View Financial HealthGrupo Clarín 배당 및 자사주 매입배당 기준 점검 5/6Grupo Clarín 수익으로 충분히 충당되는 현재 수익률 2.94% 보유한 배당금 지급 회사입니다.핵심 정보2.9%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률49.3%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향29%최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updatesNew Risk • Jun 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Argentinean stocks, typically moving 7.2% 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. This is currently the only risk that has been identified for the company.Reported Earnings • May 18First quarter 2026 earnings released: EPS: AR$62.23 (vs AR$47.31 in 1Q 2025)First quarter 2026 results: EPS: AR$62.23 (up from AR$47.31 in 1Q 2025). Revenue: AR$119.1b (up 19% from 1Q 2025). Net income: AR$6.64b (up 32% from 1Q 2025). Profit margin: 5.6% (up from 5.0% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has increased by 128% per year, which means it is tracking significantly ahead of earnings growth.공고 • Mar 26Grupo Clarín S.A., Annual General Meeting, May 05, 2026Grupo Clarín S.A., Annual General Meeting, May 05, 2026. Location: hector mario aranda, social headquarters, 1743 piedras street, buenos aires ArgentinaReported Earnings • Mar 15Full year 2025 earnings released: EPS: AR$421 (vs AR$37.68 loss in FY 2024)Full year 2025 results: EPS: AR$421 (up from AR$37.68 loss in FY 2024). Revenue: AR$540.0b (up 53% from FY 2024). Net income: AR$45.0b (up AR$49.0b from FY 2024). Profit margin: 8.3% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has increased by 143% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Dec 22Less 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. 10 experienced directors. 2 highly experienced directors. 2 independent directors (8 non-independent directors). Independent Director Alberto Jose Menzani was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공고 • Oct 25Grupo Clarín S.A. to Report Q3, 2025 Results on Nov 10, 2025Grupo Clarín S.A. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025공고 • Aug 02Grupo Clarín S.A. to Report Q2, 2025 Results on Aug 11, 2025Grupo Clarín S.A. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025공고 • May 09Grupo Clarín S.A. to Report Q1, 2025 Results on May 09, 2025Grupo Clarín S.A. announced that they will report Q1, 2025 results After-Market on May 09, 2025공고 • Mar 31Grupo Clarín S.A., Annual General Meeting, May 09, 2025Grupo Clarín S.A., Annual General Meeting, May 09, 2025. Location: hector mario aranda, social headquarters, 1743 piedras street, buenos aires Argentina공고 • Mar 03Grupo Clarín S.A. to Report Q4, 2024 Results on Mar 10, 2025Grupo Clarín S.A. announced that they will report Q4, 2024 results After-Market on Mar 10, 2025공고 • Oct 30Grupo Clarín S.A. to Report Q3, 2024 Results on Nov 08, 2024Grupo Clarín S.A. announced that they will report Q3, 2024 results After-Market on Nov 08, 2024공고 • Jul 27Grupo Clarín S.A. to Report Q2, 2024 Results on Aug 09, 2024Grupo Clarín S.A. announced that they will report Q2, 2024 results After-Market on Aug 09, 2024공고 • May 09Grupo Clarín S.A. to Report Q1, 2024 Results on May 13, 2024Grupo Clarín S.A. announced that they will report Q1, 2024 results After-Market on May 13, 2024공고 • Mar 05Grupo Clarín S.A. to Report Q4, 2023 Results on Mar 08, 2024Grupo Clarín S.A. announced that they will report Q4, 2023 results After-Market on Mar 08, 2024공고 • Dec 24Grupo Clarín Announces Cancellation of the Listing and Admission to Trading of the Global Depositary Shares Representing Class B Shares of its Common Stock from the London Stock ExchangeFurther to its press release of 22 November 2023, Grupo Clarín S.A. (‘the Company’) announced that earlier December 22, 2023 (a) the UK Financial Conduct Authority cancelled the listing of the Global Depositary Shares (with ISIN US40052A4076 and ISIN US40052A3086) representing the class B shares of common stock of the Company (the ‘GDSs’) from the Official List, and (b) the London Stock Exchange cancelled the admission of the GDSs to trading on the Main Market.Reported Earnings • Nov 14Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: AR$35.1b (up 124% from 3Q 2022). Net loss: AR$2.72b (loss widened 314% from 3Q 2022). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Media industry in South America.공고 • Nov 08Grupo Clarín S.A. to Report Q3, 2023 Results on Nov 10, 2023Grupo Clarín S.A. announced that they will report Q3, 2023 results After-Market on Nov 10, 2023Reported Earnings • Aug 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: AR$27.1b (up 42% from 2Q 2022). Net loss: AR$316.3m (down 423% from profit in 2Q 2022). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Media industry in South America. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 148% per year, which means it is tracking significantly ahead of earnings growth.공고 • Aug 01Grupo Clarín S.A. to Report Q2, 2023 Results on Aug 11, 2023Grupo Clarín S.A. announced that they will report Q2, 2023 results After-Market on Aug 11, 2023공고 • Jun 15Grupo Clarín S.A. Announces Board ChangesOn 13 June 2023, Grupo Clarín S.A. informed the Argentine Securities Commission and the Buenos Aires Stock Exchange that the Company's Supervisory Committee had accepted the leave of absence requested by one of its members, Mr. Hugo E. Lopez, for personal reasons, from (and including) 19 June 2023 to (and including) 5 July 2023. Mr. Lopez will resume his position automatically as from 6 July 2023. The Supervisory Committee also resolved that Mr. Jorge Jaime José de la María Martinez de Hoz, alternate member appointed by the Class A shareholders, shall substitute for Mr. Lopez as full member for the duration of Mr. Lopez's leave.공고 • Jun 10Grupo Clarín S.A. Announces Executive ChangesOn 8 June 2023, Grupo Clarín S.A. informed the Argentine Securities Commission and the Buenos Aires Stock Exchange that the company's Board of Directors had accepted the leave of absence requested by its president, Mr. Jorge C. Rendo, from (and including) 6 June 2023 to (and including) 23 June 2023. Mr. Rendo will resume his position automatically as from 26 June 2023. The Board of Directors also resolved that Mr. Francisco Iván Acevedo shall substitute for Mr. Rendo as full member for the duration of Mr. Rendo's leave; and that Mr. Héctor Mario Aranda shall act as President of the Board of Directors in Mr. Rendo´s absence.Reported Earnings • May 16First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: AR$22.8b (up 84% from 1Q 2022). Net income: AR$1.06b (up AR$997.0m from 1Q 2022). Profit margin: 4.7% (up from 0.5% in 1Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Media industry in South America.공고 • May 09Grupo Clarín S.A. to Report Q1, 2023 Results on May 12, 2023Grupo Clarín S.A. announced that they will report Q1, 2023 results After-Market on May 12, 2023Reported Earnings • Mar 14Full year 2022 earnings released: AR$12.85 loss per share (vs AR$9.73 profit in FY 2021)Full year 2022 results: AR$12.85 loss per share (down from AR$9.73 profit in FY 2021). Revenue: AR$73.6b (up 83% from FY 2021). Net loss: AR$1.37b (down 232% from profit in FY 2021). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Media industry in South America. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Nov 16Price target increased to AR$160Up from AR$135, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of AR$158. Stock is up 42% over the past year. The company posted earnings per share of AR$9.73 last year.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 1 independent director (9 non-independent directors). Independent Director Andres Riportella 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 12Second quarter 2022 earnings released: EPS: AR$0.65 (vs AR$2.27 in 2Q 2021)Second quarter 2022 results: EPS: AR$0.65 (down from AR$2.27 in 2Q 2021). Revenue: AR$13.4b (up 44% from 2Q 2021). Net income: AR$68.8m (down 72% from 2Q 2021). Profit margin: 0.5% (down from 2.6% in 2Q 2021). Over the next year, revenue is forecast to grow 30% compared to a 4.9% decline forecast for the industry in Argentina. Over the last 3 years on average, earnings per share has increased by 85% per year whereas the company’s share price has increased by 86% per year.Buying Opportunity • Jun 29Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be AR$186, 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. Meanwhile, the company has become profitable.Price Target Changed • Apr 27Price target increased to AR$135Up from AR$54.00, the current price target is provided by 1 analyst. New target price is 18% below last closing price of AR$165. Stock is up 289% over the past year. The company posted earnings per share of AR$9.73 last year.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 2 independent directors (9 non-independent directors). Independent Permanent Director Andres Riportella 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 • Mar 12Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: AR$40.1b (up 51% from FY 2020). Net income: AR$1.04b (up AR$1.31b from FY 2020). Profit margin: 2.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to AR$146, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 14x in the Media industry in South America. Total returns to shareholders of 204% over the past three years.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS AR$2.99 (vs AR$4.32 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: AR$9.52b (up 63% from 3Q 2020). Net income: AR$319.3m (up AR$780.3m from 3Q 2020). Profit margin: 3.4% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 33% share price gain to AR$121, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 13x in the Media industry in South America. Total returns to shareholders of 112% over the past three years.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to AR$89.00, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 13x in the Media industry in South America. Total returns to shareholders of 56% over the past three years.Reported Earnings • Aug 14Second quarter 2021 earnings released: EPS AR$1.48 (vs AR$2.91 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: AR$7.88b (up 40% from 2Q 2020). Net income: AR$158.9m (down 49% from 2Q 2020). Profit margin: 2.0% (down from 5.5% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to AR$68.60, the stock trades at a trailing P/E ratio of 6.3x. Average forward P/E is 16x in the Media industry in South America. Total returns to shareholders of 27% over the past three years.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 40% share price gain to AR$61.55, the stock trades at a trailing P/E ratio of 5.7x. Average forward P/E is 16x in the Media industry in South America. Total returns to shareholders of 9.1% over the past three years.Reported Earnings • May 14First quarter 2021 earnings released: EPS AR$6.38 (vs AR$5.22 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: AR$6.89b (up 28% from 1Q 2020). Net income: AR$680.9m (up AR$1.24b from 1Q 2020). Profit margin: 9.9% (up from net loss in 1Q 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 5% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 13Full year 2020 earnings released: AR$2.57 loss per share (vs AR$14.12 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: AR$26.6b (up 4.8% from FY 2019). Net loss: AR$274.4m (loss narrowed 82% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 24%. Over the next year, revenue is expected to shrink by 2.9% compared to a 9.0% growth forecast for the Media industry in Argentina.Is New 90 Day High Low • Jan 07New 90-day high: AR$40.00The company is up 21% from its price of AR$33.00 on 09 October 2020. The Argentinean market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 14% over the same period.Analyst Estimate Surprise Post Earnings • Dec 08Revenue beats expectationsRevenue exceeded analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 9.5%, compared to a 13% growth forecast for the Media industry in Argentina.Is New 90 Day High Low • Nov 25New 90-day high: AR$39.00The company is up 28% from its price of AR$30.50 on 27 August 2020. The Argentinean market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 15% over the same period.Is New 90 Day High Low • Nov 03New 90-day high: AR$34.90The company is up 3.0% from its price of AR$34.00 on 05 August 2020. The Argentinean market is down 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is down 4.0% over the same period.공고 • Sep 02Grupo Clarín S.A. to Report Q2, 2020 Results on Sep 08, 2020Grupo Clarín S.A. announced that they will report Q2, 2020 results at 9:00 AM, Montevideo Standard Time on Sep 08, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: GCLA 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.배당금 증가: GCLA 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Grupo Clarín 배당 수익률 vs 시장GCLA의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (GCLA)2.9%시장 하위 25% (AR)1.0%시장 상위 25% (AR)8.0%업계 평균 (Media)4.0%분석가 예측 (GCLA) (최대 3년)n/a주목할만한 배당금: GCLA 의 배당금( 2.94% )은 AR 시장에서 배당금 지급자의 하위 25%( 1.03% )보다 높습니다.고배당: GCLA 의 배당금( 2.94% )은 AR 시장에서 배당금 지급자의 상위 25%( 7.98% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 28.8% )로 GCLA 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 42.1% )로 GCLA 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YAR 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/23 03:50종가2026/07/23 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Grupo Clarín S.A.는 3명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Alexandre GarciaCitigroup IncAndre BaggioJ.P. MorganWalter ChiarvesioSantander
New Risk • Jun 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Argentinean stocks, typically moving 7.2% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • May 18First quarter 2026 earnings released: EPS: AR$62.23 (vs AR$47.31 in 1Q 2025)First quarter 2026 results: EPS: AR$62.23 (up from AR$47.31 in 1Q 2025). Revenue: AR$119.1b (up 19% from 1Q 2025). Net income: AR$6.64b (up 32% from 1Q 2025). Profit margin: 5.6% (up from 5.0% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has increased by 128% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Mar 26Grupo Clarín S.A., Annual General Meeting, May 05, 2026Grupo Clarín S.A., Annual General Meeting, May 05, 2026. Location: hector mario aranda, social headquarters, 1743 piedras street, buenos aires Argentina
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: AR$421 (vs AR$37.68 loss in FY 2024)Full year 2025 results: EPS: AR$421 (up from AR$37.68 loss in FY 2024). Revenue: AR$540.0b (up 53% from FY 2024). Net income: AR$45.0b (up AR$49.0b from FY 2024). Profit margin: 8.3% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has increased by 143% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Dec 22Less 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. 10 experienced directors. 2 highly experienced directors. 2 independent directors (8 non-independent directors). Independent Director Alberto Jose Menzani was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공고 • Oct 25Grupo Clarín S.A. to Report Q3, 2025 Results on Nov 10, 2025Grupo Clarín S.A. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025
공고 • Aug 02Grupo Clarín S.A. to Report Q2, 2025 Results on Aug 11, 2025Grupo Clarín S.A. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025
공고 • May 09Grupo Clarín S.A. to Report Q1, 2025 Results on May 09, 2025Grupo Clarín S.A. announced that they will report Q1, 2025 results After-Market on May 09, 2025
공고 • Mar 31Grupo Clarín S.A., Annual General Meeting, May 09, 2025Grupo Clarín S.A., Annual General Meeting, May 09, 2025. Location: hector mario aranda, social headquarters, 1743 piedras street, buenos aires Argentina
공고 • Mar 03Grupo Clarín S.A. to Report Q4, 2024 Results on Mar 10, 2025Grupo Clarín S.A. announced that they will report Q4, 2024 results After-Market on Mar 10, 2025
공고 • Oct 30Grupo Clarín S.A. to Report Q3, 2024 Results on Nov 08, 2024Grupo Clarín S.A. announced that they will report Q3, 2024 results After-Market on Nov 08, 2024
공고 • Jul 27Grupo Clarín S.A. to Report Q2, 2024 Results on Aug 09, 2024Grupo Clarín S.A. announced that they will report Q2, 2024 results After-Market on Aug 09, 2024
공고 • May 09Grupo Clarín S.A. to Report Q1, 2024 Results on May 13, 2024Grupo Clarín S.A. announced that they will report Q1, 2024 results After-Market on May 13, 2024
공고 • Mar 05Grupo Clarín S.A. to Report Q4, 2023 Results on Mar 08, 2024Grupo Clarín S.A. announced that they will report Q4, 2023 results After-Market on Mar 08, 2024
공고 • Dec 24Grupo Clarín Announces Cancellation of the Listing and Admission to Trading of the Global Depositary Shares Representing Class B Shares of its Common Stock from the London Stock ExchangeFurther to its press release of 22 November 2023, Grupo Clarín S.A. (‘the Company’) announced that earlier December 22, 2023 (a) the UK Financial Conduct Authority cancelled the listing of the Global Depositary Shares (with ISIN US40052A4076 and ISIN US40052A3086) representing the class B shares of common stock of the Company (the ‘GDSs’) from the Official List, and (b) the London Stock Exchange cancelled the admission of the GDSs to trading on the Main Market.
Reported Earnings • Nov 14Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: AR$35.1b (up 124% from 3Q 2022). Net loss: AR$2.72b (loss widened 314% from 3Q 2022). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Media industry in South America.
공고 • Nov 08Grupo Clarín S.A. to Report Q3, 2023 Results on Nov 10, 2023Grupo Clarín S.A. announced that they will report Q3, 2023 results After-Market on Nov 10, 2023
Reported Earnings • Aug 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: AR$27.1b (up 42% from 2Q 2022). Net loss: AR$316.3m (down 423% from profit in 2Q 2022). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Media industry in South America. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 148% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Aug 01Grupo Clarín S.A. to Report Q2, 2023 Results on Aug 11, 2023Grupo Clarín S.A. announced that they will report Q2, 2023 results After-Market on Aug 11, 2023
공고 • Jun 15Grupo Clarín S.A. Announces Board ChangesOn 13 June 2023, Grupo Clarín S.A. informed the Argentine Securities Commission and the Buenos Aires Stock Exchange that the Company's Supervisory Committee had accepted the leave of absence requested by one of its members, Mr. Hugo E. Lopez, for personal reasons, from (and including) 19 June 2023 to (and including) 5 July 2023. Mr. Lopez will resume his position automatically as from 6 July 2023. The Supervisory Committee also resolved that Mr. Jorge Jaime José de la María Martinez de Hoz, alternate member appointed by the Class A shareholders, shall substitute for Mr. Lopez as full member for the duration of Mr. Lopez's leave.
공고 • Jun 10Grupo Clarín S.A. Announces Executive ChangesOn 8 June 2023, Grupo Clarín S.A. informed the Argentine Securities Commission and the Buenos Aires Stock Exchange that the company's Board of Directors had accepted the leave of absence requested by its president, Mr. Jorge C. Rendo, from (and including) 6 June 2023 to (and including) 23 June 2023. Mr. Rendo will resume his position automatically as from 26 June 2023. The Board of Directors also resolved that Mr. Francisco Iván Acevedo shall substitute for Mr. Rendo as full member for the duration of Mr. Rendo's leave; and that Mr. Héctor Mario Aranda shall act as President of the Board of Directors in Mr. Rendo´s absence.
Reported Earnings • May 16First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: AR$22.8b (up 84% from 1Q 2022). Net income: AR$1.06b (up AR$997.0m from 1Q 2022). Profit margin: 4.7% (up from 0.5% in 1Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Media industry in South America.
공고 • May 09Grupo Clarín S.A. to Report Q1, 2023 Results on May 12, 2023Grupo Clarín S.A. announced that they will report Q1, 2023 results After-Market on May 12, 2023
Reported Earnings • Mar 14Full year 2022 earnings released: AR$12.85 loss per share (vs AR$9.73 profit in FY 2021)Full year 2022 results: AR$12.85 loss per share (down from AR$9.73 profit in FY 2021). Revenue: AR$73.6b (up 83% from FY 2021). Net loss: AR$1.37b (down 232% from profit in FY 2021). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Media industry in South America. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Nov 16Price target increased to AR$160Up from AR$135, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of AR$158. Stock is up 42% over the past year. The company posted earnings per share of AR$9.73 last year.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 1 independent director (9 non-independent directors). Independent Director Andres Riportella 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 12Second quarter 2022 earnings released: EPS: AR$0.65 (vs AR$2.27 in 2Q 2021)Second quarter 2022 results: EPS: AR$0.65 (down from AR$2.27 in 2Q 2021). Revenue: AR$13.4b (up 44% from 2Q 2021). Net income: AR$68.8m (down 72% from 2Q 2021). Profit margin: 0.5% (down from 2.6% in 2Q 2021). Over the next year, revenue is forecast to grow 30% compared to a 4.9% decline forecast for the industry in Argentina. Over the last 3 years on average, earnings per share has increased by 85% per year whereas the company’s share price has increased by 86% per year.
Buying Opportunity • Jun 29Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be AR$186, 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. Meanwhile, the company has become profitable.
Price Target Changed • Apr 27Price target increased to AR$135Up from AR$54.00, the current price target is provided by 1 analyst. New target price is 18% below last closing price of AR$165. Stock is up 289% over the past year. The company posted earnings per share of AR$9.73 last year.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 2 independent directors (9 non-independent directors). Independent Permanent Director Andres Riportella 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 • Mar 12Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: AR$40.1b (up 51% from FY 2020). Net income: AR$1.04b (up AR$1.31b from FY 2020). Profit margin: 2.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to AR$146, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 14x in the Media industry in South America. Total returns to shareholders of 204% over the past three years.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS AR$2.99 (vs AR$4.32 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: AR$9.52b (up 63% from 3Q 2020). Net income: AR$319.3m (up AR$780.3m from 3Q 2020). Profit margin: 3.4% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 33% share price gain to AR$121, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 13x in the Media industry in South America. Total returns to shareholders of 112% over the past three years.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to AR$89.00, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 13x in the Media industry in South America. Total returns to shareholders of 56% over the past three years.
Reported Earnings • Aug 14Second quarter 2021 earnings released: EPS AR$1.48 (vs AR$2.91 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: AR$7.88b (up 40% from 2Q 2020). Net income: AR$158.9m (down 49% from 2Q 2020). Profit margin: 2.0% (down from 5.5% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to AR$68.60, the stock trades at a trailing P/E ratio of 6.3x. Average forward P/E is 16x in the Media industry in South America. Total returns to shareholders of 27% over the past three years.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 40% share price gain to AR$61.55, the stock trades at a trailing P/E ratio of 5.7x. Average forward P/E is 16x in the Media industry in South America. Total returns to shareholders of 9.1% over the past three years.
Reported Earnings • May 14First quarter 2021 earnings released: EPS AR$6.38 (vs AR$5.22 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: AR$6.89b (up 28% from 1Q 2020). Net income: AR$680.9m (up AR$1.24b from 1Q 2020). Profit margin: 9.9% (up from net loss in 1Q 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 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 13Full year 2020 earnings released: AR$2.57 loss per share (vs AR$14.12 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: AR$26.6b (up 4.8% from FY 2019). Net loss: AR$274.4m (loss narrowed 82% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.
Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 24%. Over the next year, revenue is expected to shrink by 2.9% compared to a 9.0% growth forecast for the Media industry in Argentina.
Is New 90 Day High Low • Jan 07New 90-day high: AR$40.00The company is up 21% from its price of AR$33.00 on 09 October 2020. The Argentinean market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 14% over the same period.
Analyst Estimate Surprise Post Earnings • Dec 08Revenue beats expectationsRevenue exceeded analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 9.5%, compared to a 13% growth forecast for the Media industry in Argentina.
Is New 90 Day High Low • Nov 25New 90-day high: AR$39.00The company is up 28% from its price of AR$30.50 on 27 August 2020. The Argentinean market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 15% over the same period.
Is New 90 Day High Low • Nov 03New 90-day high: AR$34.90The company is up 3.0% from its price of AR$34.00 on 05 August 2020. The Argentinean market is down 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is down 4.0% over the same period.
공고 • Sep 02Grupo Clarín S.A. to Report Q2, 2020 Results on Sep 08, 2020Grupo Clarín S.A. announced that they will report Q2, 2020 results at 9:00 AM, Montevideo Standard Time on Sep 08, 2020