View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsTClarke 향후 성장Future 기준 점검 5/6TClarke (는) 각각 연간 34.8% 및 13.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 30.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 20.9% 로 예상됩니다.핵심 정보34.8%이익 성장률30.65%EPS 성장률Construction 이익 성장12.1%매출 성장률13.7%향후 자기자본이익률20.90%애널리스트 커버리지Low마지막 업데이트15 Mar 2024최근 향후 성장 업데이트공고 • Nov 24TClarke plc Provides Earnings Guidance for the Full Year Ending 31 December 2022 and Full Year of 2023Tclarke plc provided earnings guidance for the full year ending 31 December 2022. For the period revenue is expected to be in the region of £410 million; with some £40m of revenue previously expected to be delivered in 2022 now being reprogrammed into 2023. 2022 is expected to be the first time Group revenues have exceeded £400 million. Operating margins (EBIT) are anticipated to be circa 2.8%. As a result of this strong performance, the Group's earnings per share are expected to rise by approximately 27% in 2022 when compared to the prior year.The Group remains on track to deliver £500 million revenues in 2023.공고 • Jan 27TClarke plc Provides Trading Guidance for 2022TClarke plc provided trading guidance for 2022. For the period, the group is expecting turnover to exceed £400 million in 2022 before achieving £500 million by the end of 2023.모든 업데이트 보기Recent updatesUpcoming Dividend • May 09Upcoming dividend of UK£0.045 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.8%).Reported Earnings • Apr 17Full year 2023 earnings released: EPS: UK£0.14 (vs UK£0.20 in FY 2022)Full year 2023 results: EPS: UK£0.14 (down from UK£0.20 in FY 2022). Revenue: UK£491.0m (up 15% from FY 2022). Net income: UK£6.50m (down 23% from FY 2022). Profit margin: 1.3% (down from 2.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Construction industry in Europe.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 34%After last week's 34% share price gain to €1.86, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 33% over the past year.공고 • Apr 17Regent Acquisitions Limited made an offer to acquire TClarke plc for £84.6 million.Regent Acquisitions Limited made an offer to acquire TClarke plc for approximately £84.6 million on April 16, 2024. The consideration will be paid £1.60 per share. The transaction has been approved by the TClarke plc board of directors. The transaction is subject to TClarke plc shareholder , regulatory and court approval. The Scheme is expected to become Effective at the end of the second quarter or early in the third quarter of 2024, subject to the satisfaction or (where applicable) waiver of the Conditions. The Consideration payable by Regent pursuant to the Acquisition will be funded from existing cash resources available to Regent Gas Holdings Limited ("RGHL") and Regent Gas Limited ("RGL") and transferred to Regent pursuant to inter-company loans between RGHL and RGL, and RGHL and Regent. SPARK, in its capacity as financial adviser to Regent, is satisfied that sufficient resources are available to Regent to satisfy in full the Consideration payable to TClarke Shareholders pursuant to the terms of the Acquisition. Simmons & Simmons acted as legal advisor to Regent Acquisitions Limited. Pinsent Masons acted as legal advisor to TClarke plc. Matt Davis, James Keeshan and Adam Dawes of SPARK Advisory Partners Limited acted as financial advisor to Regent Acquisitions Limited. Ben Jeynes, Henrik Persson and Hamish Waller of Cavendish Capital Markets Limited acted as financial advisor to TClarke plc.Declared Dividend • Mar 17Final dividend of UK£0.045 announcedShareholders will receive a dividend of UK£0.045. Ex-date: 16th May 2024 Payment date: 14th June 2024 Dividend yield will be 4.3%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 71% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: UK£0.14 (vs UK£0.20 in FY 2022)Full year 2023 results: EPS: UK£0.14 (down from UK£0.20 in FY 2022). Revenue: UK£491.0m (up 15% from FY 2022). Net income: UK£6.50m (down 23% from FY 2022). Profit margin: 1.3% (down from 2.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Construction industry in Europe.New Risk • Jan 29New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Shareholders have been diluted in the past year (20% increase in shares outstanding). Market cap is less than US$100m (€78.8m market cap, or US$85.2m).공고 • Oct 05+ 2 more updatesTClarke plc, Annual General Meeting, May 02, 2024TClarke plc, Annual General Meeting, May 02, 2024.Upcoming Dividend • Aug 24Upcoming dividend of UK£0.014 per share at 4.1% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (4.0%).New Risk • Jul 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 20% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (20% increase in shares outstanding). Market cap is less than US$100m (€80.4m market cap, or US$88.6m).공고 • Jul 14TClarke plc Declares an Interim Dividend, Payable on 29 September 2023The Board of TClarke plc declared an interim dividend of 1.375 pence per share (2022: 1.250 pence per share) to be paid on 29 September 2023 to shareholders on the register at 1 September 2023.Reported Earnings • Jul 14First half 2023 earnings released: EPS: UK£0.086 (vs UK£0.10 in 1H 2022)First half 2023 results: EPS: UK£0.086 (down from UK£0.10 in 1H 2022). Revenue: UK£207.0m (flat on 1H 2022). Net income: UK£3.70m (down 16% from 1H 2022). Profit margin: 1.8% (down from 2.1% in 1H 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Construction industry in Germany.공고 • Jul 07TClarke plc has completed a Follow-on Equity Offering in the amount of £10.7 million.TClarke plc has completed a Follow-on Equity Offering in the amount of £10.7 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 8,770,492 Price\Range: £1.22 Transaction Features: Regulation S; Subsequent Direct ListingValuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.66, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Construction industry in Europe. Negligible returns to shareholders over past year.공고 • May 10TClarke plc to Report First Half, 2023 Results on Jul 13, 2023TClarke plc announced that they will report first half, 2023 results on Jul 13, 2023Upcoming Dividend • Apr 27Upcoming dividend of UK£0.041 per share at 3.9% yieldEligible shareholders must have bought the stock before 04 May 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (3.9%).Board Change • Apr 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Aysegul Sabanci was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 09Full year 2022 earnings released: EPS: UK£0.20 (vs UK£0.15 in FY 2021)Full year 2022 results: EPS: UK£0.20 (up from UK£0.15 in FY 2021). Revenue: UK£426.0m (up 30% from FY 2021). Net income: UK£8.40m (up 33% from FY 2021). Profit margin: 2.0% (up from 1.9% in FY 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.59, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Construction industry in Europe. Total loss to shareholders of 3.2% over the past year.공고 • Jan 31TClarke plc to Report Fiscal Year 2022 Results on Mar 08, 2023TClarke plc announced that they will report fiscal year 2022 results on Mar 08, 2023공고 • Nov 24TClarke plc Provides Earnings Guidance for the Full Year Ending 31 December 2022 and Full Year of 2023Tclarke plc provided earnings guidance for the full year ending 31 December 2022. For the period revenue is expected to be in the region of £410 million; with some £40m of revenue previously expected to be delivered in 2022 now being reprogrammed into 2023. 2022 is expected to be the first time Group revenues have exceeded £400 million. Operating margins (EBIT) are anticipated to be circa 2.8%. As a result of this strong performance, the Group's earnings per share are expected to rise by approximately 27% in 2022 when compared to the prior year.The Group remains on track to deliver £500 million revenues in 2023.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Aysegul Sabanci was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €1.27, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Construction industry in Europe.Upcoming Dividend • Aug 25Upcoming dividend of UK£0.013 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.1%).Reported Earnings • Jul 15First half 2022 earnings released: EPS: UK£0.10 (vs UK£0.036 in 1H 2021)First half 2022 results: EPS: UK£0.10 (up from UK£0.036 in 1H 2021). Revenue: UK£206.2m (up 49% from 1H 2021). Net income: UK£4.40m (up 193% from 1H 2021). Profit margin: 2.1% (up from 1.1% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 11% growth forecast for the industry in Germany.공고 • Jul 14+ 1 more updateTClarke plc Proposes Interim Dividend, Payable on 30 September 2022TClarke plc Board proposed an interim dividend of 1.25 pence per share (2021: 0.75 pence per share) to be paid on 30 September 2022 to shareholders on the register at 2 September 2022.Reported Earnings • Apr 27Full year 2021 earnings released: EPS: UK£0.15 (vs UK£0.028 in FY 2020)Full year 2021 results: EPS: UK£0.15 (up from UK£0.028 in FY 2020). Revenue: UK£327.1m (up 41% from FY 2020). Net income: UK£6.30m (up 425% from FY 2020). Profit margin: 1.9% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 25%, compared to a 5.8% growth forecast for the industry in Germany.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 an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Jonathan Hook was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.96, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Construction industry in Europe.공고 • Apr 09Tclarke plc Appoints Aysegul Sabanci as an Independent Non-Executive Director with Effect from 1 May 2022TClarke plc announced that Aysegul Sabanci has been appointed as an Independent Non-Executive Director of the Company with effect from 1stMay 2022. She will also be joining the Audit, Remuneration and Nomination Committees of the Company.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improved over the past weekAfter last week's 25% share price gain to €1.76, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Construction industry in Europe.공고 • Mar 10+ 1 more updateTclarke plc Proposes Final Dividend for the Fiscal Year 2021, Payable on May 20, 2022The Board of TClarke plc is proposing a final dividend of 4.1 pence (2020: 3.65 pence) which if approved at the AGM will be recorded and paid on May 20, 2022. Total proposed dividend therefore rises to 4.85 pence (2020: 4.4 pence), an increase of 10%. Subject to approval at the Annual General Meeting, the final dividend will be paid on May 20, 2022 to shareholders on the register as at April 22, 2022. The shares will go ex-dividend on April 21, 2022.Reported Earnings • Mar 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.15 (up from UK£0.028 in FY 2020). Revenue: UK£327.1m (up 41% from FY 2020). Net income: UK£6.30m (up 425% from FY 2020). Profit margin: 1.9% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 25%, compared to a 5.4% growth forecast for the industry in Germany.공고 • Jan 27TClarke plc Provides Trading Guidance for 2022TClarke plc provided trading guidance for 2022. For the period, the group is expecting turnover to exceed £400 million in 2022 before achieving £500 million by the end of 2023.Board Change • Dec 08Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Jonathan Hook was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측DB:86R - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202565014512112/31/20246001317112/31/2023491789N/A9/30/2023459768N/A6/30/2023427835N/A3/31/2023426857N/A12/31/20224268911N/A9/30/20224119910N/A6/30/20223959910N/A3/31/2022361845N/A12/31/20213276-1-1N/A9/30/2021296500N/A6/30/2021264401N/A3/31/2021248322N/A12/31/2020232144N/A9/30/2020251266N/A6/30/2020269388N/A3/31/2020302566N/A12/31/2019335844N/A9/30/2019340733N/A6/30/2019345723N/A3/31/2019336633N/A12/31/2018327634N/A9/30/2018324745N/A6/30/2018322756N/A3/31/2018317657N/A12/31/2017311657N/A9/30/20173064N/A5N/A6/30/20173003N/A4N/A3/31/20172893N/A4N/A12/31/20162793N/A4N/A9/30/20162683N/AN/AN/A6/30/20162573N/A11N/A3/31/20162503N/A7N/A12/31/20152423N/A3N/A6/30/20152050N/A-3N/A3/31/20152070N/A1N/A12/31/2014208-1N/A5N/A9/30/2014220N/AN/A-3N/A6/30/20142121N/A-10N/A3/31/20142151N/A-7N/A12/31/20132171N/A-3N/A9/30/20132171N/A3N/A6/30/20132181N/A9N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 86R 의 연간 예상 수익 증가율(34.8%)이 saving rate(0.7%)보다 높습니다.수익 vs 시장: 86R 의 연간 수익(34.8%)이 German 시장(15.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 86R 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 86R 의 수익(연간 13.7%)이 German 시장(연간 6.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 86R 의 수익(연간 13.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 86R의 자본 수익률은 3년 후 20.9%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/06/26 09:23종가2024/06/26 00:00수익2023/12/31연간 수익2023/12/31데이터 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 소스TClarke plc는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew GibbCavendishJames TetleySinger Capital Markets
공고 • Nov 24TClarke plc Provides Earnings Guidance for the Full Year Ending 31 December 2022 and Full Year of 2023Tclarke plc provided earnings guidance for the full year ending 31 December 2022. For the period revenue is expected to be in the region of £410 million; with some £40m of revenue previously expected to be delivered in 2022 now being reprogrammed into 2023. 2022 is expected to be the first time Group revenues have exceeded £400 million. Operating margins (EBIT) are anticipated to be circa 2.8%. As a result of this strong performance, the Group's earnings per share are expected to rise by approximately 27% in 2022 when compared to the prior year.The Group remains on track to deliver £500 million revenues in 2023.
공고 • Jan 27TClarke plc Provides Trading Guidance for 2022TClarke plc provided trading guidance for 2022. For the period, the group is expecting turnover to exceed £400 million in 2022 before achieving £500 million by the end of 2023.
Upcoming Dividend • May 09Upcoming dividend of UK£0.045 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.8%).
Reported Earnings • Apr 17Full year 2023 earnings released: EPS: UK£0.14 (vs UK£0.20 in FY 2022)Full year 2023 results: EPS: UK£0.14 (down from UK£0.20 in FY 2022). Revenue: UK£491.0m (up 15% from FY 2022). Net income: UK£6.50m (down 23% from FY 2022). Profit margin: 1.3% (down from 2.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Construction industry in Europe.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 34%After last week's 34% share price gain to €1.86, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 33% over the past year.
공고 • Apr 17Regent Acquisitions Limited made an offer to acquire TClarke plc for £84.6 million.Regent Acquisitions Limited made an offer to acquire TClarke plc for approximately £84.6 million on April 16, 2024. The consideration will be paid £1.60 per share. The transaction has been approved by the TClarke plc board of directors. The transaction is subject to TClarke plc shareholder , regulatory and court approval. The Scheme is expected to become Effective at the end of the second quarter or early in the third quarter of 2024, subject to the satisfaction or (where applicable) waiver of the Conditions. The Consideration payable by Regent pursuant to the Acquisition will be funded from existing cash resources available to Regent Gas Holdings Limited ("RGHL") and Regent Gas Limited ("RGL") and transferred to Regent pursuant to inter-company loans between RGHL and RGL, and RGHL and Regent. SPARK, in its capacity as financial adviser to Regent, is satisfied that sufficient resources are available to Regent to satisfy in full the Consideration payable to TClarke Shareholders pursuant to the terms of the Acquisition. Simmons & Simmons acted as legal advisor to Regent Acquisitions Limited. Pinsent Masons acted as legal advisor to TClarke plc. Matt Davis, James Keeshan and Adam Dawes of SPARK Advisory Partners Limited acted as financial advisor to Regent Acquisitions Limited. Ben Jeynes, Henrik Persson and Hamish Waller of Cavendish Capital Markets Limited acted as financial advisor to TClarke plc.
Declared Dividend • Mar 17Final dividend of UK£0.045 announcedShareholders will receive a dividend of UK£0.045. Ex-date: 16th May 2024 Payment date: 14th June 2024 Dividend yield will be 4.3%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 71% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: UK£0.14 (vs UK£0.20 in FY 2022)Full year 2023 results: EPS: UK£0.14 (down from UK£0.20 in FY 2022). Revenue: UK£491.0m (up 15% from FY 2022). Net income: UK£6.50m (down 23% from FY 2022). Profit margin: 1.3% (down from 2.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Construction industry in Europe.
New Risk • Jan 29New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Shareholders have been diluted in the past year (20% increase in shares outstanding). Market cap is less than US$100m (€78.8m market cap, or US$85.2m).
공고 • Oct 05+ 2 more updatesTClarke plc, Annual General Meeting, May 02, 2024TClarke plc, Annual General Meeting, May 02, 2024.
Upcoming Dividend • Aug 24Upcoming dividend of UK£0.014 per share at 4.1% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (4.0%).
New Risk • Jul 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 20% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (20% increase in shares outstanding). Market cap is less than US$100m (€80.4m market cap, or US$88.6m).
공고 • Jul 14TClarke plc Declares an Interim Dividend, Payable on 29 September 2023The Board of TClarke plc declared an interim dividend of 1.375 pence per share (2022: 1.250 pence per share) to be paid on 29 September 2023 to shareholders on the register at 1 September 2023.
Reported Earnings • Jul 14First half 2023 earnings released: EPS: UK£0.086 (vs UK£0.10 in 1H 2022)First half 2023 results: EPS: UK£0.086 (down from UK£0.10 in 1H 2022). Revenue: UK£207.0m (flat on 1H 2022). Net income: UK£3.70m (down 16% from 1H 2022). Profit margin: 1.8% (down from 2.1% in 1H 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Construction industry in Germany.
공고 • Jul 07TClarke plc has completed a Follow-on Equity Offering in the amount of £10.7 million.TClarke plc has completed a Follow-on Equity Offering in the amount of £10.7 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 8,770,492 Price\Range: £1.22 Transaction Features: Regulation S; Subsequent Direct Listing
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.66, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Construction industry in Europe. Negligible returns to shareholders over past year.
공고 • May 10TClarke plc to Report First Half, 2023 Results on Jul 13, 2023TClarke plc announced that they will report first half, 2023 results on Jul 13, 2023
Upcoming Dividend • Apr 27Upcoming dividend of UK£0.041 per share at 3.9% yieldEligible shareholders must have bought the stock before 04 May 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (3.9%).
Board Change • Apr 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Aysegul Sabanci was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 09Full year 2022 earnings released: EPS: UK£0.20 (vs UK£0.15 in FY 2021)Full year 2022 results: EPS: UK£0.20 (up from UK£0.15 in FY 2021). Revenue: UK£426.0m (up 30% from FY 2021). Net income: UK£8.40m (up 33% from FY 2021). Profit margin: 2.0% (up from 1.9% in FY 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.59, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Construction industry in Europe. Total loss to shareholders of 3.2% over the past year.
공고 • Jan 31TClarke plc to Report Fiscal Year 2022 Results on Mar 08, 2023TClarke plc announced that they will report fiscal year 2022 results on Mar 08, 2023
공고 • Nov 24TClarke plc Provides Earnings Guidance for the Full Year Ending 31 December 2022 and Full Year of 2023Tclarke plc provided earnings guidance for the full year ending 31 December 2022. For the period revenue is expected to be in the region of £410 million; with some £40m of revenue previously expected to be delivered in 2022 now being reprogrammed into 2023. 2022 is expected to be the first time Group revenues have exceeded £400 million. Operating margins (EBIT) are anticipated to be circa 2.8%. As a result of this strong performance, the Group's earnings per share are expected to rise by approximately 27% in 2022 when compared to the prior year.The Group remains on track to deliver £500 million revenues in 2023.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Aysegul Sabanci was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €1.27, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Construction industry in Europe.
Upcoming Dividend • Aug 25Upcoming dividend of UK£0.013 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.1%).
Reported Earnings • Jul 15First half 2022 earnings released: EPS: UK£0.10 (vs UK£0.036 in 1H 2021)First half 2022 results: EPS: UK£0.10 (up from UK£0.036 in 1H 2021). Revenue: UK£206.2m (up 49% from 1H 2021). Net income: UK£4.40m (up 193% from 1H 2021). Profit margin: 2.1% (up from 1.1% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 11% growth forecast for the industry in Germany.
공고 • Jul 14+ 1 more updateTClarke plc Proposes Interim Dividend, Payable on 30 September 2022TClarke plc Board proposed an interim dividend of 1.25 pence per share (2021: 0.75 pence per share) to be paid on 30 September 2022 to shareholders on the register at 2 September 2022.
Reported Earnings • Apr 27Full year 2021 earnings released: EPS: UK£0.15 (vs UK£0.028 in FY 2020)Full year 2021 results: EPS: UK£0.15 (up from UK£0.028 in FY 2020). Revenue: UK£327.1m (up 41% from FY 2020). Net income: UK£6.30m (up 425% from FY 2020). Profit margin: 1.9% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 25%, compared to a 5.8% growth forecast for the industry in Germany.
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 an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Jonathan Hook was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.96, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Construction industry in Europe.
공고 • Apr 09Tclarke plc Appoints Aysegul Sabanci as an Independent Non-Executive Director with Effect from 1 May 2022TClarke plc announced that Aysegul Sabanci has been appointed as an Independent Non-Executive Director of the Company with effect from 1stMay 2022. She will also be joining the Audit, Remuneration and Nomination Committees of the Company.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improved over the past weekAfter last week's 25% share price gain to €1.76, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Construction industry in Europe.
공고 • Mar 10+ 1 more updateTclarke plc Proposes Final Dividend for the Fiscal Year 2021, Payable on May 20, 2022The Board of TClarke plc is proposing a final dividend of 4.1 pence (2020: 3.65 pence) which if approved at the AGM will be recorded and paid on May 20, 2022. Total proposed dividend therefore rises to 4.85 pence (2020: 4.4 pence), an increase of 10%. Subject to approval at the Annual General Meeting, the final dividend will be paid on May 20, 2022 to shareholders on the register as at April 22, 2022. The shares will go ex-dividend on April 21, 2022.
Reported Earnings • Mar 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.15 (up from UK£0.028 in FY 2020). Revenue: UK£327.1m (up 41% from FY 2020). Net income: UK£6.30m (up 425% from FY 2020). Profit margin: 1.9% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 25%, compared to a 5.4% growth forecast for the industry in Germany.
공고 • Jan 27TClarke plc Provides Trading Guidance for 2022TClarke plc provided trading guidance for 2022. For the period, the group is expecting turnover to exceed £400 million in 2022 before achieving £500 million by the end of 2023.
Board Change • Dec 08Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Jonathan Hook was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.