View ValuationGlobalData 향후 성장Future 기준 점검 2/6GlobalData (는) 각각 연간 18% 및 4.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 18.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.8% 로 예상됩니다.핵심 정보18.0%이익 성장률18.53%EPS 성장률Professional Services 이익 성장11.4%매출 성장률4.2%향후 자기자본이익률13.76%애널리스트 커버리지Good마지막 업데이트31 Mar 2026최근 향후 성장 업데이트공시 • Oct 22GlobalData Plc Provides Earnings Guidance for the Fiscal Year 2025GlobalData Plc provided earnings guidance for the Fiscal Year 2025. For the year, company expected to deliver low single-digit underlying revenue growth, in line with the market consensus.공시 • Jan 14GlobalData Plc Provides Earnings Guidance for the Fiscal Year 2024GlobalData Plc provided earnings guidance for the Fiscal Year 2024. For the year, company expected to report Group revenue of £286 Million, within the range of market expectations for the year (2023: £273 Million), and up 4% on an underlying basis.공시 • Mar 05+ 1 more updateGlobalData Plc Provides Revenue Guidance for the Fiscal Year 2024 and by the End of Fiscal Year 2026GlobalData Plc provided revenue guidance for the fiscal year 2024 and by the end of fiscal year 2026. For the fiscal year 2024, the company targeting high single to double-digit organic revenue growth.The company also provided Target £500 million of revenue by the end of 2026, through a combination of organic growth and M&A.모든 업데이트 보기Recent updates공시 • Apr 30GlobalData plc Declares Final Dividend for the Year Ended December 31, 2025, Payable on May 1, 2026GlobalData Plc at its AGM held on April 28, 2026 approved to declare a final dividend of 1.2 pence per ordinary share in respect of the year ended 31 December 2025, payable on 1 May 2026 to the holders of ordinary shares at close of business on 27 March 2026.공시 • Mar 23GlobalData Plc, Annual General Meeting, Apr 28, 2026GlobalData Plc, Annual General Meeting, Apr 28, 2026. Location: john carpenter house, 7 carmelite street, ec4y 0bs, london United Kingdom공시 • Mar 03+ 1 more updateGlobaldata plc Proposes Final Dividend for the Year 2025, Payable on 1 May 2026GlobalData Plc proposing a final dividend of 1.2 pence per share (2024: 1.0 pence), to be paid on 1 May 2026 to shareholders on the register at the close of business on 27 March 2026. The ex-dividend date will be on 26 March 2026. The proposed final dividend increases the total dividend for the year to 1.5 pence per share (2024: 2.5 pence). The decrease of 40% is reflective of the dividend being rebased from 1 July 2024.공시 • Feb 11GlobalData plc Announces Board and Committee ChangesGlobalData Plc confirmed the appointment of Toby Walter as an independent non-executive director with effect from 10 February 2026. Toby is being appointed to succeed Annette Barnes and will also assume the role of Remuneration Committee chair following Annette's resignation from office later this month. Toby has over 30 years executive experience in the financial services sector, having held senior roles at both HSBC and Lloyds Banking Group. Most recently, he was Group Chief Technology and Transformation Officer at Lowell Group. In accordance with Schedule 2(g) of the AIM Rules for Companies, Toby Walter is 53 years old. In the last 5 years he has been, and still is, a director at The Charity Bank Limited and Walter Consulting Limited.공시 • Jan 19GlobalData Plc Announces Board ChangesGlobalData Plc announced the appointment of Rachel Higham as an independent non-executive director with effect from January 20, 2026. Rachel brings to the board more than 30 years of experience in the information technology sector, having held senior roles at Marks & Spencer, WPP, BT and Vodafone. In accordance with Schedule 2(g) of the AIM Rules for Companies, Rachel Higham is 51 years old. In the last 5 years she has been, and still is, a director at RHigham Consulting Limited and director and trustee at Macmillan Cancer Support. Both Annette Barnes and Andrew Day will not offer themselves for re-election as a director at the 2026 Annual General Meeting given they would, at that time, have served on the board for more than nine years from the date of their first appointment. Annette and Andrew will resign from office prior to the Company announcing its 2025 full year results on March 2, 2026. Rachel is being appointed to succeed Andrew Day and a further appointment to succeed Annette Barnes is expected to be announced shortly.공시 • Jan 14+ 1 more updateGlobalData Plc to Report Fiscal Year 2025 Results on Mar 02, 2026GlobalData Plc announced that they will report fiscal year 2025 results on Mar 02, 2026공시 • Oct 22GlobalData Plc Provides Earnings Guidance for the Fiscal Year 2025GlobalData Plc provided earnings guidance for the Fiscal Year 2025. For the year, company expected to deliver low single-digit underlying revenue growth, in line with the market consensus.공시 • Oct 14Adtraction AB acquired AffiliateFuture from GlobalData Plc (AIM:DATA).Adtraction AB acquired AffiliateFuture from GlobalData Plc (AIM:DATA) on October 10, 2025. The acquisition is being made in cash and fully financed through Adtraction’s existing funds. Consolidation is set to begin on November 1, 2025. Affiliate Future has a turnover of approximately SEK 60 million. Adtraction AB completed the acquisition of AffiliateFuture from GlobalData Plc (AIM:DATA) on October 10, 2025.공시 • Aug 05GlobalData Plc (AIM:DATA) announces an Equity Buyback for 40,000,000 shares, representing 4.96% for £60 million.GlobalData Plc (AIM:DATA) announces a share repurchase program. Under the program, the company will repurchase up to 40,000,000 shares, representing 4.96% of its issued share capital, for £60 million. The shares will be repurchased at a price of £1.5 per share. The purpose of the Share Buyback Program is enhancing shareholder value, with a focus on growing revenue, strategic M&A and reinvesting and returning capital. All Shares purchased by the Company will be cancelled. If the aggregate value of the Shares validly tendered by Qualifying Shareholders at the Tender Price is higher than £60 million (the “Value Limit”), valid tenders will be scaled down so that their ggregate value is £60 million. The offer is subject to the approval of the Resolution by the Shareholders at the General Meeting. The record date for the offer is September 5, 2025. The program will be valid till September 5, 2025. As of August 4, 2025, the company had 806,534,103 ordinary shares excluding treasury.공시 • Jul 15GlobalData Plc to Report Q2, 2025 Results on Aug 05, 2025GlobalData Plc announced that they will report Q2, 2025 results on Aug 05, 2025공시 • Jul 11GlobalData Plc (AIM:DATA) acquired Stylus Media Group Limited.GlobalData Plc (AIM:DATA) acquired Stylus Media Group Limited on July 8, 2025. As a result of the transaction, Stylus Media Group Limited will join GlobalData Plc’s innovation intelligence portfolio. GlobalData Plc (AIM:DATA) completed the acquisition of Stylus Media Group Limited on July 8, 2025.공시 • May 28Unknown funds managed and/or advised by KKR & Co. Inc. (NYSE:KKR) cancelled the acquisition of GlobalData Plc (AIM:DATA).Unknown funds managed and/or advised by KKR & Co. Inc. (NYSE:KKR) proposed to acquire GlobalData Plc (AIM:DATA) on April 30, 2025. The Board is in preliminary discussions with KKR. There can be no certainty that any firm offer for GlobalData will be made by KKR, nor as to the terms on which any offer might be made. In accordance with Rule 2.6(a) of the Code, KKR required, by not later than 5.00 p.m. (London time) on May 28, 2025, to either announce a firm intention to make an offer for the Company in accordance with Rule 2.7 of the Code or announce that they do not intend to make an offer, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline can be extended with the consent of the Panel on Takeovers and Mergers in accordance with Rule 2.6(c) of the Code. Khamran Ali and Warren Stables of Goldman Sachs International acted as financial advisor for GlobalData Plc. J.P. Morgan Securities plc acted as financial advisor for GlobalData Plc. Unknown funds managed and/or advised by KKR & Co. Inc. (NYSE:KKR) cancelled the acquisition of GlobalData Plc (AIM:DATA) on May 28, 2025. Discussions with KKR have now been terminated as agreement on terms could not be reached.공시 • May 02Globaldata plc Declares Final Dividend for Year Ended 31 December 2024, Payable on 2 May 2025GlobalData Plc in its General Meeting held on 29 April 2025 approved to declare a final dividend of 1.0 pence per ordinary share in respect of the year ended 31 December 2024, payable on 2 May 2025 to the holders of ordinary shares at close of business on 21 March 2025.공시 • May 01Unknown funds managed and/or advised by ICG Europe Fund IX GP S.a.r.l. proposed to acquire GlobalData Plc (AIM:DATA).Unknown funds managed and/or advised by ICG Europe Fund IX GP S.a.r.l. proposed to acquire GlobalData Plc (AIM:DATA) on April 30, 2025. The Board is in preliminary discussions with each of ICG. There can be no certainty that any firm offer for GlobalData will be made by ICG, nor as to the terms on which any offer might be made. In accordance with Rule 2.6(a) of the Code, ICG required, by not later than 5.00 p.m. (London time) on May 28, 2025, to either announce a firm intention to make an offer for the Company in accordance with Rule 2.7 of the Code or announce that they do not intend to make an offer, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline can be extended with the consent of the Panel on Takeovers and Mergers in accordance with Rule 2.6(c) of the Code. Khamran Ali and Warren Stables of Goldman Sachs International acted as financial advisor for GlobalData Plc.공시 • Mar 12GlobalData Plc (AIM:DATA) acquired AI Palette Pte. Ltd. for $11.5 million.GlobalData Plc (AIM:DATA) acquired AI Palette Pte. Ltd. for $11.5 million on March 7, 2025. Allied Advisers acted as financial advisor to AI Palette Pte. Ltd. GlobalData Plc (AIM:DATA) completed the acquisition of AI Palette Pte. Ltd. for $11.5 million on March 7, 2025.공시 • Mar 10Globaldata plc Proposes Final Dividend for the Year 2024, Payable on 2 May 2025GlobalData Plc proposed a final dividend of 1.0 pence per share (2023: 3.2 pence) for 2024, to be paid on 2 May 2025 to shareholders on the register at the close of business on 21 March 2025. The ex-dividend date will be on 20 March 2025. The proposed final dividend increases the total dividend for the year to 2.5 pence per share (2023: 4.6 pence). The decrease of 46% is reflective of the dividend being rebased from 1 July 2024.공시 • Feb 07GlobalData Plc, Annual General Meeting, Apr 29, 2025GlobalData Plc, Annual General Meeting, Apr 29, 2025.공시 • Jan 14GlobalData Plc Provides Earnings Guidance for the Fiscal Year 2024GlobalData Plc provided earnings guidance for the Fiscal Year 2024. For the year, company expected to report Group revenue of £286 Million, within the range of market expectations for the year (2023: £273 Million), and up 4% on an underlying basis.공시 • Jan 08GlobalData Plc (AIM:DATA) acquired Deallus Consulting Ltd.GlobalData Plc (AIM:DATA) acquired Deallus Consulting Ltd. on December 31, 2024. The transaction was funded by the Group's new recently announced debt facilities. J.P. Morgan Securities plc acted as financial advisor to GlobalData Plc. GlobalData Plc (AIM:DATA) completed acquisition of Deallus Consulting Ltd. on December 31, 2024.공시 • Jan 07GlobalData Plc to Report Fiscal Year 2024 Results on Jan 14, 2025GlobalData Plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Jan 14, 2025공시 • Dec 18GlobalData Plc (AIM:DATA) signed an agreement to acquire Celent, LLC from Oliver Wyman Group.GlobalData Plc (AIM:DATA) signed an agreement to acquire Celent, LLC from Oliver Wyman Group on December 17, 2024. The transaction is subject to certain closing conditions, is expected to occur on 31 December 2024. Bill Hutchings of J.P. Morgan Securities plc acted as financial advisor for GlobalData Plc.공시 • Nov 15GlobalData Plc (AIM:DATA) acquired JobDig, Inc.GlobalData Plc (AIM:DATA) acquired JobDig, Inc. on November 13, 2024. J.P. Morgan Cazenove, Panmure Liberum and Investec Bank plc are the joint brokers for this transaction. FTI Consulting is the Financial PR. GlobalData Plc (AIM:DATA) completed the acquisition of JobDig, Inc. on November 13, 2024.Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €2.38, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the Professional Services industry in Europe. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.53 per share.Recent Insider Transactions • Sep 02CEO & Executive Director recently sold €27m worth of stockOn the 29th of August, Michael Danson sold around 10m shares on-market at roughly €2.67 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by €53m.공시 • Aug 31GlobalData Plc (AIM:DATA) completed the acquisition of Business Trade Media International Limited.GlobalData Plc (AIM:DATA) entered into a conditional agreement to acquire Business Trade Media International Limited for an enterprise value of £10 million on July 31, 2024. The transaction is subject to approval of offer by acquirer shareholders. The deal is expected to complete on August 30, 2024. GlobalData Plc (AIM:DATA) completed the acquisition of Business Trade Media International Limited on August 30, 2024. All regulatory and other conditions have now been satisfied.Upcoming Dividend • Aug 29Upcoming dividend of UK£0.015 per shareEligible shareholders must have bought the stock before 05 September 2024. Payment date: 04 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (2.3%).Reported Earnings • Aug 05First half 2024 earnings released: EPS: UK£0.025 (vs UK£0.022 in 1H 2023)First half 2024 results: EPS: UK£0.025 (up from UK£0.022 in 1H 2023). Revenue: UK£139.6m (up 2.7% from 1H 2023). Net income: UK£20.1m (up 13% from 1H 2023). Profit margin: 14% (up from 13% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Declared Dividend • Aug 02First half dividend of UK£0.015 announcedShareholders will receive a dividend of UK£0.015. Ex-date: 5th September 2024 Payment date: 4th October 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (112% earnings payout ratio). However, it is covered by cash flows (64% cash payout ratio). The dividend has increased by an average of 38% per year over the past 8 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 24% to bring the payout ratio under control. EPS is expected to grow by 111% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Julien Denis Decot was the last 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: Insufficient board refreshment.Upcoming Dividend • Mar 14Upcoming dividend of UK£0.032 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 26 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.3%).Declared Dividend • Mar 07Final dividend of UK£0.032 announcedShareholders will receive a dividend of UK£0.032. Ex-date: 21st March 2024 Payment date: 26th April 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (121% earnings payout ratio). However, it is covered by cash flows (60% cash payout ratio). The dividend has increased by an average of 38% per year over the past 8 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 34% to bring the payout ratio under control. EPS is expected to grow by 102% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공시 • Mar 05+ 1 more updateGlobalData Plc Provides Revenue Guidance for the Fiscal Year 2024 and by the End of Fiscal Year 2026GlobalData Plc provided revenue guidance for the fiscal year 2024 and by the end of fiscal year 2026. For the fiscal year 2024, the company targeting high single to double-digit organic revenue growth.The company also provided Target £500 million of revenue by the end of 2026, through a combination of organic growth and M&A.New Risk • Mar 05New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (€27m sold).Recent Insider Transactions • Feb 02CEO & Executive Director recently sold €26m worth of stockOn the 31st of January, Michael Danson sold around 11m shares on-market at roughly €2.36 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.공시 • Jan 11GlobalData Plc to Report Fiscal Year 2023 Results on Mar 04, 2024GlobalData Plc announced that they will report fiscal year 2023 results on Mar 04, 2024Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €2.26, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the Professional Services industry in Europe. Total returns to shareholders of 28% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €2.64 per share.Upcoming Dividend • Aug 31Upcoming dividend of UK£0.014 per share at 2.6% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 06 October 2023. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (2.6%).공시 • Aug 02Globaldata plc Declares Interim Dividend, Payable on 6 October 2023GlobalData Plc declared an interim dividend of 1.4 pence per share (HY 2022 restated: 1.1 pence), an increase of 27%, consistent with progressive dividend policy. The interim dividend will be paid on 6 October 2023 to shareholders on the register at the close of business on 8 September 2023. The ex-dividend date will be on 7 September 2023.Reported Earnings • Aug 01First half 2023 earnings released: EPS: UK£0.022 (vs UK£0.013 in 1H 2022)First half 2023 results: EPS: UK£0.022 (up from UK£0.013 in 1H 2022). Revenue: UK£135.9m (up 21% from 1H 2022). Net income: UK£17.8m (up 68% from 1H 2022). Profit margin: 13% (up from 9.5% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Professional Services industry in Europe.Upcoming Dividend • Mar 23Upcoming dividend of UK£0.18 per share at 2.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 April 2023. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).Reported Earnings • Mar 01Full year 2022 earnings released: EPS: UK£0.27 (vs UK£0.22 in FY 2021)Full year 2022 results: EPS: UK£0.27 (up from UK£0.22 in FY 2021). Revenue: UK£243.2m (up 28% from FY 2021). Net income: UK£30.5m (up 23% from FY 2021). Profit margin: 13% (in line with FY 2021). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe.Buying Opportunity • Feb 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.9%. The fair value is estimated to be €16.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.Buying Opportunity • Jan 31Now 21% undervaluedOver the last 90 days, the stock is up 5.3%. The fair value is estimated to be €17.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to €15.10, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 17x in the Professional Services industry in Europe. Total loss to shareholders of 4.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €12.81 per share.공시 • Jan 11+ 1 more updateGlobalData Plc to Report Fiscal Year 2022 Results on Feb 27, 2023GlobalData Plc announced that they will report fiscal year 2022 results on Feb 27, 2023Buying Opportunity • Oct 26Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €15.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Meanwhile, the company has become profitable.공시 • Sep 03GlobalData Plc (AIM:DATA) completed the acquisition of TSL Research Group Limited.GlobalData Plc (AIM:DATA) signed an agreement to acquire TSL Research Group Limited as on August 1, 2022. With new financing agreed earlier in the year to fund future M&A, GlobalData have the capacity to deliver on more strategic value-enhancing M&A . The transaction has received regulatory approval and is expected to complete during Q3 2022. Edward Bridges, Rob Mindell and Dwight Burden of FTI Consulting Management Limited and Bill Hutchings and Mose Adigun of J.P. Morgan Cazenove acted as financial advisor to GlobalData Plc (AIM:DATA) GlobalData Plc (AIM:DATA) completed the acquisition of TSL Research Group Limited on September 2, 2022.Upcoming Dividend • Sep 01Upcoming dividend of UK£0.077 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 07 October 2022. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improved over the past weekAfter last week's 23% share price gain to €13.90, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 25% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €15.76 per share.Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£11.2m from profit in 1H 2021). Profit margin: (down from 12% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 11%, compared to a 8.7% growth forecast for the industry in Germany.공시 • Aug 02GlobalData plc Announces an Interim Dividend, Payable on 7 October 2022The Group's policy is to pay a dividend that reflects the growth and cash generation of the business. The Board of GlobalData Plc announced an interim dividend of 7.7 pence per share (H1 2021: 6.1 pence) which represents an increase of 26%, broadly in line with growth of Adjusted EBITDA. The interim dividend will be paid on 7 October 2022 to shareholders on the register at the close of business on 9 September 2022.공시 • Jul 15GlobalData Plc to Report First Half, 2022 Results on Aug 01, 2022GlobalData Plc announced that they will report first half, 2022 results on Aug 01, 2022공시 • Apr 27GlobalData Plc Approves Final Dividend for the Year Ended December 31, 2021, Payable on April 29, 2022GlobalData Plc announced that at its AGM held on April 26, 2022, shareholders approved the final dividend of 13.2 pence per ordinary share in respect of the year ended 31 December 2021, payable on 29 April 2022 to ordinary shareholders whose names appear in the register of members at close of business on 1 April 2022.공시 • Apr 06GlobalData Plc, Annual General Meeting, Apr 26, 2022GlobalData Plc, Annual General Meeting, Apr 26, 2022, at 09:00 Coordinated Universal Time. Location: at John Carpenter House, John Carpenter Street London United KingdomUpcoming Dividend • Mar 24Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 31 March 2022. Payment date: 29 April 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.3%).공시 • Mar 01GlobalData Plc Proposes Final Dividend for the Year Ended 31 December 2021, Payable on 29 April 2022GlobalData Plc proposed a final dividend of 13.2 pence per share (2020: 11.6 pence) for the year ended 31 December 2021. The proposed final dividend will be paid on 29 April 2022 to shareholders on the register at the close of business on 1 April 2022. The ex-dividend date will be on 31 March 2022. The proposed final dividend increases the total dividend for the year to 19.3 pence per share (2020: 17.0 pence), an increase of 14%. The total dividend for the current year is 19.3 pence per share, with an interim dividend of 6.1 pence per share paid on 1 October 2021 to shareholders on the register at the close of business on 3 September 2021.Reported Earnings • Mar 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.22 (up from UK£0.19 in FY 2020). Revenue: UK£189.3m (up 6.1% from FY 2020). Net income: UK£24.9m (up 10% from FY 2020). Profit margin: 13% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 9.2% growth forecast for the industry in Germany.Recent Insider Transactions • Jan 16CEO & Executive Director recently sold €19m worth of stockOn the 13th of January, Michael Danson sold around 1m shares on-market at roughly €16.95 per share. This was the largest sale by an insider in the last 3 months. Michael has been a seller over the last 12 months, reducing personal holdings by €39m.공시 • Dec 17GlobalData Plc (AIM:DATA) acquired Lmca Holdings Limited and Lmci Holdings Limited.GlobalData Plc (AIM:DATA) acquired Lmca Holdings Limited and Lmci Holdings Limited on December 15, 2021. The acquisitions will be funded through existing facilities. GlobalData Plc (AIM:DATA) completed the acquisition of Lmca Holdings Limited and Lmci Holdings Limited on December 15, 2021.공시 • Sep 09GlobalData Plc (AIM:DATA) agreed to acquire Life Sciences business from IHS Markit Ltd. (NYSE:INFO).GlobalData Plc (AIM:DATA) agreed to acquire Life Sciences business from IHS Markit Ltd. (NYSE:INFO) on September 9, 2021. Deal will be funded from the Group's existing cash resources and banking facilities. Completion, which is subject to certain closing conditions, is expected to occur during Q4 of 2021.Upcoming Dividend • Aug 26Upcoming dividend of UK£0.061 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 01 October 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.8%).Recent Insider Transactions • Jul 30CEO & Executive Director recently sold €20m worth of stockOn the 27th of July, Michael Danson sold around 1m shares on-market at roughly €19.36 per share. This was the largest sale by an insider in the last 3 months. Michael has been a seller over the last 12 months, reducing personal holdings by €35m.Reported Earnings • Jul 27First half 2021 earnings released: EPS UK£0.097 (vs UK£0.049 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£91.1m (up 5.1% from 1H 2020). Net income: UK£11.2m (up 93% from 1H 2020). Profit margin: 12% (up from 6.7% in 1H 2020). The increase in margin was primarily driven by higher revenue.Recent Insider Transactions • Jun 03Board Member recently sold €273k worth of stockOn the 27th of May, Peter Harkness sold around 15k shares on-market at roughly €18.19 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €19m more than they bought in the last 12 months.Reported Earnings • Mar 18Full year 2020 earnings released: EPS UK£0.19 (vs UK£0.033 in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: UK£178.4m (flat on FY 2019). Net income: UK£22.6m (up 495% from FY 2019). Profit margin: 13% (up from 2.1% in FY 2019).Reported Earnings • Mar 02Full year 2020 earnings released: EPS UK£0.19 (vs UK£0.06 in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: UK£178.4m (flat on FY 2019). Net income: UK£22.6m (up 224% from FY 2019). Profit margin: 13% (up from 3.9% in FY 2019).Analyst Estimate Surprise Post Earnings • Mar 02Revenue misses expectationsRevenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 6.7%, compared to a 7.1% growth forecast for the Professional Services industry in Germany.공시 • Mar 01GlobalData Plc Announces Board ChangesGlobalData Plc announced the appointment of Catherine Birkett to the Board as an independent Non-Executive Director. She will join GlobalData on 8 March 2021. Catherine is currently the Chief Financial Officer of GoCardless Limited. Catherine has had a distinguished career in senior finance roles, including 14 years as Chief Financial Officer at Interoute Telecommunications, during which time the company grew from a small start-up to one of Europe's fastest growing telecoms providers, with revenues in excess of €700 million. Catherine will succeed Murray Legg as Chair of the Audit Committee following the AGM. Bernard Cragg would be stepping down as Chairman at the Annual General Meeting in April 2021. Murray Legg will take on the role of Non-Executive Chairman at the Annual General Meeting and also announcing the appointment of Catherine Birkett to the Board as independent non-executive.이익 및 매출 성장 예측DB:YK6 - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028366608787512/31/2027349538387612/31/2026336476978712/31/2025322334048N/A9/30/2025312244149N/A6/30/2025302154250N/A3/31/2025294224048N/A12/31/2024286303846N/A9/30/2024281314854N/A6/30/2024277335863N/A3/31/2024275326064N/A12/31/2023273316266N/A9/30/2023270346164N/A6/30/2023267386063N/A3/31/2023255345962N/A12/31/2022243315962N/A9/30/2022227276063N/A6/30/2022210246263N/A3/31/2022200255658N/A12/31/2021189255152N/A9/30/2021186264851N/A6/30/2021183284650N/A3/31/2021181254651N/A12/31/2020178234651N/A9/30/2020177154651N/A6/30/202017674751N/A3/31/202017764347N/A12/31/201917843942N/A9/30/20191750N/A38N/A6/30/2019171-4N/A33N/A3/31/2019164-8N/A26N/A12/31/2018158-11N/A20N/A9/30/2018147-9N/A19N/A6/30/2018137-6N/A19N/A3/31/2018128-4N/A16N/A12/31/2017119-2N/A13N/A9/30/20171141N/A13N/A6/30/20171104N/A13N/A3/31/20171053N/A12N/A12/31/20161002N/A12N/A9/30/201689-2N/A11N/A6/30/201679-6N/A10N/A3/31/201670-4N/A8N/A12/31/201560-3N/A6N/A9/30/201554-4N/A5N/A6/30/201547-4N/A4N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: YK6 의 연간 예상 수익 증가율(18%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: YK6 의 연간 수익(18%)이 German 시장(17.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: YK6 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: YK6 의 수익(연간 4.2%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: YK6 의 수익(연간 4.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: YK6의 자본 수익률은 3년 후 13.8%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 05:24종가2026/05/25 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 소스GlobalData Plc는 13명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Robert ChantryBerenbergAlexander James ShortBerenbergCiaran DonnellyBerenberg10명의 분석가 더 보기
공시 • Oct 22GlobalData Plc Provides Earnings Guidance for the Fiscal Year 2025GlobalData Plc provided earnings guidance for the Fiscal Year 2025. For the year, company expected to deliver low single-digit underlying revenue growth, in line with the market consensus.
공시 • Jan 14GlobalData Plc Provides Earnings Guidance for the Fiscal Year 2024GlobalData Plc provided earnings guidance for the Fiscal Year 2024. For the year, company expected to report Group revenue of £286 Million, within the range of market expectations for the year (2023: £273 Million), and up 4% on an underlying basis.
공시 • Mar 05+ 1 more updateGlobalData Plc Provides Revenue Guidance for the Fiscal Year 2024 and by the End of Fiscal Year 2026GlobalData Plc provided revenue guidance for the fiscal year 2024 and by the end of fiscal year 2026. For the fiscal year 2024, the company targeting high single to double-digit organic revenue growth.The company also provided Target £500 million of revenue by the end of 2026, through a combination of organic growth and M&A.
공시 • Apr 30GlobalData plc Declares Final Dividend for the Year Ended December 31, 2025, Payable on May 1, 2026GlobalData Plc at its AGM held on April 28, 2026 approved to declare a final dividend of 1.2 pence per ordinary share in respect of the year ended 31 December 2025, payable on 1 May 2026 to the holders of ordinary shares at close of business on 27 March 2026.
공시 • Mar 23GlobalData Plc, Annual General Meeting, Apr 28, 2026GlobalData Plc, Annual General Meeting, Apr 28, 2026. Location: john carpenter house, 7 carmelite street, ec4y 0bs, london United Kingdom
공시 • Mar 03+ 1 more updateGlobaldata plc Proposes Final Dividend for the Year 2025, Payable on 1 May 2026GlobalData Plc proposing a final dividend of 1.2 pence per share (2024: 1.0 pence), to be paid on 1 May 2026 to shareholders on the register at the close of business on 27 March 2026. The ex-dividend date will be on 26 March 2026. The proposed final dividend increases the total dividend for the year to 1.5 pence per share (2024: 2.5 pence). The decrease of 40% is reflective of the dividend being rebased from 1 July 2024.
공시 • Feb 11GlobalData plc Announces Board and Committee ChangesGlobalData Plc confirmed the appointment of Toby Walter as an independent non-executive director with effect from 10 February 2026. Toby is being appointed to succeed Annette Barnes and will also assume the role of Remuneration Committee chair following Annette's resignation from office later this month. Toby has over 30 years executive experience in the financial services sector, having held senior roles at both HSBC and Lloyds Banking Group. Most recently, he was Group Chief Technology and Transformation Officer at Lowell Group. In accordance with Schedule 2(g) of the AIM Rules for Companies, Toby Walter is 53 years old. In the last 5 years he has been, and still is, a director at The Charity Bank Limited and Walter Consulting Limited.
공시 • Jan 19GlobalData Plc Announces Board ChangesGlobalData Plc announced the appointment of Rachel Higham as an independent non-executive director with effect from January 20, 2026. Rachel brings to the board more than 30 years of experience in the information technology sector, having held senior roles at Marks & Spencer, WPP, BT and Vodafone. In accordance with Schedule 2(g) of the AIM Rules for Companies, Rachel Higham is 51 years old. In the last 5 years she has been, and still is, a director at RHigham Consulting Limited and director and trustee at Macmillan Cancer Support. Both Annette Barnes and Andrew Day will not offer themselves for re-election as a director at the 2026 Annual General Meeting given they would, at that time, have served on the board for more than nine years from the date of their first appointment. Annette and Andrew will resign from office prior to the Company announcing its 2025 full year results on March 2, 2026. Rachel is being appointed to succeed Andrew Day and a further appointment to succeed Annette Barnes is expected to be announced shortly.
공시 • Jan 14+ 1 more updateGlobalData Plc to Report Fiscal Year 2025 Results on Mar 02, 2026GlobalData Plc announced that they will report fiscal year 2025 results on Mar 02, 2026
공시 • Oct 22GlobalData Plc Provides Earnings Guidance for the Fiscal Year 2025GlobalData Plc provided earnings guidance for the Fiscal Year 2025. For the year, company expected to deliver low single-digit underlying revenue growth, in line with the market consensus.
공시 • Oct 14Adtraction AB acquired AffiliateFuture from GlobalData Plc (AIM:DATA).Adtraction AB acquired AffiliateFuture from GlobalData Plc (AIM:DATA) on October 10, 2025. The acquisition is being made in cash and fully financed through Adtraction’s existing funds. Consolidation is set to begin on November 1, 2025. Affiliate Future has a turnover of approximately SEK 60 million. Adtraction AB completed the acquisition of AffiliateFuture from GlobalData Plc (AIM:DATA) on October 10, 2025.
공시 • Aug 05GlobalData Plc (AIM:DATA) announces an Equity Buyback for 40,000,000 shares, representing 4.96% for £60 million.GlobalData Plc (AIM:DATA) announces a share repurchase program. Under the program, the company will repurchase up to 40,000,000 shares, representing 4.96% of its issued share capital, for £60 million. The shares will be repurchased at a price of £1.5 per share. The purpose of the Share Buyback Program is enhancing shareholder value, with a focus on growing revenue, strategic M&A and reinvesting and returning capital. All Shares purchased by the Company will be cancelled. If the aggregate value of the Shares validly tendered by Qualifying Shareholders at the Tender Price is higher than £60 million (the “Value Limit”), valid tenders will be scaled down so that their ggregate value is £60 million. The offer is subject to the approval of the Resolution by the Shareholders at the General Meeting. The record date for the offer is September 5, 2025. The program will be valid till September 5, 2025. As of August 4, 2025, the company had 806,534,103 ordinary shares excluding treasury.
공시 • Jul 15GlobalData Plc to Report Q2, 2025 Results on Aug 05, 2025GlobalData Plc announced that they will report Q2, 2025 results on Aug 05, 2025
공시 • Jul 11GlobalData Plc (AIM:DATA) acquired Stylus Media Group Limited.GlobalData Plc (AIM:DATA) acquired Stylus Media Group Limited on July 8, 2025. As a result of the transaction, Stylus Media Group Limited will join GlobalData Plc’s innovation intelligence portfolio. GlobalData Plc (AIM:DATA) completed the acquisition of Stylus Media Group Limited on July 8, 2025.
공시 • May 28Unknown funds managed and/or advised by KKR & Co. Inc. (NYSE:KKR) cancelled the acquisition of GlobalData Plc (AIM:DATA).Unknown funds managed and/or advised by KKR & Co. Inc. (NYSE:KKR) proposed to acquire GlobalData Plc (AIM:DATA) on April 30, 2025. The Board is in preliminary discussions with KKR. There can be no certainty that any firm offer for GlobalData will be made by KKR, nor as to the terms on which any offer might be made. In accordance with Rule 2.6(a) of the Code, KKR required, by not later than 5.00 p.m. (London time) on May 28, 2025, to either announce a firm intention to make an offer for the Company in accordance with Rule 2.7 of the Code or announce that they do not intend to make an offer, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline can be extended with the consent of the Panel on Takeovers and Mergers in accordance with Rule 2.6(c) of the Code. Khamran Ali and Warren Stables of Goldman Sachs International acted as financial advisor for GlobalData Plc. J.P. Morgan Securities plc acted as financial advisor for GlobalData Plc. Unknown funds managed and/or advised by KKR & Co. Inc. (NYSE:KKR) cancelled the acquisition of GlobalData Plc (AIM:DATA) on May 28, 2025. Discussions with KKR have now been terminated as agreement on terms could not be reached.
공시 • May 02Globaldata plc Declares Final Dividend for Year Ended 31 December 2024, Payable on 2 May 2025GlobalData Plc in its General Meeting held on 29 April 2025 approved to declare a final dividend of 1.0 pence per ordinary share in respect of the year ended 31 December 2024, payable on 2 May 2025 to the holders of ordinary shares at close of business on 21 March 2025.
공시 • May 01Unknown funds managed and/or advised by ICG Europe Fund IX GP S.a.r.l. proposed to acquire GlobalData Plc (AIM:DATA).Unknown funds managed and/or advised by ICG Europe Fund IX GP S.a.r.l. proposed to acquire GlobalData Plc (AIM:DATA) on April 30, 2025. The Board is in preliminary discussions with each of ICG. There can be no certainty that any firm offer for GlobalData will be made by ICG, nor as to the terms on which any offer might be made. In accordance with Rule 2.6(a) of the Code, ICG required, by not later than 5.00 p.m. (London time) on May 28, 2025, to either announce a firm intention to make an offer for the Company in accordance with Rule 2.7 of the Code or announce that they do not intend to make an offer, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline can be extended with the consent of the Panel on Takeovers and Mergers in accordance with Rule 2.6(c) of the Code. Khamran Ali and Warren Stables of Goldman Sachs International acted as financial advisor for GlobalData Plc.
공시 • Mar 12GlobalData Plc (AIM:DATA) acquired AI Palette Pte. Ltd. for $11.5 million.GlobalData Plc (AIM:DATA) acquired AI Palette Pte. Ltd. for $11.5 million on March 7, 2025. Allied Advisers acted as financial advisor to AI Palette Pte. Ltd. GlobalData Plc (AIM:DATA) completed the acquisition of AI Palette Pte. Ltd. for $11.5 million on March 7, 2025.
공시 • Mar 10Globaldata plc Proposes Final Dividend for the Year 2024, Payable on 2 May 2025GlobalData Plc proposed a final dividend of 1.0 pence per share (2023: 3.2 pence) for 2024, to be paid on 2 May 2025 to shareholders on the register at the close of business on 21 March 2025. The ex-dividend date will be on 20 March 2025. The proposed final dividend increases the total dividend for the year to 2.5 pence per share (2023: 4.6 pence). The decrease of 46% is reflective of the dividend being rebased from 1 July 2024.
공시 • Feb 07GlobalData Plc, Annual General Meeting, Apr 29, 2025GlobalData Plc, Annual General Meeting, Apr 29, 2025.
공시 • Jan 14GlobalData Plc Provides Earnings Guidance for the Fiscal Year 2024GlobalData Plc provided earnings guidance for the Fiscal Year 2024. For the year, company expected to report Group revenue of £286 Million, within the range of market expectations for the year (2023: £273 Million), and up 4% on an underlying basis.
공시 • Jan 08GlobalData Plc (AIM:DATA) acquired Deallus Consulting Ltd.GlobalData Plc (AIM:DATA) acquired Deallus Consulting Ltd. on December 31, 2024. The transaction was funded by the Group's new recently announced debt facilities. J.P. Morgan Securities plc acted as financial advisor to GlobalData Plc. GlobalData Plc (AIM:DATA) completed acquisition of Deallus Consulting Ltd. on December 31, 2024.
공시 • Jan 07GlobalData Plc to Report Fiscal Year 2024 Results on Jan 14, 2025GlobalData Plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Jan 14, 2025
공시 • Dec 18GlobalData Plc (AIM:DATA) signed an agreement to acquire Celent, LLC from Oliver Wyman Group.GlobalData Plc (AIM:DATA) signed an agreement to acquire Celent, LLC from Oliver Wyman Group on December 17, 2024. The transaction is subject to certain closing conditions, is expected to occur on 31 December 2024. Bill Hutchings of J.P. Morgan Securities plc acted as financial advisor for GlobalData Plc.
공시 • Nov 15GlobalData Plc (AIM:DATA) acquired JobDig, Inc.GlobalData Plc (AIM:DATA) acquired JobDig, Inc. on November 13, 2024. J.P. Morgan Cazenove, Panmure Liberum and Investec Bank plc are the joint brokers for this transaction. FTI Consulting is the Financial PR. GlobalData Plc (AIM:DATA) completed the acquisition of JobDig, Inc. on November 13, 2024.
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €2.38, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the Professional Services industry in Europe. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.53 per share.
Recent Insider Transactions • Sep 02CEO & Executive Director recently sold €27m worth of stockOn the 29th of August, Michael Danson sold around 10m shares on-market at roughly €2.67 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by €53m.
공시 • Aug 31GlobalData Plc (AIM:DATA) completed the acquisition of Business Trade Media International Limited.GlobalData Plc (AIM:DATA) entered into a conditional agreement to acquire Business Trade Media International Limited for an enterprise value of £10 million on July 31, 2024. The transaction is subject to approval of offer by acquirer shareholders. The deal is expected to complete on August 30, 2024. GlobalData Plc (AIM:DATA) completed the acquisition of Business Trade Media International Limited on August 30, 2024. All regulatory and other conditions have now been satisfied.
Upcoming Dividend • Aug 29Upcoming dividend of UK£0.015 per shareEligible shareholders must have bought the stock before 05 September 2024. Payment date: 04 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (2.3%).
Reported Earnings • Aug 05First half 2024 earnings released: EPS: UK£0.025 (vs UK£0.022 in 1H 2023)First half 2024 results: EPS: UK£0.025 (up from UK£0.022 in 1H 2023). Revenue: UK£139.6m (up 2.7% from 1H 2023). Net income: UK£20.1m (up 13% from 1H 2023). Profit margin: 14% (up from 13% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Declared Dividend • Aug 02First half dividend of UK£0.015 announcedShareholders will receive a dividend of UK£0.015. Ex-date: 5th September 2024 Payment date: 4th October 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (112% earnings payout ratio). However, it is covered by cash flows (64% cash payout ratio). The dividend has increased by an average of 38% per year over the past 8 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 24% to bring the payout ratio under control. EPS is expected to grow by 111% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Julien Denis Decot was the last 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: Insufficient board refreshment.
Upcoming Dividend • Mar 14Upcoming dividend of UK£0.032 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 26 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.3%).
Declared Dividend • Mar 07Final dividend of UK£0.032 announcedShareholders will receive a dividend of UK£0.032. Ex-date: 21st March 2024 Payment date: 26th April 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (121% earnings payout ratio). However, it is covered by cash flows (60% cash payout ratio). The dividend has increased by an average of 38% per year over the past 8 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 34% to bring the payout ratio under control. EPS is expected to grow by 102% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공시 • Mar 05+ 1 more updateGlobalData Plc Provides Revenue Guidance for the Fiscal Year 2024 and by the End of Fiscal Year 2026GlobalData Plc provided revenue guidance for the fiscal year 2024 and by the end of fiscal year 2026. For the fiscal year 2024, the company targeting high single to double-digit organic revenue growth.The company also provided Target £500 million of revenue by the end of 2026, through a combination of organic growth and M&A.
New Risk • Mar 05New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (€27m sold).
Recent Insider Transactions • Feb 02CEO & Executive Director recently sold €26m worth of stockOn the 31st of January, Michael Danson sold around 11m shares on-market at roughly €2.36 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.
공시 • Jan 11GlobalData Plc to Report Fiscal Year 2023 Results on Mar 04, 2024GlobalData Plc announced that they will report fiscal year 2023 results on Mar 04, 2024
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €2.26, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the Professional Services industry in Europe. Total returns to shareholders of 28% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €2.64 per share.
Upcoming Dividend • Aug 31Upcoming dividend of UK£0.014 per share at 2.6% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 06 October 2023. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (2.6%).
공시 • Aug 02Globaldata plc Declares Interim Dividend, Payable on 6 October 2023GlobalData Plc declared an interim dividend of 1.4 pence per share (HY 2022 restated: 1.1 pence), an increase of 27%, consistent with progressive dividend policy. The interim dividend will be paid on 6 October 2023 to shareholders on the register at the close of business on 8 September 2023. The ex-dividend date will be on 7 September 2023.
Reported Earnings • Aug 01First half 2023 earnings released: EPS: UK£0.022 (vs UK£0.013 in 1H 2022)First half 2023 results: EPS: UK£0.022 (up from UK£0.013 in 1H 2022). Revenue: UK£135.9m (up 21% from 1H 2022). Net income: UK£17.8m (up 68% from 1H 2022). Profit margin: 13% (up from 9.5% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Professional Services industry in Europe.
Upcoming Dividend • Mar 23Upcoming dividend of UK£0.18 per share at 2.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 April 2023. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: UK£0.27 (vs UK£0.22 in FY 2021)Full year 2022 results: EPS: UK£0.27 (up from UK£0.22 in FY 2021). Revenue: UK£243.2m (up 28% from FY 2021). Net income: UK£30.5m (up 23% from FY 2021). Profit margin: 13% (in line with FY 2021). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe.
Buying Opportunity • Feb 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.9%. The fair value is estimated to be €16.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.
Buying Opportunity • Jan 31Now 21% undervaluedOver the last 90 days, the stock is up 5.3%. The fair value is estimated to be €17.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to €15.10, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 17x in the Professional Services industry in Europe. Total loss to shareholders of 4.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €12.81 per share.
공시 • Jan 11+ 1 more updateGlobalData Plc to Report Fiscal Year 2022 Results on Feb 27, 2023GlobalData Plc announced that they will report fiscal year 2022 results on Feb 27, 2023
Buying Opportunity • Oct 26Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €15.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Meanwhile, the company has become profitable.
공시 • Sep 03GlobalData Plc (AIM:DATA) completed the acquisition of TSL Research Group Limited.GlobalData Plc (AIM:DATA) signed an agreement to acquire TSL Research Group Limited as on August 1, 2022. With new financing agreed earlier in the year to fund future M&A, GlobalData have the capacity to deliver on more strategic value-enhancing M&A . The transaction has received regulatory approval and is expected to complete during Q3 2022. Edward Bridges, Rob Mindell and Dwight Burden of FTI Consulting Management Limited and Bill Hutchings and Mose Adigun of J.P. Morgan Cazenove acted as financial advisor to GlobalData Plc (AIM:DATA) GlobalData Plc (AIM:DATA) completed the acquisition of TSL Research Group Limited on September 2, 2022.
Upcoming Dividend • Sep 01Upcoming dividend of UK£0.077 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 07 October 2022. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improved over the past weekAfter last week's 23% share price gain to €13.90, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 25% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €15.76 per share.
Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£11.2m from profit in 1H 2021). Profit margin: (down from 12% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 11%, compared to a 8.7% growth forecast for the industry in Germany.
공시 • Aug 02GlobalData plc Announces an Interim Dividend, Payable on 7 October 2022The Group's policy is to pay a dividend that reflects the growth and cash generation of the business. The Board of GlobalData Plc announced an interim dividend of 7.7 pence per share (H1 2021: 6.1 pence) which represents an increase of 26%, broadly in line with growth of Adjusted EBITDA. The interim dividend will be paid on 7 October 2022 to shareholders on the register at the close of business on 9 September 2022.
공시 • Jul 15GlobalData Plc to Report First Half, 2022 Results on Aug 01, 2022GlobalData Plc announced that they will report first half, 2022 results on Aug 01, 2022
공시 • Apr 27GlobalData Plc Approves Final Dividend for the Year Ended December 31, 2021, Payable on April 29, 2022GlobalData Plc announced that at its AGM held on April 26, 2022, shareholders approved the final dividend of 13.2 pence per ordinary share in respect of the year ended 31 December 2021, payable on 29 April 2022 to ordinary shareholders whose names appear in the register of members at close of business on 1 April 2022.
공시 • Apr 06GlobalData Plc, Annual General Meeting, Apr 26, 2022GlobalData Plc, Annual General Meeting, Apr 26, 2022, at 09:00 Coordinated Universal Time. Location: at John Carpenter House, John Carpenter Street London United Kingdom
Upcoming Dividend • Mar 24Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 31 March 2022. Payment date: 29 April 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.3%).
공시 • Mar 01GlobalData Plc Proposes Final Dividend for the Year Ended 31 December 2021, Payable on 29 April 2022GlobalData Plc proposed a final dividend of 13.2 pence per share (2020: 11.6 pence) for the year ended 31 December 2021. The proposed final dividend will be paid on 29 April 2022 to shareholders on the register at the close of business on 1 April 2022. The ex-dividend date will be on 31 March 2022. The proposed final dividend increases the total dividend for the year to 19.3 pence per share (2020: 17.0 pence), an increase of 14%. The total dividend for the current year is 19.3 pence per share, with an interim dividend of 6.1 pence per share paid on 1 October 2021 to shareholders on the register at the close of business on 3 September 2021.
Reported Earnings • Mar 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.22 (up from UK£0.19 in FY 2020). Revenue: UK£189.3m (up 6.1% from FY 2020). Net income: UK£24.9m (up 10% from FY 2020). Profit margin: 13% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 9.2% growth forecast for the industry in Germany.
Recent Insider Transactions • Jan 16CEO & Executive Director recently sold €19m worth of stockOn the 13th of January, Michael Danson sold around 1m shares on-market at roughly €16.95 per share. This was the largest sale by an insider in the last 3 months. Michael has been a seller over the last 12 months, reducing personal holdings by €39m.
공시 • Dec 17GlobalData Plc (AIM:DATA) acquired Lmca Holdings Limited and Lmci Holdings Limited.GlobalData Plc (AIM:DATA) acquired Lmca Holdings Limited and Lmci Holdings Limited on December 15, 2021. The acquisitions will be funded through existing facilities. GlobalData Plc (AIM:DATA) completed the acquisition of Lmca Holdings Limited and Lmci Holdings Limited on December 15, 2021.
공시 • Sep 09GlobalData Plc (AIM:DATA) agreed to acquire Life Sciences business from IHS Markit Ltd. (NYSE:INFO).GlobalData Plc (AIM:DATA) agreed to acquire Life Sciences business from IHS Markit Ltd. (NYSE:INFO) on September 9, 2021. Deal will be funded from the Group's existing cash resources and banking facilities. Completion, which is subject to certain closing conditions, is expected to occur during Q4 of 2021.
Upcoming Dividend • Aug 26Upcoming dividend of UK£0.061 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 01 October 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.8%).
Recent Insider Transactions • Jul 30CEO & Executive Director recently sold €20m worth of stockOn the 27th of July, Michael Danson sold around 1m shares on-market at roughly €19.36 per share. This was the largest sale by an insider in the last 3 months. Michael has been a seller over the last 12 months, reducing personal holdings by €35m.
Reported Earnings • Jul 27First half 2021 earnings released: EPS UK£0.097 (vs UK£0.049 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£91.1m (up 5.1% from 1H 2020). Net income: UK£11.2m (up 93% from 1H 2020). Profit margin: 12% (up from 6.7% in 1H 2020). The increase in margin was primarily driven by higher revenue.
Recent Insider Transactions • Jun 03Board Member recently sold €273k worth of stockOn the 27th of May, Peter Harkness sold around 15k shares on-market at roughly €18.19 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €19m more than they bought in the last 12 months.
Reported Earnings • Mar 18Full year 2020 earnings released: EPS UK£0.19 (vs UK£0.033 in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: UK£178.4m (flat on FY 2019). Net income: UK£22.6m (up 495% from FY 2019). Profit margin: 13% (up from 2.1% in FY 2019).
Reported Earnings • Mar 02Full year 2020 earnings released: EPS UK£0.19 (vs UK£0.06 in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: UK£178.4m (flat on FY 2019). Net income: UK£22.6m (up 224% from FY 2019). Profit margin: 13% (up from 3.9% in FY 2019).
Analyst Estimate Surprise Post Earnings • Mar 02Revenue misses expectationsRevenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 6.7%, compared to a 7.1% growth forecast for the Professional Services industry in Germany.
공시 • Mar 01GlobalData Plc Announces Board ChangesGlobalData Plc announced the appointment of Catherine Birkett to the Board as an independent Non-Executive Director. She will join GlobalData on 8 March 2021. Catherine is currently the Chief Financial Officer of GoCardless Limited. Catherine has had a distinguished career in senior finance roles, including 14 years as Chief Financial Officer at Interoute Telecommunications, during which time the company grew from a small start-up to one of Europe's fastest growing telecoms providers, with revenues in excess of €700 million. Catherine will succeed Murray Legg as Chair of the Audit Committee following the AGM. Bernard Cragg would be stepping down as Chairman at the Annual General Meeting in April 2021. Murray Legg will take on the role of Non-Executive Chairman at the Annual General Meeting and also announcing the appointment of Catherine Birkett to the Board as independent non-executive.