View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsTOD'S 향후 성장Future 기준 점검 1/6TOD'S (는) 각각 연간 15.1% 및 4.4% 수익과 수익이 증가할 것으로 예상됩니다.핵심 정보15.1%이익 성장률n/aEPS 성장률Luxury 이익 성장13.6%매출 성장률4.4%향후 자기자본이익률n/a애널리스트 커버리지Good마지막 업데이트08 Jun 2024최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Feb 13Tod's Rises 17% on L Catterton Bids to Help Owner's Delisting PlanShares in TOD'S S.p.A. rose 17.4%, after private equity firm L Catterton offered to buy 36% of the luxury shoemaker and take it private, in agreement with the Della Valle founding family. Shares rose to EUR 42.7 each by 08:35 GMT, just below the EUR 43 per share offered by the investment firm backed by France's LVMH, which values Tod's at just over EUR 1.4 billion. The move follows a failed attempt in 2022 by the Della Valles, who own 64.5% of Tod's, to take the company private. In addition to the eponymous brand, famous for its Gommino loafers, Tod's also owns the iconic Roger Vivier shoe brand, as well as the Fay and Hogan labels. The Della Valle family refrained however from still taking Tod's private, as they had said they could do, by merging it into their DeVa Finance vehicle. But L Catterton said it plans to merge Tod's into the vehicle used to launch the offer if the bid fails to reach the delisting threshold. CEO and founder Diego Della Valle is tendering its 10.45% stake in Tod's, while retaining another 54% together with his brother Andrea. LVMH will keep its 10% stake and L Catterton will own the remainder of Tod's if the offer is successful.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €42.86, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Luxury industry in Europe. Total returns to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €45.64 per share.공시 • Nov 17+ 4 more updatesTOD'S S.p.A. to Report Nine Months, 2024 Results on Oct 30, 2024TOD'S S.p.A. announced that they will report nine months, 2024 results on Oct 30, 2024Reported Earnings • Mar 17Full year 2022 earnings released: EPS: €0.70 (vs €0.18 loss in FY 2021)Full year 2022 results: EPS: €0.70 (up from €0.18 loss in FY 2021). Revenue: €1.03b (up 14% from FY 2021). Net income: €23.1m (up €29.0m from FY 2021). Profit margin: 2.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • Nov 15+ 4 more updatesTOD'S S.p.A. to Report Fiscal Year 2022 Results on Mar 13, 2023TOD'S S.p.A. announced that they will report fiscal year 2022 results on Mar 13, 2023공시 • Oct 28DeVa Finance cancelled the acquisition of TOD'S S.p.A. (BIT : TOD).DeVa Finance made an offer to acquire a 25.55% stake in TOD'S S.p.A. (BIT : TOD) for approximately €340 million on August 3, 2022. The offer price in €40 per share. Upon completion, Della Valle family through its holding companies will own a total of 90% and LVMH will retain its 10% stake. Following completion, TOD'S shares will be delisted from stock exchange. The offer began on September 26, 2022 and will end on October 25, 2022. BNP Paribas, Crédit Agricole Corporate Investment Bank and Deutsche Bank are acting as financial advisers and are also providing financing for the offer. Milan of Lazard acted as financial advisor to TOD'S Board of Directors in the deal. DeVa Finance cancelled the acquisition of TOD'S S.p.A. (BIT : TOD) on October 26, 2022.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €32.14, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Luxury industry in Germany. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.33 per share.공시 • Oct 11TOD'S S.p.A. to Report Q3, 2022 Results on Nov 10, 2022TOD'S S.p.A. announced that they will report Q3, 2022 results on Nov 10, 2022Reported Earnings • Sep 10First half 2022 earnings released: EPS: €0.02 (vs €0.63 loss in 1H 2021)First half 2022 results: EPS: €0.02 (up from €0.63 loss in 1H 2021). Revenue: €476.0m (up 18% from 1H 2021). Net income: €755.0k (up €21.5m from 1H 2021). Profit margin: 0.2% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: €0.18 loss per share (up from €2.21 loss in FY 2020). Revenue: €900.4m (up 39% from FY 2020). Net loss: €5.94m (loss narrowed 92% from FY 2020). Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 9.3%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.Reported Earnings • Sep 12First half 2021 earnings released: €0.63 loss per share (vs €2.44 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: €405.1m (up 55% from 1H 2020). Net loss: €20.7m (loss narrowed 74% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Mar 13New 90-day high: €31.82The company is up 9.0% from its price of €29.24 on 11 December 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.81 per share.Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €647.0m (down 30% from FY 2019). Net loss: €73.2m (down 258% from profit in FY 2019).Analyst Estimate Surprise Post Earnings • Mar 13Revenue misses expectationsRevenue missed analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 15%, compared to a 8.0% growth forecast for the Luxury industry in Germany.Is New 90 Day High Low • Dec 05New 90-day high: €28.08The company is up 20% from its price of €23.48 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.87 per share.Is New 90 Day High Low • Nov 18New 90-day high: €24.84The company is up 4.0% from its price of €23.94 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.02 per share.Is New 90 Day High Low • Oct 15New 90-day low: €22.20The company is down 8.0% from its price of €24.14 on 17 July 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.18 per share.공시 • Aug 02TOD'S S.p.A. to Report First Half, 2020 Results on Sep 08, 2020TOD'S S.p.A. announced that they will report first half, 2020 results on Sep 08, 2020이익 및 매출 성장 예측DB:TOB - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20261,32777N/AN/A312/31/20251,25270116208612/31/20241,1795588145512/31/20231,1455077133N/A9/30/20231,1365278131N/A6/30/20231,1275378129N/A3/31/20231,0773881129N/A12/31/20221,0272383129N/A9/30/202299919113158N/A6/30/202297116143186N/A3/31/20229365149193N/A12/31/2021900-6154199N/A9/30/2021846-10134174N/A6/30/2021791-13114148N/A3/31/2021719-434173N/A12/31/2020647-73-32-2N/A9/30/2020688-51-77-40N/A6/30/2020730-29-121-77N/A3/31/20208289-3711N/A12/31/2019927464899N/A9/30/20199282753100N/A6/30/2019929859102N/A3/31/2019940272264N/A12/31/201895147-1625N/A9/30/2018964591050N/A6/30/2018976703574N/A3/31/20189797074111N/A12/31/201798371112148N/A9/30/201799277N/A156N/A6/30/20171,00084N/A164N/A3/31/20171,00885N/A157N/A12/31/20161,01586N/A150N/A9/30/20161,02383N/A147N/A6/30/20161,03180N/A144N/A3/31/20161,04086N/A126N/A12/31/20151,04893N/A108N/A9/30/20151,03192N/A86N/A6/30/20151,01491N/A65N/A3/31/201599594N/A77N/A12/31/201497697N/A90N/A9/30/2014973106N/A122N/A6/30/2014970114N/A154N/A3/31/2014976124N/A180N/A12/31/2013983134N/A207N/A9/30/2013988140N/A179N/A6/30/2013992147N/A151N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TOB 의 연간 예상 수익 증가율(15.1%)이 saving rate(0.7%)보다 높습니다.수익 vs 시장: TOB 의 연간 수익(15.1%)이 German 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: TOB 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: TOB 의 수익(연간 4.4%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: TOB 의 수익(연간 4.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TOB의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/06/09 15:26종가2024/06/07 00:00수익2023/12/31연간 수익2023/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 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 소스TOD'S S.p.A.는 25명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Giada CabrinoBanca Akros S.p.A. (ESN)Julian EasthopeBarclaysMariana Horn UribeBerenberg22명의 분석가 더 보기
공시 • Feb 13Tod's Rises 17% on L Catterton Bids to Help Owner's Delisting PlanShares in TOD'S S.p.A. rose 17.4%, after private equity firm L Catterton offered to buy 36% of the luxury shoemaker and take it private, in agreement with the Della Valle founding family. Shares rose to EUR 42.7 each by 08:35 GMT, just below the EUR 43 per share offered by the investment firm backed by France's LVMH, which values Tod's at just over EUR 1.4 billion. The move follows a failed attempt in 2022 by the Della Valles, who own 64.5% of Tod's, to take the company private. In addition to the eponymous brand, famous for its Gommino loafers, Tod's also owns the iconic Roger Vivier shoe brand, as well as the Fay and Hogan labels. The Della Valle family refrained however from still taking Tod's private, as they had said they could do, by merging it into their DeVa Finance vehicle. But L Catterton said it plans to merge Tod's into the vehicle used to launch the offer if the bid fails to reach the delisting threshold. CEO and founder Diego Della Valle is tendering its 10.45% stake in Tod's, while retaining another 54% together with his brother Andrea. LVMH will keep its 10% stake and L Catterton will own the remainder of Tod's if the offer is successful.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €42.86, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Luxury industry in Europe. Total returns to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €45.64 per share.
공시 • Nov 17+ 4 more updatesTOD'S S.p.A. to Report Nine Months, 2024 Results on Oct 30, 2024TOD'S S.p.A. announced that they will report nine months, 2024 results on Oct 30, 2024
Reported Earnings • Mar 17Full year 2022 earnings released: EPS: €0.70 (vs €0.18 loss in FY 2021)Full year 2022 results: EPS: €0.70 (up from €0.18 loss in FY 2021). Revenue: €1.03b (up 14% from FY 2021). Net income: €23.1m (up €29.0m from FY 2021). Profit margin: 2.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • Nov 15+ 4 more updatesTOD'S S.p.A. to Report Fiscal Year 2022 Results on Mar 13, 2023TOD'S S.p.A. announced that they will report fiscal year 2022 results on Mar 13, 2023
공시 • Oct 28DeVa Finance cancelled the acquisition of TOD'S S.p.A. (BIT : TOD).DeVa Finance made an offer to acquire a 25.55% stake in TOD'S S.p.A. (BIT : TOD) for approximately €340 million on August 3, 2022. The offer price in €40 per share. Upon completion, Della Valle family through its holding companies will own a total of 90% and LVMH will retain its 10% stake. Following completion, TOD'S shares will be delisted from stock exchange. The offer began on September 26, 2022 and will end on October 25, 2022. BNP Paribas, Crédit Agricole Corporate Investment Bank and Deutsche Bank are acting as financial advisers and are also providing financing for the offer. Milan of Lazard acted as financial advisor to TOD'S Board of Directors in the deal. DeVa Finance cancelled the acquisition of TOD'S S.p.A. (BIT : TOD) on October 26, 2022.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €32.14, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Luxury industry in Germany. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.33 per share.
공시 • Oct 11TOD'S S.p.A. to Report Q3, 2022 Results on Nov 10, 2022TOD'S S.p.A. announced that they will report Q3, 2022 results on Nov 10, 2022
Reported Earnings • Sep 10First half 2022 earnings released: EPS: €0.02 (vs €0.63 loss in 1H 2021)First half 2022 results: EPS: €0.02 (up from €0.63 loss in 1H 2021). Revenue: €476.0m (up 18% from 1H 2021). Net income: €755.0k (up €21.5m from 1H 2021). Profit margin: 0.2% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: €0.18 loss per share (up from €2.21 loss in FY 2020). Revenue: €900.4m (up 39% from FY 2020). Net loss: €5.94m (loss narrowed 92% from FY 2020). Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 9.3%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
Reported Earnings • Sep 12First half 2021 earnings released: €0.63 loss per share (vs €2.44 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: €405.1m (up 55% from 1H 2020). Net loss: €20.7m (loss narrowed 74% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Mar 13New 90-day high: €31.82The company is up 9.0% from its price of €29.24 on 11 December 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.81 per share.
Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €647.0m (down 30% from FY 2019). Net loss: €73.2m (down 258% from profit in FY 2019).
Analyst Estimate Surprise Post Earnings • Mar 13Revenue misses expectationsRevenue missed analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 15%, compared to a 8.0% growth forecast for the Luxury industry in Germany.
Is New 90 Day High Low • Dec 05New 90-day high: €28.08The company is up 20% from its price of €23.48 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.87 per share.
Is New 90 Day High Low • Nov 18New 90-day high: €24.84The company is up 4.0% from its price of €23.94 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.02 per share.
Is New 90 Day High Low • Oct 15New 90-day low: €22.20The company is down 8.0% from its price of €24.14 on 17 July 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.18 per share.
공시 • Aug 02TOD'S S.p.A. to Report First Half, 2020 Results on Sep 08, 2020TOD'S S.p.A. announced that they will report first half, 2020 results on Sep 08, 2020