공시 • Apr 16
Compagnie de l'Odet, Annual General Meeting, Jun 17, 2026 Compagnie de l'Odet, Annual General Meeting, Jun 17, 2026. Location: auditorium havas 2 bis rue godefroy, puteaux France Buy Or Sell Opportunity • Apr 08
Now 26% overvalued after recent price rise Over the last 90 days, the stock has risen 4.7% to €1,374. The fair value is estimated to be €1,086, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Declared Dividend • Mar 23
Dividend increased to €4.80 Dividend of €4.80 is 9.1% higher than last year. Ex-date: 23rd June 2026 Payment date: 25th June 2026 Dividend yield will be 0.4%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 2%. Cash payout ratio: 7%. Reported Earnings • Mar 18
Full year 2025 earnings released Full year 2025 results: Revenue: €2.92b (down 6.5% from FY 2024). Net income: €200.0m (up €859.3m from FY 2024). Profit margin: 6.8% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. 공시 • Mar 18
Compagnie De L'odet Proposes Dividend, Payable on June 25, 2026 Compagnie de l'Odet announced that at the General Shareholders’ Meeting will be asked to approve the distribution of a dividend of €4.80 per share, an increase of 9% compared with the dividend paid for the 2024 fiscal year. The ex-dividend date will be June 23, 2026, with payment in cash only on June 25, 2026. Reported Earnings • Sep 19
First half 2025 earnings released First half 2025 results: Revenue: €1.55b (down 85% from 1H 2024). Net income: €149.0m (up €1.63b from 1H 2024). Profit margin: 9.6% (up from net loss in 1H 2024). The move to profitability was driven by lower expenses. Upcoming Dividend • Jun 17
Upcoming dividend of €4.40 per share Eligible shareholders must have bought the stock before 24 June 2025. Payment date: 26 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (2.6%). 공시 • Apr 16
Compagnie de l'Odet, Annual General Meeting, Jun 17, 2025 Compagnie de l'Odet, Annual General Meeting, Jun 17, 2025. Location: auditorium havas 2 bis rue godefroy, puteaux France Declared Dividend • Mar 20
Dividend increased to €4.40 Dividend of €4.40 is 10% higher than last year. Ex-date: 24th June 2025 Payment date: 26th June 2025 Dividend yield will be 0.3%, which is lower than the industry average of 3.1%. 공시 • Mar 19
Compagnie de l'Odet announces Annual dividend, payable on June 26, 2025 Compagnie de l'Odet announced Annual dividend of EUR 4.4000 per share payable on June 26, 2025, ex-date on June 24, 2025 and record date on June 25, 2025. Reported Earnings • Mar 18
Full year 2024 earnings released Full year 2024 results: Revenue: €3.13b (down 77% from FY 2023). Net loss: €659.0m (loss widened €626.6m from FY 2023). Reported Earnings • Sep 19
First half 2024 earnings released First half 2024 results: Revenue: €10.6b (up 70% from 1H 2023). Net loss: €1.48b (loss widened €1.46b from 1H 2023). Upcoming Dividend • Jun 19
Upcoming dividend of €4.00 per share Eligible shareholders must have bought the stock before 25 June 2024. Payment date: 27 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%). Upcoming Dividend • Jun 18
Upcoming dividend of €4.00 per share Eligible shareholders must have bought the stock before 25 June 2024. Payment date: 27 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%). Reported Earnings • Apr 30
Full year 2023 earnings released: €7.63 loss per share (vs €351 loss in FY 2022) Full year 2023 results: €7.63 loss per share (improved from €351 loss in FY 2022). Revenue: €13.7b (flat on FY 2022). Net loss: €32.4m (loss narrowed 98% from FY 2022). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Apr 05
Now 21% undervalued Over the last 90 days, the stock has risen 10% to €1,586. The fair value is estimated to be €2,004, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Declared Dividend • Apr 01
Dividend increased to €4.00 Dividend of €4.00 is 11% higher than last year. Ex-date: 25th June 2024 Payment date: 27th June 2024 Dividend yield will be 0.3%, which is lower than the industry average of 3.1%. Reported Earnings • Mar 19
Full year 2023 earnings released Full year 2023 results: Revenue: €13.7b (down 34% from FY 2022). Net loss: €33.0m (loss narrowed 97% from FY 2022). 공시 • Mar 18
Compagnie de l'Odet(ENXTPA:ODET) dropped from FTSE All-World Index (USD) Compagnie de l'Odet(ENXTPA:ODET) dropped from FTSE All-World Index (USD) 공시 • Mar 15
Compagnie de l'Odet Proposes Cash Dividend for the Year 2023, Payable on June 27, 2024 Compagnie de l'Odet announced the general shareholders meeting will be asked to distribute a dividend of EUR 4 per share for the year 2023 compared to EUR 3.6 per share in 2022. The dividend will be detached on June 25, 2024 and the payment, exclusively in cash, will be made on June 27, 2024. Reported Earnings • Sep 15
First half 2023 earnings released First half 2023 results: Revenue: €6.23b (down 46% from 1H 2022). Net loss: €25.0m (down 108% from profit in 1H 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 116 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Jun 13
Upcoming dividend of €3.60 per share at 0.2% yield Eligible shareholders must have bought the stock before 20 June 2023. Payment date: 22 June 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%). Reported Earnings • Mar 15
Full year 2022 earnings released Full year 2022 results: Revenue: €20.7b (up 4.6% from FY 2021). Net loss: €1.20b (loss narrowed 93% from FY 2021). Buying Opportunity • Feb 24
Now 20% undervalued Over the last 90 days, the stock is up 13%. The fair value is estimated to be €1,771, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making. Buying Opportunity • Jan 20
Now 21% undervalued Over the last 90 days, the stock is up 24%. The fair value is estimated to be €1,805, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • Jul 29
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €100.0m from profit in 1H 2021). Profit margin: (down from 0.8% in 1H 2021). The decrease in margin was driven by lower expenses. Upcoming Dividend • Jun 02
Upcoming dividend of €3.60 per share Eligible shareholders must have bought the stock before 09 June 2022. Payment date: 13 June 2022. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (3.5%). 공시 • May 27
Compagnie de l'Odet Approves Dividend, Payable on June 13, 2022 Compagnie de l'Odet announced that at the General Shareholders Meeting was held on May 25, 2022, the company approved the dividend of €3.60, compared with €3.00 last year, will be paid on June 13, 2022. Valuation Update With 7 Day Price Move • Dec 23
Investor sentiment improved over the past week After last week's 16% share price gain to €1,245, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 16x in the Logistics industry in Europe. Total returns to shareholders of 66% over the past three years. Reported Earnings • Sep 10
First half 2021 earnings released: EPS €23.56 (vs €19.77 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €12.8b (up 10% from 1H 2020). Net income: €100.0m (up 19% from 1H 2020). Profit margin: 0.8% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Aug 02
First half 2021 earnings released The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €12.8b (up 10% from 1H 2020). Net income: €100.0m (up 19% from 1H 2020). Profit margin: 0.8% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue. Upcoming Dividend • Jun 03
Upcoming dividend of €3.00 per share Eligible shareholders must have bought the stock before 10 June 2021. Payment date: 14 June 2021. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.8%). Reported Earnings • Mar 07
Full year 2020 earnings released The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €24.1b (down 3.0% from FY 2019). Net income: €214.0m (up 76% from FY 2019). Profit margin: 0.9% (up from 0.5% in FY 2019). 공시 • Mar 05
Financière de l'Odet SA, Annual General Meeting, May 26, 2021 Financière de l'Odet SA, Annual General Meeting, May 26, 2021. Agenda: to change the name Financière de l’Odet into Compagnie de l’Odet. Is New 90 Day High Low • Feb 23
New 90-day high: €892 The company is up 22% from its price of €732 on 24 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 12% over the same period. Is New 90 Day High Low • Feb 06
New 90-day high: €802 The company is up 16% from its price of €690 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 2.0% over the same period. Is New 90 Day High Low • Jan 05
New 90-day high: €782 The company is up 18% from its price of €664 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 5.0% over the same period. Is New 90 Day High Low • Dec 15
New 90-day high: €744 The company is up 8.0% from its price of €688 on 15 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 4.0% over the same period. Is New 90 Day High Low • Nov 10
New 90-day high: €712 The company is up 6.0% from its price of €670 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 16% over the same period.