View Future GrowthAscential 과거 순이익 실적과거 기준 점검 2/6Ascential은 연평균 31.9%의 비율로 수입이 증가해 온 반면, Media 산업은 수입이 6% 증가했습니다. 매출은 연평균 13.2%의 비율로 감소했습니다. Ascential의 자기자본이익률은 17.9%이고 순이익률은 17.4%입니다.핵심 정보31.93%순이익 성장률25.60%주당순이익(EPS) 성장률Media 산업 성장률-2.36%매출 성장률-13.17%자기자본이익률17.91%순이익률17.45%최근 순이익 업데이트30 Jun 2024최근 과거 실적 업데이트Reported Earnings • Jul 31First half 2024 earnings released: EPS: UK£0.15 (vs UK£0.064 loss in 1H 2023)First half 2024 results: EPS: UK£0.15 (up from UK£0.064 loss in 1H 2023). Revenue: UK£157.8m (down 49% from 1H 2023). Net income: UK£58.8m (up UK£75.3m from 1H 2023). Profit margin: 37% (up from net loss in 1H 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 21Full year 2023 earnings released: EPS: UK£0.01 (vs UK£0.22 loss in FY 2022)Full year 2023 results: EPS: UK£0.01 (up from UK£0.22 loss in FY 2022). Revenue: UK£206.4m (down 61% from FY 2022). Net income: UK£4.20m (up UK£99.7m from FY 2022). Profit margin: 2.0% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 48% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • Mar 16Ascential plc to Report Fiscal Year 2023 Results on Mar 21, 2024Ascential plc announced that they will report fiscal year 2023 results on Mar 21, 2024Reported Earnings • Sep 24First half 2023 earnings released: UK£0.037 loss per share (vs UK£0.086 loss in 1H 2022)First half 2023 results: UK£0.037 loss per share (improved from UK£0.086 loss in 1H 2022). Revenue: UK£307.4m (up 18% from 1H 2022). Net loss: UK£16.5m (loss narrowed 56% from 1H 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 31Full year 2022 earnings released: UK£0.22 loss per share (vs UK£0.093 loss in FY 2021)Full year 2022 results: UK£0.22 loss per share (further deteriorated from UK£0.093 loss in FY 2021). Revenue: UK£524.4m (up 50% from FY 2021). Net loss: UK£95.5m (loss widened 146% from FY 2021). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up UK£6.90m from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 12%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.모든 업데이트 보기Recent updates공시 • Oct 09+ 7 more updatesAscential plc(LSE:ASCL) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)Ascential plc(LSE:ASCL) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)New Risk • Oct 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (17% net profit margin). Significant insider selling over the past 3 months (€455k sold).Recent Insider Transactions • Sep 09CEO & Executive Director recently sold €373k worth of stockOn the 3rd of September, Philip Thomas sold around 55k shares on-market at roughly €6.75 per share. This transaction amounted to 18% 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 Philip's only on-market trade for the last 12 months.공시 • Aug 08Ascential plc (LSE:ASCL) entered into an agreement to acquire Effie Worldwide Inc.Ascential plc (LSE:ASCL) entered into an agreement to acquire Effie Worldwide Inc. on August 7, 2024. As per terms, Effie will continue to be led by Traci Alford, President and CEO, Effie Worldwide. The transaction is subject to approval by regulatory board / committee.New Risk • Aug 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 17% Last year net profit margin: 131% 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: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (17% net profit margin).Reported Earnings • Jul 31First half 2024 earnings released: EPS: UK£0.15 (vs UK£0.064 loss in 1H 2023)First half 2024 results: EPS: UK£0.15 (up from UK£0.064 loss in 1H 2023). Revenue: UK£157.8m (down 49% from 1H 2023). Net income: UK£58.8m (up UK£75.3m from 1H 2023). Profit margin: 37% (up from net loss in 1H 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.공시 • Jul 25Informa plc (LSE:INF) made a conditional proposal to acquire Ascential plc (LSE:ASCL) for £1.15 billion.Informa plc (LSE:INF) made a conditional proposal to acquire Ascential plc (LSE:ASCL) for £1.15 billion on July 23, 2024. A cash consideration valued at £5.68 per share will be paid by Informa plc. As on July 24, 2024, The boards of Informa and Ascential are pleased to announce that they have reached agreement on the terms of a recommended cash offer for the entire issued and to be issued ordinary share capital of Ascential. The Offer values the entire issued and to be issued share capital of Ascential at approximately £1.2 billion on a fully diluted basis. In addition, Informa and Ascential have agreed that if the Hudson Disposal completes prior to the date of the Sanction Hearing, Net Sale Proceeds will (subject to the approval of the Ascential Board) be returned to Ascential Shareholders by way of a cash dividend and Ascential Shareholders will be entitled to keep that dividend without any reduction of the Cash Consideration payable under the Offer. Accordingly, the Ascential Directors intend to unanimously recommend that Ascential Shareholders vote (or procure votes) in favour of the Scheme at the Court Meeting and to vote (or procure votes) in favour of the Ascential Resolution(s) at the General Meeting as the Ascential Directors who (or whose immediate family) beneficially hold Ascential Shares have irrevocably undertaken to do (or procure to be done), in respect of 602,718 Ascential Shares in total, representing in aggregate approximately 0.3 per cent. of the ordinary share capital of Ascential in issue as at the Latest Practicable Date. A resolution to approve the Scheme is passed by a majority in number of the Scheme Shareholders present and voting (and entitled to vote) at the Court Meeting, either in person or by proxy, representing at least 75 per cent. in value of the Scheme Shares voted by those Scheme Shareholders. The Cash Consideration payable by Informa pursuant to the Offer will be funded by a dedicated Offer finance facility of up to £1.25 billion provided by Morgan Stanley Bank, N.A. pursuant to the terms of the Facility Agreement. The Cash Consideration payable under the terms of the Offer will be despatched to Ascential Shareholders within 14 days of the Effective Date. The Scheme will also be subject to the applicable requirements of the Takeover Code, the Panel, the London Stock Exchange, the Financial Conduct Authority and the Listing Rules. It is intended that the Offer will be implemented by way of a Court sanctioned scheme of arrangement under Part 26 of the Companies Act. BofA Securities, Goldman Sachs International and Slaughter and May is acting as advisers to Ascential. BofA Securities, Inc. acted as financial advisor and corporate broker to Ascential plc. Morgan Stanley (NYSE:MS) acted as financial advisor to Informa plc. Clifford Chance LLP is acting as legal adviser to Informa.Buy Or Sell Opportunity • Jul 24Now 40% overvaluedOver the last 90 days, the stock has fallen 2.0% to €6.00. The fair value is estimated to be €4.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 67% per annum over the same time period.Buy Or Sell Opportunity • May 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.9% to €3.70. The fair value is estimated to be €3.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 67% per annum over the same time period.Upcoming Dividend • May 13Upcoming dividend of UK£1.29 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 03 June 2024. The company last paid an ordinary dividend in August 2016. The average dividend yield among industry peers is 5.5%.공시 • May 09Ascential plc Declares Special Dividend, Payable on 3 June 2024Ascential plc declared a Special Dividend of 128.6 pence per Existing Ascential Share amounting to a total of approximately £450 million. The Special Dividend is expected to be paid on 3 June 2024 to Shareholders on the Register on 17 May 2024, with the Ascential Shares being marked ex dividend on 20 May 2024.New Risk • Apr 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.0% Last year net profit margin: 14% 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: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin).공시 • Apr 04Ascential plc, Annual General Meeting, May 09, 2024Ascential plc, Annual General Meeting, May 09, 2024.New Risk • Mar 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€2.8m sold).Reported Earnings • Mar 21Full year 2023 earnings released: EPS: UK£0.01 (vs UK£0.22 loss in FY 2022)Full year 2023 results: EPS: UK£0.01 (up from UK£0.22 loss in FY 2022). Revenue: UK£206.4m (down 61% from FY 2022). Net income: UK£4.20m (up UK£99.7m from FY 2022). Profit margin: 2.0% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 48% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • Mar 16Ascential plc to Report Fiscal Year 2023 Results on Mar 21, 2024Ascential plc announced that they will report fiscal year 2023 results on Mar 21, 2024공시 • Feb 01Ascential plc Announces Company Secretary ChangeAscential plc announces that Louise Meads, Group Company Secretary since February 2017, is to step down and be succeeded with effect from 1 February 2024 by Naomi Howden, who is currently Deputy Company Secretary. The board would like to thank Louise for her excellent service and contribution through a period of significant change in the business and wish her well for the future.Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. CEO & Executive Director Phil Thomas was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Jan 07CFO & Director recently sold €2.8m worth of stockOn the 4th of January, Amanda Gradden sold around 850k shares on-market at roughly €3.34 per share. This transaction amounted to 67% 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 Amanda's only on-market trade for the last 12 months.공시 • Jan 02+ 1 more updateAscential plc Announces CEO ChangesAscential plc announced that Duncan Painter has now stepped down from the position of Chief Executive Officer. He will now serve as Chief Executive Officer of Flywheel Digital, a new practice area within Omnicom. Philip Thomas has been appointed as Chief Executive Officer of the company with effect from January 2, 2024.Recent Insider Transactions • Nov 29CEO & Director recently sold €969k worth of stockOn the 24th of November, Duncan Painter sold around 300k shares on-market at roughly €3.23 per share. This transaction amounted to 3.8% 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 Duncan's only on-market trade for the last 12 months.공시 • Oct 31Ascential Announces the Proposed Sale of Its Digital Commerce Business to Omnicom GroupAscential plc (LSE:ASCL) has announced the proposed sale of its Digital Commerce business to Omnicom Group Inc., (NYSE:OMC) a leading global marketing and corporate communications company. Omnicom Group Inc. has confirmed its participation in the sale process for Hudson.New Risk • Oct 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Reported Earnings • Sep 24First half 2023 earnings released: UK£0.037 loss per share (vs UK£0.086 loss in 1H 2022)First half 2023 results: UK£0.037 loss per share (improved from UK£0.086 loss in 1H 2022). Revenue: UK£307.4m (up 18% from 1H 2022). Net loss: UK£16.5m (loss narrowed 56% from 1H 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공시 • Sep 08Ascential plc Announces Resignation of Paul Harrison as Chief Operating Officer, Effective from September 30, 2023Further to the announcement of Ascential plc in January 2023 that Paul Harrison, Chief Operating Officer, intends to leave the Company in due course, the Company announced that the effective date of this departure is 30 September 2023.공시 • Aug 13Ascential plc (LSE:ASCL) acquired Contagious Communications Ltd.Ascential plc (LSE:ASCL) acquired Contagious Communications Ltd. on August 11, 2023. Contagious employs 40 staff, and will continue to be led by Chief Executive Officer Karl Marsden, and Co-Founder and Chief Brand Officer Paul Kemp-Robertson. Ascential plc (LSE:ASCL) completed the acquisition of Contagious Communications Ltd. on August 11, 2023.공시 • May 19Ascential plc Elects Joanne Harris as DirectorAscential plc at its AGM held on May 18, 2023, approved to elect Joanne Harris as a Director of the Company.공시 • May 18BC Partners Reportedly Eyes bid for Ascential's Consumer Data ArmAscential PLC's (LSE:ASCL) consumer data business has attracted the interest of a private equity firm advised by the former head of the Daily Mail's parent, Sky News reported on May 16, 2023. Paul Zwillenberg, who stepped down as chief executive of Daily Mail & General Trust last autumn, is working with the buyout firm BC Partners on its interest in WGSN, which is owned by FTSE 250-listed events group Ascential, Sky reported. Zwillenberg is working alongside Elizabeth Deeming, a former executive at Stylus Media Group and News Corp, on the deal. City sources said Ascential had asked for initial offers for WGSN, which supplies data on fashion trends to the industry, this week, the report noted. The business is understood to be valued at more than GBP 700 million, with Apax Partners, another buyout firm, among the rival bidders to BC Partners. Neither Zwillenberg nor Deeming is expected to have an ongoing role in the WGSN business if BC's bid is successful, according to people close to the situation, Sky reported. Shares in Ascential closed 1.7% higher at 241.12 pence in London on May 16, 2023.Breakeven Date Change • Apr 27Forecast breakeven date pushed back to 2024The 8 analysts covering Ascential previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 73% to 2023. The company is expected to make a profit of UK£16.8m in 2024. Average annual earnings growth of 102% is required to achieve expected profit on schedule.Breakeven Date Change • Apr 05Forecast breakeven date pushed back to 2024The 7 analysts covering Ascential previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 73% to 2023. The company is expected to make a profit of UK£16.8m in 2024. Average annual earnings growth of 104% is required to achieve expected profit on schedule.Reported Earnings • Mar 31Full year 2022 earnings released: UK£0.22 loss per share (vs UK£0.093 loss in FY 2021)Full year 2022 results: UK£0.22 loss per share (further deteriorated from UK£0.093 loss in FY 2021). Revenue: UK£524.4m (up 50% from FY 2021). Net loss: UK£95.5m (loss widened 146% from FY 2021). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Breakeven Date Change • Mar 11Forecast to breakeven in 2023The 9 analysts covering Ascential expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£20.3m in 2023. Average annual earnings growth of 78% is required to achieve expected profit on schedule.공시 • Jan 25Ascential plc Announces Paul Harrison, Currently Chief Operating Officer Intends to Leave the CompanyAscential plc announced that Following a transition period of active participation in the execution of the plans, Paul Harrison, currently Chief Operating Officer of Ascential plc, has informed the Board that he intends to accept the offer of a role outside Ascential and leave the Company in due course. The Company is grateful for Paul's seven years in both executive and non-executive capacities and his continued support of the strategic plan for a transition period. Further details will be announced in due course. Further appointments will be announced in due course.Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up UK£6.90m from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 12%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 07Full year 2021 earnings released: UK£0.093 loss per share (vs UK£0.38 loss in FY 2020)Full year 2021 results: UK£0.093 loss per share (up from UK£0.38 loss in FY 2020). Revenue: UK£349.3m (up 52% from FY 2020). Net loss: UK£38.8m (loss narrowed 75% from FY 2020). Over the next year, revenue is forecast to grow 28%, compared to a 8.3% 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 72 percentage points per year, which is a significant difference in performance.Breakeven Date Change • Mar 16Forecast breakeven date moved forward to 2022The 10 analysts covering Ascential previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of UK£3.00m in 2022. Earnings growth of 100% is required to achieve expected profit on schedule.Breakeven Date Change • Mar 04Forecast breakeven date pushed back to 2023The 9 analysts covering Ascential previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 61% to 2022. The company is expected to make a profit of UK£35.1m in 2023. Average annual earnings growth of 99% is required to achieve expected profit on schedule.Reported Earnings • Mar 03Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: UK£0.093 loss per share (up from UK£0.37 loss in FY 2020). Revenue: UK£349.3m (up 33% from FY 2020). Net loss: UK£38.8m (loss narrowed 74% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 25%, compared to a 8.1% 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 80 percentage points per year, which is a significant difference in performance.Reported Earnings • Jul 28First half 2021 earnings released: UK£0.017 loss per share (vs UK£0.17 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: UK£175.1m (up 37% from 1H 2020). Net loss: UK£6.90m (loss narrowed 90% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Apr 03CEO & Director recently sold €131k worth of stockOn the 25th of March, Duncan Painter sold around 33k shares on-market at roughly €3.99 per share. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Duncan has been a buyer over the last 12 months, purchasing a net total of €199k worth of shares.Is New 90 Day High Low • Feb 19New 90-day high: €4.38The company is up 14% from its price of €3.84 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.45 per share.Is New 90 Day High Low • Dec 28New 90-day high: €4.30The company is up 32% from its price of €3.27 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.04 per share.Is New 90 Day High Low • Dec 05New 90-day high: €4.15The company is up 31% from its price of €3.17 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 Media industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.51 per share.Is New 90 Day High Low • Nov 10New 90-day high: €4.00The company is up 22% from its price of €3.29 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.19 per share.Is New 90 Day High Low • Oct 12New 90-day high: €3.53The company is up 8.0% from its price of €3.27 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.95 per share.Is New 90 Day High Low • Sep 24New 90-day low: €2.92The company is down 8.0% from its price of €3.19 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media 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 €3.72 per share.매출 및 비용 세부 내역Ascential가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이DB:A040 매출, 비용 및 순이익 (GBP Millions)날짜매출순이익일반관리비연구개발비30 Jun 242284092031 Mar 242172295031 Dec 23206497030 Jun 2367879031 Mar 231295752031 Dec 221912694030 Sep 22323-20165030 Jun 22456-65237031 Mar 22403-52215031 Dec 21349-39193030 Sep 21303-68186030 Jun 21256-98179031 Mar 21243-126178031 Dec 20230-153177030 Jun 20272-95179031 Mar 20326-51186031 Dec 19380-7194030 Sep 1940617198030 Jun 1939625193031 Mar 1937223180031 Dec 1834920168030 Sep 1833315159030 Jun 1831710151031 Mar 1830511143031 Dec 1729312135030 Sep 1729117135030 Jun 1728923136031 Mar 1729417140031 Dec 1630012145030 Sep 16248-37111030 Jun 16254-28125031 Mar 16256-30131031 Dec 15257-32137030 Sep 1531512185031 Dec 1431320184031 Dec 1327121610양질의 수익: A040는 고품질 수익을 보유하고 있습니다.이익 마진 증가: A040의 현재 순 이익률 (17.4%)은 지난해 보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: A040는 지난 5년 동안 흑자전환하며 연평균 31.9%의 수익 성장을 기록했습니다.성장 가속화: A040은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: A040은 지난 1년 동안 수익이 감소(-54.3%)하여 Media 업계 평균(-11.7%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: A040의 자본 수익률(17.9%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMedia 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/10/09 18:24종가2024/10/09 00:00수익2024/06/30연간 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 소스Ascential plc는 13명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jeffrey MeulerBairdNicholas Michael DempseyBarclaysNicholas Michael DempseyBarclays10명의 분석가 더 보기
Reported Earnings • Jul 31First half 2024 earnings released: EPS: UK£0.15 (vs UK£0.064 loss in 1H 2023)First half 2024 results: EPS: UK£0.15 (up from UK£0.064 loss in 1H 2023). Revenue: UK£157.8m (down 49% from 1H 2023). Net income: UK£58.8m (up UK£75.3m from 1H 2023). Profit margin: 37% (up from net loss in 1H 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 21Full year 2023 earnings released: EPS: UK£0.01 (vs UK£0.22 loss in FY 2022)Full year 2023 results: EPS: UK£0.01 (up from UK£0.22 loss in FY 2022). Revenue: UK£206.4m (down 61% from FY 2022). Net income: UK£4.20m (up UK£99.7m from FY 2022). Profit margin: 2.0% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 48% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • Mar 16Ascential plc to Report Fiscal Year 2023 Results on Mar 21, 2024Ascential plc announced that they will report fiscal year 2023 results on Mar 21, 2024
Reported Earnings • Sep 24First half 2023 earnings released: UK£0.037 loss per share (vs UK£0.086 loss in 1H 2022)First half 2023 results: UK£0.037 loss per share (improved from UK£0.086 loss in 1H 2022). Revenue: UK£307.4m (up 18% from 1H 2022). Net loss: UK£16.5m (loss narrowed 56% from 1H 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 31Full year 2022 earnings released: UK£0.22 loss per share (vs UK£0.093 loss in FY 2021)Full year 2022 results: UK£0.22 loss per share (further deteriorated from UK£0.093 loss in FY 2021). Revenue: UK£524.4m (up 50% from FY 2021). Net loss: UK£95.5m (loss widened 146% from FY 2021). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up UK£6.90m from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 12%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공시 • Oct 09+ 7 more updatesAscential plc(LSE:ASCL) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)Ascential plc(LSE:ASCL) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)
New Risk • Oct 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (17% net profit margin). Significant insider selling over the past 3 months (€455k sold).
Recent Insider Transactions • Sep 09CEO & Executive Director recently sold €373k worth of stockOn the 3rd of September, Philip Thomas sold around 55k shares on-market at roughly €6.75 per share. This transaction amounted to 18% 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 Philip's only on-market trade for the last 12 months.
공시 • Aug 08Ascential plc (LSE:ASCL) entered into an agreement to acquire Effie Worldwide Inc.Ascential plc (LSE:ASCL) entered into an agreement to acquire Effie Worldwide Inc. on August 7, 2024. As per terms, Effie will continue to be led by Traci Alford, President and CEO, Effie Worldwide. The transaction is subject to approval by regulatory board / committee.
New Risk • Aug 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 17% Last year net profit margin: 131% 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: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (17% net profit margin).
Reported Earnings • Jul 31First half 2024 earnings released: EPS: UK£0.15 (vs UK£0.064 loss in 1H 2023)First half 2024 results: EPS: UK£0.15 (up from UK£0.064 loss in 1H 2023). Revenue: UK£157.8m (down 49% from 1H 2023). Net income: UK£58.8m (up UK£75.3m from 1H 2023). Profit margin: 37% (up from net loss in 1H 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
공시 • Jul 25Informa plc (LSE:INF) made a conditional proposal to acquire Ascential plc (LSE:ASCL) for £1.15 billion.Informa plc (LSE:INF) made a conditional proposal to acquire Ascential plc (LSE:ASCL) for £1.15 billion on July 23, 2024. A cash consideration valued at £5.68 per share will be paid by Informa plc. As on July 24, 2024, The boards of Informa and Ascential are pleased to announce that they have reached agreement on the terms of a recommended cash offer for the entire issued and to be issued ordinary share capital of Ascential. The Offer values the entire issued and to be issued share capital of Ascential at approximately £1.2 billion on a fully diluted basis. In addition, Informa and Ascential have agreed that if the Hudson Disposal completes prior to the date of the Sanction Hearing, Net Sale Proceeds will (subject to the approval of the Ascential Board) be returned to Ascential Shareholders by way of a cash dividend and Ascential Shareholders will be entitled to keep that dividend without any reduction of the Cash Consideration payable under the Offer. Accordingly, the Ascential Directors intend to unanimously recommend that Ascential Shareholders vote (or procure votes) in favour of the Scheme at the Court Meeting and to vote (or procure votes) in favour of the Ascential Resolution(s) at the General Meeting as the Ascential Directors who (or whose immediate family) beneficially hold Ascential Shares have irrevocably undertaken to do (or procure to be done), in respect of 602,718 Ascential Shares in total, representing in aggregate approximately 0.3 per cent. of the ordinary share capital of Ascential in issue as at the Latest Practicable Date. A resolution to approve the Scheme is passed by a majority in number of the Scheme Shareholders present and voting (and entitled to vote) at the Court Meeting, either in person or by proxy, representing at least 75 per cent. in value of the Scheme Shares voted by those Scheme Shareholders. The Cash Consideration payable by Informa pursuant to the Offer will be funded by a dedicated Offer finance facility of up to £1.25 billion provided by Morgan Stanley Bank, N.A. pursuant to the terms of the Facility Agreement. The Cash Consideration payable under the terms of the Offer will be despatched to Ascential Shareholders within 14 days of the Effective Date. The Scheme will also be subject to the applicable requirements of the Takeover Code, the Panel, the London Stock Exchange, the Financial Conduct Authority and the Listing Rules. It is intended that the Offer will be implemented by way of a Court sanctioned scheme of arrangement under Part 26 of the Companies Act. BofA Securities, Goldman Sachs International and Slaughter and May is acting as advisers to Ascential. BofA Securities, Inc. acted as financial advisor and corporate broker to Ascential plc. Morgan Stanley (NYSE:MS) acted as financial advisor to Informa plc. Clifford Chance LLP is acting as legal adviser to Informa.
Buy Or Sell Opportunity • Jul 24Now 40% overvaluedOver the last 90 days, the stock has fallen 2.0% to €6.00. The fair value is estimated to be €4.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 67% per annum over the same time period.
Buy Or Sell Opportunity • May 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.9% to €3.70. The fair value is estimated to be €3.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 67% per annum over the same time period.
Upcoming Dividend • May 13Upcoming dividend of UK£1.29 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 03 June 2024. The company last paid an ordinary dividend in August 2016. The average dividend yield among industry peers is 5.5%.
공시 • May 09Ascential plc Declares Special Dividend, Payable on 3 June 2024Ascential plc declared a Special Dividend of 128.6 pence per Existing Ascential Share amounting to a total of approximately £450 million. The Special Dividend is expected to be paid on 3 June 2024 to Shareholders on the Register on 17 May 2024, with the Ascential Shares being marked ex dividend on 20 May 2024.
New Risk • Apr 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.0% Last year net profit margin: 14% 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: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin).
공시 • Apr 04Ascential plc, Annual General Meeting, May 09, 2024Ascential plc, Annual General Meeting, May 09, 2024.
New Risk • Mar 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€2.8m sold).
Reported Earnings • Mar 21Full year 2023 earnings released: EPS: UK£0.01 (vs UK£0.22 loss in FY 2022)Full year 2023 results: EPS: UK£0.01 (up from UK£0.22 loss in FY 2022). Revenue: UK£206.4m (down 61% from FY 2022). Net income: UK£4.20m (up UK£99.7m from FY 2022). Profit margin: 2.0% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 48% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • Mar 16Ascential plc to Report Fiscal Year 2023 Results on Mar 21, 2024Ascential plc announced that they will report fiscal year 2023 results on Mar 21, 2024
공시 • Feb 01Ascential plc Announces Company Secretary ChangeAscential plc announces that Louise Meads, Group Company Secretary since February 2017, is to step down and be succeeded with effect from 1 February 2024 by Naomi Howden, who is currently Deputy Company Secretary. The board would like to thank Louise for her excellent service and contribution through a period of significant change in the business and wish her well for the future.
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. CEO & Executive Director Phil Thomas was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Jan 07CFO & Director recently sold €2.8m worth of stockOn the 4th of January, Amanda Gradden sold around 850k shares on-market at roughly €3.34 per share. This transaction amounted to 67% 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 Amanda's only on-market trade for the last 12 months.
공시 • Jan 02+ 1 more updateAscential plc Announces CEO ChangesAscential plc announced that Duncan Painter has now stepped down from the position of Chief Executive Officer. He will now serve as Chief Executive Officer of Flywheel Digital, a new practice area within Omnicom. Philip Thomas has been appointed as Chief Executive Officer of the company with effect from January 2, 2024.
Recent Insider Transactions • Nov 29CEO & Director recently sold €969k worth of stockOn the 24th of November, Duncan Painter sold around 300k shares on-market at roughly €3.23 per share. This transaction amounted to 3.8% 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 Duncan's only on-market trade for the last 12 months.
공시 • Oct 31Ascential Announces the Proposed Sale of Its Digital Commerce Business to Omnicom GroupAscential plc (LSE:ASCL) has announced the proposed sale of its Digital Commerce business to Omnicom Group Inc., (NYSE:OMC) a leading global marketing and corporate communications company. Omnicom Group Inc. has confirmed its participation in the sale process for Hudson.
New Risk • Oct 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Reported Earnings • Sep 24First half 2023 earnings released: UK£0.037 loss per share (vs UK£0.086 loss in 1H 2022)First half 2023 results: UK£0.037 loss per share (improved from UK£0.086 loss in 1H 2022). Revenue: UK£307.4m (up 18% from 1H 2022). Net loss: UK£16.5m (loss narrowed 56% from 1H 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공시 • Sep 08Ascential plc Announces Resignation of Paul Harrison as Chief Operating Officer, Effective from September 30, 2023Further to the announcement of Ascential plc in January 2023 that Paul Harrison, Chief Operating Officer, intends to leave the Company in due course, the Company announced that the effective date of this departure is 30 September 2023.
공시 • Aug 13Ascential plc (LSE:ASCL) acquired Contagious Communications Ltd.Ascential plc (LSE:ASCL) acquired Contagious Communications Ltd. on August 11, 2023. Contagious employs 40 staff, and will continue to be led by Chief Executive Officer Karl Marsden, and Co-Founder and Chief Brand Officer Paul Kemp-Robertson. Ascential plc (LSE:ASCL) completed the acquisition of Contagious Communications Ltd. on August 11, 2023.
공시 • May 19Ascential plc Elects Joanne Harris as DirectorAscential plc at its AGM held on May 18, 2023, approved to elect Joanne Harris as a Director of the Company.
공시 • May 18BC Partners Reportedly Eyes bid for Ascential's Consumer Data ArmAscential PLC's (LSE:ASCL) consumer data business has attracted the interest of a private equity firm advised by the former head of the Daily Mail's parent, Sky News reported on May 16, 2023. Paul Zwillenberg, who stepped down as chief executive of Daily Mail & General Trust last autumn, is working with the buyout firm BC Partners on its interest in WGSN, which is owned by FTSE 250-listed events group Ascential, Sky reported. Zwillenberg is working alongside Elizabeth Deeming, a former executive at Stylus Media Group and News Corp, on the deal. City sources said Ascential had asked for initial offers for WGSN, which supplies data on fashion trends to the industry, this week, the report noted. The business is understood to be valued at more than GBP 700 million, with Apax Partners, another buyout firm, among the rival bidders to BC Partners. Neither Zwillenberg nor Deeming is expected to have an ongoing role in the WGSN business if BC's bid is successful, according to people close to the situation, Sky reported. Shares in Ascential closed 1.7% higher at 241.12 pence in London on May 16, 2023.
Breakeven Date Change • Apr 27Forecast breakeven date pushed back to 2024The 8 analysts covering Ascential previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 73% to 2023. The company is expected to make a profit of UK£16.8m in 2024. Average annual earnings growth of 102% is required to achieve expected profit on schedule.
Breakeven Date Change • Apr 05Forecast breakeven date pushed back to 2024The 7 analysts covering Ascential previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 73% to 2023. The company is expected to make a profit of UK£16.8m in 2024. Average annual earnings growth of 104% is required to achieve expected profit on schedule.
Reported Earnings • Mar 31Full year 2022 earnings released: UK£0.22 loss per share (vs UK£0.093 loss in FY 2021)Full year 2022 results: UK£0.22 loss per share (further deteriorated from UK£0.093 loss in FY 2021). Revenue: UK£524.4m (up 50% from FY 2021). Net loss: UK£95.5m (loss widened 146% from FY 2021). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Breakeven Date Change • Mar 11Forecast to breakeven in 2023The 9 analysts covering Ascential expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£20.3m in 2023. Average annual earnings growth of 78% is required to achieve expected profit on schedule.
공시 • Jan 25Ascential plc Announces Paul Harrison, Currently Chief Operating Officer Intends to Leave the CompanyAscential plc announced that Following a transition period of active participation in the execution of the plans, Paul Harrison, currently Chief Operating Officer of Ascential plc, has informed the Board that he intends to accept the offer of a role outside Ascential and leave the Company in due course. The Company is grateful for Paul's seven years in both executive and non-executive capacities and his continued support of the strategic plan for a transition period. Further details will be announced in due course. Further appointments will be announced in due course.
Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up UK£6.90m from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 12%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 07Full year 2021 earnings released: UK£0.093 loss per share (vs UK£0.38 loss in FY 2020)Full year 2021 results: UK£0.093 loss per share (up from UK£0.38 loss in FY 2020). Revenue: UK£349.3m (up 52% from FY 2020). Net loss: UK£38.8m (loss narrowed 75% from FY 2020). Over the next year, revenue is forecast to grow 28%, compared to a 8.3% 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 72 percentage points per year, which is a significant difference in performance.
Breakeven Date Change • Mar 16Forecast breakeven date moved forward to 2022The 10 analysts covering Ascential previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of UK£3.00m in 2022. Earnings growth of 100% is required to achieve expected profit on schedule.
Breakeven Date Change • Mar 04Forecast breakeven date pushed back to 2023The 9 analysts covering Ascential previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 61% to 2022. The company is expected to make a profit of UK£35.1m in 2023. Average annual earnings growth of 99% is required to achieve expected profit on schedule.
Reported Earnings • Mar 03Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: UK£0.093 loss per share (up from UK£0.37 loss in FY 2020). Revenue: UK£349.3m (up 33% from FY 2020). Net loss: UK£38.8m (loss narrowed 74% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 25%, compared to a 8.1% 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 80 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jul 28First half 2021 earnings released: UK£0.017 loss per share (vs UK£0.17 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: UK£175.1m (up 37% from 1H 2020). Net loss: UK£6.90m (loss narrowed 90% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Apr 03CEO & Director recently sold €131k worth of stockOn the 25th of March, Duncan Painter sold around 33k shares on-market at roughly €3.99 per share. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Duncan has been a buyer over the last 12 months, purchasing a net total of €199k worth of shares.
Is New 90 Day High Low • Feb 19New 90-day high: €4.38The company is up 14% from its price of €3.84 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.45 per share.
Is New 90 Day High Low • Dec 28New 90-day high: €4.30The company is up 32% from its price of €3.27 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.04 per share.
Is New 90 Day High Low • Dec 05New 90-day high: €4.15The company is up 31% from its price of €3.17 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 Media industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.51 per share.
Is New 90 Day High Low • Nov 10New 90-day high: €4.00The company is up 22% from its price of €3.29 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.19 per share.
Is New 90 Day High Low • Oct 12New 90-day high: €3.53The company is up 8.0% from its price of €3.27 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.95 per share.
Is New 90 Day High Low • Sep 24New 90-day low: €2.92The company is down 8.0% from its price of €3.19 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media 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 €3.72 per share.