View ValuationRoche Bobois 향후 성장Future 기준 점검 1/6Roche Bobois 의 수익은 연간 1.1% 감소할 것으로 예상되는 반면, 연간 수익은 3.6% 로 증가할 것으로 예상됩니다. EPS는 연간 4.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7% 로 예상됩니다.핵심 정보3.6%이익 성장률4.08%EPS 성장률Consumer Durables 이익 성장21.1%매출 성장률-1.1%향후 자기자본이익률7.00%애널리스트 커버리지Low마지막 업데이트22 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesDeclared Dividend • Jun 25Dividend reduced to €0.80Dividend of €0.80 is 36% lower than last year. Ex-date: 6th July 2026 Payment date: 8th July 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 17% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Mar 27Roche Bobois S.A., Annual General Meeting, Jun 16, 2026Roche Bobois S.A., Annual General Meeting, Jun 16, 2026.공고 • Jan 28Roche Bobois S.A. (ENXTPA:RBO) commences an Equity Buyback Plan for €10 million worth of its shares, under the authorization approved on June 12, 2025.Roche Bobois S.A. (ENXTPA:RBO) commences share repurchases on January 20, 2026, under the program mandated by the Combined General Meeting held on June 12, 2025. As per the mandate, the company is authorized to repurchase its own shares such that the maximum number of shares that may be purchased may not, at any time, exceed 10% of its share capital at any time, for worth €10 million. The shares will be repurchased at a price of €60 per share. The repurchased shares may be used for honoring obligations related to stock option plans, free share allocations, employee savings plans or other allocations of shares to employees and managers of the company or companies affiliated to it as well as to carry out all hedging transactions relating to these transactions, delivering shares upon the exercise of rights attached to securities giving access to the capital, for retention and subsequent remittance for exchange or payment in the context of any external growth operations, ensuring the liquidity of the company's shares and cancel all or part of the shares. The authorization will be valid for 18 months from the date of Annual General Meeting.공고 • Jan 08Roche Bobois Has Relocates Its London ShowroomRoche Bobois has relocated its historic London showroom, where the brand has been present since 1997. This new space, still located on Finchley Road in the Hampstead district, offers approximately 700 sqm of exhibition area spread over two main levels. Major renovation works were carried out to enhance the double-height volumes and created a smooth, fluid flow throughout the showroom. Roche Bobois operates eight showrooms in the United Kingdom.공고 • Dec 09+ 1 more updateRoche Bobois S.A. to Report First Half, 2026 Results on Sep 10, 2026Roche Bobois S.A. announced that they will report first half, 2026 results on Sep 10, 2026공고 • Jul 23Roche Bobois S.A. to Report First Half, 2025 Results on Sep 11, 2025Roche Bobois S.A. announced that they will report first half, 2025 results on Sep 11, 2025공고 • Mar 29Roche Bobois S.A., Annual General Meeting, Jun 12, 2025Roche Bobois S.A., Annual General Meeting, Jun 12, 2025.Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €39.90, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Consumer Durables industry in Europe. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €75.05 per share.Reported Earnings • Sep 17First half 2024 earnings releasedFirst half 2024 results: Revenue: €204.4m (down 7.8% from 1H 2023). Net income: €8.10m (down 59% from 1H 2023). Profit margin: 4.0% (down from 8.8% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany.New Risk • Sep 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.8% Last year net profit margin: 7.2% 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 (4.8% net profit margin).New Risk • Jul 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.1% increase in shares outstanding).Upcoming Dividend • Jun 26Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 03 July 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 72% and the cash payout ratio is 77%. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.2%).Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €3.12 (vs €3.13 in FY 2022)Full year 2023 results: EPS: €3.12. Revenue: €429.6m (up 5.2% from FY 2022). Net income: €31.3m (flat on FY 2022). Profit margin: 7.3% (down from 7.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Germany.공고 • Apr 10Roche Bobois S.A. (ENXTPA:RBO) has signed a letter of intent to acquire a 51% stake Shanghai Rock Castle Furniture Co. Ltd.Roche Bobois S.A. (ENXTPA:RBO) has signed a letter of intent to acquire a 51% stake Shanghai Rock Castle Furniture Co. Ltd. on April 10, 2024. Shanghai Rock Castle Furniture, the owner of the Roche Bobois franchise in China, which directly runs 3 stores 1 in Beijing and 2 in Shanghai and manages 23 franchised outlets located in various mid-sized cities. In 2023, China accounted for total retail sales of €23m, including €8m in 3 stores located in Beijing and Shanghai. The acquisition of this majority interest should take effect in July 2024.New Risk • Mar 30New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 118% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (118% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Mar 28Full year 2023 earnings releasedFull year 2023 results: Revenue: €429.6m (up 5.2% from FY 2022). Net income: €31.3m (flat on FY 2022). Profit margin: 7.3% (down from 7.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Durables industry in Germany.공고 • Mar 28Roche Bobois S.A., Annual General Meeting, Jun 13, 2024Roche Bobois S.A., Annual General Meeting, Jun 13, 2024. Agenda: To propose an unchanged dividend.Upcoming Dividend • Nov 07Upcoming dividend of €1.00 per share at 5.6% yieldEligible shareholders must have bought the stock before 14 November 2023. Payment date: 16 November 2023. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of German dividend payers (5.0%). In line with average of industry peers (5.2%).Reported Earnings • Sep 17First half 2023 earnings releasedFirst half 2023 results: Revenue: €221.7m (up 9.2% from 1H 2022). Net income: €19.6m (down 2.4% from 1H 2022). Profit margin: 8.8% (down from 9.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Durables industry in Germany.Upcoming Dividend • Jun 27Upcoming dividend of €1.25 per share at 5.2% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 06 July 2023. Trailing yield: 5.2%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €47.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Consumer Durables industry in Germany. Total returns to shareholders of 46% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €94.60 per share.Reported Earnings • Mar 25Full year 2022 earnings releasedFull year 2022 results: Revenue: €408.5m (up 22% from FY 2021). Net income: €31.3m (up 67% from FY 2021). Profit margin: 7.7% (up from 5.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany.공고 • Jan 19Roche Bobois S.A. (ENXTPA:RBO) agreed to acquire 13 franchised stores in France.Roche Bobois S.A. (ENXTPA:RBO) agreed to acquire 13 franchised stores in France on January 19, 2023. The Transaction will expected to close by April 15, 2023.Reported Earnings • Sep 15First half 2022 earnings released: EPS: €0 (vs €0.91 in 1H 2021)First half 2022 results: EPS: €0. Revenue: €203.0m (up 27% from 1H 2021). Net income: €20.1m (up 124% from 1H 2021). Profit margin: 9.9% (up from 5.6% in 1H 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Durables industry in Germany.Reported Earnings • Sep 26First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €159.6m (up 46% from 1H 2020). Net income: €9.00m (up €10.1m from 1H 2020). Profit margin: 5.6% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 20% share price gain to €28.90, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Consumer Durables industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €47.10 per share.이익 및 매출 성장 예측DB:5RO - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028390114759212/31/2027381104758212/31/202637994959312/31/2025403105062N/A9/30/2025409125162N/A6/30/2025416135261N/A3/31/2025415144857N/A12/31/2024414164453N/A9/30/2024413184051N/A6/30/2024412203650N/A3/31/2024421263351N/A12/31/2023430312951N/A9/30/2023428313352N/A6/30/2023427313653N/A3/31/2023418314659N/A12/31/2022409315666N/A9/30/2022393316775N/A6/30/2022377307784N/A3/31/2022356247683N/A12/31/2021334197583N/A9/30/2021325197382N/A6/30/2021316207181N/A3/31/2021291156371N/A12/31/2020266105460N/A9/30/202025874653N/A6/30/202025043745N/A3/31/202026273948N/A12/31/201927594251N/A9/30/20192699N/A41N/A6/30/20192629N/A30N/A3/31/20192607N/A20N/A12/31/20182576N/A9N/A9/30/20182546N/A14N/A6/30/20182515N/A18N/A3/31/20182506N/A18N/A12/31/20172496N/A19N/A12/31/20162489N/A24N/A12/31/201524111N/A14N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 5RO 의 연간 예상 수익 증가율(3.6%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 5RO 의 연간 수익(3.6%)이 German 시장(15.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 5RO 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 5RO 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.1%).고성장 매출: 5RO 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -1.1%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: 5RO의 자본 수익률은 3년 후 7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/22 20:34종가2026/07/22 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Roche Bobois S.A.는 12명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Aurore AventinDegroof PetercamChristophe-Raphael GanetODDO BHF Corporate & MarketsJean-Francois GranjonODDO BHF Corporate & Markets9명의 분석가 더 보기
Declared Dividend • Jun 25Dividend reduced to €0.80Dividend of €0.80 is 36% lower than last year. Ex-date: 6th July 2026 Payment date: 8th July 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 17% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Mar 27Roche Bobois S.A., Annual General Meeting, Jun 16, 2026Roche Bobois S.A., Annual General Meeting, Jun 16, 2026.
공고 • Jan 28Roche Bobois S.A. (ENXTPA:RBO) commences an Equity Buyback Plan for €10 million worth of its shares, under the authorization approved on June 12, 2025.Roche Bobois S.A. (ENXTPA:RBO) commences share repurchases on January 20, 2026, under the program mandated by the Combined General Meeting held on June 12, 2025. As per the mandate, the company is authorized to repurchase its own shares such that the maximum number of shares that may be purchased may not, at any time, exceed 10% of its share capital at any time, for worth €10 million. The shares will be repurchased at a price of €60 per share. The repurchased shares may be used for honoring obligations related to stock option plans, free share allocations, employee savings plans or other allocations of shares to employees and managers of the company or companies affiliated to it as well as to carry out all hedging transactions relating to these transactions, delivering shares upon the exercise of rights attached to securities giving access to the capital, for retention and subsequent remittance for exchange or payment in the context of any external growth operations, ensuring the liquidity of the company's shares and cancel all or part of the shares. The authorization will be valid for 18 months from the date of Annual General Meeting.
공고 • Jan 08Roche Bobois Has Relocates Its London ShowroomRoche Bobois has relocated its historic London showroom, where the brand has been present since 1997. This new space, still located on Finchley Road in the Hampstead district, offers approximately 700 sqm of exhibition area spread over two main levels. Major renovation works were carried out to enhance the double-height volumes and created a smooth, fluid flow throughout the showroom. Roche Bobois operates eight showrooms in the United Kingdom.
공고 • Dec 09+ 1 more updateRoche Bobois S.A. to Report First Half, 2026 Results on Sep 10, 2026Roche Bobois S.A. announced that they will report first half, 2026 results on Sep 10, 2026
공고 • Jul 23Roche Bobois S.A. to Report First Half, 2025 Results on Sep 11, 2025Roche Bobois S.A. announced that they will report first half, 2025 results on Sep 11, 2025
공고 • Mar 29Roche Bobois S.A., Annual General Meeting, Jun 12, 2025Roche Bobois S.A., Annual General Meeting, Jun 12, 2025.
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €39.90, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Consumer Durables industry in Europe. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €75.05 per share.
Reported Earnings • Sep 17First half 2024 earnings releasedFirst half 2024 results: Revenue: €204.4m (down 7.8% from 1H 2023). Net income: €8.10m (down 59% from 1H 2023). Profit margin: 4.0% (down from 8.8% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany.
New Risk • Sep 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.8% Last year net profit margin: 7.2% 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 (4.8% net profit margin).
New Risk • Jul 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
Upcoming Dividend • Jun 26Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 03 July 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 72% and the cash payout ratio is 77%. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.2%).
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €3.12 (vs €3.13 in FY 2022)Full year 2023 results: EPS: €3.12. Revenue: €429.6m (up 5.2% from FY 2022). Net income: €31.3m (flat on FY 2022). Profit margin: 7.3% (down from 7.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Germany.
공고 • Apr 10Roche Bobois S.A. (ENXTPA:RBO) has signed a letter of intent to acquire a 51% stake Shanghai Rock Castle Furniture Co. Ltd.Roche Bobois S.A. (ENXTPA:RBO) has signed a letter of intent to acquire a 51% stake Shanghai Rock Castle Furniture Co. Ltd. on April 10, 2024. Shanghai Rock Castle Furniture, the owner of the Roche Bobois franchise in China, which directly runs 3 stores 1 in Beijing and 2 in Shanghai and manages 23 franchised outlets located in various mid-sized cities. In 2023, China accounted for total retail sales of €23m, including €8m in 3 stores located in Beijing and Shanghai. The acquisition of this majority interest should take effect in July 2024.
New Risk • Mar 30New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 118% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (118% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Mar 28Full year 2023 earnings releasedFull year 2023 results: Revenue: €429.6m (up 5.2% from FY 2022). Net income: €31.3m (flat on FY 2022). Profit margin: 7.3% (down from 7.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Durables industry in Germany.
공고 • Mar 28Roche Bobois S.A., Annual General Meeting, Jun 13, 2024Roche Bobois S.A., Annual General Meeting, Jun 13, 2024. Agenda: To propose an unchanged dividend.
Upcoming Dividend • Nov 07Upcoming dividend of €1.00 per share at 5.6% yieldEligible shareholders must have bought the stock before 14 November 2023. Payment date: 16 November 2023. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of German dividend payers (5.0%). In line with average of industry peers (5.2%).
Reported Earnings • Sep 17First half 2023 earnings releasedFirst half 2023 results: Revenue: €221.7m (up 9.2% from 1H 2022). Net income: €19.6m (down 2.4% from 1H 2022). Profit margin: 8.8% (down from 9.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Durables industry in Germany.
Upcoming Dividend • Jun 27Upcoming dividend of €1.25 per share at 5.2% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 06 July 2023. Trailing yield: 5.2%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €47.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Consumer Durables industry in Germany. Total returns to shareholders of 46% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €94.60 per share.
Reported Earnings • Mar 25Full year 2022 earnings releasedFull year 2022 results: Revenue: €408.5m (up 22% from FY 2021). Net income: €31.3m (up 67% from FY 2021). Profit margin: 7.7% (up from 5.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany.
공고 • Jan 19Roche Bobois S.A. (ENXTPA:RBO) agreed to acquire 13 franchised stores in France.Roche Bobois S.A. (ENXTPA:RBO) agreed to acquire 13 franchised stores in France on January 19, 2023. The Transaction will expected to close by April 15, 2023.
Reported Earnings • Sep 15First half 2022 earnings released: EPS: €0 (vs €0.91 in 1H 2021)First half 2022 results: EPS: €0. Revenue: €203.0m (up 27% from 1H 2021). Net income: €20.1m (up 124% from 1H 2021). Profit margin: 9.9% (up from 5.6% in 1H 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Durables industry in Germany.
Reported Earnings • Sep 26First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €159.6m (up 46% from 1H 2020). Net income: €9.00m (up €10.1m from 1H 2020). Profit margin: 5.6% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 20% share price gain to €28.90, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Consumer Durables industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €47.10 per share.