View Future GrowthiPeople 過去の業績過去 基準チェック /36iPeopleは、平均年間15.1%の収益成長を遂げていますが、 Consumer Services業界の収益は、年間 成長しています。収益は、平均年間15.1% 15.2%収益成長率で 成長しています。 iPeopleの自己資本利益率は5.2%であり、純利益率は15.1%です。主要情報15.06%収益成長率15.06%EPS成長率Consumer Services 業界の成長28.49%収益成長率15.19%株主資本利益率5.25%ネット・マージン15.14%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • May 05Full year 2025 earnings released: EPS: ₱0.90 (vs ₱0.81 in FY 2024)Full year 2025 results: EPS: ₱0.90 (up from ₱0.81 in FY 2024). Revenue: ₱6.22b (up 17% from FY 2024). Net income: ₱941.8m (up 12% from FY 2024). Profit margin: 15% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ₱0.36 (vs ₱0.17 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.36 (up from ₱0.17 in 3Q 2024). Revenue: ₱1.68b (up 31% from 3Q 2024). Net income: ₱373.4m (up 106% from 3Q 2024). Profit margin: 22% (up from 14% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: ₱0.082 (vs ₱0.11 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.082 (down from ₱0.11 in 2Q 2024). Revenue: ₱1.25b (up 3.8% from 2Q 2024). Net income: ₱85.7m (down 25% from 2Q 2024). Profit margin: 6.8% (down from 9.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • May 01Full year 2024 earnings released: EPS: ₱0.81 (vs ₱0.62 in FY 2023)Full year 2024 results: EPS: ₱0.81 (up from ₱0.62 in FY 2023). Revenue: ₱5.32b (up 19% from FY 2023). Net income: ₱844.5m (up 31% from FY 2023). Profit margin: 16% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₱0.17 (vs ₱0.099 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.17 (up from ₱0.099 in 3Q 2023). Revenue: ₱1.28b (up 22% from 3Q 2023). Net income: ₱181.4m (up 75% from 3Q 2023). Profit margin: 14% (up from 9.8% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ₱0.11 (vs ₱0.03 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.11 (up from ₱0.03 in 2Q 2023). Revenue: ₱1.21b (up 24% from 2Q 2023). Net income: ₱114.5m (up 261% from 2Q 2023). Profit margin: 9.5% (up from 3.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesReported Earnings • May 05Full year 2025 earnings released: EPS: ₱0.90 (vs ₱0.81 in FY 2024)Full year 2025 results: EPS: ₱0.90 (up from ₱0.81 in FY 2024). Revenue: ₱6.22b (up 17% from FY 2024). Net income: ₱941.8m (up 12% from FY 2024). Profit margin: 15% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Apr 30Upcoming dividend of ₱0.23 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Filipino dividend payers (6.4%). Lower than average of industry peers (4.8%).Declared Dividend • Apr 12Dividend reduced to ₱0.23Dividend of ₱0.23 is 6.8% lower than last year. Ex-date: 7th May 2026 Payment date: 29th May 2026 Dividend yield will be 3.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 35% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 11iPeople, inc., Annual General Meeting, Jul 31, 2026iPeople, inc., Annual General Meeting, Jul 31, 2026, at 16:15 W. Australia Standard Time. Location: via zoom teleconferencing, Philippinesお知らせ • Apr 10iPeople, inc. Declares Cash Dividend for the Year Ended December 31, 2025, Payable on or Before May 29, 2026iPeople, inc. announced that at the Regular Meeting of the Board of Directors held on 08 April 2026., the company declared a Cash Dividend of PHP 0.2312727 per common share, or a total amount of PHP 241,509,571.47 from the Company's unrestricted retained earnings as of December 31, 2025, to all stockholders of record as of May 8, 2026, and payable on or before May 29, 2026.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ₱0.36 (vs ₱0.17 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.36 (up from ₱0.17 in 3Q 2024). Revenue: ₱1.68b (up 31% from 3Q 2024). Net income: ₱373.4m (up 106% from 3Q 2024). Profit margin: 22% (up from 14% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Aug 18iPeople, inc. Appoints John Paul Caquilala as It-Head, Effective August 18, 2025iPeople, inc. announced appointment of Mr. John Paul Caquilala as the Company's IT-Head, effective August 18, 2025, subject to the confirmation of the Board of Directors of the Company during its next regular meeting scheduled on November 26, 2025. Mr. Caquilala is seconded from iPeople inc.'s Parent Company, House of Investments, Inc.Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: ₱0.082 (vs ₱0.11 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.082 (down from ₱0.11 in 2Q 2024). Revenue: ₱1.25b (up 3.8% from 2Q 2024). Net income: ₱85.7m (down 25% from 2Q 2024). Profit margin: 6.8% (down from 9.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Filipino stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).Reported Earnings • May 01Full year 2024 earnings released: EPS: ₱0.81 (vs ₱0.62 in FY 2023)Full year 2024 results: EPS: ₱0.81 (up from ₱0.62 in FY 2023). Revenue: ₱5.32b (up 19% from FY 2023). Net income: ₱844.5m (up 31% from FY 2023). Profit margin: 16% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 30Upcoming dividend of ₱0.25 per shareEligible shareholders must have bought the stock before 07 May 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Filipino dividend payers (6.4%). Lower than average of industry peers (4.7%).Declared Dividend • Apr 12Dividend increased to ₱0.25Dividend of ₱0.25 is 31% higher than last year. Ex-date: 7th May 2025 Payment date: 30th May 2025 Dividend yield will be 4.4%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 11iPeople, inc. announces Annual dividend, payable on May 30, 2025iPeople, inc. announced Annual dividend of PHP 0.2482 per share payable on May 30, 2025, ex-date on May 07, 2025 and record date on May 08, 2025.お知らせ • Apr 10iPeople, inc., Annual General Meeting, Jul 30, 2025iPeople, inc., Annual General Meeting, Jul 30, 2025, at 16:15 W. Australia Standard Time. Location: via zoom teleconferencing, PhilippinesReported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₱0.17 (vs ₱0.099 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.17 (up from ₱0.099 in 3Q 2023). Revenue: ₱1.28b (up 22% from 3Q 2023). Net income: ₱181.4m (up 75% from 3Q 2023). Profit margin: 14% (up from 9.8% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ₱0.11 (vs ₱0.03 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.11 (up from ₱0.03 in 2Q 2023). Revenue: ₱1.21b (up 24% from 2Q 2023). Net income: ₱114.5m (up 261% from 2Q 2023). Profit margin: 9.5% (up from 3.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Jul 31iPeople, inc. Announces Committee AppointmentsiPeople, inc. at its Organizational Meeting of the Board of Directors held on July 30, 2024, the following committees were also created, and the following persons were appointed to the respective committees: Senior Management Committee: Mr. Lorenzo V. Tan – Chairman, Dr. Reynaldo B. Vea – Member, Mr. Alfredo Antonio I. Ayala – Member; Remuneration Committee: Ms. Herminia S. Jacinto – Member; Audit Committee: Ms. Herminia S. Jacinto – Chairman; Board Risk Oversight Committee: Ms. Herminia S. Jacinto – Member; Corporate Governance Nomination and Related Party Transaction Committee: Ms. Herminia S. Jacinto – Member.Reported Earnings • May 01Full year 2023 earnings released: EPS: ₱0.62 (vs ₱0.74 in FY 2022)Full year 2023 results: EPS: ₱0.62 (down from ₱0.74 in FY 2022). Revenue: ₱4.49b (up 14% from FY 2022). Net income: ₱645.3m (down 16% from FY 2022). Profit margin: 14% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Apr 30Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to ₱6.29. The fair value is estimated to be ₱8.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 30%.Upcoming Dividend • Apr 25Upcoming dividend of ₱0.19 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 24 May 2024. Trailing yield: 2.8%. Lower than top quartile of Filipino dividend payers (6.0%). Lower than average of industry peers (3.8%).Declared Dividend • Apr 10Dividend of ₱0.19 announcedShareholders will receive a dividend of ₱0.19. Ex-date: 2nd May 2024 Payment date: 24th May 2024 Dividend yield will be 2.7%, which is lower than the industry average of 3.0%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Apr 08iPeople, inc., Annual General Meeting, Jul 30, 2024iPeople, inc., Annual General Meeting, Jul 30, 2024, at 16:15 Singapore Standard Time.Buying Opportunity • Nov 20Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be ₱8.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 30%.Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: ₱0.099 (vs ₱0.23 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.099 (down from ₱0.23 in 3Q 2022). Revenue: ₱1.06b (up 5.5% from 3Q 2022). Net income: ₱103.6m (down 57% from 3Q 2022). Profit margin: 9.8% (down from 24% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Buying Opportunity • Oct 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be ₱8.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 36%.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to ₱5.81, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 9x in the Consumer Services industry in Philippines. Total returns to shareholders of 8.0% over the past three years.Buying Opportunity • Sep 07Now 31% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be ₱8.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 36%.Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: ₱0.03 (vs ₱0.14 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.03 (down from ₱0.14 in 2Q 2022). Revenue: ₱978.0m (up 11% from 2Q 2022). Net income: ₱31.8m (down 79% from 2Q 2022). Profit margin: 3.2% (down from 17% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Aug 05iPeople, inc. Announces Resignation of Herminia S. Jacinto as Independent DirectoriPeople, inc. advised that Ms. Herminia S. Jacinto submitted her resignation as Independent Director of the Company effective immediately and was accepted by the Board of Directors during the Special Meeting of the Board of Directors on August 4, 2023.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₱8.40, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 8x in the Consumer Services industry in Philippines. Total returns to shareholders of 36% over the past three years.Reported Earnings • Apr 21Full year 2022 earnings released: EPS: ₱0.74 (vs ₱0.63 in FY 2021)Full year 2022 results: EPS: ₱0.74 (up from ₱0.63 in FY 2021). Revenue: ₱3.94b (up 18% from FY 2021). Net income: ₱769.3m (up 17% from FY 2021). Profit margin: 20% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 18Upcoming dividend of CN¥0.19 per share at 2.7% yieldEligible shareholders must have bought the stock before 25 April 2023. Payment date: 19 May 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Filipino dividend payers (5.6%). Lower than average of industry peers (3.6%).Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₱6.93, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 8x in the Consumer Services industry in Philippines. Total loss to shareholders of 22% over the past three years.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. 8 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Herminia Jacinto was the last independent director to join the board, commencing their role in 2019. 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 06Second quarter 2022 earnings released: EPS: ₱0.14 (vs ₱0.11 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.14 (up from ₱0.11 in 2Q 2021). Revenue: ₱885.0m (up 20% from 2Q 2021). Net income: ₱147.7m (up 24% from 2Q 2021). Profit margin: 17% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to ₱5.16, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 10x in the Consumer Services industry in Philippines. Total loss to shareholders of 44% over the past three years.Reported Earnings • May 07Full year 2021 earnings released: EPS: ₱0.63 (vs ₱0.23 in FY 2020)Full year 2021 results: EPS: ₱0.63 (up from ₱0.23 in FY 2020). Revenue: ₱3.35b (up 11% from FY 2020). Net income: ₱659.1m (up 168% from FY 2020). Profit margin: 20% (up from 8.1% in FY 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₱7.98, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 12x in the Consumer Services industry in Philippines. Total loss to shareholders of 22% over the past three years.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Herminia Jacinto was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Upcoming Dividend • Apr 19Upcoming dividend of ₱0.16 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Filipino dividend payers (4.4%). Lower than average of industry peers (3.6%).お知らせ • Apr 04+ 1 more updateiPeople, inc. Approves Cash Dividend, Payable on or Before May 20, 2022iPeople, inc. approved Cash Dividend of PHP 0.16 per common share, or a total amount of PHP 167,082,218.00 from the Company's unrestricted retained earnings as of December 31, 2021, to all stockholders of record as of April 29, 2022. Payment date is on or before May 20, 2022.お知らせ • Feb 01iPeople, inc. Announces Management ChangesiPeople, inc. announced that Mr. Renato C. Valencia has resigned as Chairman of company, effective January 31, 2022, and that Dr. Reynaldo B. Vea will replace him as Chairman upon election during the Special Meeting of the Board scheduled on January 31, 2022. In view of the resignation of Mr. Valencia as Chairman, and the current re-organization of Company, the following directors were elected, after prior qualification and endorsement of the Corporate Governance, Nomination and RPT Committee, to the following positions during the Special Meeting of the Board of Directors on January 31, 2022: Chairman and Chief Executive Officer (CEO)- Dr. Reynaldo B. Vea and President and Chief Operating Officer (COO)- Mr. Alfredo Antonio I. Ayala. The above-mentioned Officers and Lead Independent Director shall serve as such starting February 1, 2022.Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS ₱0.14 (vs ₱0.06 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₱814.8m (up 16% from 3Q 2020). Net income: ₱147.0m (up 135% from 3Q 2020). Profit margin: 18% (up from 8.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS ₱0.11 (vs ₱0.10 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₱738.7m (up 40% from 2Q 2020). Net income: ₱119.2m (up ₱226.7m from 2Q 2020). Profit margin: 16% (up from net loss in 2Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Reported Earnings • May 15Full year 2020 earnings released: EPS ₱0.23 (vs ₱0.27 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: ₱3.02b (flat on FY 2019). Net income: ₱245.8m (down 3.4% from FY 2019). Profit margin: 8.1% (down from 8.5% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 17% per year.Valuation Update With 7 Day Price Move • May 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱8.00, the stock trades at a trailing P/E ratio of 36.2x. Average trailing P/E is 26x in the Consumer Services industry in Asia. Total loss to shareholders of 36% over the past three years.Upcoming Dividend • Apr 27Upcoming dividend of ₱0.06 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 31 May 2021. Trailing yield: 4.1%. Lower than top quartile of Filipino dividend payers (4.2%). Higher than average of industry peers (1.7%).Is New 90 Day High Low • Mar 10New 90-day low: ₱8.00The company is down 22% from its price of ₱10.30 on 10 December 2020. The Filipino market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is down 1.0% over the same period.Is New 90 Day High Low • Nov 27New 90-day high: ₱9.18The company is up 24% from its price of ₱7.40 on 28 August 2020. The Filipino market is up 19% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Services industry, which is up 37% over the same period.Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ₱0.06The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₱702.9m (down 29% from 3Q 2019). Net income: ₱62.7m (down 68% from 3Q 2019). Profit margin: 8.9% (down from 20% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Nov 10Director recently bought ₱187k worth of stockOn the 5th of November, Yvonne Yuchengco bought around 24k shares on-market at roughly ₱7.79 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.収支内訳iPeople 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PSE:IPO 収益、費用、利益 ( )PHP Millions日付収益収益G+A経費研究開発費31 Dec 256,2229421,455030 Sep 255,9651,042978030 Jun 255,570850960031 Mar 255,524879902031 Dec 245,322844864030 Sep 245,151850811030 Jun 244,923773830031 Mar 244,694690793031 Dec 234,491645781030 Sep 234,296564822030 Jun 234,241703810031 Mar 234,148818720031 Dec 223,945769565030 Sep 223,750807645030 Jun 223,565711638031 Mar 223,419683603031 Dec 213,351659592030 Sep 213,186570532030 Jun 213,074486501031 Mar 212,863259484031 Dec 203,017246515030 Sep 203,184231457030 Jun 203,470365468031 Mar 203,415316459031 Dec 192,997255374030 Sep 192,533226355030 Jun 192,01686278031 Mar 191,876209233031 Dec 181,808211220030 Sep 181,705199215030 Jun 181,765278211031 Mar 181,855344195031 Dec 171,884382195030 Sep 172,081398204030 Jun 172,173451208031 Mar 172,266523219031 Dec 162,296596218030 Sep 162,419703178030 Jun 162,509784181031 Mar 162,484769177031 Dec 152,425741189030 Sep 152,407730196030 Jun 152,3877161870質の高い収益: IPOは 高品質の収益 を持っています。利益率の向上: IPOの現在の純利益率 (15.1%)は、昨年(15.9%)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: IPOの収益は過去 5 年間で年間15.1%増加しました。成長の加速: IPOの過去 1 年間の収益成長率 ( 11.5% ) は、5 年間の平均 ( 年間15.1%を下回っています。収益対業界: IPOの過去 1 年間の収益成長率 ( 11.5% ) はConsumer Services業界7.3%を上回りました。株主資本利益率高いROE: IPOの 自己資本利益率 ( 5.2% ) 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-services 、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2026/05/14 00:37終値2026/05/14 00:00収益2025/12/31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iPeople, inc. 0 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。0
Reported Earnings • May 05Full year 2025 earnings released: EPS: ₱0.90 (vs ₱0.81 in FY 2024)Full year 2025 results: EPS: ₱0.90 (up from ₱0.81 in FY 2024). Revenue: ₱6.22b (up 17% from FY 2024). Net income: ₱941.8m (up 12% from FY 2024). Profit margin: 15% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ₱0.36 (vs ₱0.17 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.36 (up from ₱0.17 in 3Q 2024). Revenue: ₱1.68b (up 31% from 3Q 2024). Net income: ₱373.4m (up 106% from 3Q 2024). Profit margin: 22% (up from 14% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: ₱0.082 (vs ₱0.11 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.082 (down from ₱0.11 in 2Q 2024). Revenue: ₱1.25b (up 3.8% from 2Q 2024). Net income: ₱85.7m (down 25% from 2Q 2024). Profit margin: 6.8% (down from 9.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • May 01Full year 2024 earnings released: EPS: ₱0.81 (vs ₱0.62 in FY 2023)Full year 2024 results: EPS: ₱0.81 (up from ₱0.62 in FY 2023). Revenue: ₱5.32b (up 19% from FY 2023). Net income: ₱844.5m (up 31% from FY 2023). Profit margin: 16% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₱0.17 (vs ₱0.099 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.17 (up from ₱0.099 in 3Q 2023). Revenue: ₱1.28b (up 22% from 3Q 2023). Net income: ₱181.4m (up 75% from 3Q 2023). Profit margin: 14% (up from 9.8% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ₱0.11 (vs ₱0.03 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.11 (up from ₱0.03 in 2Q 2023). Revenue: ₱1.21b (up 24% from 2Q 2023). Net income: ₱114.5m (up 261% from 2Q 2023). Profit margin: 9.5% (up from 3.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • May 05Full year 2025 earnings released: EPS: ₱0.90 (vs ₱0.81 in FY 2024)Full year 2025 results: EPS: ₱0.90 (up from ₱0.81 in FY 2024). Revenue: ₱6.22b (up 17% from FY 2024). Net income: ₱941.8m (up 12% from FY 2024). Profit margin: 15% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 30Upcoming dividend of ₱0.23 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Filipino dividend payers (6.4%). Lower than average of industry peers (4.8%).
Declared Dividend • Apr 12Dividend reduced to ₱0.23Dividend of ₱0.23 is 6.8% lower than last year. Ex-date: 7th May 2026 Payment date: 29th May 2026 Dividend yield will be 3.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 35% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 11iPeople, inc., Annual General Meeting, Jul 31, 2026iPeople, inc., Annual General Meeting, Jul 31, 2026, at 16:15 W. Australia Standard Time. Location: via zoom teleconferencing, Philippines
お知らせ • Apr 10iPeople, inc. Declares Cash Dividend for the Year Ended December 31, 2025, Payable on or Before May 29, 2026iPeople, inc. announced that at the Regular Meeting of the Board of Directors held on 08 April 2026., the company declared a Cash Dividend of PHP 0.2312727 per common share, or a total amount of PHP 241,509,571.47 from the Company's unrestricted retained earnings as of December 31, 2025, to all stockholders of record as of May 8, 2026, and payable on or before May 29, 2026.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ₱0.36 (vs ₱0.17 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.36 (up from ₱0.17 in 3Q 2024). Revenue: ₱1.68b (up 31% from 3Q 2024). Net income: ₱373.4m (up 106% from 3Q 2024). Profit margin: 22% (up from 14% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Aug 18iPeople, inc. Appoints John Paul Caquilala as It-Head, Effective August 18, 2025iPeople, inc. announced appointment of Mr. John Paul Caquilala as the Company's IT-Head, effective August 18, 2025, subject to the confirmation of the Board of Directors of the Company during its next regular meeting scheduled on November 26, 2025. Mr. Caquilala is seconded from iPeople inc.'s Parent Company, House of Investments, Inc.
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: ₱0.082 (vs ₱0.11 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.082 (down from ₱0.11 in 2Q 2024). Revenue: ₱1.25b (up 3.8% from 2Q 2024). Net income: ₱85.7m (down 25% from 2Q 2024). Profit margin: 6.8% (down from 9.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Filipino stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).
Reported Earnings • May 01Full year 2024 earnings released: EPS: ₱0.81 (vs ₱0.62 in FY 2023)Full year 2024 results: EPS: ₱0.81 (up from ₱0.62 in FY 2023). Revenue: ₱5.32b (up 19% from FY 2023). Net income: ₱844.5m (up 31% from FY 2023). Profit margin: 16% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 30Upcoming dividend of ₱0.25 per shareEligible shareholders must have bought the stock before 07 May 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Filipino dividend payers (6.4%). Lower than average of industry peers (4.7%).
Declared Dividend • Apr 12Dividend increased to ₱0.25Dividend of ₱0.25 is 31% higher than last year. Ex-date: 7th May 2025 Payment date: 30th May 2025 Dividend yield will be 4.4%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 11iPeople, inc. announces Annual dividend, payable on May 30, 2025iPeople, inc. announced Annual dividend of PHP 0.2482 per share payable on May 30, 2025, ex-date on May 07, 2025 and record date on May 08, 2025.
お知らせ • Apr 10iPeople, inc., Annual General Meeting, Jul 30, 2025iPeople, inc., Annual General Meeting, Jul 30, 2025, at 16:15 W. Australia Standard Time. Location: via zoom teleconferencing, Philippines
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₱0.17 (vs ₱0.099 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.17 (up from ₱0.099 in 3Q 2023). Revenue: ₱1.28b (up 22% from 3Q 2023). Net income: ₱181.4m (up 75% from 3Q 2023). Profit margin: 14% (up from 9.8% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ₱0.11 (vs ₱0.03 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.11 (up from ₱0.03 in 2Q 2023). Revenue: ₱1.21b (up 24% from 2Q 2023). Net income: ₱114.5m (up 261% from 2Q 2023). Profit margin: 9.5% (up from 3.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Jul 31iPeople, inc. Announces Committee AppointmentsiPeople, inc. at its Organizational Meeting of the Board of Directors held on July 30, 2024, the following committees were also created, and the following persons were appointed to the respective committees: Senior Management Committee: Mr. Lorenzo V. Tan – Chairman, Dr. Reynaldo B. Vea – Member, Mr. Alfredo Antonio I. Ayala – Member; Remuneration Committee: Ms. Herminia S. Jacinto – Member; Audit Committee: Ms. Herminia S. Jacinto – Chairman; Board Risk Oversight Committee: Ms. Herminia S. Jacinto – Member; Corporate Governance Nomination and Related Party Transaction Committee: Ms. Herminia S. Jacinto – Member.
Reported Earnings • May 01Full year 2023 earnings released: EPS: ₱0.62 (vs ₱0.74 in FY 2022)Full year 2023 results: EPS: ₱0.62 (down from ₱0.74 in FY 2022). Revenue: ₱4.49b (up 14% from FY 2022). Net income: ₱645.3m (down 16% from FY 2022). Profit margin: 14% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Apr 30Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to ₱6.29. The fair value is estimated to be ₱8.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 30%.
Upcoming Dividend • Apr 25Upcoming dividend of ₱0.19 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 24 May 2024. Trailing yield: 2.8%. Lower than top quartile of Filipino dividend payers (6.0%). Lower than average of industry peers (3.8%).
Declared Dividend • Apr 10Dividend of ₱0.19 announcedShareholders will receive a dividend of ₱0.19. Ex-date: 2nd May 2024 Payment date: 24th May 2024 Dividend yield will be 2.7%, which is lower than the industry average of 3.0%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Apr 08iPeople, inc., Annual General Meeting, Jul 30, 2024iPeople, inc., Annual General Meeting, Jul 30, 2024, at 16:15 Singapore Standard Time.
Buying Opportunity • Nov 20Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be ₱8.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 30%.
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: ₱0.099 (vs ₱0.23 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.099 (down from ₱0.23 in 3Q 2022). Revenue: ₱1.06b (up 5.5% from 3Q 2022). Net income: ₱103.6m (down 57% from 3Q 2022). Profit margin: 9.8% (down from 24% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Buying Opportunity • Oct 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be ₱8.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 36%.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to ₱5.81, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 9x in the Consumer Services industry in Philippines. Total returns to shareholders of 8.0% over the past three years.
Buying Opportunity • Sep 07Now 31% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be ₱8.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 36%.
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: ₱0.03 (vs ₱0.14 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.03 (down from ₱0.14 in 2Q 2022). Revenue: ₱978.0m (up 11% from 2Q 2022). Net income: ₱31.8m (down 79% from 2Q 2022). Profit margin: 3.2% (down from 17% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Aug 05iPeople, inc. Announces Resignation of Herminia S. Jacinto as Independent DirectoriPeople, inc. advised that Ms. Herminia S. Jacinto submitted her resignation as Independent Director of the Company effective immediately and was accepted by the Board of Directors during the Special Meeting of the Board of Directors on August 4, 2023.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₱8.40, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 8x in the Consumer Services industry in Philippines. Total returns to shareholders of 36% over the past three years.
Reported Earnings • Apr 21Full year 2022 earnings released: EPS: ₱0.74 (vs ₱0.63 in FY 2021)Full year 2022 results: EPS: ₱0.74 (up from ₱0.63 in FY 2021). Revenue: ₱3.94b (up 18% from FY 2021). Net income: ₱769.3m (up 17% from FY 2021). Profit margin: 20% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 18Upcoming dividend of CN¥0.19 per share at 2.7% yieldEligible shareholders must have bought the stock before 25 April 2023. Payment date: 19 May 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Filipino dividend payers (5.6%). Lower than average of industry peers (3.6%).
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₱6.93, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 8x in the Consumer Services industry in Philippines. Total loss to shareholders of 22% over the past three years.
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. 8 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Herminia Jacinto was the last independent director to join the board, commencing their role in 2019. 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 06Second quarter 2022 earnings released: EPS: ₱0.14 (vs ₱0.11 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.14 (up from ₱0.11 in 2Q 2021). Revenue: ₱885.0m (up 20% from 2Q 2021). Net income: ₱147.7m (up 24% from 2Q 2021). Profit margin: 17% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to ₱5.16, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 10x in the Consumer Services industry in Philippines. Total loss to shareholders of 44% over the past three years.
Reported Earnings • May 07Full year 2021 earnings released: EPS: ₱0.63 (vs ₱0.23 in FY 2020)Full year 2021 results: EPS: ₱0.63 (up from ₱0.23 in FY 2020). Revenue: ₱3.35b (up 11% from FY 2020). Net income: ₱659.1m (up 168% from FY 2020). Profit margin: 20% (up from 8.1% in FY 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₱7.98, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 12x in the Consumer Services industry in Philippines. Total loss to shareholders of 22% over the past three years.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Herminia Jacinto was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Upcoming Dividend • Apr 19Upcoming dividend of ₱0.16 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Filipino dividend payers (4.4%). Lower than average of industry peers (3.6%).
お知らせ • Apr 04+ 1 more updateiPeople, inc. Approves Cash Dividend, Payable on or Before May 20, 2022iPeople, inc. approved Cash Dividend of PHP 0.16 per common share, or a total amount of PHP 167,082,218.00 from the Company's unrestricted retained earnings as of December 31, 2021, to all stockholders of record as of April 29, 2022. Payment date is on or before May 20, 2022.
お知らせ • Feb 01iPeople, inc. Announces Management ChangesiPeople, inc. announced that Mr. Renato C. Valencia has resigned as Chairman of company, effective January 31, 2022, and that Dr. Reynaldo B. Vea will replace him as Chairman upon election during the Special Meeting of the Board scheduled on January 31, 2022. In view of the resignation of Mr. Valencia as Chairman, and the current re-organization of Company, the following directors were elected, after prior qualification and endorsement of the Corporate Governance, Nomination and RPT Committee, to the following positions during the Special Meeting of the Board of Directors on January 31, 2022: Chairman and Chief Executive Officer (CEO)- Dr. Reynaldo B. Vea and President and Chief Operating Officer (COO)- Mr. Alfredo Antonio I. Ayala. The above-mentioned Officers and Lead Independent Director shall serve as such starting February 1, 2022.
Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS ₱0.14 (vs ₱0.06 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₱814.8m (up 16% from 3Q 2020). Net income: ₱147.0m (up 135% from 3Q 2020). Profit margin: 18% (up from 8.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS ₱0.11 (vs ₱0.10 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₱738.7m (up 40% from 2Q 2020). Net income: ₱119.2m (up ₱226.7m from 2Q 2020). Profit margin: 16% (up from net loss in 2Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Reported Earnings • May 15Full year 2020 earnings released: EPS ₱0.23 (vs ₱0.27 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: ₱3.02b (flat on FY 2019). Net income: ₱245.8m (down 3.4% from FY 2019). Profit margin: 8.1% (down from 8.5% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 17% per year.
Valuation Update With 7 Day Price Move • May 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱8.00, the stock trades at a trailing P/E ratio of 36.2x. Average trailing P/E is 26x in the Consumer Services industry in Asia. Total loss to shareholders of 36% over the past three years.
Upcoming Dividend • Apr 27Upcoming dividend of ₱0.06 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 31 May 2021. Trailing yield: 4.1%. Lower than top quartile of Filipino dividend payers (4.2%). Higher than average of industry peers (1.7%).
Is New 90 Day High Low • Mar 10New 90-day low: ₱8.00The company is down 22% from its price of ₱10.30 on 10 December 2020. The Filipino market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is down 1.0% over the same period.
Is New 90 Day High Low • Nov 27New 90-day high: ₱9.18The company is up 24% from its price of ₱7.40 on 28 August 2020. The Filipino market is up 19% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Services industry, which is up 37% over the same period.
Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ₱0.06The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₱702.9m (down 29% from 3Q 2019). Net income: ₱62.7m (down 68% from 3Q 2019). Profit margin: 8.9% (down from 20% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Nov 10Director recently bought ₱187k worth of stockOn the 5th of November, Yvonne Yuchengco bought around 24k shares on-market at roughly ₱7.79 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.