View ValuationRobert Walters 향후 성장Future 기준 점검 3/6Robert Walters (는) 각각 연간 80.5% 및 0.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 80.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.8% 로 예상됩니다.핵심 정보80.5%이익 성장률80.46%EPS 성장률Professional Services 이익 성장11.4%매출 성장률0.6%향후 자기자본이익률5.75%애널리스트 커버리지Low마지막 업데이트15 Apr 2026최근 향후 성장 업데이트공시 • Jun 14Robert Walters plc Provides Earnings Guidance for the Year Ending 31 December 2023Robert Walters plc provided earnings guidance for the year ending 31 December 2023. The company considers that profit for the full year ending 31 December 2023 will be significantly lower than current market expectations.모든 업데이트 보기Recent updates공시 • May 02Robert Walters plc Announces Board and Committee AppointmentsRobert Walters plc announced that Matt Ashley has been appointed as Senior Independent Director, Michaela Tod as Remuneration Committee Chair, and Jane Hesmondhalgh as Non-Executive Director with specific responsibility for workforce engagement. Each will continue to serve on the Audit & Risk, Nominations and Remuneration Committees to which Andrew Rashbass has now also been appointed as a member.공시 • Mar 30+ 1 more updateRobert Walters plc Announces CFO Changes, Effective March 30, 2026Robert Walters PLC announced that David Bower, its Chief Financial Officer, has decided to retire and step down from the Board. Following this decision, the company has appointed Jonathan Solesbury as its interim CFO. These changes will take place with immediate effect from March 30, 2026, although David Bower will remain available to the business through a period of transition. A search for a permanent CFO will commence in due course. Jonathan Solesbury is a Board-level senior finance executive with extensive experience across Europe, the Americas, Asia and Africa. After 22 years of senior international roles at SABMiller plc, Jonathan was instrumental in the turnaround of C&C Group plc as its CFO, of Aryzta AG as its interim CFO, and of Greencore Group plc as its interim CFO. Jonathan brings to the company extensive experience of transformational change programmes, and will work closely with Chief Executive, Toby Fowlston, and the rest of the management team in this non-Board role as the company continues its key initiatives to strengthen the business.공시 • Mar 11Robert Walters plc, Annual General Meeting, Apr 30, 2026Robert Walters plc, Annual General Meeting, Apr 30, 2026. Location: 11 slingsby place, st martins courtyard, wc2e 9ab, london United Kingdom공시 • Nov 26Robert Walters plc to Report Fiscal Year 2025 Results on Mar 11, 2026Robert Walters plc announced that they will report fiscal year 2025 results on Mar 11, 2026공시 • Jul 15Robert Walters plc to Report First Half, 2025 Results on Jul 31, 2025Robert Walters plc announced that they will report first half, 2025 results on Jul 31, 2025공시 • Apr 29Robert Walters plc Approves Final DividendRobert Walters plc at its AGM held on April 29, 2025 declared a final dividend of 17.0p per ordinary Share.공시 • Mar 06+ 1 more updateRobert Walters plc, Annual General Meeting, Apr 29, 2025Robert Walters plc, Annual General Meeting, Apr 29, 2025. Location: 11 slingsby place, st martins courtyard, wc2e 9ab, london United Kingdom공시 • Dec 12Robert Walters plc to Report Fiscal Year 2024 Results on Mar 06, 2025Robert Walters plc announced that they will report fiscal year 2024 results on Mar 06, 2025Recent Insider Transactions • Oct 27CFO & Director recently bought €89k worth of stockOn the 23rd of October, David Bower bought around 20k shares on-market at roughly €4.47 per share. This transaction increased David's direct individual holding by 2x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €111k. This was David's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €4.78, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.35 per share.Upcoming Dividend • Aug 22Upcoming dividend of UK£0.065 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 27 September 2024. The company is paying out more than 100% of its profits and is paying out 79% of its cash flow. Trailing yield: 6.6%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).Recent Insider Transactions • Aug 05Independent Non-Executive Chairman recently bought €111k worth of stockOn the 2nd of August, Philippe Van de Walle bought around 25k shares on-market at roughly €4.44 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Philippe has been a buyer over the last 12 months, purchasing a net total of €162k worth in shares.Declared Dividend • Aug 04First half dividend of UK£0.065 announcedShareholders will receive a dividend of UK£0.065. Ex-date: 29th August 2024 Payment date: 27th September 2024 Dividend yield will be 6.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (269% earnings payout ratio). However, it is covered by cash flows (79% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 199% to bring the payout ratio under control. EPS is expected to grow by 329% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공시 • Aug 02Robert Walters plc Declares Interim Dividend, Payable on 27 September 2024Robert Walters plc announced that Board has declared an interim dividend of 6.5 pence per share (H1 2023: 6.5 pence per share), which will be paid on 27 September 2024 to shareholders on the register on 30 August 2024.공시 • Jun 08Robert Walters plc to Report First Half, 2024 Results on Aug 01, 2024Robert Walters plc announced that they will report first half, 2024 results on Aug 01, 2024New Risk • May 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (117% payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change). Profit margins are more than 30% lower than last year (1.3% net profit margin).Upcoming Dividend • Apr 25Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 31 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.4%).Declared Dividend • Mar 10Final dividend of UK£0.17 announcedShareholders will receive a dividend of UK£0.17. Ex-date: 30th April 2024 Payment date: 31st May 2024 Dividend yield will be 5.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 136% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Mar 09Robert Walters plc Proposes Final Dividend for the Year 2023, Payable on 31 May 2024Robert Walters plc Proposed final dividend of 17.0 pence per share for the year 2023, taking the total dividend for the year to 23.5 pence per share for 2023 (2022: 23.5 pence), The proposed final dividend of £11.2 million is subject to approval by shareholders at the Annual General Meeting and has not been included as a liability in these financial statements. The final dividend, if approved, will be paid on 31 May 2024 to those shareholders on the register as at 1 May 2024.Reported Earnings • Mar 08Full year 2023 earnings released: EPS: UK£0.20 (vs UK£0.56 in FY 2022)Full year 2023 results: EPS: UK£0.20 (down from UK£0.56 in FY 2022). Revenue: UK£1.06b (down 3.2% from FY 2022). Net income: UK£13.4m (down 66% from FY 2022). Profit margin: 1.3% (down from 3.6% in FY 2022). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Professional Services industry in Europe.공시 • Mar 07Robert Walters plc, Annual General Meeting, Apr 30, 2024Robert Walters plc, Annual General Meeting, Apr 30, 2024. Location: 11 Slingsby Place, St Martin's Courtyard London United Kingdom Agenda: To consider the final dividend of £11.2m.공시 • Jan 11Robert Walters plc to Report Fiscal Year 2023 Results on Mar 07, 2024Robert Walters plc announced that they will report fiscal year 2023 results on Mar 07, 2024Upcoming Dividend • Aug 24Upcoming dividend of UK£0.065 per share at 6.6% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).New Risk • Aug 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. 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. Profit margins are more than 30% lower than last year (2.3% net profit margin).Reported Earnings • Aug 02First half 2023 earnings released: EPS: UK£0.078 (vs UK£0.28 in 1H 2022)First half 2023 results: EPS: UK£0.078 (down from UK£0.28 in 1H 2022). Revenue: UK£548.3m (up 1.8% from 1H 2022). Net income: UK£5.30m (down 73% from 1H 2022). Profit margin: 1.0% (down from 3.6% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Professional Services industry in Europe.공시 • Jul 27+ 1 more updateRobert Walters plc Announces Executive ChangesRobert Walters plc announced that David Bower will join the Group and the plc Board as Chief Financial Officer (CFO) on 4 September 2023. Current CFO, Alan Bannatyne, has decided to retire and will step down from the Board on 1 September 2023. David was previously CFO of Homeserve plc, a FTSE 100 services business, where he worked for 18 years and held a number of senior divisional and group finance roles before being appointed group CFO in 2017. Before joining Homeserve, David spent 12 years at Arthur Andersen (later Deloitte LLP), where he qualified as a Chartered Accountant.New Risk • Jul 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. High level of non-cash earnings (25% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.공시 • Jul 07Robert Walters plc to Report First Half, 2023 Results on Aug 01, 2023Robert Walters plc announced that they will report first half, 2023 results on Aug 01, 2023Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Michaela Tod was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Jun 14Robert Walters plc Provides Earnings Guidance for the Year Ending 31 December 2023Robert Walters plc provided earnings guidance for the year ending 31 December 2023. The company considers that profit for the full year ending 31 December 2023 will be significantly lower than current market expectations.공시 • May 19Robert Walters plc Announces Directorate Changes, with Effect from 1 June 2023Robert Walters plc, announced the following Board changes. Steven Cooper, a Non-Executive Director of the Company since 2018, has notified that he will be stepping down from the Board with effect from 1 June 2023 due to upcoming regulatory requirements relating to his role as Chief Executive Officer of Aldermore Group. The Board is sorry to see Steven depart and records its appreciation for his invaluable contributions to the Company over the five years of his tenure. The Company also announced that Michaela Tod and Jane Hesmondhalgh have been appointed to the Board as independent Non-Executive Directors with effect from 1 June 2023. Michaela is an experienced Board member and is currently a Non-Executive Director ofpublicly quoted MYT Netherlands Parent B.V. andAUGA Group AB. Michaela's executive career spanned the consumer products industry including senior executive positions at Dyson where she spent 14 years and latterly served as President of Greater China and Director of Marketing and Direct to Consumer in Japan. More recently, Michaela served as Co-Chief Executive ofProSiebenSat.1Entertainment.Prior to Dyson, Michaela held senior positions at Grey Group and FCB Global. Jane is an experienced senior executive with wide ranging and international experience across the technology sector. Jane is currently Corporate Vice President within Microsoft's Global Commercial business and has held other senior finance positions across Microsoft including Chief Financial Officer, Microsoft International and Chief Financial Officer, Microsoft Global Consumer Business. Prior to joining Microsoft, Jane held senior finance positions at Palm Inc., 3Com, and Boeing.Upcoming Dividend • Apr 21Upcoming dividend of UK£0.17 per share at 5.7% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 5.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.7%).Reported Earnings • Mar 11Full year 2022 earnings released: EPS: UK£0.56 (vs UK£0.46 in FY 2021)Full year 2022 results: EPS: UK£0.56 (up from UK£0.46 in FY 2021). Revenue: UK£1.10b (up 13% from FY 2021). Net income: UK£39.1m (up 17% from FY 2021). Profit margin: 3.6% (in line with FY 2021). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe.공시 • Jan 10+ 1 more updateRobert Walters plc to Report Fiscal Year 2022 Results on Mar 09, 2023Robert Walters plc announced that they will report fiscal year 2022 results on Mar 09, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Non-Executive Director Steven Cooper was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Oct 11Robert Walters plc Announces Board Changes, Effective 1 November 2022Robert Walters plc announced that after a comprehensive search and selection process, Leslie Van de Walle has been appointed as Non-Executive Chair and will join the Board on 1 November 2022. Leslie will succeed Interim Chair Tanith Dodge who will remain on the Board as Senior Independent Non-Executive Director. Leslie is a Non-Executive Director of HSBC UK Bank plc and will join the board of Greencore Group plc as Chair Designate in December 2022. He is also currently Chair of Euromoney Institutional Investor plc. Leslie has held various non-executive roles and was previously Chair of SIG plc, as well as Deputy Chair at Crest Nicholson Holdings and Senior Independent Director of DCC plc. He also served as Chair of the Robert Walters Group between 2012 and 2018. Leslie's executive career has included serving as Group Chief Executive Officer at Rexam plc and Chief Executive Officer at United Biscuits plc.Upcoming Dividend • Aug 25Upcoming dividend of UK£0.065 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 41% and the cash payout ratio is 97%. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.6%).Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£15.1m from profit in 1H 2021). Profit margin: (down from 3.2% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 19%, compared to a 10.0% growth forecast for the industry in Germany.공시 • Jul 28+ 1 more updateRobert Walters plc (LSE:RWA) announces an Equity Buyback for £10 million worth of its shares.Robert Walters plc (LSE:RWA) announces a share repurchase program. Under the program, the company will repurchase up to £10 million worth of its shares. The repurchased shares will be cancelled.공시 • Jul 07+ 1 more updateRobert Walters plc to Report First Half, 2022 Results on Jul 28, 2022Robert Walters plc announced that they will report first half, 2022 results on Jul 28, 2022Board Change • Apr 27Less 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 Steven Cooper was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 14Upcoming dividend of UK£0.15 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.9%). Higher than average of industry peers (2.3%).공시 • Mar 10Robert Walters plc Proposes Final Dividend, Payable on May 20, 2022The Board of Robert Walters plc will be recommending a 36% increase in the final dividend to 15.0 pence per share, which combined with the interim dividend of 5.4 pence per share would result in a 32% increase in the total dividend to 20.4 pence per share (2020: 15.5 pence). The final dividend, if approved, will be paid on 20 May 2022 to those shareholders on the register as at 22 April 2022.Reported Earnings • Mar 09Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£0.46 (up from UK£0.08 in FY 2020). Revenue: UK£970.7m (up 3.4% from FY 2020). Net income: UK£33.5m (up 488% from FY 2020). Profit margin: 3.5% (up from 0.6% in FY 2020). Revenue missed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 31%, compared to a 9.3% growth forecast for the industry in Germany.Board Change • Dec 25Less 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 Steven Cooper was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Aug 06Founder recently sold €3.3m worth of stockOn the 3rd of August, Robert Walters sold around 425k shares on-market at roughly €7.74 per share. This was the largest sale by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.Reported Earnings • Jul 28First half 2021 earnings released: EPS UK£0.21 (vs UK£0.039 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: UK£468.2m (down 5.7% from 1H 2020). Net income: UK£15.1m (up 439% from 1H 2020). Profit margin: 3.2% (up from 0.6% in 1H 2020). The increase in margin was driven by lower expenses.이익 및 매출 성장 예측DB:RBW - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202878561016212/31/2027740-438212/31/2026705-21-12212/31/2025781-27410N/A9/30/2025808-211018N/A6/30/2025836-151726N/A3/31/2025864-101323N/A12/31/2024892-61020N/A9/30/202493401526N/A6/30/202497562032N/A3/31/20241,020102539N/A12/31/20231,064133046N/A9/30/20231,087193552N/A6/30/20231,109254058N/A3/31/20231,104323148N/A12/31/20221,100392238N/A9/30/20221,070381934N/A6/30/20221,041381530N/A3/31/20221,006361832N/A12/31/2021971342034N/A9/30/2021940263143N/A6/30/2021910184253N/A3/31/2021924126676N/A12/31/202093868999N/A9/30/20201,008148897N/A6/30/20201,078228795N/A3/31/20201,147287483N/A12/31/20191,216346070N/A9/30/20191,22935N/A72N/A6/30/20191,24236N/A74N/A3/31/20191,23836N/A68N/A12/31/20181,23336N/A63N/A9/30/20181,23134N/A42N/A6/30/20181,22933N/A22N/A3/31/20181,19731N/A27N/A12/31/20171,16629N/A32N/A9/30/20171,13826N/A34N/A6/30/20171,11023N/A37N/A3/31/20171,05422N/A33N/A12/31/201699920N/A29N/A9/30/201694318N/A22N/A6/30/201688717N/A15N/A3/31/201685016N/A15N/A12/31/201581315N/A16N/A9/30/201578015N/A15N/A6/30/201574714N/A15N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: RBW 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(1.9%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: RBW (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: RBW 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: RBW 의 수익(연간 0.6%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: RBW 의 수익(연간 0.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: RBW의 자본 수익률은 3년 후 5.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCommercial-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 04:00종가2026/05/22 00:00수익2025/12/31연간 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스Robert Walters plc는 9명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Konrad ZomerBerenbergJames GilbertCanaccord GenuitySteven WoolfDeutsche Bank6명의 분석가 더 보기
공시 • Jun 14Robert Walters plc Provides Earnings Guidance for the Year Ending 31 December 2023Robert Walters plc provided earnings guidance for the year ending 31 December 2023. The company considers that profit for the full year ending 31 December 2023 will be significantly lower than current market expectations.
공시 • May 02Robert Walters plc Announces Board and Committee AppointmentsRobert Walters plc announced that Matt Ashley has been appointed as Senior Independent Director, Michaela Tod as Remuneration Committee Chair, and Jane Hesmondhalgh as Non-Executive Director with specific responsibility for workforce engagement. Each will continue to serve on the Audit & Risk, Nominations and Remuneration Committees to which Andrew Rashbass has now also been appointed as a member.
공시 • Mar 30+ 1 more updateRobert Walters plc Announces CFO Changes, Effective March 30, 2026Robert Walters PLC announced that David Bower, its Chief Financial Officer, has decided to retire and step down from the Board. Following this decision, the company has appointed Jonathan Solesbury as its interim CFO. These changes will take place with immediate effect from March 30, 2026, although David Bower will remain available to the business through a period of transition. A search for a permanent CFO will commence in due course. Jonathan Solesbury is a Board-level senior finance executive with extensive experience across Europe, the Americas, Asia and Africa. After 22 years of senior international roles at SABMiller plc, Jonathan was instrumental in the turnaround of C&C Group plc as its CFO, of Aryzta AG as its interim CFO, and of Greencore Group plc as its interim CFO. Jonathan brings to the company extensive experience of transformational change programmes, and will work closely with Chief Executive, Toby Fowlston, and the rest of the management team in this non-Board role as the company continues its key initiatives to strengthen the business.
공시 • Mar 11Robert Walters plc, Annual General Meeting, Apr 30, 2026Robert Walters plc, Annual General Meeting, Apr 30, 2026. Location: 11 slingsby place, st martins courtyard, wc2e 9ab, london United Kingdom
공시 • Nov 26Robert Walters plc to Report Fiscal Year 2025 Results on Mar 11, 2026Robert Walters plc announced that they will report fiscal year 2025 results on Mar 11, 2026
공시 • Jul 15Robert Walters plc to Report First Half, 2025 Results on Jul 31, 2025Robert Walters plc announced that they will report first half, 2025 results on Jul 31, 2025
공시 • Apr 29Robert Walters plc Approves Final DividendRobert Walters plc at its AGM held on April 29, 2025 declared a final dividend of 17.0p per ordinary Share.
공시 • Mar 06+ 1 more updateRobert Walters plc, Annual General Meeting, Apr 29, 2025Robert Walters plc, Annual General Meeting, Apr 29, 2025. Location: 11 slingsby place, st martins courtyard, wc2e 9ab, london United Kingdom
공시 • Dec 12Robert Walters plc to Report Fiscal Year 2024 Results on Mar 06, 2025Robert Walters plc announced that they will report fiscal year 2024 results on Mar 06, 2025
Recent Insider Transactions • Oct 27CFO & Director recently bought €89k worth of stockOn the 23rd of October, David Bower bought around 20k shares on-market at roughly €4.47 per share. This transaction increased David's direct individual holding by 2x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €111k. This was David's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €4.78, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.35 per share.
Upcoming Dividend • Aug 22Upcoming dividend of UK£0.065 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 27 September 2024. The company is paying out more than 100% of its profits and is paying out 79% of its cash flow. Trailing yield: 6.6%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).
Recent Insider Transactions • Aug 05Independent Non-Executive Chairman recently bought €111k worth of stockOn the 2nd of August, Philippe Van de Walle bought around 25k shares on-market at roughly €4.44 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Philippe has been a buyer over the last 12 months, purchasing a net total of €162k worth in shares.
Declared Dividend • Aug 04First half dividend of UK£0.065 announcedShareholders will receive a dividend of UK£0.065. Ex-date: 29th August 2024 Payment date: 27th September 2024 Dividend yield will be 6.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (269% earnings payout ratio). However, it is covered by cash flows (79% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 199% to bring the payout ratio under control. EPS is expected to grow by 329% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공시 • Aug 02Robert Walters plc Declares Interim Dividend, Payable on 27 September 2024Robert Walters plc announced that Board has declared an interim dividend of 6.5 pence per share (H1 2023: 6.5 pence per share), which will be paid on 27 September 2024 to shareholders on the register on 30 August 2024.
공시 • Jun 08Robert Walters plc to Report First Half, 2024 Results on Aug 01, 2024Robert Walters plc announced that they will report first half, 2024 results on Aug 01, 2024
New Risk • May 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (117% payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change). Profit margins are more than 30% lower than last year (1.3% net profit margin).
Upcoming Dividend • Apr 25Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 31 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.4%).
Declared Dividend • Mar 10Final dividend of UK£0.17 announcedShareholders will receive a dividend of UK£0.17. Ex-date: 30th April 2024 Payment date: 31st May 2024 Dividend yield will be 5.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 136% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Mar 09Robert Walters plc Proposes Final Dividend for the Year 2023, Payable on 31 May 2024Robert Walters plc Proposed final dividend of 17.0 pence per share for the year 2023, taking the total dividend for the year to 23.5 pence per share for 2023 (2022: 23.5 pence), The proposed final dividend of £11.2 million is subject to approval by shareholders at the Annual General Meeting and has not been included as a liability in these financial statements. The final dividend, if approved, will be paid on 31 May 2024 to those shareholders on the register as at 1 May 2024.
Reported Earnings • Mar 08Full year 2023 earnings released: EPS: UK£0.20 (vs UK£0.56 in FY 2022)Full year 2023 results: EPS: UK£0.20 (down from UK£0.56 in FY 2022). Revenue: UK£1.06b (down 3.2% from FY 2022). Net income: UK£13.4m (down 66% from FY 2022). Profit margin: 1.3% (down from 3.6% in FY 2022). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Professional Services industry in Europe.
공시 • Mar 07Robert Walters plc, Annual General Meeting, Apr 30, 2024Robert Walters plc, Annual General Meeting, Apr 30, 2024. Location: 11 Slingsby Place, St Martin's Courtyard London United Kingdom Agenda: To consider the final dividend of £11.2m.
공시 • Jan 11Robert Walters plc to Report Fiscal Year 2023 Results on Mar 07, 2024Robert Walters plc announced that they will report fiscal year 2023 results on Mar 07, 2024
Upcoming Dividend • Aug 24Upcoming dividend of UK£0.065 per share at 6.6% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).
New Risk • Aug 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. 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. Profit margins are more than 30% lower than last year (2.3% net profit margin).
Reported Earnings • Aug 02First half 2023 earnings released: EPS: UK£0.078 (vs UK£0.28 in 1H 2022)First half 2023 results: EPS: UK£0.078 (down from UK£0.28 in 1H 2022). Revenue: UK£548.3m (up 1.8% from 1H 2022). Net income: UK£5.30m (down 73% from 1H 2022). Profit margin: 1.0% (down from 3.6% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Professional Services industry in Europe.
공시 • Jul 27+ 1 more updateRobert Walters plc Announces Executive ChangesRobert Walters plc announced that David Bower will join the Group and the plc Board as Chief Financial Officer (CFO) on 4 September 2023. Current CFO, Alan Bannatyne, has decided to retire and will step down from the Board on 1 September 2023. David was previously CFO of Homeserve plc, a FTSE 100 services business, where he worked for 18 years and held a number of senior divisional and group finance roles before being appointed group CFO in 2017. Before joining Homeserve, David spent 12 years at Arthur Andersen (later Deloitte LLP), where he qualified as a Chartered Accountant.
New Risk • Jul 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. High level of non-cash earnings (25% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
공시 • Jul 07Robert Walters plc to Report First Half, 2023 Results on Aug 01, 2023Robert Walters plc announced that they will report first half, 2023 results on Aug 01, 2023
Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Michaela Tod was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Jun 14Robert Walters plc Provides Earnings Guidance for the Year Ending 31 December 2023Robert Walters plc provided earnings guidance for the year ending 31 December 2023. The company considers that profit for the full year ending 31 December 2023 will be significantly lower than current market expectations.
공시 • May 19Robert Walters plc Announces Directorate Changes, with Effect from 1 June 2023Robert Walters plc, announced the following Board changes. Steven Cooper, a Non-Executive Director of the Company since 2018, has notified that he will be stepping down from the Board with effect from 1 June 2023 due to upcoming regulatory requirements relating to his role as Chief Executive Officer of Aldermore Group. The Board is sorry to see Steven depart and records its appreciation for his invaluable contributions to the Company over the five years of his tenure. The Company also announced that Michaela Tod and Jane Hesmondhalgh have been appointed to the Board as independent Non-Executive Directors with effect from 1 June 2023. Michaela is an experienced Board member and is currently a Non-Executive Director ofpublicly quoted MYT Netherlands Parent B.V. andAUGA Group AB. Michaela's executive career spanned the consumer products industry including senior executive positions at Dyson where she spent 14 years and latterly served as President of Greater China and Director of Marketing and Direct to Consumer in Japan. More recently, Michaela served as Co-Chief Executive ofProSiebenSat.1Entertainment.Prior to Dyson, Michaela held senior positions at Grey Group and FCB Global. Jane is an experienced senior executive with wide ranging and international experience across the technology sector. Jane is currently Corporate Vice President within Microsoft's Global Commercial business and has held other senior finance positions across Microsoft including Chief Financial Officer, Microsoft International and Chief Financial Officer, Microsoft Global Consumer Business. Prior to joining Microsoft, Jane held senior finance positions at Palm Inc., 3Com, and Boeing.
Upcoming Dividend • Apr 21Upcoming dividend of UK£0.17 per share at 5.7% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 5.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.7%).
Reported Earnings • Mar 11Full year 2022 earnings released: EPS: UK£0.56 (vs UK£0.46 in FY 2021)Full year 2022 results: EPS: UK£0.56 (up from UK£0.46 in FY 2021). Revenue: UK£1.10b (up 13% from FY 2021). Net income: UK£39.1m (up 17% from FY 2021). Profit margin: 3.6% (in line with FY 2021). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe.
공시 • Jan 10+ 1 more updateRobert Walters plc to Report Fiscal Year 2022 Results on Mar 09, 2023Robert Walters plc announced that they will report fiscal year 2022 results on Mar 09, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Non-Executive Director Steven Cooper was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Oct 11Robert Walters plc Announces Board Changes, Effective 1 November 2022Robert Walters plc announced that after a comprehensive search and selection process, Leslie Van de Walle has been appointed as Non-Executive Chair and will join the Board on 1 November 2022. Leslie will succeed Interim Chair Tanith Dodge who will remain on the Board as Senior Independent Non-Executive Director. Leslie is a Non-Executive Director of HSBC UK Bank plc and will join the board of Greencore Group plc as Chair Designate in December 2022. He is also currently Chair of Euromoney Institutional Investor plc. Leslie has held various non-executive roles and was previously Chair of SIG plc, as well as Deputy Chair at Crest Nicholson Holdings and Senior Independent Director of DCC plc. He also served as Chair of the Robert Walters Group between 2012 and 2018. Leslie's executive career has included serving as Group Chief Executive Officer at Rexam plc and Chief Executive Officer at United Biscuits plc.
Upcoming Dividend • Aug 25Upcoming dividend of UK£0.065 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 41% and the cash payout ratio is 97%. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.6%).
Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£15.1m from profit in 1H 2021). Profit margin: (down from 3.2% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 19%, compared to a 10.0% growth forecast for the industry in Germany.
공시 • Jul 28+ 1 more updateRobert Walters plc (LSE:RWA) announces an Equity Buyback for £10 million worth of its shares.Robert Walters plc (LSE:RWA) announces a share repurchase program. Under the program, the company will repurchase up to £10 million worth of its shares. The repurchased shares will be cancelled.
공시 • Jul 07+ 1 more updateRobert Walters plc to Report First Half, 2022 Results on Jul 28, 2022Robert Walters plc announced that they will report first half, 2022 results on Jul 28, 2022
Board Change • Apr 27Less 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 Steven Cooper was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 14Upcoming dividend of UK£0.15 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.9%). Higher than average of industry peers (2.3%).
공시 • Mar 10Robert Walters plc Proposes Final Dividend, Payable on May 20, 2022The Board of Robert Walters plc will be recommending a 36% increase in the final dividend to 15.0 pence per share, which combined with the interim dividend of 5.4 pence per share would result in a 32% increase in the total dividend to 20.4 pence per share (2020: 15.5 pence). The final dividend, if approved, will be paid on 20 May 2022 to those shareholders on the register as at 22 April 2022.
Reported Earnings • Mar 09Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£0.46 (up from UK£0.08 in FY 2020). Revenue: UK£970.7m (up 3.4% from FY 2020). Net income: UK£33.5m (up 488% from FY 2020). Profit margin: 3.5% (up from 0.6% in FY 2020). Revenue missed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 31%, compared to a 9.3% growth forecast for the industry in Germany.
Board Change • Dec 25Less 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 Steven Cooper was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Aug 06Founder recently sold €3.3m worth of stockOn the 3rd of August, Robert Walters sold around 425k shares on-market at roughly €7.74 per share. This was the largest sale by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.
Reported Earnings • Jul 28First half 2021 earnings released: EPS UK£0.21 (vs UK£0.039 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: UK£468.2m (down 5.7% from 1H 2020). Net income: UK£15.1m (up 439% from 1H 2020). Profit margin: 3.2% (up from 0.6% in 1H 2020). The increase in margin was driven by lower expenses.