View ValuationPepco Group 향후 성장Future 기준 점검 2/6Pepco Group (는) 각각 연간 15.9% 및 4.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 23.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 76.8% 로 예상됩니다.핵심 정보15.9%이익 성장률23.44%EPS 성장률Multiline Retail 이익 성장4.5%매출 성장률4.5%향후 자기자본이익률76.80%애널리스트 커버리지Good마지막 업데이트22 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 21Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공시 • Mar 26Pepco Group N.V. to Report First Half, 2026 Results on May 21, 2026Pepco Group N.V. announced that they will report first half, 2026 results on May 21, 2026New Risk • Jan 01New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 100% 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 (100% net debt to equity). Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results.Board Change • Dec 30Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Brendan Wynne Connolly is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.공시 • Dec 18Pepco Group N.V., Annual General Meeting, Mar 11, 2026Pepco Group N.V., Annual General Meeting, Mar 11, 2026.공시 • Nov 27Pepco Group N.V. to Report Fiscal Year 2025 Final Results on Jan 15, 2026Pepco Group N.V. announced that they will report fiscal year 2025 final results at 8:30 AM, Central European Standard Time on Jan 15, 2026공시 • Aug 22Pepco Group N.V. to Report Q4, 2024 Results on Sep 25, 2025Pepco Group N.V. announced that they will report Q4, 2024 results on Sep 25, 2025공시 • Jun 12Pepco Group N.V. to Report Fiscal Year 2025 Results on Dec 11, 2025Pepco Group N.V. announced that they will report fiscal year 2025 results on Dec 11, 2025공시 • May 22Pepco Group Expects to Sell Poundland by End of SeptemberThe parent firm of Poundland Limited has said it expects to sell the UK discount chain by the end of September. Pepco Group N.V. (WSE: PCO), which has owned the brand since 2016, said it is still considering options for the ‘separation’ of the 818-strong retail chain. It is understood that a number of investment firms and private equity groups are among those to have tabled proposals to buy the business since it was put on the market earlier this year. Laura Ashley owner Gordon Brothers Group, LLC is reportedly among the favourites to strike a deal.공시 • Mar 06Pepco Group N.V. to Report First Half, 2025 Results on May 22, 2025Pepco Group N.V. announced that they will report first half, 2025 results on May 22, 2025공시 • Jan 17Pepco Group N.V., Annual General Meeting, Mar 12, 2025Pepco Group N.V., Annual General Meeting, Mar 12, 2025.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €4.75, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 59% over the past three years.공시 • Sep 23Pepco Group N.V.(WSE:PCO) dropped from FTSE All-World Index (USD)Pepco Group N.V.(WSE:PCO) dropped from FTSE All-World Index (USD)공시 • Sep 11Pepco Group N.V. to Report Fiscal Year 2024 Results on Dec 10, 2024Pepco Group N.V. announced that they will report fiscal year 2024 results on Dec 10, 2024Board Change • Jun 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Jun 08Pepco Group Appoints Frederick Arnold as Non-Executive DirectorPepco Group N.V. appointed Frederick Arnold as a non-executive director beginning from June 6, 2024.Reported Earnings • May 24First half 2024 earnings released: EPS: €0.18 (vs €0.15 in 1H 2023)First half 2024 results: EPS: €0.18 (up from €0.15 in 1H 2023). Revenue: €3.20b (up 14% from 1H 2023). Net income: €104.0m (up 20% from 1H 2023). Profit margin: 3.3% (up from 3.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Multiline Retail industry in Europe.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €5.01, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.78 per share.공시 • Apr 12+ 1 more updatePepco Group N.V. Announces Appointment of Stephan Borchert as CEO, Effective on July 1, 2024Pepco Group N.V. appointed Stephan Borchert as its CEO effective from July 1, 2024. He will begin a three-month introductory period from July 1 to get to know the Group's activities and culture.공시 • Apr 11Pepco Group N.V. to Report First Half, 2024 Results on May 23, 2024Pepco Group N.V. announced that they will report first half, 2024 results on May 23, 2024Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €4.34, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Multiline Retail industry in Europe. Total loss to shareholders of 53% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.74 per share.공시 • Jan 19Pepco Group N.V., Annual General Meeting, Mar 15, 2024Pepco Group N.V., Annual General Meeting, Mar 15, 2024.Buying Opportunity • Jan 05Now 21% undervaluedOver the last 90 days, the stock is up 38%. The fair value is estimated to be €7.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 92%. For the next 3 years, revenue is forecast to grow by 9.2% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €6.18, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.84 per share.Reported Earnings • Dec 13Full year 2023 earnings released: EPS: €0.18 (vs €0.30 in FY 2022)Full year 2023 results: EPS: €0.18 (down from €0.30 in FY 2022). Revenue: €5.65b (up 17% from FY 2022). Net income: €102.2m (down 41% from FY 2022). Profit margin: 1.8% (down from 3.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe.Reported Earnings • Dec 13Full year 2023 earnings released: EPS: €0.18 (vs €0.30 in FY 2022)Full year 2023 results: EPS: €0.18 (down from €0.30 in FY 2022). Revenue: €5.65b (up 17% from FY 2022). Net income: €102.2m (down 41% from FY 2022). Profit margin: 1.8% (down from 3.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe.공시 • Dec 12Pepco Group N.V. to Report Q1, 2024 Results on Jan 18, 2024Pepco Group N.V. announced that they will report Q1, 2024 results on Jan 18, 2024Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €4.72, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.92 per share.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €4.80, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.25 per share.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €4.55, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 30% over the past year.공시 • Sep 15Pepco Group N.V. Announces CEO ChangesPepco Group N.V. has announced its CEO Trevor Masters is stepping down with immediate effect. This development at Pepco, was confirmed by Andy Bond, the chair of the board, who will temporarily assume the role of executive chair until a new CEO is appointed. Masters' departure comes after a tenure marked by notable leadership within the organisation, including his previous role as managing director of Pepco Poland.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €6.01, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 20% over the past year.공시 • Sep 12Pepco Group N.V. to Report Fiscal Year 2023 Results on Dec 12, 2023Pepco Group N.V. announced that they will report fiscal year 2023 results on Dec 12, 2023공시 • Aug 25Pepco Group and B&M in Talks to Acquire About 150 of Wilko's 400-Strong Store EstatePepco Group N.V. (WSE:PCO) and B&M European Value Retail S.A. (LSE:BME) are in talks to acquire about 150 of Wilko's 400-strong store estate. Fears for thousands of retail jobs at the ailing chain Wilko deepened on Wednesday evening when trade union officials warned that the majority of its shops were likely to close within days. Sky News has learnt that administrators at PricewaterhouseCoopers (PwC) are in advanced talks to carve up parts of the 400-strong chain, with Poundland's owner, Pepco Group, in discussions to acquire roughly 100 stores. B&M European Retail, the London-listed discount chain, is also in negotiations to take on between 40 and 50 shops, according to one insider. Other value retailers, including TOFS, which is owned by the private equity firm Duke Street, have lodged offers to acquire smaller parcels comprising about ten sites. Retail industry sources said an announcement was expected to be made by PwC on August 24, 2023 outlining the sale agreements with at least some of the bidders. Even if agreements with Pepco, B&M and TOFS are finalised, it is likely to mean that more than 200 Wilko stores will face permanent closure. A B&M spokesman declined to comment and a spokesman for Pepco said he would not respond unless a query was emailed.Buying Opportunity • Aug 09Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €9.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 119%. Revenue is forecast to grow by 33% in 2 years. Earnings is forecast to grow by 106% in the next 2 years.공시 • Jun 07Pepco Group N.V. to Report First Half, 2023 Results on Jun 06, 2023Pepco Group N.V. announced that they will report first half, 2023 results on Jun 06, 2023Reported Earnings • Jun 06First half 2023 earnings released: EPS: €0.14 (vs €0.17 in 1H 2022)First half 2023 results: EPS: €0.14 (down from €0.17 in 1H 2022). Revenue: €2.84b (up 20% from 1H 2022). Net income: €80.7m (down 15% from 1H 2022). Profit margin: 2.8% (down from 4.0% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe.Board Change • Mar 27Less than half of directors are independentThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.공시 • Jan 06Pepco Group N.V. Appoints Neil Galloway as Group Chief Financial Officer, Effective 1 April 2023AVI Global Trust plc announced Neil Galloway, non-executive Director of the Company, will be appointed as Group Chief Financial Officer of Pepco Group N.V. effective from 1 April 2023.Reported Earnings • Dec 14Full year 2022 earnings released: EPS: €0.30 (vs €0.27 in FY 2021)Full year 2022 results: EPS: €0.30 (up from €0.27 in FY 2021). Revenue: €4.82b (up 17% from FY 2021). Net income: €173.7m (up 12% from FY 2021). Profit margin: 3.6% (down from 3.8% in FY 2021). The decrease in margin was driven by higher expenses. Like-for-like sales growth: 5.2% vs FY 2021 Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Multiline Retail industry in Europe.공시 • Dec 14Pepco Group N.V., Annual General Meeting, Feb 02, 2023Pepco Group N.V., Annual General Meeting, Feb 02, 2023.Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Jun 10First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €74.3m from profit in 1H 2021). Profit margin: (down from 3.7% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 15%, compared to a 9.4% growth forecast for the industry in Germany.Board Change • Apr 27High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • Apr 23+ 1 more updatePepco Announces Executive ChangesPepco named Mat Ankers as interim CFO following upcoming resignation of Nick Wharton. Mat Ankers will take over as interim CFO from Nick Wharton, who will step down as of end-April due to health reasons.이익 및 매출 성장 예측DB:8UX - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수9/30/20285,35734633789879/30/20275,07131930980399/30/20264,81831227581549/30/20254,523171694790N/A6/30/20254,41120N/AN/AN/A3/31/20256,305-921617727N/A12/31/20246,236-791612773N/A9/30/20244,160127673822N/A6/30/20245,072127531800N/A3/31/20245,983126389777N/A12/31/20235,789117329715N/A9/30/20235,596108270653N/A6/30/20235,429137282602N/A3/31/20235,263165293552N/A12/31/20225,043169216458N/A9/30/20224,823174138363N/A6/30/20224,661166189399N/A3/31/20224,499158240435N/A12/31/20214,12075277447N/A9/30/20214,122131522673N/A6/30/20213,86184507662N/A3/31/20213,60119493630N/A12/31/20203,563-3427578N/A9/30/20203,5180416580N/A9/30/20193,41521946182N/A9/30/20183,03812N/A76N/A9/30/20171,78855N/A73N/A9/30/201664918N/A66N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 8UX 의 연간 예상 수익 증가율(15.9%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 8UX 의 연간 수익(15.9%)이 German 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 8UX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 8UX 의 수익(연간 4.5%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 8UX 의 수익(연간 4.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 8UX의 자본 수익률은 3년 후 76.8%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 22:14종가2026/05/22 00:00수익2025/09/30연간 수익2025/09/30데이터 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 소스Pepco Group N.V.는 28명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James AnsteadBarclaysMatthew ClementsBarclaysJanusz PietaBiuro maklerskie mBanku25명의 분석가 더 보기
Board Change • May 21Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공시 • Mar 26Pepco Group N.V. to Report First Half, 2026 Results on May 21, 2026Pepco Group N.V. announced that they will report first half, 2026 results on May 21, 2026
New Risk • Jan 01New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 100% 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 (100% net debt to equity). Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results.
Board Change • Dec 30Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Brendan Wynne Connolly is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chair Fred Arnold was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • Dec 18Pepco Group N.V., Annual General Meeting, Mar 11, 2026Pepco Group N.V., Annual General Meeting, Mar 11, 2026.
공시 • Nov 27Pepco Group N.V. to Report Fiscal Year 2025 Final Results on Jan 15, 2026Pepco Group N.V. announced that they will report fiscal year 2025 final results at 8:30 AM, Central European Standard Time on Jan 15, 2026
공시 • Aug 22Pepco Group N.V. to Report Q4, 2024 Results on Sep 25, 2025Pepco Group N.V. announced that they will report Q4, 2024 results on Sep 25, 2025
공시 • Jun 12Pepco Group N.V. to Report Fiscal Year 2025 Results on Dec 11, 2025Pepco Group N.V. announced that they will report fiscal year 2025 results on Dec 11, 2025
공시 • May 22Pepco Group Expects to Sell Poundland by End of SeptemberThe parent firm of Poundland Limited has said it expects to sell the UK discount chain by the end of September. Pepco Group N.V. (WSE: PCO), which has owned the brand since 2016, said it is still considering options for the ‘separation’ of the 818-strong retail chain. It is understood that a number of investment firms and private equity groups are among those to have tabled proposals to buy the business since it was put on the market earlier this year. Laura Ashley owner Gordon Brothers Group, LLC is reportedly among the favourites to strike a deal.
공시 • Mar 06Pepco Group N.V. to Report First Half, 2025 Results on May 22, 2025Pepco Group N.V. announced that they will report first half, 2025 results on May 22, 2025
공시 • Jan 17Pepco Group N.V., Annual General Meeting, Mar 12, 2025Pepco Group N.V., Annual General Meeting, Mar 12, 2025.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €4.75, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 59% over the past three years.
공시 • Sep 23Pepco Group N.V.(WSE:PCO) dropped from FTSE All-World Index (USD)Pepco Group N.V.(WSE:PCO) dropped from FTSE All-World Index (USD)
공시 • Sep 11Pepco Group N.V. to Report Fiscal Year 2024 Results on Dec 10, 2024Pepco Group N.V. announced that they will report fiscal year 2024 results on Dec 10, 2024
Board Change • Jun 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Jun 08Pepco Group Appoints Frederick Arnold as Non-Executive DirectorPepco Group N.V. appointed Frederick Arnold as a non-executive director beginning from June 6, 2024.
Reported Earnings • May 24First half 2024 earnings released: EPS: €0.18 (vs €0.15 in 1H 2023)First half 2024 results: EPS: €0.18 (up from €0.15 in 1H 2023). Revenue: €3.20b (up 14% from 1H 2023). Net income: €104.0m (up 20% from 1H 2023). Profit margin: 3.3% (up from 3.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Multiline Retail industry in Europe.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €5.01, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.78 per share.
공시 • Apr 12+ 1 more updatePepco Group N.V. Announces Appointment of Stephan Borchert as CEO, Effective on July 1, 2024Pepco Group N.V. appointed Stephan Borchert as its CEO effective from July 1, 2024. He will begin a three-month introductory period from July 1 to get to know the Group's activities and culture.
공시 • Apr 11Pepco Group N.V. to Report First Half, 2024 Results on May 23, 2024Pepco Group N.V. announced that they will report first half, 2024 results on May 23, 2024
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €4.34, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Multiline Retail industry in Europe. Total loss to shareholders of 53% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.74 per share.
공시 • Jan 19Pepco Group N.V., Annual General Meeting, Mar 15, 2024Pepco Group N.V., Annual General Meeting, Mar 15, 2024.
Buying Opportunity • Jan 05Now 21% undervaluedOver the last 90 days, the stock is up 38%. The fair value is estimated to be €7.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 92%. For the next 3 years, revenue is forecast to grow by 9.2% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €6.18, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.84 per share.
Reported Earnings • Dec 13Full year 2023 earnings released: EPS: €0.18 (vs €0.30 in FY 2022)Full year 2023 results: EPS: €0.18 (down from €0.30 in FY 2022). Revenue: €5.65b (up 17% from FY 2022). Net income: €102.2m (down 41% from FY 2022). Profit margin: 1.8% (down from 3.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe.
Reported Earnings • Dec 13Full year 2023 earnings released: EPS: €0.18 (vs €0.30 in FY 2022)Full year 2023 results: EPS: €0.18 (down from €0.30 in FY 2022). Revenue: €5.65b (up 17% from FY 2022). Net income: €102.2m (down 41% from FY 2022). Profit margin: 1.8% (down from 3.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe.
공시 • Dec 12Pepco Group N.V. to Report Q1, 2024 Results on Jan 18, 2024Pepco Group N.V. announced that they will report Q1, 2024 results on Jan 18, 2024
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €4.72, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.92 per share.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €4.80, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.25 per share.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €4.55, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 30% over the past year.
공시 • Sep 15Pepco Group N.V. Announces CEO ChangesPepco Group N.V. has announced its CEO Trevor Masters is stepping down with immediate effect. This development at Pepco, was confirmed by Andy Bond, the chair of the board, who will temporarily assume the role of executive chair until a new CEO is appointed. Masters' departure comes after a tenure marked by notable leadership within the organisation, including his previous role as managing director of Pepco Poland.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €6.01, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 20% over the past year.
공시 • Sep 12Pepco Group N.V. to Report Fiscal Year 2023 Results on Dec 12, 2023Pepco Group N.V. announced that they will report fiscal year 2023 results on Dec 12, 2023
공시 • Aug 25Pepco Group and B&M in Talks to Acquire About 150 of Wilko's 400-Strong Store EstatePepco Group N.V. (WSE:PCO) and B&M European Value Retail S.A. (LSE:BME) are in talks to acquire about 150 of Wilko's 400-strong store estate. Fears for thousands of retail jobs at the ailing chain Wilko deepened on Wednesday evening when trade union officials warned that the majority of its shops were likely to close within days. Sky News has learnt that administrators at PricewaterhouseCoopers (PwC) are in advanced talks to carve up parts of the 400-strong chain, with Poundland's owner, Pepco Group, in discussions to acquire roughly 100 stores. B&M European Retail, the London-listed discount chain, is also in negotiations to take on between 40 and 50 shops, according to one insider. Other value retailers, including TOFS, which is owned by the private equity firm Duke Street, have lodged offers to acquire smaller parcels comprising about ten sites. Retail industry sources said an announcement was expected to be made by PwC on August 24, 2023 outlining the sale agreements with at least some of the bidders. Even if agreements with Pepco, B&M and TOFS are finalised, it is likely to mean that more than 200 Wilko stores will face permanent closure. A B&M spokesman declined to comment and a spokesman for Pepco said he would not respond unless a query was emailed.
Buying Opportunity • Aug 09Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €9.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 119%. Revenue is forecast to grow by 33% in 2 years. Earnings is forecast to grow by 106% in the next 2 years.
공시 • Jun 07Pepco Group N.V. to Report First Half, 2023 Results on Jun 06, 2023Pepco Group N.V. announced that they will report first half, 2023 results on Jun 06, 2023
Reported Earnings • Jun 06First half 2023 earnings released: EPS: €0.14 (vs €0.17 in 1H 2022)First half 2023 results: EPS: €0.14 (down from €0.17 in 1H 2022). Revenue: €2.84b (up 20% from 1H 2022). Net income: €80.7m (down 15% from 1H 2022). Profit margin: 2.8% (down from 4.0% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe.
Board Change • Mar 27Less than half of directors are independentThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Vice Chairman Neil Brown is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Pierre Bruno Bouchut was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • Jan 06Pepco Group N.V. Appoints Neil Galloway as Group Chief Financial Officer, Effective 1 April 2023AVI Global Trust plc announced Neil Galloway, non-executive Director of the Company, will be appointed as Group Chief Financial Officer of Pepco Group N.V. effective from 1 April 2023.
Reported Earnings • Dec 14Full year 2022 earnings released: EPS: €0.30 (vs €0.27 in FY 2021)Full year 2022 results: EPS: €0.30 (up from €0.27 in FY 2021). Revenue: €4.82b (up 17% from FY 2021). Net income: €173.7m (up 12% from FY 2021). Profit margin: 3.6% (down from 3.8% in FY 2021). The decrease in margin was driven by higher expenses. Like-for-like sales growth: 5.2% vs FY 2021 Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Multiline Retail industry in Europe.
공시 • Dec 14Pepco Group N.V., Annual General Meeting, Feb 02, 2023Pepco Group N.V., Annual General Meeting, Feb 02, 2023.
Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Jun 10First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €74.3m from profit in 1H 2021). Profit margin: (down from 3.7% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 15%, compared to a 9.4% growth forecast for the industry in Germany.
Board Change • Apr 27High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Neil Brown is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • Apr 23+ 1 more updatePepco Announces Executive ChangesPepco named Mat Ankers as interim CFO following upcoming resignation of Nick Wharton. Mat Ankers will take over as interim CFO from Nick Wharton, who will step down as of end-April due to health reasons.