View ValuationTFF Group 향후 성장Future 기준 점검 3/6TFF Group (는) 각각 연간 22.2% 및 3.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 22% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.7% 로 예상됩니다.핵심 정보22.2%이익 성장률21.96%EPS 성장률Packaging 이익 성장33.7%매출 성장률3.5%향후 자기자본이익률5.67%애널리스트 커버리지Low마지막 업데이트22 May 2026최근 향후 성장 업데이트Price Target Changed • May 22Price target increased by 11% to €20.36Up from €18.38, the current price target is an average from 5 analysts. New target price is 23% above last closing price of €16.50. Stock is down 33% over the past year. The company is forecast to post earnings per share of €0.75 for next year compared to €1.42 last year.Major Estimate Revision • Jan 14Consensus EPS estimates increase by 19%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from €334.2m to €326.9m. EPS estimate rose from €0.668 to €0.792. Net income forecast to shrink 5.3% next year vs 11% growth forecast for Packaging industry in France . Consensus price target broadly unchanged at €20.34. Share price fell 4.3% to €17.60 over the past week.Major Estimate Revision • Sep 11Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €361.3m to €349.2m. EPS estimate also fell from €0.953 per share to €0.804 per share. Net income forecast to shrink 43% next year vs 11% growth forecast for Packaging industry in France . Consensus price target of €21.52 unchanged from last update. Share price fell 7.2% to €16.15 over the past week.Price Target Changed • May 05Price target decreased by 7.7% to €29.62Down from €32.08, the current price target is an average from 6 analysts. New target price is 38% above last closing price of €21.50. Stock is down 49% over the past year. The company is forecast to post earnings per share of €1.52 for next year compared to €2.60 last year.Major Estimate Revision • Jan 10Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €468.7m to €451.0m. EPS estimate also fell from €2.21 per share to €1.77 per share. Net income forecast to shrink 32% next year vs 13% growth forecast for Packaging industry in France . Consensus price target down from €40.00 to €37.17. Share price fell 4.1% to €28.40 over the past week.Price Target Changed • Dec 16Price target decreased by 12% to €40.00Down from €45.32, the current price target is an average from 6 analysts. New target price is 37% above last closing price of €29.30. Stock is down 32% over the past year. The company is forecast to post earnings per share of €2.21 for next year compared to €2.60 last year.모든 업데이트 보기Recent updatesPrice Target Changed • May 22Price target increased by 11% to €20.36Up from €18.38, the current price target is an average from 5 analysts. New target price is 23% above last closing price of €16.50. Stock is down 33% over the past year. The company is forecast to post earnings per share of €0.75 for next year compared to €1.42 last year.Major Estimate Revision • Jan 14Consensus EPS estimates increase by 19%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from €334.2m to €326.9m. EPS estimate rose from €0.668 to €0.792. Net income forecast to shrink 5.3% next year vs 11% growth forecast for Packaging industry in France . Consensus price target broadly unchanged at €20.34. Share price fell 4.3% to €17.60 over the past week.Reported Earnings • Jan 09First half 2026 earnings releasedFirst half 2026 results: Revenue: €180.9m (down 25% from 1H 2025). Net income: €15.3m (down 33% from 1H 2025). Profit margin: 8.5% (down from 9.4% in 1H 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Packaging industry in Europe.분석 기사 • Oct 18TFF Group's (EPA:TFF) Dividend Is Being Reduced To €0.50TFF Group ( EPA:TFF ) has announced that on 6th of November, it will be paying a dividend of€0.50, which a reduction...분석 기사 • Oct 03TFF Group (EPA:TFF) Has More To Do To Multiply In Value Going ForwardIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €19.40, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 42% over the past three years.Major Estimate Revision • Sep 11Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €361.3m to €349.2m. EPS estimate also fell from €0.953 per share to €0.804 per share. Net income forecast to shrink 43% next year vs 11% growth forecast for Packaging industry in France . Consensus price target of €21.52 unchanged from last update. Share price fell 7.2% to €16.15 over the past week.공시 • Sep 05TFF Group, Annual General Meeting, Oct 24, 2025TFF Group, Annual General Meeting, Oct 24, 2025. Location: saint romain, dijon France분석 기사 • Sep 04TFF Group's (EPA:TFF) Dividend Is Being Reduced To €0.50TFF Group's ( EPA:TFF ) dividend is being reduced from last year's payment covering the same period to €0.50 on the 6th...Declared Dividend • Sep 03Dividend reduced to €0.50Dividend of €0.50 is 17% lower than last year. Ex-date: 4th November 2025 Payment date: 6th November 2025 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 155% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Jul 17Benign Growth For TFF Group (EPA:TFF) Underpins Stock's 26% PlummetTFF Group ( EPA:TFF ) shares have had a horrible month, losing 26% after a relatively good period beforehand. For any...New Risk • Jul 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.2% Last year net profit margin: 12% 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 Debt is not well covered by operating cash flow (2.5% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (7.2% net profit margin).Valuation Update With 7 Day Price Move • Jul 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €19.60, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 41% over the past three years.New Risk • Jul 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: 7.2% Last year net profit margin: 12% 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 Debt is not well covered by operating cash flow (3.7% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (7.2% net profit margin).Reported Earnings • Jul 11Full year 2025 earnings releasedFull year 2025 results: Revenue: €425.4m (down 13% from FY 2024). Net income: €30.7m (down 46% from FY 2024). Profit margin: 7.2% (down from 12% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.4% p.a. on average during the next 3 years, while revenues in the Packaging industry in Europe are expected to grow by 2.9%.New Risk • Jul 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.7% operating cash flow to total debt). Earnings are forecast to decline by an average of 3.7% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.분석 기사 • May 14Return Trends At TFF Group (EPA:TFF) Aren't AppealingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Price Target Changed • May 05Price target decreased by 7.7% to €29.62Down from €32.08, the current price target is an average from 6 analysts. New target price is 38% above last closing price of €21.50. Stock is down 49% over the past year. The company is forecast to post earnings per share of €1.52 for next year compared to €2.60 last year.분석 기사 • Apr 08Why Investors Shouldn't Be Surprised By TFF Group's (EPA:TFF) 28% Share Price PlungeThe TFF Group ( EPA:TFF ) share price has fared very poorly over the last month, falling by a substantial 28%. The...분석 기사 • Apr 08An Intrinsic Calculation For TFF Group (EPA:TFF) Suggests It's 34% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, TFF Group fair value estimate is €31.74 Current share price of...Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €24.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €32.96 per share.Buy Or Sell Opportunity • Mar 10Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to €27.30. The fair value is estimated to be €36.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 2.6% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.Reported Earnings • Jan 11First half 2025 earnings releasedFirst half 2025 results: Revenue: €240.2m (down 9.1% from 1H 2024). Net income: €22.7m (down 42% from 1H 2024). Profit margin: 9.4% (down from 15% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Packaging industry in Europe.Major Estimate Revision • Jan 10Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €468.7m to €451.0m. EPS estimate also fell from €2.21 per share to €1.77 per share. Net income forecast to shrink 32% next year vs 13% growth forecast for Packaging industry in France . Consensus price target down from €40.00 to €37.17. Share price fell 4.1% to €28.40 over the past week.Price Target Changed • Dec 16Price target decreased by 12% to €40.00Down from €45.32, the current price target is an average from 6 analysts. New target price is 37% above last closing price of €29.30. Stock is down 32% over the past year. The company is forecast to post earnings per share of €2.21 for next year compared to €2.60 last year.Price Target Changed • Dec 09Price target decreased by 7.4% to €42.90Down from €46.32, the current price target is an average from 5 analysts. New target price is 45% above last closing price of €29.50. Stock is down 27% over the past year. The company is forecast to post earnings per share of €2.27 for next year compared to €2.60 last year.분석 기사 • Nov 13When Should You Buy TFF Group (EPA:TFF)?TFF Group ( EPA:TFF ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...Upcoming Dividend • Oct 30Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 06 November 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of French dividend payers (5.6%). Lower than average of industry peers (3.4%).분석 기사 • Oct 17Is Now The Time To Put TFF Group (EPA:TFF) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...New Risk • Sep 25New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (1.0% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.분석 기사 • Sep 23TFF Group (EPA:TFF) Is Experiencing Growth In Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €32.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 29% over the past three years.Price Target Changed • Sep 17Price target decreased by 7.8% to €46.32Down from €50.26, the current price target is an average from 5 analysts. New target price is 37% above last closing price of €33.80. Stock is down 22% over the past year. The company is forecast to post earnings per share of €2.36 for next year compared to €2.60 last year.Major Estimate Revision • Sep 16Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €502.6m to €484.8m. EPS estimate also fell from €2.74 per share to €2.46 per share. Net income forecast to shrink 5.6% next year vs 12% growth forecast for Packaging industry in France . Consensus price target down from €50.26 to €47.72. Share price fell 8.9% to €34.80 over the past week.Price Target Changed • Sep 12Price target decreased by 7.0% to €48.22Down from €51.86, the current price target is an average from 5 analysts. New target price is 24% above last closing price of €38.80. Stock is down 8.3% over the past year. The company is forecast to post earnings per share of €2.57 for next year compared to €2.60 last year.공시 • Sep 05TFF Group, Annual General Meeting, Oct 25, 2024TFF Group, Annual General Meeting, Oct 25, 2024. Location: saint romain, dijon FranceReported Earnings • Sep 04Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €2.60 (up from €2.44 in FY 2023). Revenue: €486.6m (up 11% from FY 2023). Net income: €56.4m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 11TFF Group (EPA:TFF) Just Released Its Annual Earnings: Here's What Analysts ThinkThe yearly results for TFF Group ( EPA:TFF ) were released last week, making it a good time to revisit its performance...Reported Earnings • Jul 10Full year 2024 earnings releasedFull year 2024 results: Revenue: €486.6m (up 11% from FY 2023). Net income: €56.5m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Packaging industry in Europe.Buy Or Sell Opportunity • May 22Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to €42.20. The fair value is estimated to be €55.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.분석 기사 • May 22TFF Group (EPA:TFF) Hasn't Managed To Accelerate Its ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...New Risk • Jan 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Jan 31Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 7.2% to €44.70. The fair value is estimated to be €36.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Reported Earnings • Jan 14First half 2024 earnings releasedFirst half 2024 results: Revenue: €264.3m (up 14% from 1H 2023). Net income: €39.3m (up 4.1% from 1H 2023). Profit margin: 15% (down from 16% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Packaging industry in Europe.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €46.20, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 80% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €59.45 per share.분석 기사 • Dec 19With EPS Growth And More, TFF Group (EPA:TFF) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Upcoming Dividend • Nov 01Upcoming dividend of €0.60 per share at 1.0% yieldEligible shareholders must have bought the stock before 08 November 2023. Payment date: 10 November 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of French dividend payers (5.7%). Lower than average of industry peers (3.9%).분석 기사 • Oct 24Returns On Capital At TFF Group (EPA:TFF) Have Hit The BrakesWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • Sep 09Is TFF Group (EPA:TFF) Potentially Undervalued?While TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it received a lot of attention from...분석 기사 • Aug 07If EPS Growth Is Important To You, TFF Group (EPA:TFF) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Jul 14Full year 2023 earnings: Revenues exceed analyst expectationsFull year 2023 results: Revenue: €439.8m (up 45% from FY 2022). Net income: €52.8m (up 47% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue exceeded analyst estimates by 4.4%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Packaging industry in Europe.분석 기사 • Jun 29Slowing Rates Of Return At TFF Group (EPA:TFF) Leave Little Room For ExcitementIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Price Target Changed • Mar 15Price target increased by 8.8% to €48.57Up from €44.63, the current price target is an average from 3 analysts. New target price is 21% above last closing price of €40.20. Stock is up 34% over the past year. The company is forecast to post earnings per share of €2.38 for next year compared to €1.65 last year.Major Estimate Revision • Mar 07Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €386.5m to €399.2m. EPS estimate increased from €2.12 to €2.38 per share. Net income forecast to shrink 13% next year vs 9.7% growth forecast for Packaging industry in France . Consensus price target up from €44.63 to €46.57. Share price was steady at €41.50 over the past week.Reported Earnings • Jan 23First half 2023 earnings released: EPS: €1.74 (vs €0.71 in 1H 2022)First half 2023 results: EPS: €1.74 (up from €0.71 in 1H 2022). Revenue: €232.6m (up 62% from 1H 2022). Net income: €37.8m (up 145% from 1H 2022). Profit margin: 16% (up from 11% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.분석 기사 • Jan 09Is TFF Group (EPA:TFF) Trading At A 44% Discount?In this article we are going to estimate the intrinsic value of TFF Group ( EPA:TFF ) by taking the expected future...Upcoming Dividend • Nov 01Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 08 November 2022. Payment date: 10 November 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of French dividend payers (5.9%). Lower than average of industry peers (3.0%).분석 기사 • Nov 01Investors Could Be Concerned With TFF Group's (EPA:TFF) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Price Target Changed • Oct 05Price target increased to €42.63Up from €38.23, the current price target is an average from 3 analysts. New target price is 24% above last closing price of €34.50. Stock is up 38% over the past year. The company is forecast to post earnings per share of €1.84 for next year compared to €1.65 last year.분석 기사 • Oct 04Why TFF Group (EPA:TFF) Could Be Worth WatchingTFF Group ( EPA:TFF ), might not be a large cap stock, but it received a lot of attention from a substantial price...분석 기사 • Aug 03We Think TFF Group (EPA:TFF) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Major Estimate Revision • Jul 20Consensus revenue estimates increase by 18%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from €307.4m to €362.5m. EPS estimate increased from €1.47 to €1.82 per share. Net income forecast to grow 7.9% next year vs 17% growth forecast for Packaging industry in France. Consensus price target up from €33.00 to €38.23. Share price rose 10% to €35.40 over the past week.분석 기사 • Jul 19Analyst Forecasts For TFF Group (EPA:TFF) Are Surging HigherShareholders in TFF Group ( EPA:TFF ) may be thrilled to learn that the analysts have just delivered a major upgrade to...분석 기사 • Jul 16TFF Group (EPA:TFF) Could Be Struggling To Allocate CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Reported Earnings • Jul 15Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: €302.6m (up 16% from FY 2021). Net income: €36.6m (up 83% from FY 2021). Profit margin: 12% (up from 7.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 20%, compared to a 19% growth forecast for the industry in France.Price Target Changed • Jul 14Price target increased to €36.67Up from €32.87, the current price target is an average from 3 analysts. New target price is 11% above last closing price of €33.10. Stock is up 23% over the past year. The company is forecast to post earnings per share of €1.02 for next year compared to €0.92 last year.분석 기사 • Jun 09At €34.30, Is It Time To Put TFF Group (EPA:TFF) On Your Watch List?While TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it saw a significant share price...Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €23.20, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 39% over the past three years.분석 기사 • Feb 26Is TFF Group (EPA:TFF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • Jan 25First half 2022 earnings: EPS and revenues exceed analyst expectationsFirst half 2022 results: EPS: €0.71 (up from €0.60 in 1H 2021). Revenue: €143.3m (up 1.3% from 1H 2021). Net income: €15.4m (up 19% from 1H 2021). Profit margin: 11% (up from 9.2% in 1H 2021). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 8.1%, compared to a 12% growth forecast for the industry in France. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Price Target Changed • Jan 14Price target increased to €32.87Up from €29.63, the current price target is an average from 3 analysts. New target price is 6.7% above last closing price of €30.80. Stock is up 17% over the past year. The company is forecast to post earnings per share of €0.99 for next year compared to €0.92 last year.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to €32.30, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 17x in the Packaging industry in Europe. Total loss to shareholders of 16% over the past three years.분석 기사 • Jan 07Is It Too Late To Consider Buying TFF Group (EPA:TFF)?While TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it led the ENXTPA gainers with a...Upcoming Dividend • Oct 29Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 05 November 2021. Payment date: 09 November 2021. Trailing yield: 1.3%. Lower than top quartile of French dividend payers (3.8%). Lower than average of industry peers (2.5%).분석 기사 • Aug 03TFF Group (EPA:TFF) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Jul 17Full year 2021 earnings released: EPS €0.92 (vs €1.23 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €260.9m (down 6.7% from FY 2020). Net income: €20.0m (down 25% from FY 2020). Profit margin: 7.7% (down from 9.5% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 11% per year.분석 기사 • Jun 02TFF Group (EPA:TFF) Will Be Hoping To Turn Its Returns On Capital AroundIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • May 12Is Now An Opportune Moment To Examine TFF Group (EPA:TFF)?TFF Group ( EPA:TFF ), is not the largest company out there, but it saw significant share price movement during recent...분석 기사 • Apr 05A Look At The Fair Value Of TFF Group (EPA:TFF)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of TFF Group ( EPA:TFF...분석 기사 • Mar 17TFF Group's (EPA:TFF) Has Performed Well But Fundamentals Look Varied: Is There A Clear Direction For The Stock?Most readers would already know that TFF Group's (EPA:TFF) stock increased by 5.6% over the past three months. Given...분석 기사 • Feb 26Here's What You Should Know About TFF Group's (EPA:TFF) 1.2% Dividend YieldIs TFF Group ( EPA:TFF ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can be...Is New 90 Day High Low • Feb 18New 90-day high: €30.00The company is up 13% from its price of €26.50 on 20 November 2020. The French market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.60 per share.분석 기사 • Feb 05Why TFF Group (EPA:TFF) Could Be Worth WatchingWhile TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it received a lot of attention from...Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to €28.70, the stock is trading at a trailing P/E ratio of 23.4x, up from the previous P/E ratio of 20.1x. This compares to an average P/E of 23x in the Packaging industry in France. Total return to shareholders over the past three years is a loss of 35%.Is New 90 Day High Low • Jan 18New 90-day high: €27.60The company is up 8.0% from its price of €25.60 on 20 October 2020. The French market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.09 per share.분석 기사 • Jan 15We're Watching These Trends At TFF Group (EPA:TFF)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Major Estimate Revision • Jan 13Analysts lower EPS estimates to €0.84The 2021 consensus revenue estimate was lowered from €268.0m to €254.8m. Earning per share (EPS) estimate was also lowered from €1.16 to €0.84 for the same period. Net income is expected to grow by 14% next year compared to 23% growth forecast for the Packaging industry in France. The consensus price target was lowered from €31.23 to €29.97. Share price is down by 1.9% to €25.30 over the past week.분석 기사 • Dec 28Estimating The Fair Value Of TFF Group (EPA:TFF)How far off is TFF Group ( EPA:TFF ) from its intrinsic value? Using the most recent financial data, we'll take a look...분석 기사 • Dec 16Are TFF Group's (EPA:TFF) Statutory Earnings A Good Reflection Of Its Earnings Potential?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...분석 기사 • Dec 01TFF Group's (EPA:TFF) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?TFF Group's (EPA:TFF) stock is up by a considerable 18% over the past month. However, we wonder if the company's...Is New 90 Day High Low • Oct 19New 90-day low: €25.10The company is down 15% from its price of €29.60 on 21 July 2020. The French market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.86 per share.Is New 90 Day High Low • Sep 28New 90-day low: €25.30The company is down 2.0% from its price of €25.80 on 30 June 2020. The French market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.55 per share.이익 및 매출 성장 예측ENXTPA:TFF - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수4/30/202838635616554/30/202735026657254/30/2026327175777510/31/2025366231636N/A7/31/202539627-123N/A4/30/202542531-1810N/A1/31/202544435-2012N/A10/31/202446240-2314N/A7/31/202447548-399N/A4/30/202448756-564N/A1/31/202447955-59-1N/A10/31/202347154-62-6N/A7/31/202345654-45-4N/A4/30/202344053-29-2N/A1/31/202341656-168N/A10/31/202239258-317N/A7/31/202234747724N/A4/30/2022303361830N/A1/31/2022283292736N/A10/31/2021263223741N/A7/31/2021262213945N/A4/30/2021261204048N/A1/31/2021263201831N/A10/31/202026521-515N/A7/31/202027224-302N/A4/30/202028027-55-11N/A1/31/202028127-48-5N/A10/31/201928327-370N/A7/31/201927729N/A3N/A4/30/201927231N/A5N/A1/31/201926232N/A8N/A10/31/201825234N/A11N/A7/31/201824932N/A20N/A4/30/201824530N/A29N/A1/31/201824732N/A30N/A10/31/201724833N/A31N/A7/31/201723833N/A27N/A4/30/201722832N/A23N/A1/31/201721331N/A17N/A10/31/201619929N/A11N/A7/31/201619729N/A11N/A4/30/201619529N/A12N/A1/31/201620332N/A15N/A10/31/201521135N/A17N/A7/31/201520835N/A18N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TFF 의 연간 예상 수익 증가율(22.2%)이 saving rate(2.5%)보다 높습니다.수익 vs 시장: TFF 의 연간 수익(22.2%)이 French 시장(12.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: TFF 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: TFF 의 수익(연간 3.5%)이 French 시장(연간 5.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: TFF 의 수익(연간 3.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TFF의 자본 수익률은 3년 후 5.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 14:09종가2026/05/22 00:00수익2025/10/31연간 수익2025/04/30데이터 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 소스TFF Group는 10명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Beatrice AllenBerenbergFraser DonlonBerenbergFrancis PrêtreCIC Market Solutions (ESN)7명의 분석가 더 보기
Price Target Changed • May 22Price target increased by 11% to €20.36Up from €18.38, the current price target is an average from 5 analysts. New target price is 23% above last closing price of €16.50. Stock is down 33% over the past year. The company is forecast to post earnings per share of €0.75 for next year compared to €1.42 last year.
Major Estimate Revision • Jan 14Consensus EPS estimates increase by 19%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from €334.2m to €326.9m. EPS estimate rose from €0.668 to €0.792. Net income forecast to shrink 5.3% next year vs 11% growth forecast for Packaging industry in France . Consensus price target broadly unchanged at €20.34. Share price fell 4.3% to €17.60 over the past week.
Major Estimate Revision • Sep 11Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €361.3m to €349.2m. EPS estimate also fell from €0.953 per share to €0.804 per share. Net income forecast to shrink 43% next year vs 11% growth forecast for Packaging industry in France . Consensus price target of €21.52 unchanged from last update. Share price fell 7.2% to €16.15 over the past week.
Price Target Changed • May 05Price target decreased by 7.7% to €29.62Down from €32.08, the current price target is an average from 6 analysts. New target price is 38% above last closing price of €21.50. Stock is down 49% over the past year. The company is forecast to post earnings per share of €1.52 for next year compared to €2.60 last year.
Major Estimate Revision • Jan 10Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €468.7m to €451.0m. EPS estimate also fell from €2.21 per share to €1.77 per share. Net income forecast to shrink 32% next year vs 13% growth forecast for Packaging industry in France . Consensus price target down from €40.00 to €37.17. Share price fell 4.1% to €28.40 over the past week.
Price Target Changed • Dec 16Price target decreased by 12% to €40.00Down from €45.32, the current price target is an average from 6 analysts. New target price is 37% above last closing price of €29.30. Stock is down 32% over the past year. The company is forecast to post earnings per share of €2.21 for next year compared to €2.60 last year.
Price Target Changed • May 22Price target increased by 11% to €20.36Up from €18.38, the current price target is an average from 5 analysts. New target price is 23% above last closing price of €16.50. Stock is down 33% over the past year. The company is forecast to post earnings per share of €0.75 for next year compared to €1.42 last year.
Major Estimate Revision • Jan 14Consensus EPS estimates increase by 19%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from €334.2m to €326.9m. EPS estimate rose from €0.668 to €0.792. Net income forecast to shrink 5.3% next year vs 11% growth forecast for Packaging industry in France . Consensus price target broadly unchanged at €20.34. Share price fell 4.3% to €17.60 over the past week.
Reported Earnings • Jan 09First half 2026 earnings releasedFirst half 2026 results: Revenue: €180.9m (down 25% from 1H 2025). Net income: €15.3m (down 33% from 1H 2025). Profit margin: 8.5% (down from 9.4% in 1H 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Packaging industry in Europe.
분석 기사 • Oct 18TFF Group's (EPA:TFF) Dividend Is Being Reduced To €0.50TFF Group ( EPA:TFF ) has announced that on 6th of November, it will be paying a dividend of€0.50, which a reduction...
분석 기사 • Oct 03TFF Group (EPA:TFF) Has More To Do To Multiply In Value Going ForwardIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €19.40, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 42% over the past three years.
Major Estimate Revision • Sep 11Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €361.3m to €349.2m. EPS estimate also fell from €0.953 per share to €0.804 per share. Net income forecast to shrink 43% next year vs 11% growth forecast for Packaging industry in France . Consensus price target of €21.52 unchanged from last update. Share price fell 7.2% to €16.15 over the past week.
공시 • Sep 05TFF Group, Annual General Meeting, Oct 24, 2025TFF Group, Annual General Meeting, Oct 24, 2025. Location: saint romain, dijon France
분석 기사 • Sep 04TFF Group's (EPA:TFF) Dividend Is Being Reduced To €0.50TFF Group's ( EPA:TFF ) dividend is being reduced from last year's payment covering the same period to €0.50 on the 6th...
Declared Dividend • Sep 03Dividend reduced to €0.50Dividend of €0.50 is 17% lower than last year. Ex-date: 4th November 2025 Payment date: 6th November 2025 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 155% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Jul 17Benign Growth For TFF Group (EPA:TFF) Underpins Stock's 26% PlummetTFF Group ( EPA:TFF ) shares have had a horrible month, losing 26% after a relatively good period beforehand. For any...
New Risk • Jul 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.2% Last year net profit margin: 12% 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 Debt is not well covered by operating cash flow (2.5% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (7.2% net profit margin).
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €19.60, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 41% over the past three years.
New Risk • Jul 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: 7.2% Last year net profit margin: 12% 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 Debt is not well covered by operating cash flow (3.7% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (7.2% net profit margin).
Reported Earnings • Jul 11Full year 2025 earnings releasedFull year 2025 results: Revenue: €425.4m (down 13% from FY 2024). Net income: €30.7m (down 46% from FY 2024). Profit margin: 7.2% (down from 12% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.4% p.a. on average during the next 3 years, while revenues in the Packaging industry in Europe are expected to grow by 2.9%.
New Risk • Jul 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.7% operating cash flow to total debt). Earnings are forecast to decline by an average of 3.7% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
분석 기사 • May 14Return Trends At TFF Group (EPA:TFF) Aren't AppealingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Price Target Changed • May 05Price target decreased by 7.7% to €29.62Down from €32.08, the current price target is an average from 6 analysts. New target price is 38% above last closing price of €21.50. Stock is down 49% over the past year. The company is forecast to post earnings per share of €1.52 for next year compared to €2.60 last year.
분석 기사 • Apr 08Why Investors Shouldn't Be Surprised By TFF Group's (EPA:TFF) 28% Share Price PlungeThe TFF Group ( EPA:TFF ) share price has fared very poorly over the last month, falling by a substantial 28%. The...
분석 기사 • Apr 08An Intrinsic Calculation For TFF Group (EPA:TFF) Suggests It's 34% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, TFF Group fair value estimate is €31.74 Current share price of...
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €24.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €32.96 per share.
Buy Or Sell Opportunity • Mar 10Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to €27.30. The fair value is estimated to be €36.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 2.6% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
Reported Earnings • Jan 11First half 2025 earnings releasedFirst half 2025 results: Revenue: €240.2m (down 9.1% from 1H 2024). Net income: €22.7m (down 42% from 1H 2024). Profit margin: 9.4% (down from 15% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Packaging industry in Europe.
Major Estimate Revision • Jan 10Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €468.7m to €451.0m. EPS estimate also fell from €2.21 per share to €1.77 per share. Net income forecast to shrink 32% next year vs 13% growth forecast for Packaging industry in France . Consensus price target down from €40.00 to €37.17. Share price fell 4.1% to €28.40 over the past week.
Price Target Changed • Dec 16Price target decreased by 12% to €40.00Down from €45.32, the current price target is an average from 6 analysts. New target price is 37% above last closing price of €29.30. Stock is down 32% over the past year. The company is forecast to post earnings per share of €2.21 for next year compared to €2.60 last year.
Price Target Changed • Dec 09Price target decreased by 7.4% to €42.90Down from €46.32, the current price target is an average from 5 analysts. New target price is 45% above last closing price of €29.50. Stock is down 27% over the past year. The company is forecast to post earnings per share of €2.27 for next year compared to €2.60 last year.
분석 기사 • Nov 13When Should You Buy TFF Group (EPA:TFF)?TFF Group ( EPA:TFF ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...
Upcoming Dividend • Oct 30Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 06 November 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of French dividend payers (5.6%). Lower than average of industry peers (3.4%).
분석 기사 • Oct 17Is Now The Time To Put TFF Group (EPA:TFF) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
New Risk • Sep 25New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (1.0% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.
분석 기사 • Sep 23TFF Group (EPA:TFF) Is Experiencing Growth In Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €32.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 29% over the past three years.
Price Target Changed • Sep 17Price target decreased by 7.8% to €46.32Down from €50.26, the current price target is an average from 5 analysts. New target price is 37% above last closing price of €33.80. Stock is down 22% over the past year. The company is forecast to post earnings per share of €2.36 for next year compared to €2.60 last year.
Major Estimate Revision • Sep 16Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €502.6m to €484.8m. EPS estimate also fell from €2.74 per share to €2.46 per share. Net income forecast to shrink 5.6% next year vs 12% growth forecast for Packaging industry in France . Consensus price target down from €50.26 to €47.72. Share price fell 8.9% to €34.80 over the past week.
Price Target Changed • Sep 12Price target decreased by 7.0% to €48.22Down from €51.86, the current price target is an average from 5 analysts. New target price is 24% above last closing price of €38.80. Stock is down 8.3% over the past year. The company is forecast to post earnings per share of €2.57 for next year compared to €2.60 last year.
공시 • Sep 05TFF Group, Annual General Meeting, Oct 25, 2024TFF Group, Annual General Meeting, Oct 25, 2024. Location: saint romain, dijon France
Reported Earnings • Sep 04Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €2.60 (up from €2.44 in FY 2023). Revenue: €486.6m (up 11% from FY 2023). Net income: €56.4m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 11TFF Group (EPA:TFF) Just Released Its Annual Earnings: Here's What Analysts ThinkThe yearly results for TFF Group ( EPA:TFF ) were released last week, making it a good time to revisit its performance...
Reported Earnings • Jul 10Full year 2024 earnings releasedFull year 2024 results: Revenue: €486.6m (up 11% from FY 2023). Net income: €56.5m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Packaging industry in Europe.
Buy Or Sell Opportunity • May 22Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to €42.20. The fair value is estimated to be €55.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.
분석 기사 • May 22TFF Group (EPA:TFF) Hasn't Managed To Accelerate Its ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
New Risk • Jan 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Jan 31Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 7.2% to €44.70. The fair value is estimated to be €36.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Reported Earnings • Jan 14First half 2024 earnings releasedFirst half 2024 results: Revenue: €264.3m (up 14% from 1H 2023). Net income: €39.3m (up 4.1% from 1H 2023). Profit margin: 15% (down from 16% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Packaging industry in Europe.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €46.20, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 80% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €59.45 per share.
분석 기사 • Dec 19With EPS Growth And More, TFF Group (EPA:TFF) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Upcoming Dividend • Nov 01Upcoming dividend of €0.60 per share at 1.0% yieldEligible shareholders must have bought the stock before 08 November 2023. Payment date: 10 November 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of French dividend payers (5.7%). Lower than average of industry peers (3.9%).
분석 기사 • Oct 24Returns On Capital At TFF Group (EPA:TFF) Have Hit The BrakesWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 • Sep 09Is TFF Group (EPA:TFF) Potentially Undervalued?While TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it received a lot of attention from...
분석 기사 • Aug 07If EPS Growth Is Important To You, TFF Group (EPA:TFF) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Jul 14Full year 2023 earnings: Revenues exceed analyst expectationsFull year 2023 results: Revenue: €439.8m (up 45% from FY 2022). Net income: €52.8m (up 47% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue exceeded analyst estimates by 4.4%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Packaging industry in Europe.
분석 기사 • Jun 29Slowing Rates Of Return At TFF Group (EPA:TFF) Leave Little Room For ExcitementIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Price Target Changed • Mar 15Price target increased by 8.8% to €48.57Up from €44.63, the current price target is an average from 3 analysts. New target price is 21% above last closing price of €40.20. Stock is up 34% over the past year. The company is forecast to post earnings per share of €2.38 for next year compared to €1.65 last year.
Major Estimate Revision • Mar 07Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €386.5m to €399.2m. EPS estimate increased from €2.12 to €2.38 per share. Net income forecast to shrink 13% next year vs 9.7% growth forecast for Packaging industry in France . Consensus price target up from €44.63 to €46.57. Share price was steady at €41.50 over the past week.
Reported Earnings • Jan 23First half 2023 earnings released: EPS: €1.74 (vs €0.71 in 1H 2022)First half 2023 results: EPS: €1.74 (up from €0.71 in 1H 2022). Revenue: €232.6m (up 62% from 1H 2022). Net income: €37.8m (up 145% from 1H 2022). Profit margin: 16% (up from 11% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jan 09Is TFF Group (EPA:TFF) Trading At A 44% Discount?In this article we are going to estimate the intrinsic value of TFF Group ( EPA:TFF ) by taking the expected future...
Upcoming Dividend • Nov 01Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 08 November 2022. Payment date: 10 November 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of French dividend payers (5.9%). Lower than average of industry peers (3.0%).
분석 기사 • Nov 01Investors Could Be Concerned With TFF Group's (EPA:TFF) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Price Target Changed • Oct 05Price target increased to €42.63Up from €38.23, the current price target is an average from 3 analysts. New target price is 24% above last closing price of €34.50. Stock is up 38% over the past year. The company is forecast to post earnings per share of €1.84 for next year compared to €1.65 last year.
분석 기사 • Oct 04Why TFF Group (EPA:TFF) Could Be Worth WatchingTFF Group ( EPA:TFF ), might not be a large cap stock, but it received a lot of attention from a substantial price...
분석 기사 • Aug 03We Think TFF Group (EPA:TFF) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Major Estimate Revision • Jul 20Consensus revenue estimates increase by 18%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from €307.4m to €362.5m. EPS estimate increased from €1.47 to €1.82 per share. Net income forecast to grow 7.9% next year vs 17% growth forecast for Packaging industry in France. Consensus price target up from €33.00 to €38.23. Share price rose 10% to €35.40 over the past week.
분석 기사 • Jul 19Analyst Forecasts For TFF Group (EPA:TFF) Are Surging HigherShareholders in TFF Group ( EPA:TFF ) may be thrilled to learn that the analysts have just delivered a major upgrade to...
분석 기사 • Jul 16TFF Group (EPA:TFF) Could Be Struggling To Allocate CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Reported Earnings • Jul 15Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: €302.6m (up 16% from FY 2021). Net income: €36.6m (up 83% from FY 2021). Profit margin: 12% (up from 7.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 20%, compared to a 19% growth forecast for the industry in France.
Price Target Changed • Jul 14Price target increased to €36.67Up from €32.87, the current price target is an average from 3 analysts. New target price is 11% above last closing price of €33.10. Stock is up 23% over the past year. The company is forecast to post earnings per share of €1.02 for next year compared to €0.92 last year.
분석 기사 • Jun 09At €34.30, Is It Time To Put TFF Group (EPA:TFF) On Your Watch List?While TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it saw a significant share price...
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €23.20, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 39% over the past three years.
분석 기사 • Feb 26Is TFF Group (EPA:TFF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • Jan 25First half 2022 earnings: EPS and revenues exceed analyst expectationsFirst half 2022 results: EPS: €0.71 (up from €0.60 in 1H 2021). Revenue: €143.3m (up 1.3% from 1H 2021). Net income: €15.4m (up 19% from 1H 2021). Profit margin: 11% (up from 9.2% in 1H 2021). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 8.1%, compared to a 12% growth forecast for the industry in France. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Price Target Changed • Jan 14Price target increased to €32.87Up from €29.63, the current price target is an average from 3 analysts. New target price is 6.7% above last closing price of €30.80. Stock is up 17% over the past year. The company is forecast to post earnings per share of €0.99 for next year compared to €0.92 last year.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to €32.30, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 17x in the Packaging industry in Europe. Total loss to shareholders of 16% over the past three years.
분석 기사 • Jan 07Is It Too Late To Consider Buying TFF Group (EPA:TFF)?While TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it led the ENXTPA gainers with a...
Upcoming Dividend • Oct 29Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 05 November 2021. Payment date: 09 November 2021. Trailing yield: 1.3%. Lower than top quartile of French dividend payers (3.8%). Lower than average of industry peers (2.5%).
분석 기사 • Aug 03TFF Group (EPA:TFF) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Jul 17Full year 2021 earnings released: EPS €0.92 (vs €1.23 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €260.9m (down 6.7% from FY 2020). Net income: €20.0m (down 25% from FY 2020). Profit margin: 7.7% (down from 9.5% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 11% per year.
분석 기사 • Jun 02TFF Group (EPA:TFF) Will Be Hoping To Turn Its Returns On Capital AroundIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • May 12Is Now An Opportune Moment To Examine TFF Group (EPA:TFF)?TFF Group ( EPA:TFF ), is not the largest company out there, but it saw significant share price movement during recent...
분석 기사 • Apr 05A Look At The Fair Value Of TFF Group (EPA:TFF)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of TFF Group ( EPA:TFF...
분석 기사 • Mar 17TFF Group's (EPA:TFF) Has Performed Well But Fundamentals Look Varied: Is There A Clear Direction For The Stock?Most readers would already know that TFF Group's (EPA:TFF) stock increased by 5.6% over the past three months. Given...
분석 기사 • Feb 26Here's What You Should Know About TFF Group's (EPA:TFF) 1.2% Dividend YieldIs TFF Group ( EPA:TFF ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can be...
Is New 90 Day High Low • Feb 18New 90-day high: €30.00The company is up 13% from its price of €26.50 on 20 November 2020. The French market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.60 per share.
분석 기사 • Feb 05Why TFF Group (EPA:TFF) Could Be Worth WatchingWhile TFF Group ( EPA:TFF ) might not be the most widely known stock at the moment, it received a lot of attention from...
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to €28.70, the stock is trading at a trailing P/E ratio of 23.4x, up from the previous P/E ratio of 20.1x. This compares to an average P/E of 23x in the Packaging industry in France. Total return to shareholders over the past three years is a loss of 35%.
Is New 90 Day High Low • Jan 18New 90-day high: €27.60The company is up 8.0% from its price of €25.60 on 20 October 2020. The French market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.09 per share.
분석 기사 • Jan 15We're Watching These Trends At TFF Group (EPA:TFF)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Major Estimate Revision • Jan 13Analysts lower EPS estimates to €0.84The 2021 consensus revenue estimate was lowered from €268.0m to €254.8m. Earning per share (EPS) estimate was also lowered from €1.16 to €0.84 for the same period. Net income is expected to grow by 14% next year compared to 23% growth forecast for the Packaging industry in France. The consensus price target was lowered from €31.23 to €29.97. Share price is down by 1.9% to €25.30 over the past week.
분석 기사 • Dec 28Estimating The Fair Value Of TFF Group (EPA:TFF)How far off is TFF Group ( EPA:TFF ) from its intrinsic value? Using the most recent financial data, we'll take a look...
분석 기사 • Dec 16Are TFF Group's (EPA:TFF) Statutory Earnings A Good Reflection Of Its Earnings Potential?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
분석 기사 • Dec 01TFF Group's (EPA:TFF) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?TFF Group's (EPA:TFF) stock is up by a considerable 18% over the past month. However, we wonder if the company's...
Is New 90 Day High Low • Oct 19New 90-day low: €25.10The company is down 15% from its price of €29.60 on 21 July 2020. The French market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.86 per share.
Is New 90 Day High Low • Sep 28New 90-day low: €25.30The company is down 2.0% from its price of €25.80 on 30 June 2020. The French market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.55 per share.