to €0.29 last year.
分析記事 • Apr 11Cairo Communication S.p.A.'s (BIT:CAI) Share Price Boosted 26% But Its Business Prospects Need A Lift TooCairo Communication S.p.A. ( BIT:CAI ) shares have had a really impressive month, gaining 26% after a shaky period...
Declared Dividend • Apr 04Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 27th May 2024 Payment date: 29th May 2024 Dividend yield will be 7.6%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 4.5% over the next 2 years. However, it would need to fall by 38% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Mar 31Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.10b (down 1.4% from FY 2022). Net income: €38.4m (up 20% from FY 2022). Profit margin: 3.5% (up from 2.9% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 2 years compared to a 2.3% growth forecast for the Media industry in Italy.
New Risk • Mar 18New major risk - Revenue and earnings growthEarnings have declined by 9.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.2% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €218.0m (down 6.1% from 3Q 2022). Net loss: €5.10m (loss widened 70% from 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.7% growth forecast for the Media industry in Italy.
New Risk • Nov 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.03% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.03% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Aug 08Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €326.1m (flat on 2Q 2022). Net income: €18.9m (up 33% from 2Q 2022). Profit margin: 5.8% (up from 4.3% in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.5% growth forecast for the Media industry in Italy.
Buying Opportunity • Aug 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €2.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 0.8% in 2 years. Earnings is forecast to grow by 28% in the next 2 years.
Buying Opportunity • May 29Now 27% undervalued after recent price dropOver the last 90 days, the stock is down 3.0%. The fair value is estimated to be €2.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 0.8% in 2 years. Earnings is forecast to grow by 28% in the next 2 years.
Upcoming Dividend • May 22Upcoming dividend of €0.14 per share at 7.7% yieldEligible shareholders must have bought the stock before 29 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 7.7%. Within top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (6.5%).
Buying Opportunity • Apr 14Now 20% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be €2.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 1.1% in 2 years. Earnings is forecast to grow by 31% in the next 2 years.
分析記事 • Apr 02Cairo Communication's (BIT:CAI) Dividend Is Being Reduced To €0.14Cairo Communication S.p.A.'s ( BIT:CAI ) dividend is being reduced from last year's payment covering the same period to...
Reported Earnings • Mar 29Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.11b (flat on FY 2021). Net income: €32.1m (down 37% from FY 2021). Profit margin: 2.9% (down from 4.6% in FY 2021). Revenue is forecast to stay flat during the next 2 years compared to a 2.8% growth forecast for the Media industry in Italy.
分析記事 • Mar 25Is It Too Late To Consider Buying Cairo Communication S.p.A. (BIT:CAI)?While Cairo Communication S.p.A. ( BIT:CAI ) might not be the most widely known stock at the moment, it saw a...
Major Estimate Revision • Mar 24Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate increased from €0.205 to €0.236. Revenue forecast steady at €1.09b. Net income forecast to grow 23% next year vs 56% growth forecast for Media industry in Italy. Consensus price target of €2.63 unchanged from last update. Share price rose 11% to €1.80 over the past week.
Major Estimate Revision • Mar 07Consensus EPS estimates increase by 28%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate increased from €0.161 to €0.205. Revenue forecast steady at €1.10b. Net income forecast to grow 13% next year vs 38% growth forecast for Media industry in Italy. Consensus price target down from €2.73 to €2.63. Share price was steady at €1.72 over the past week.
Major Estimate Revision • Nov 21Consensus EPS estimates fall by 43%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from €1.13b to €1.09b. EPS estimate also fell from €0.28 per share to €0.16 per share. Net income forecast to grow 11% next year vs 85% growth forecast for Media industry in Italy. Consensus price target down from €2.80 to €2.73. Share price fell 8.7% to €1.51 over the past week.
Board Change • Nov 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. 6 experienced directors. 6 highly experienced directors. 4 independent directors (6 non-independent directors). Non-Executive Director Laura Cairo was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 08Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €328.6m (up 3.3% from 2Q 2021). Net income: €14.2m (down 50% from 2Q 2021). Profit margin: 4.3% (down from 8.9% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 8.4% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.85, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Media industry in Italy. Total loss to shareholders of 21% over the past three years.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €1.71, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Media industry in Italy. Total loss to shareholders of 29% over the past three years.
分析記事 • May 25Cairo Communication (BIT:CAI) Is Experiencing Growth In Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Major Estimate Revision • May 18Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €1.09b to €1.13b. EPS estimate increased from €0.30 to €0.34 per share. Net income forecast to shrink 9.8% next year vs 78% growth forecast for Media industry in Italy . Consensus price target up from €2.70 to €2.85. Share price rose 5.1% to €2.27 over the past week.
Price Target Changed • May 17Price target increased to €2.85Up from €2.60, the current price target is an average from 2 analysts. New target price is 27% above last closing price of €2.24. Stock is up 15% over the past year. The company is forecast to post earnings per share of €0.33 for next year compared to €0.38 last year.
Upcoming Dividend • May 16Upcoming dividend of €0.18 per shareEligible shareholders must have bought the stock before 23 May 2022. Payment date: 25 May 2022. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 8.1%. Within top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (6.1%).
Board Change • Apr 27Less 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. 6 experienced directors. 6 highly experienced directors. 4 independent directors (6 non-independent directors). Non-Executive Director Laura Cairo was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
分析記事 • Mar 30Analysts Are Updating Their Cairo Communication S.p.A. (BIT:CAI) Estimates After Its Full-Year ResultsShareholders of Cairo Communication S.p.A. ( BIT:CAI ) will be pleased this week, given that the stock price is up 16...
Reported Earnings • Mar 28Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €1.11b (up 12% from FY 2020). Net income: €51.0m (up 209% from FY 2020). Profit margin: 4.6% (up from 1.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 18%. Over the next year, revenue is expected to shrink by 1.6% compared to a 6.4% growth forecast for the industry in Italy.
分析記事 • Mar 26We Think Cairo Communication (BIT:CAI) Can Manage Its Debt With EaseWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Major Estimate Revision • Mar 23Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from €1.07b to €938.4m. EPS estimate unchanged from €0.33 per share at last update. Media industry in Italy expected to see average net income growth of 12% next year. Consensus price target of €2.70 unchanged from last update. Share price rose 3.2% to €1.80 over the past week.
分析記事 • Mar 05Why Cairo Communication S.p.A. (BIT:CAI) Could Be Worth WatchingCairo Communication S.p.A. ( BIT:CAI ), is not the largest company out there, but it received a lot of attention from a...
Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS €0.032The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €239.7m (up 6.0% from 3Q 2020). Net income: €4.30m (up 231% from 3Q 2020). Profit margin: 1.8% (up from 0.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 10% per year.
分析記事 • Oct 13An Intrinsic Calculation For Cairo Communication S.p.A. (BIT:CAI) Suggests It's 44% UndervaluedToday we will run through one way of estimating the intrinsic value of Cairo Communication S.p.A. ( BIT:CAI ) by taking...
分析記事 • Aug 26Cairo Communication's (BIT:CAI) Returns On Capital Are Heading HigherWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Major Estimate Revision • Aug 20Consensus EPS estimates increase to €0.31The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €1.06b to €1.08b. EPS estimate increased from €0.21 to €0.31 per share. Net income forecast to shrink 25% next year vs 32% growth forecast for Media industry in Italy . Consensus price target of €2.60 unchanged from last update. Share price was steady at €1.72 over the past week.
Reported Earnings • Aug 09Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €318.0m (up 55% from 2Q 2020). Net income: €28.4m (up €34.1m from 2Q 2020). Profit margin: 8.9% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.
分析記事 • Jun 09Is Cairo Communication S.p.A. (BIT:CAI) Trading At A 31% Discount?In this article we are going to estimate the intrinsic value of Cairo Communication S.p.A. ( BIT:CAI ) by projecting...
Price Target Changed • Jun 05Price target increased to €2.60Up from €2.14, the current price target is an average from 3 analysts. New target price is 36% above last closing price of €1.91. Stock is up 18% over the past year.
Reported Earnings • May 20First quarter 2021 earnings released: €0.029 loss per shareThe company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: €234.5m (up 2.9% from 1Q 2020). Net loss: €3.90m (loss narrowed 44% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • May 17Upcoming dividend of €0.04 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 26 May 2021. Trailing yield: 2.0%. Lower than top quartile of Italian dividend payers (3.8%). Lower than average of industry peers (4.0%).
Major Estimate Revision • May 17Consensus EPS estimates fall to €0.19The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from €1.04b to €1.03b. EPS estimate also fell from €0.23 to €0.19. Net income forecast to grow 76% next year vs 50% growth forecast for Media industry in Italy. Consensus price target up from €1.91 to €2.14. Share price was steady at €1.98 over the past week.
Price Target Changed • May 12Price target increased to €2.14Up from €1.97, the current price target is an average from 3 analysts. New target price is 5.8% above last closing price of €2.02. Stock is up 39% over the past year.
分析記事 • May 01Should Cairo Communication S.p.A. (BIT:CAI) Be Part Of Your Income Portfolio?Is Cairo Communication S.p.A. ( BIT:CAI ) a good dividend stock? How can we tell? Dividend paying companies with...
分析記事 • Apr 10Cairo Communication (BIT:CAI) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Mar 30Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €988.1m (down 16% from FY 2019). Net income: €16.5m (down 61% from FY 2019). Profit margin: 1.7% (down from 3.6% in FY 2019).
分析記事 • Mar 20What Type Of Shareholders Make Up Cairo Communication S.p.A.'s (BIT:CAI) Share Registry?Every investor in Cairo Communication S.p.A. ( BIT:CAI ) should be aware of the most powerful shareholder groups...
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.69, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Media industry in Italy. Total loss to shareholders of 46% over the past three years.
Major Estimate Revision • Mar 03Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate was lowered from €0.062 to €0.046. Revenue estimate was approximately flat at €981.4m. Net income is expected to grow by 199% next year compared to 72% growth forecast for the Media industry in Italy. The consensus price target of €1.97 was unchanged from the last update. Share price is down by 5.2% to €1.41 over the past week.
Is New 90 Day High Low • Feb 24New 90-day high: €1.49The company is up 18% from its price of €1.26 on 26 November 2020. The Italian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media 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 €2.66 per share.
分析記事 • Feb 21Is There An Opportunity With Cairo Communication S.p.A.'s (BIT:CAI) 47% Undervaluation?How far off is Cairo Communication S.p.A. ( BIT:CAI ) from its intrinsic value? Using the most recent financial data...
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to €1.35, the stock is trading at a trailing P/E ratio of 34.8x, up from the previous P/E ratio of 30.2x. This compares to an average P/E of 34x in the Media industry in Italy. Total return to shareholders over the past three years is a loss of 60%.
Is New 90 Day High Low • Feb 08New 90-day high: €1.31The company is up 14% from its price of €1.15 on 10 November 2020. The Italian market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.47 per share.
分析記事 • Feb 01Is It Time To Consider Buying Cairo Communication S.p.A. (BIT:CAI)?Cairo Communication S.p.A. ( BIT:CAI ), might not be a large cap stock, but it saw a decent share price growth in the...
分析記事 • Jan 05Is Cairo Communication (BIT:CAI) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 09What Type Of Shareholders Own The Most Number of Cairo Communication S.p.A. (BIT:CAI) Shares?The big shareholder groups in Cairo Communication S.p.A. ( BIT:CAI ) have power over the company. Institutions often...
分析記事 • Nov 18How Much Did Cairo Communication's(BIT:CAI) Shareholders Earn From Share Price Movements Over The Last Five Years?We think intelligent long term investing is the way to go. But that doesn't mean long term investors can avoid big...
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS €0.01The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: €226.1m (down 10% from 3Q 2019). Net income: €1.30m (up €2.00m from 3Q 2019). Profit margin: 0.6% (up from net loss in 3Q 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 14Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.5%. Earnings per share (EPS) missed analyst estimates by 7.9%. Over the next year, revenue is forecast to grow 5.6%, compared to a 1.8% growth forecast for the Media industry in Italy.
Is New 90 Day High Low • Oct 15New 90-day low: €1.21The company is down 19% from its price of €1.50 on 17 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 Media industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.99 per share.
Major Estimate Revision • Oct 06Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from €0.052 to €0.09. Revenue estimate for the same period was approximately flat at €1.00b. Net income is expected to grow by 292% next year compared to 74% growth forecast for the Media industry in Italy. The consensus price target was lowered from €2.04 to €1.97. Share price is up 8.0% to €1.33 over the past week.