Cashbuild（CSB）株式概要キャッシュビルド・リミテッドは南アフリカ、ボツワナ、エスワティニ、レソト、ナミビア、ザンビア、マラウイで建築資材と関連製品の小売業を営んでいる。 詳細CSB ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長3/6過去の実績3/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より11.3%で取引されている 収益は年間20.58%増加すると予測されています リスク分析不安定な配当実績 すべてのリスクチェックを見るCSB Community Fair Values Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueRCurrent PriceR118.0083.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-40m16b2016201920222025202620282031Revenue R16.3bEarnings R284.0mAdvancedSet Fair ValueView all narrativesCashbuild Limited 競合他社ItaltileSymbol: JSE:ITEMarket cap: R10.6bCombined Motor HoldingsSymbol: JSE:CMHMarket cap: R2.8bLewis GroupSymbol: JSE:LEWMarket cap: R4.6bWeaver FintechSymbol: JSE:WVRMarket cap: R6.5b価格と性能株価の高値、安値、推移の概要Cashbuild過去の株価現在の株価R118.0052週高値R182.9952週安値R117.17ベータ0.291ヶ月の変化-7.78%3ヶ月変化-22.11%1年変化-18.06%3年間の変化-28.48%5年間の変化-59.33%IPOからの変化2,308.16%最新ニュースUpcoming Dividend • Mar 20Upcoming dividend of R3.93 per shareEligible shareholders must have bought the stock before 25 March 2026. Payment date: 30 March 2026. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (7.9%). In line with average of industry peers (4.8%).Major Estimate Revision • Mar 11Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from R12.2b to R12.0b. EPS estimate also fell from R11.57 per share to R9.88 per share. Net income forecast to grow 22% next year vs 15% growth forecast for Specialty Retail industry in South Africa. Consensus price target up from R164 to R175. Share price fell 5.3% to R144 over the past week.Reported Earnings • Mar 10First half 2026 earnings: EPS and revenues miss analyst expectationsFirst half 2026 results: EPS: R4.90 (down from R5.43 in 1H 2025). Revenue: R6.30b (up 3.5% from 1H 2025). Net income: R100.6m (down 11% from 1H 2025). Profit margin: 1.6% (down from 1.9% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.New Risk • Mar 05New major risk - Revenue and earnings growthEarnings have declined by 31% 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 31% 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 • Nov 17Shareholders May Be Wary Of Increasing Cashbuild Limited's (JSE:CSB) CEO Compensation PackageKey Insights Cashbuild to hold its Annual General Meeting on 24th of November Salary of R7.95m is part of CEO Werner de...お知らせ • Oct 24Cashbuild Limited, Annual General Meeting, Nov 24, 2025Cashbuild Limited, Annual General Meeting, Nov 24, 2025. Location: the boardroom, cashbuild corporate office, 2 handel road, ormonde, johannesburg South Africa最新情報をもっと見るRecent updatesUpcoming Dividend • Mar 20Upcoming dividend of R3.93 per shareEligible shareholders must have bought the stock before 25 March 2026. Payment date: 30 March 2026. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (7.9%). In line with average of industry peers (4.8%).Major Estimate Revision • Mar 11Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from R12.2b to R12.0b. EPS estimate also fell from R11.57 per share to R9.88 per share. Net income forecast to grow 22% next year vs 15% growth forecast for Specialty Retail industry in South Africa. Consensus price target up from R164 to R175. Share price fell 5.3% to R144 over the past week.Reported Earnings • Mar 10First half 2026 earnings: EPS and revenues miss analyst expectationsFirst half 2026 results: EPS: R4.90 (down from R5.43 in 1H 2025). Revenue: R6.30b (up 3.5% from 1H 2025). Net income: R100.6m (down 11% from 1H 2025). Profit margin: 1.6% (down from 1.9% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.New Risk • Mar 05New major risk - Revenue and earnings growthEarnings have declined by 31% 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 31% 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 • Nov 17Shareholders May Be Wary Of Increasing Cashbuild Limited's (JSE:CSB) CEO Compensation PackageKey Insights Cashbuild to hold its Annual General Meeting on 24th of November Salary of R7.95m is part of CEO Werner de...お知らせ • Oct 24Cashbuild Limited, Annual General Meeting, Nov 24, 2025Cashbuild Limited, Annual General Meeting, Nov 24, 2025. Location: the boardroom, cashbuild corporate office, 2 handel road, ormonde, johannesburg South Africa分析記事 • Oct 24Cashbuild Limited's (JSE:CSB) Share Price Could Signal Some RiskCashbuild Limited's ( JSE:CSB ) price-to-earnings (or "P/E") ratio of 11.9x might make it look like a sell right now...Upcoming Dividend • Sep 19Upcoming dividend of R3.00 per shareEligible shareholders must have bought the stock before 23 September 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of South African dividend payers (8.5%). In line with average of industry peers (4.0%).分析記事 • Sep 06Cashbuild (JSE:CSB) Will Pay A Dividend Of ZAR3.00The board of Cashbuild Limited ( JSE:CSB ) has announced that it will pay a dividend of ZAR3.00 per share on the 29th...Declared Dividend • Sep 05Final dividend increased to R3.00Dividend of R3.00 is 27% higher than last year. Ex-date: 23rd September 2025 Payment date: 29th September 2025 Dividend yield will be 4.3%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is well covered by both earnings (0.1029% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 31% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 03Full year 2025 earnings released: EPS: R10.43 (vs R3.96 in FY 2024)Full year 2025 results: EPS: R10.43 (up from R3.96 in FY 2024). Revenue: R11.5b (up 2.6% from FY 2024). Net income: R221.2m (up 163% from FY 2024). Profit margin: 1.9% (up from 0.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 34% 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.Buy Or Sell Opportunity • Aug 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to R142. The fair value is estimated to be R179, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.Buy Or Sell Opportunity • Jul 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.7% to R147. The fair value is estimated to be R185, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.Buy Or Sell Opportunity • Jun 10Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.7% to R149. The fair value is estimated to be R190, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.Buy Or Sell Opportunity • May 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to R148. The fair value is estimated to be R188, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.Buy Or Sell Opportunity • May 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to R153. The fair value is estimated to be R194, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.New Risk • Apr 25New 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: 3.6% 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. 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. Large one-off items impacting financial results.分析記事 • Mar 12Statutory Profit Doesn't Reflect How Good Cashbuild's (JSE:CSB) Earnings AreInvestors were disappointed with Cashbuild Limited's ( JSE:CSB ) earnings, despite the strong profit numbers. We think...New Risk • Mar 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 102% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 28% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.分析記事 • Mar 10Risks To Shareholder Returns Are Elevated At These Prices For Cashbuild Limited (JSE:CSB)With a median price-to-sales (or "P/S") ratio of close to 0.8x in the Specialty Retail industry in South Africa, you...Declared Dividend • Mar 07First half dividend of R3.26 announcedShareholders will receive a dividend of R3.26. Ex-date: 26th March 2025 Payment date: 31st March 2025 Dividend yield will be 3.4%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 63% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.New Risk • Dec 12New major risk - Revenue and earnings growthEarnings have declined by 23% 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 Risks Earnings have declined by 23% per year over the past 5 years. High level of non-cash earnings (45% accrual ratio).お知らせ • Oct 26Cashbuild Limited, Annual General Meeting, Nov 25, 2024Cashbuild Limited, Annual General Meeting, Nov 25, 2024. Location: boardroom, cashbuild corporate office, 2 handel road, ormonde, johannesburg South AfricaRecent Insider Transactions Derivative • Oct 15CEO & Executive Director exercised options to buy R318k worth of stock.On the 11th of October, Werner de Jager exercised 3.49k options to receive shares at no cost, then sold around 1.62k of them at R168 each and kept the remainder. Since June 2024, Werner has owned 20.84k shares directly. Company insiders have collectively bought R778k more than they sold, via options and on-market transactions, in the last 12 months.Upcoming Dividend • Sep 20Upcoming dividend of R2.36 per shareEligible shareholders must have bought the stock before 25 September 2024. Payment date: 30 September 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.0%. Lower than top quartile of South African dividend payers (7.6%). In line with average of industry peers (3.3%).お知らせ • Sep 04Cashbuild Limited Declares Final Dividend, Payable on 30 September 2024The board of Cashbuild Limited has declared a final dividend of 236.0 cents (June 2023: 332.0 cents) per ordinary share, out of income reserves, excluding the impact of the P&L Hardware goodwill and trademark impairment, to all shareholders of Cashbuild Limited. Date to commence trading EX the dividend is 25 September 2024. Record date is 27 September 2024. Date of payment is 30 September 2024.Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. CFO & Executive Director Hanré Bester was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 22+ 1 more updateCashbuild Limited to Report Fiscal Year 2024 Results on Sep 04, 2024Cashbuild Limited announced that they will report fiscal year 2024 results on Sep 04, 2024お知らせ • Apr 30+ 1 more updateCashbuild Limited Appoints Hanré Bester as Executive Director, Effective July 1, 2024Cashbuild Limited announced that Mr. Hanré Bester has been appointed as executive director with effect from July 1, 2024. Hanré is currently the Chief Financial Officer of Pinnacle Micro. His experience includes senior finance positions held in the distribution and warehousing environment at a previously JSE-listed group. Hanré worked at PricewaterhouseCoopers Inc. (PwC), specialising in taxation as a multi-disciplined tax practitioner. He is a Chartered Accountant who completed his articles at PwC in 2003, and holds a Masters degree in Taxation.Upcoming Dividend • Mar 12Upcoming dividend of R3.25 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 25 March 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.9%. Lower than top quartile of South African dividend payers (8.9%). Higher than average of industry peers (4.2%).Declared Dividend • Mar 01First half dividend reduced to R3.25Dividend of R3.25 is 19% lower than last year. Ex-date: 19th March 2024 Payment date: 25th March 2024 Dividend yield will be 4.7%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 2.6% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • Feb 28Cashbuild Limited Declares an Interim Dividend, Payable on 25 March 2024The Board of Cashbuild Limitedhas declared an interim dividend (No. 62) of 325 cents (December 2022: 400 cents) per ordinary share, out of income reserves, excluding the impact of the impairment of the P&L Hardware Goodwill and P&L Trademark, to all shareholders of Cashbuild Limited. Date dividend declared on 28 February 2024. Record date: 22 March 2024. Date of payment: 25 March 2024. Date to commence trading "EX" the dividend: 19 March 2024.お知らせ • Feb 14Cashbuild Limited to Report First Half, 2024 Results on Feb 28, 2024Cashbuild Limited announced that they will report first half, 2024 results on Feb 28, 2024お知らせ • Feb 13Cashbuild Limited Provides Earnings Guidance for the 26 Weeks Ended 24 December 2023Cashbuild Limited provided earnings guidance for the 26 weeks ended 24 December 2023. The company expects headline earnings per share ("HEPS") of between 589.5 cents and 554.8 cents for the Interim Period, compared to HEPS of 693.5 cents reported for the 26 weeks ended 25 December 2022 ("Prior Interim Period"). This represents a decrease in HEPS of between 15% and 20%; and earnings per share ("EPS") of between 32.6 cents and 0.0 cents for the Interim Period, compared to EPS of 652.8 cents reported for the Prior Interim Period. This represents a decrease in EPS of between 95% and 100%.お知らせ • Nov 29Cashbuild Limited Announces Retirement of Etienne Prowse as Chief Financial Officer, Effective June 30, 2024The board of directors of Cashbuild Limited to announced that Etienne Prowse has indicated his desire to retire from his position as Chief Financial Officer effective 30 June 2024, after serving as Chief Financial Officer for a period of 13 years. Mr. Prowse will be responsible for finalising the 2024 financial year end audit and will be available for other ad hoc projects post his retirement.Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R165, the stock trades at a trailing P/E ratio of 34.5x. Average trailing P/E is 7x in the Specialty Retail industry in South Africa. Total loss to shareholders of 8.7% over the past three years.お知らせ • Oct 28Cashbuild Limited, Annual General Meeting, Nov 27, 2023Cashbuild Limited, Annual General Meeting, Nov 27, 2023, at 10:00 South Africa Standard Time.Recent Insider Transactions Derivative • Oct 16CEO & Executive Director exercised options to buy R620k worth of stock.On the 11th of October, Werner de Jager exercised 8.02k options at around R148, then sold 3.73k of them at R149 each and kept the remainder. Since June 2023, Werner has owned 16.55k shares directly. Company insiders have collectively bought R1.3m more than they sold, via options and on-market transactions, in the last 12 months.Upcoming Dividend • Sep 13Upcoming dividend of R3.32 per share at 4.6% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 26 September 2023. The company is paying out more than 100% of its profits and is paying out 80% of its cash flow. Trailing yield: 4.6%. Lower than top quartile of South African dividend payers (9.4%). In line with average of industry peers (5.0%).Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R157, the stock trades at a trailing P/E ratio of 32.9x. Average trailing P/E is 7x in the Specialty Retail industry in South Africa. Negligible returns to shareholders over past three years.Reported Earnings • Aug 31Full year 2023 earnings released: EPS: R4.57 (vs R20.95 in FY 2022)Full year 2023 results: EPS: R4.57 (down from R20.95 in FY 2022). Revenue: R10.7b (down 4.4% from FY 2022). Net income: R106.3m (down 78% from FY 2022). Profit margin: 1.0% (down from 4.3% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Aug 30Cashbuild Limited Declares A Final Dividend (No. 61) for the Year Ended 25 June 2023, Payable on 26 September 2023Cashbuild Limited declared a final dividend (No. 61) for the year ended 25 June 2023 of 332 cents (June 2022: 677 cents) per ordinary share, out of income reserves, excluding the impact of the impairment on the P&L Hardware Goodwill, to all shareholders of Cashbuild Limited. The dividend per share is calculated based on 23,900,647 (June 2022: 24,989,811) shares in issue at the date of the dividend declaration. The dividend will be payable on 26 September 2023 with record date of 22 September 2023 and Date to commence trading "EX" the dividend of 20 September 2023.お知らせ • Aug 11Cashbuild Limited to Report Fiscal Year 2023 Results on Aug 30, 2023Cashbuild Limited announced that they will report fiscal year 2023 results on Aug 30, 2023Upcoming Dividend • Mar 15Upcoming dividend of R4.00 per share at 5.9% yieldEligible shareholders must have bought the stock before 22 March 2023. Payment date: 27 March 2023. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 5.9%. Lower than top quartile of South African dividend payers (9.2%). Higher than average of industry peers (5.3%).Reported Earnings • Mar 02First half 2023 earnings released: EPS: R6.53 (vs R12.95 in 1H 2022)First half 2023 results: EPS: R6.53 (down from R12.95 in 1H 2022). Revenue: R5.65b (down 4.1% from 1H 2022). Net income: R150.0m (down 49% from 1H 2022). Profit margin: 2.7% (down from 5.0% in 1H 2022). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.お知らせ • Feb 16Cashbuild Limited Provides Earnings Guidance for the Six Months Ended December 25, 2022Cashbuild Limited provided earnings guidance for the six months ended December 25, 2022. For the period, the company expects to announces earnings per share ("EPS") of between 647.4 cents to 712.1 cents for the Interim Period, compared to EPS of 1,294.8 cents reported for the 26 weeks ended 26 December 2021 ("Prior Interim Period"). This represents a decrease in EPS of between 45% and 50%; and - headline earnings per share ("HEPS") of between 678.2 cents to 734.8 cents for the Interim Period, compared to HEPS of 1,130.4 cents reported for the Prior Interim Period. This represents a decrease in HEPS of between 35% and 40%.お知らせ • Feb 15Cashbuild Limited to Report First Half, 2023 Results on Mar 01, 2023Cashbuild Limited announced that they will report first half, 2023 results on Mar 01, 2023お知らせ • Feb 07Cashbuild Limited, Annual General Meeting, Mar 06, 2023Cashbuild Limited, Annual General Meeting, Mar 06, 2023, at 10:00 South Africa Standard Time. Agenda: To consider Cashbuild Shareholders are referred to the announcement released by the Company on SENS on 15 December 2022, advising them that Cashbuild had concluded an agreement with Mr.Patrick Kieran Goldrick in terms of which Cashbuild will repurchase 1 000 000 Cashbuild Shares ("Repurchase Shares") for an aggregate cash consideration of R194 321 000 (the "Specific Repurchase"), subject to the passing of the necessary shareholder resolutions by no later than 6 March 2023.お知らせ • Dec 01An unknown buyer acquired unknown stake in Cashbuild Limited (JSE:CSB) from Patrick Kieran Goldrick.An unknown buyer acquired unknown stake in Cashbuild Limited (JSE:CSB) from Patrick Kieran Goldrick on November 30, 2022. Goldrick now owns 4.48% shares of the Cashbuild Limited. An unknown buyer completed the acquisition of unknown stake in Cashbuild Limited (JSE:CSB) from Patrick Kieran Goldrick分析記事 • Nov 22This Is Why Cashbuild Limited's (JSE:CSB) CEO Compensation Looks AppropriateCEO Werner de Jager has done a decent job of delivering relatively good performance at Cashbuild Limited ( JSE:CSB...お知らせ • Oct 29Cashbuild Limited, Annual General Meeting, Nov 28, 2022Cashbuild Limited, Annual General Meeting, Nov 28, 2022, at 10:00 South Africa Standard Time. Location: South Africa Conference Room, Cashbuild Corporate Office, 2 Handel Road, Ormonde, Johannesburg Joannesburg South AfricaRecent Insider Transactions Derivative • Oct 13Key Executive exercised options to buy R1.3m worth of stock.On the 7th of October, Shane Thoresson exercised options to buy 6k shares at a strike price of around R212, costing a total of R1.3m. This transaction amounted to 15% of their direct individual holding at the time of the trade. Since June 2022, Shane has owned 39.90k shares directly. Company insiders have collectively bought R4.1m more than they sold, via options and on-market transactions, in the last 12 months.Upcoming Dividend • Sep 14Upcoming dividend of R6.77 per shareEligible shareholders must have bought the stock before 21 September 2022. Payment date: 26 September 2022. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 6.1%. Lower than top quartile of South African dividend payers (8.8%). Higher than average of industry peers (4.2%).Reported Earnings • Sep 05Full year 2022 earnings released: EPS: R20.95 (vs R29.36 in FY 2021)Full year 2022 results: EPS: R20.95 (down from R29.36 in FY 2021). Revenue: R11.1b (down 12% from FY 2021). Net income: R473.8m (down 29% from FY 2021). Profit margin: 4.3% (down from 5.3% in FY 2021). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Buying Opportunity • Aug 31Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be R295, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 19%.Buying Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be R307, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 19%.Upcoming Dividend • Mar 16Upcoming dividend of R5.87 per shareEligible shareholders must have bought the stock before 23 March 2022. Payment date: 28 March 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 10%. Within top quartile of South African dividend payers (7.5%). Higher than average of industry peers (3.7%).Reported Earnings • Mar 05First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R12.95 (down from R15.95 in 1H 2021). Revenue: R5.89b (down 12% from 1H 2021). Net income: R293.1m (down 19% from 1H 2021). Profit margin: 5.0% (down from 5.4% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 04Cashbuild Limited Declares Interim Dividend for the Six Months Ended 26 December 2021, Payable on 28 March 2022Cashbuild Limited declared an interim dividend, of 587 cents (2020: 724 cents) per ordinary share out of income reserves to all shareholders of Cashbuild. The dividend per share is calculated based on 24,989,811 (2020: 24,989,811) shares in issue at date of dividend declaration. Net local dividend amount is 469.6 cents per share for shareholders liable to pay Dividends Tax and 587 cents per share for shareholders exempt from paying Dividends Tax. Local dividend tax is 20%. The dividend will be payable on 28 March 2022 with record date of 25 March 2022 and "EX" the dividend of 23 March 2022.お知らせ • Feb 24+ 1 more updateCashbuild Limited to Report First Half, 2022 Results on Mar 02, 2022Cashbuild Limited announced that they will report first half, 2022 results on Mar 02, 2022Reported Earnings • Sep 03Full year 2021 earnings released: EPS R29.36 (vs R11.77 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R12.6b (up 25% from FY 2020). Net income: R665.0m (up 149% from FY 2020). Profit margin: 5.3% (up from 2.6% in FY 2020). The increase in margin was driven by higher revenue. Like-for-like sales growth: 15.0% vs FY 2020 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 1% per year, which means it is significantly lagging earnings.Executive Departure • Jun 08Independent Non-Executive Director Hester Hickey has left the companyOn the 31st of May, Hester Hickey's tenure as Independent Non-Executive Director ended after 8.9 years in the role. We don't have any record of a personal shareholding under Hester's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 9.25 years.Upcoming Dividend • Mar 17Upcoming Dividend of R7.24 Per ShareWill be paid on the 29th of March to those who are registered shareholders by the 24th of March. The trailing yield of 3.1% is below the top quartile of South African dividend payers (8.2%), but is in line with industry peers (3.4%).Reported Earnings • Mar 05First half 2021 earnings released: EPS R15.95 (vs R7.48 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: R6.69b (up 22% from 1H 2020). Net income: R361.9m (up 113% from 1H 2020). Profit margin: 5.4% (up from 3.1% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Feb 15New 90-day high: R300The company is up 30% from its price of R230 on 17 November 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 19% over the same period.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 21% share price gain to R285, the stock is trading at a trailing P/E ratio of 24.2x, up from the previous P/E ratio of 20x. This compares to an average P/E of 20x in the Specialty Retail industry in South Africa. Total return to shareholders over the past three years is a loss of 30%.お知らせ • Jan 26Cashbuild Limited to Report First Half, 2021 Results on Mar 02, 2021Cashbuild Limited announced that they will report first half, 2021 results on Mar 02, 2021Is New 90 Day High Low • Jan 25New 90-day high: R262The company is up 14% from its price of R230 on 27 October 2020. The South African market is up 13% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Specialty Retail industry, which is also up 14% over the same period.お知らせ • Dec 03Cashbuild Limited Announces Changes to Board CommitteesCashbuild Limited announced that following Ms. NV Simamane's retirement and Mr. AE Prowse's resignation from the Social & Ethics Committee, as announced on 1 September 2020 and 16 November 2020 respectively, Dr. DSS Lushaba has been appointed as chair of the Social & Ethics Committee and Ms. GM Tapon Njamo as a member of the Social & Ethics Committee; and Investment Committee: Mr. M Bosman currently a member has been appointed as chair of the Investment Committee, with Mrs. H Hickey stepping down as the chair and remaining as a member of the Investment Committee. The above appointments are with immediate effect and the Company confirms that both board committees are duly constituted.Valuation Update With 7 Day Price Move • Nov 28Market bids up stock over the past weekAfter last week's 16% share price gain to R260, the stock is trading at a trailing P/E ratio of 22.1x, up from the previous P/E ratio of 19x. This compares to an average P/E of 17x in the Specialty Retail industry in South Africa. Total return to shareholders over the past three years is a loss of 26%.Is New 90 Day High Low • Nov 12New 90-day high: R234The company is up 30% from its price of R180 on 14 August 2020. The South African market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 31% over the same period.Is New 90 Day High Low • Oct 22New 90-day high: R232The company is up 52% from its price of R153 on 24 July 2020. The South African market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 16% over the same period.Is New 90 Day High Low • Sep 29New 90-day high: R203The company is up 44% from its price of R141 on 01 July 2020. The South African market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 2.0% over the same period.お知らせ • Sep 24Value Capital Partners acquired unknown minority stake in Cashbuild Limited (JSE:CSB).Value Capital Partners acquired unknown minority stake in Cashbuild Limited (JSE:CSB) on September 23, 2020. Post acquisition Value Capital Partners will hold 5.28% stake in Cashbuild Limited. Value Capital Partners completed the acquisition of unknown minority stake in Cashbuild Limited (JSE:CSB) on September 23, 2020.お知らせ • Sep 07Cashbuild Limited to Report Fiscal Year 2020 Results on Sep 01, 2020Cashbuild Limited announced that they will report fiscal year 2020 results on Sep 01, 2020株主還元CSBZA Specialty RetailZA 市場7D-2.5%1.4%1.8%1Y-18.1%-27.6%18.9%株主還元を見る業界別リターン: CSB過去 1 年間で-27.6 % の収益を上げたZA Specialty Retail業界を上回りました。リターン対市場: CSBは、過去 1 年間で18.9 % のリターンを上げたZA市場を下回りました。価格変動Is CSB's price volatile compared to industry and market?CSB volatilityCSB Average Weekly Movement4.2%Specialty Retail Industry Average Movement4.9%Market Average Movement5.1%10% most volatile stocks in ZA Market10.6%10% least volatile stocks in ZA Market3.3%安定した株価: CSB 、 ZA市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: CSBの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1978n/aWerner de Jagerwww.cashbuild.co.zaキャッシュビルド・リミテッドは南アフリカ、ボツワナ、エスワティニ、レソト、ナミビア、ザンビア、マラウイで建築資材と関連商品の小売業を行っている。キャッシュビルド・サウスアフリカ、P&Lハードウェア、キャッシュビルド共通金融事業、キャッシュビルド非共通金融事業の各セグメントを通じて事業を展開している。同社は、建設用工具、手工具、園芸用工具、安全器具、安全作業着、タンク、野外用トイレ、排水口カバー、手押し車、骨材、プラスチックシート、鉄鋼製品を提供している。また、レンガ工事、コンクリート、セメント、電気、浴室・キッチン製品、ドア・窓、屋根・天井製品、工具・金物、インバーター、ガソリン発電機、照明、ガスソリューション、屋外・装飾製品も提供している。請負業者、住宅建設・改良業者、農家、貿易業者、その他の顧客にサービスを提供している。同社はCashbuildモデル店舗とP&L Hardware店舗で営業している。キャッシュビルド社は1978年に設立され、南アフリカのヨハネスブルグに本社を置いている。もっと見るCashbuild Limited 基礎のまとめCashbuild の収益と売上を時価総額と比較するとどうか。CSB 基礎統計学時価総額R2.45b収益（TTM）R203.81m売上高(TTM)R11.69b11.9xPER（株価収益率0.2xP/SレシオCSB は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計CSB 損益計算書（TTM）収益R11.69b売上原価R8.75b売上総利益R2.94bその他の費用R2.74b収益R203.81m直近の収益報告Dec 28, 2025次回決算日該当なし一株当たり利益（EPS）9.92グロス・マージン25.17%純利益率1.74%有利子負債／自己資本比率6.2%CSB の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.3%現在の配当利回り70%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/29 16:51終値2026/05/29 00:00収益2025/12/28年間収益2025/06/29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Cashbuild Limited 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。1 アナリスト機関Rowan GoellerChronux Research
Upcoming Dividend • Mar 20Upcoming dividend of R3.93 per shareEligible shareholders must have bought the stock before 25 March 2026. Payment date: 30 March 2026. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (7.9%). In line with average of industry peers (4.8%).
Major Estimate Revision • Mar 11Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from R12.2b to R12.0b. EPS estimate also fell from R11.57 per share to R9.88 per share. Net income forecast to grow 22% next year vs 15% growth forecast for Specialty Retail industry in South Africa. Consensus price target up from R164 to R175. Share price fell 5.3% to R144 over the past week.
Reported Earnings • Mar 10First half 2026 earnings: EPS and revenues miss analyst expectationsFirst half 2026 results: EPS: R4.90 (down from R5.43 in 1H 2025). Revenue: R6.30b (up 3.5% from 1H 2025). Net income: R100.6m (down 11% from 1H 2025). Profit margin: 1.6% (down from 1.9% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
New Risk • Mar 05New major risk - Revenue and earnings growthEarnings have declined by 31% 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 31% 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 • Nov 17Shareholders May Be Wary Of Increasing Cashbuild Limited's (JSE:CSB) CEO Compensation PackageKey Insights Cashbuild to hold its Annual General Meeting on 24th of November Salary of R7.95m is part of CEO Werner de...
お知らせ • Oct 24Cashbuild Limited, Annual General Meeting, Nov 24, 2025Cashbuild Limited, Annual General Meeting, Nov 24, 2025. Location: the boardroom, cashbuild corporate office, 2 handel road, ormonde, johannesburg South Africa
Upcoming Dividend • Mar 20Upcoming dividend of R3.93 per shareEligible shareholders must have bought the stock before 25 March 2026. Payment date: 30 March 2026. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (7.9%). In line with average of industry peers (4.8%).
Major Estimate Revision • Mar 11Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from R12.2b to R12.0b. EPS estimate also fell from R11.57 per share to R9.88 per share. Net income forecast to grow 22% next year vs 15% growth forecast for Specialty Retail industry in South Africa. Consensus price target up from R164 to R175. Share price fell 5.3% to R144 over the past week.
Reported Earnings • Mar 10First half 2026 earnings: EPS and revenues miss analyst expectationsFirst half 2026 results: EPS: R4.90 (down from R5.43 in 1H 2025). Revenue: R6.30b (up 3.5% from 1H 2025). Net income: R100.6m (down 11% from 1H 2025). Profit margin: 1.6% (down from 1.9% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
New Risk • Mar 05New major risk - Revenue and earnings growthEarnings have declined by 31% 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 31% 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 • Nov 17Shareholders May Be Wary Of Increasing Cashbuild Limited's (JSE:CSB) CEO Compensation PackageKey Insights Cashbuild to hold its Annual General Meeting on 24th of November Salary of R7.95m is part of CEO Werner de...
お知らせ • Oct 24Cashbuild Limited, Annual General Meeting, Nov 24, 2025Cashbuild Limited, Annual General Meeting, Nov 24, 2025. Location: the boardroom, cashbuild corporate office, 2 handel road, ormonde, johannesburg South Africa
分析記事 • Oct 24Cashbuild Limited's (JSE:CSB) Share Price Could Signal Some RiskCashbuild Limited's ( JSE:CSB ) price-to-earnings (or "P/E") ratio of 11.9x might make it look like a sell right now...
Upcoming Dividend • Sep 19Upcoming dividend of R3.00 per shareEligible shareholders must have bought the stock before 23 September 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of South African dividend payers (8.5%). In line with average of industry peers (4.0%).
分析記事 • Sep 06Cashbuild (JSE:CSB) Will Pay A Dividend Of ZAR3.00The board of Cashbuild Limited ( JSE:CSB ) has announced that it will pay a dividend of ZAR3.00 per share on the 29th...
Declared Dividend • Sep 05Final dividend increased to R3.00Dividend of R3.00 is 27% higher than last year. Ex-date: 23rd September 2025 Payment date: 29th September 2025 Dividend yield will be 4.3%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is well covered by both earnings (0.1029% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 31% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 03Full year 2025 earnings released: EPS: R10.43 (vs R3.96 in FY 2024)Full year 2025 results: EPS: R10.43 (up from R3.96 in FY 2024). Revenue: R11.5b (up 2.6% from FY 2024). Net income: R221.2m (up 163% from FY 2024). Profit margin: 1.9% (up from 0.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 34% 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.
Buy Or Sell Opportunity • Aug 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to R142. The fair value is estimated to be R179, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.
Buy Or Sell Opportunity • Jul 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.7% to R147. The fair value is estimated to be R185, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.
Buy Or Sell Opportunity • Jun 10Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.7% to R149. The fair value is estimated to be R190, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.
Buy Or Sell Opportunity • May 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to R148. The fair value is estimated to be R188, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.
Buy Or Sell Opportunity • May 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to R153. The fair value is estimated to be R194, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.
New Risk • Apr 25New 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: 3.6% 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. 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. Large one-off items impacting financial results.
分析記事 • Mar 12Statutory Profit Doesn't Reflect How Good Cashbuild's (JSE:CSB) Earnings AreInvestors were disappointed with Cashbuild Limited's ( JSE:CSB ) earnings, despite the strong profit numbers. We think...
New Risk • Mar 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 102% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 28% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.
分析記事 • Mar 10Risks To Shareholder Returns Are Elevated At These Prices For Cashbuild Limited (JSE:CSB)With a median price-to-sales (or "P/S") ratio of close to 0.8x in the Specialty Retail industry in South Africa, you...
Declared Dividend • Mar 07First half dividend of R3.26 announcedShareholders will receive a dividend of R3.26. Ex-date: 26th March 2025 Payment date: 31st March 2025 Dividend yield will be 3.4%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 63% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.
New Risk • Dec 12New major risk - Revenue and earnings growthEarnings have declined by 23% 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 Risks Earnings have declined by 23% per year over the past 5 years. High level of non-cash earnings (45% accrual ratio).
お知らせ • Oct 26Cashbuild Limited, Annual General Meeting, Nov 25, 2024Cashbuild Limited, Annual General Meeting, Nov 25, 2024. Location: boardroom, cashbuild corporate office, 2 handel road, ormonde, johannesburg South Africa
Recent Insider Transactions Derivative • Oct 15CEO & Executive Director exercised options to buy R318k worth of stock.On the 11th of October, Werner de Jager exercised 3.49k options to receive shares at no cost, then sold around 1.62k of them at R168 each and kept the remainder. Since June 2024, Werner has owned 20.84k shares directly. Company insiders have collectively bought R778k more than they sold, via options and on-market transactions, in the last 12 months.
Upcoming Dividend • Sep 20Upcoming dividend of R2.36 per shareEligible shareholders must have bought the stock before 25 September 2024. Payment date: 30 September 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.0%. Lower than top quartile of South African dividend payers (7.6%). In line with average of industry peers (3.3%).
お知らせ • Sep 04Cashbuild Limited Declares Final Dividend, Payable on 30 September 2024The board of Cashbuild Limited has declared a final dividend of 236.0 cents (June 2023: 332.0 cents) per ordinary share, out of income reserves, excluding the impact of the P&L Hardware goodwill and trademark impairment, to all shareholders of Cashbuild Limited. Date to commence trading EX the dividend is 25 September 2024. Record date is 27 September 2024. Date of payment is 30 September 2024.
Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. CFO & Executive Director Hanré Bester was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 22+ 1 more updateCashbuild Limited to Report Fiscal Year 2024 Results on Sep 04, 2024Cashbuild Limited announced that they will report fiscal year 2024 results on Sep 04, 2024
お知らせ • Apr 30+ 1 more updateCashbuild Limited Appoints Hanré Bester as Executive Director, Effective July 1, 2024Cashbuild Limited announced that Mr. Hanré Bester has been appointed as executive director with effect from July 1, 2024. Hanré is currently the Chief Financial Officer of Pinnacle Micro. His experience includes senior finance positions held in the distribution and warehousing environment at a previously JSE-listed group. Hanré worked at PricewaterhouseCoopers Inc. (PwC), specialising in taxation as a multi-disciplined tax practitioner. He is a Chartered Accountant who completed his articles at PwC in 2003, and holds a Masters degree in Taxation.
Upcoming Dividend • Mar 12Upcoming dividend of R3.25 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 25 March 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.9%. Lower than top quartile of South African dividend payers (8.9%). Higher than average of industry peers (4.2%).
Declared Dividend • Mar 01First half dividend reduced to R3.25Dividend of R3.25 is 19% lower than last year. Ex-date: 19th March 2024 Payment date: 25th March 2024 Dividend yield will be 4.7%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 2.6% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • Feb 28Cashbuild Limited Declares an Interim Dividend, Payable on 25 March 2024The Board of Cashbuild Limitedhas declared an interim dividend (No. 62) of 325 cents (December 2022: 400 cents) per ordinary share, out of income reserves, excluding the impact of the impairment of the P&L Hardware Goodwill and P&L Trademark, to all shareholders of Cashbuild Limited. Date dividend declared on 28 February 2024. Record date: 22 March 2024. Date of payment: 25 March 2024. Date to commence trading "EX" the dividend: 19 March 2024.
お知らせ • Feb 14Cashbuild Limited to Report First Half, 2024 Results on Feb 28, 2024Cashbuild Limited announced that they will report first half, 2024 results on Feb 28, 2024
お知らせ • Feb 13Cashbuild Limited Provides Earnings Guidance for the 26 Weeks Ended 24 December 2023Cashbuild Limited provided earnings guidance for the 26 weeks ended 24 December 2023. The company expects headline earnings per share ("HEPS") of between 589.5 cents and 554.8 cents for the Interim Period, compared to HEPS of 693.5 cents reported for the 26 weeks ended 25 December 2022 ("Prior Interim Period"). This represents a decrease in HEPS of between 15% and 20%; and earnings per share ("EPS") of between 32.6 cents and 0.0 cents for the Interim Period, compared to EPS of 652.8 cents reported for the Prior Interim Period. This represents a decrease in EPS of between 95% and 100%.
お知らせ • Nov 29Cashbuild Limited Announces Retirement of Etienne Prowse as Chief Financial Officer, Effective June 30, 2024The board of directors of Cashbuild Limited to announced that Etienne Prowse has indicated his desire to retire from his position as Chief Financial Officer effective 30 June 2024, after serving as Chief Financial Officer for a period of 13 years. Mr. Prowse will be responsible for finalising the 2024 financial year end audit and will be available for other ad hoc projects post his retirement.
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R165, the stock trades at a trailing P/E ratio of 34.5x. Average trailing P/E is 7x in the Specialty Retail industry in South Africa. Total loss to shareholders of 8.7% over the past three years.
お知らせ • Oct 28Cashbuild Limited, Annual General Meeting, Nov 27, 2023Cashbuild Limited, Annual General Meeting, Nov 27, 2023, at 10:00 South Africa Standard Time.
Recent Insider Transactions Derivative • Oct 16CEO & Executive Director exercised options to buy R620k worth of stock.On the 11th of October, Werner de Jager exercised 8.02k options at around R148, then sold 3.73k of them at R149 each and kept the remainder. Since June 2023, Werner has owned 16.55k shares directly. Company insiders have collectively bought R1.3m more than they sold, via options and on-market transactions, in the last 12 months.
Upcoming Dividend • Sep 13Upcoming dividend of R3.32 per share at 4.6% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 26 September 2023. The company is paying out more than 100% of its profits and is paying out 80% of its cash flow. Trailing yield: 4.6%. Lower than top quartile of South African dividend payers (9.4%). In line with average of industry peers (5.0%).
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R157, the stock trades at a trailing P/E ratio of 32.9x. Average trailing P/E is 7x in the Specialty Retail industry in South Africa. Negligible returns to shareholders over past three years.
Reported Earnings • Aug 31Full year 2023 earnings released: EPS: R4.57 (vs R20.95 in FY 2022)Full year 2023 results: EPS: R4.57 (down from R20.95 in FY 2022). Revenue: R10.7b (down 4.4% from FY 2022). Net income: R106.3m (down 78% from FY 2022). Profit margin: 1.0% (down from 4.3% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 30Cashbuild Limited Declares A Final Dividend (No. 61) for the Year Ended 25 June 2023, Payable on 26 September 2023Cashbuild Limited declared a final dividend (No. 61) for the year ended 25 June 2023 of 332 cents (June 2022: 677 cents) per ordinary share, out of income reserves, excluding the impact of the impairment on the P&L Hardware Goodwill, to all shareholders of Cashbuild Limited. The dividend per share is calculated based on 23,900,647 (June 2022: 24,989,811) shares in issue at the date of the dividend declaration. The dividend will be payable on 26 September 2023 with record date of 22 September 2023 and Date to commence trading "EX" the dividend of 20 September 2023.
お知らせ • Aug 11Cashbuild Limited to Report Fiscal Year 2023 Results on Aug 30, 2023Cashbuild Limited announced that they will report fiscal year 2023 results on Aug 30, 2023
Upcoming Dividend • Mar 15Upcoming dividend of R4.00 per share at 5.9% yieldEligible shareholders must have bought the stock before 22 March 2023. Payment date: 27 March 2023. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 5.9%. Lower than top quartile of South African dividend payers (9.2%). Higher than average of industry peers (5.3%).
Reported Earnings • Mar 02First half 2023 earnings released: EPS: R6.53 (vs R12.95 in 1H 2022)First half 2023 results: EPS: R6.53 (down from R12.95 in 1H 2022). Revenue: R5.65b (down 4.1% from 1H 2022). Net income: R150.0m (down 49% from 1H 2022). Profit margin: 2.7% (down from 5.0% in 1H 2022). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Feb 16Cashbuild Limited Provides Earnings Guidance for the Six Months Ended December 25, 2022Cashbuild Limited provided earnings guidance for the six months ended December 25, 2022. For the period, the company expects to announces earnings per share ("EPS") of between 647.4 cents to 712.1 cents for the Interim Period, compared to EPS of 1,294.8 cents reported for the 26 weeks ended 26 December 2021 ("Prior Interim Period"). This represents a decrease in EPS of between 45% and 50%; and - headline earnings per share ("HEPS") of between 678.2 cents to 734.8 cents for the Interim Period, compared to HEPS of 1,130.4 cents reported for the Prior Interim Period. This represents a decrease in HEPS of between 35% and 40%.
お知らせ • Feb 15Cashbuild Limited to Report First Half, 2023 Results on Mar 01, 2023Cashbuild Limited announced that they will report first half, 2023 results on Mar 01, 2023
お知らせ • Feb 07Cashbuild Limited, Annual General Meeting, Mar 06, 2023Cashbuild Limited, Annual General Meeting, Mar 06, 2023, at 10:00 South Africa Standard Time. Agenda: To consider Cashbuild Shareholders are referred to the announcement released by the Company on SENS on 15 December 2022, advising them that Cashbuild had concluded an agreement with Mr.Patrick Kieran Goldrick in terms of which Cashbuild will repurchase 1 000 000 Cashbuild Shares ("Repurchase Shares") for an aggregate cash consideration of R194 321 000 (the "Specific Repurchase"), subject to the passing of the necessary shareholder resolutions by no later than 6 March 2023.
お知らせ • Dec 01An unknown buyer acquired unknown stake in Cashbuild Limited (JSE:CSB) from Patrick Kieran Goldrick.An unknown buyer acquired unknown stake in Cashbuild Limited (JSE:CSB) from Patrick Kieran Goldrick on November 30, 2022. Goldrick now owns 4.48% shares of the Cashbuild Limited. An unknown buyer completed the acquisition of unknown stake in Cashbuild Limited (JSE:CSB) from Patrick Kieran Goldrick
分析記事 • Nov 22This Is Why Cashbuild Limited's (JSE:CSB) CEO Compensation Looks AppropriateCEO Werner de Jager has done a decent job of delivering relatively good performance at Cashbuild Limited ( JSE:CSB...
お知らせ • Oct 29Cashbuild Limited, Annual General Meeting, Nov 28, 2022Cashbuild Limited, Annual General Meeting, Nov 28, 2022, at 10:00 South Africa Standard Time. Location: South Africa Conference Room, Cashbuild Corporate Office, 2 Handel Road, Ormonde, Johannesburg Joannesburg South Africa
Recent Insider Transactions Derivative • Oct 13Key Executive exercised options to buy R1.3m worth of stock.On the 7th of October, Shane Thoresson exercised options to buy 6k shares at a strike price of around R212, costing a total of R1.3m. This transaction amounted to 15% of their direct individual holding at the time of the trade. Since June 2022, Shane has owned 39.90k shares directly. Company insiders have collectively bought R4.1m more than they sold, via options and on-market transactions, in the last 12 months.
Upcoming Dividend • Sep 14Upcoming dividend of R6.77 per shareEligible shareholders must have bought the stock before 21 September 2022. Payment date: 26 September 2022. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 6.1%. Lower than top quartile of South African dividend payers (8.8%). Higher than average of industry peers (4.2%).
Reported Earnings • Sep 05Full year 2022 earnings released: EPS: R20.95 (vs R29.36 in FY 2021)Full year 2022 results: EPS: R20.95 (down from R29.36 in FY 2021). Revenue: R11.1b (down 12% from FY 2021). Net income: R473.8m (down 29% from FY 2021). Profit margin: 4.3% (down from 5.3% in FY 2021). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Buying Opportunity • Aug 31Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be R295, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 19%.
Buying Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be R307, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 19%.
Upcoming Dividend • Mar 16Upcoming dividend of R5.87 per shareEligible shareholders must have bought the stock before 23 March 2022. Payment date: 28 March 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 10%. Within top quartile of South African dividend payers (7.5%). Higher than average of industry peers (3.7%).
Reported Earnings • Mar 05First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R12.95 (down from R15.95 in 1H 2021). Revenue: R5.89b (down 12% from 1H 2021). Net income: R293.1m (down 19% from 1H 2021). Profit margin: 5.0% (down from 5.4% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 04Cashbuild Limited Declares Interim Dividend for the Six Months Ended 26 December 2021, Payable on 28 March 2022Cashbuild Limited declared an interim dividend, of 587 cents (2020: 724 cents) per ordinary share out of income reserves to all shareholders of Cashbuild. The dividend per share is calculated based on 24,989,811 (2020: 24,989,811) shares in issue at date of dividend declaration. Net local dividend amount is 469.6 cents per share for shareholders liable to pay Dividends Tax and 587 cents per share for shareholders exempt from paying Dividends Tax. Local dividend tax is 20%. The dividend will be payable on 28 March 2022 with record date of 25 March 2022 and "EX" the dividend of 23 March 2022.
お知らせ • Feb 24+ 1 more updateCashbuild Limited to Report First Half, 2022 Results on Mar 02, 2022Cashbuild Limited announced that they will report first half, 2022 results on Mar 02, 2022
Reported Earnings • Sep 03Full year 2021 earnings released: EPS R29.36 (vs R11.77 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R12.6b (up 25% from FY 2020). Net income: R665.0m (up 149% from FY 2020). Profit margin: 5.3% (up from 2.6% in FY 2020). The increase in margin was driven by higher revenue. Like-for-like sales growth: 15.0% vs FY 2020 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 1% per year, which means it is significantly lagging earnings.
Executive Departure • Jun 08Independent Non-Executive Director Hester Hickey has left the companyOn the 31st of May, Hester Hickey's tenure as Independent Non-Executive Director ended after 8.9 years in the role. We don't have any record of a personal shareholding under Hester's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 9.25 years.
Upcoming Dividend • Mar 17Upcoming Dividend of R7.24 Per ShareWill be paid on the 29th of March to those who are registered shareholders by the 24th of March. The trailing yield of 3.1% is below the top quartile of South African dividend payers (8.2%), but is in line with industry peers (3.4%).
Reported Earnings • Mar 05First half 2021 earnings released: EPS R15.95 (vs R7.48 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: R6.69b (up 22% from 1H 2020). Net income: R361.9m (up 113% from 1H 2020). Profit margin: 5.4% (up from 3.1% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Feb 15New 90-day high: R300The company is up 30% from its price of R230 on 17 November 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 19% over the same period.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 21% share price gain to R285, the stock is trading at a trailing P/E ratio of 24.2x, up from the previous P/E ratio of 20x. This compares to an average P/E of 20x in the Specialty Retail industry in South Africa. Total return to shareholders over the past three years is a loss of 30%.
お知らせ • Jan 26Cashbuild Limited to Report First Half, 2021 Results on Mar 02, 2021Cashbuild Limited announced that they will report first half, 2021 results on Mar 02, 2021
Is New 90 Day High Low • Jan 25New 90-day high: R262The company is up 14% from its price of R230 on 27 October 2020. The South African market is up 13% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Specialty Retail industry, which is also up 14% over the same period.
お知らせ • Dec 03Cashbuild Limited Announces Changes to Board CommitteesCashbuild Limited announced that following Ms. NV Simamane's retirement and Mr. AE Prowse's resignation from the Social & Ethics Committee, as announced on 1 September 2020 and 16 November 2020 respectively, Dr. DSS Lushaba has been appointed as chair of the Social & Ethics Committee and Ms. GM Tapon Njamo as a member of the Social & Ethics Committee; and Investment Committee: Mr. M Bosman currently a member has been appointed as chair of the Investment Committee, with Mrs. H Hickey stepping down as the chair and remaining as a member of the Investment Committee. The above appointments are with immediate effect and the Company confirms that both board committees are duly constituted.
Valuation Update With 7 Day Price Move • Nov 28Market bids up stock over the past weekAfter last week's 16% share price gain to R260, the stock is trading at a trailing P/E ratio of 22.1x, up from the previous P/E ratio of 19x. This compares to an average P/E of 17x in the Specialty Retail industry in South Africa. Total return to shareholders over the past three years is a loss of 26%.
Is New 90 Day High Low • Nov 12New 90-day high: R234The company is up 30% from its price of R180 on 14 August 2020. The South African market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 31% over the same period.
Is New 90 Day High Low • Oct 22New 90-day high: R232The company is up 52% from its price of R153 on 24 July 2020. The South African market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 16% over the same period.
Is New 90 Day High Low • Sep 29New 90-day high: R203The company is up 44% from its price of R141 on 01 July 2020. The South African market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 2.0% over the same period.
お知らせ • Sep 24Value Capital Partners acquired unknown minority stake in Cashbuild Limited (JSE:CSB).Value Capital Partners acquired unknown minority stake in Cashbuild Limited (JSE:CSB) on September 23, 2020. Post acquisition Value Capital Partners will hold 5.28% stake in Cashbuild Limited. Value Capital Partners completed the acquisition of unknown minority stake in Cashbuild Limited (JSE:CSB) on September 23, 2020.
お知らせ • Sep 07Cashbuild Limited to Report Fiscal Year 2020 Results on Sep 01, 2020Cashbuild Limited announced that they will report fiscal year 2020 results on Sep 01, 2020
