View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsCogelec 배당 및 자사주 매입배당 기준 점검 1/6Cogelec 은(는) 현재 수익률이 1.99% 인 배당금 지급 회사입니다.핵심 정보2.0%배당 수익률-0.04%자사주 매입 수익률총 주주 수익률1.9%미래 배당 수익률2.4%배당 성장률-35.5%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향91%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Jun 25Upcoming dividend of €0.58 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (3.4%).분석 기사 • May 16Cogelec (EPA:ALLEC) Is Increasing Its Dividend To €0.58The board of Cogelec SA ( EPA:ALLEC ) has announced that it will be increasing its dividend by 123% on the 4th of July...Declared Dividend • May 02Dividend increased to €0.58Dividend of €0.58 is 123% higher than last year. Ex-date: 2nd July 2025 Payment date: 4th July 2025 Dividend yield will be 2.5%, which is lower than the industry average of 2.7%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 17%.공시 • Apr 30Cogelec SA announces Annual dividend, payable on July 04, 2025Cogelec SA announced Annual dividend of EUR 0.5800 per share payable on July 04, 2025, ex-date on July 02, 2025 and record date on July 03, 2025.모든 업데이트 보기Recent updates공시 • Oct 08+ 1 more updateCogelec SA Announces Board AdjustmentsLegrand (Euronext - FR0010307819 – LR) and Cogelec (Euronext Growth - FR0013335742 - ALLEC) announce, following the execution on July 31, 2025 of a share purchase agreement between Legrand France, a subsidiary of Legrand, on the one hand, and the managers of the Cogelec group and Raise Investissement, shareholders of Cogelec Développement, on the other hand, the completion of the acquisition by Legrand France, on October 7, 2025, of all the shares of Cogelec Développement, which indirectly holds 5,347,065 Cogelec shares, representing a total of 60.09% of the share capital and 75,07% of the voting rights in Cogelec, based on a price of 29 euros per Cogelec share. Legrand France will soon file a draft mandatory simplified tender offer to acquire the remaining shares of Cogelec that it does not indirectly hold at a price of 29 euros per Cogelec share. In the event that the thresholds allowing it are crossed at the end of the tender offer, Legrand France would request the implementation of a squeeze-out procedure under the applicable legal and regulatory conditions in order to acquire the Cogelec shares not acquired during the tender offer. To reflect Legrand's acquisition of the controlling stake in Cogelec, the composition of Cogelec's board of directors has been adjusted and now consists of four directors representing Legrand (Ms. Emmanuelle Levine, Mr. David Descamps, Mr. Yriex Roullac and Mr. Franck Lemery) and three historical directors (Mr. Roger Leclerc, Ms. Dominique Druon and Ms. Brigitte Geny, these two latter being independent directors). Mr. Roger Leclerc will continue to serve as Chairman and Chief Executive Officer until the appointment of a new Chief Executive Officer no later than December 31, 2025. He will also continue to serve as Chairman of the board of directors until June 30, 2026.Reported Earnings • Sep 21First half 2025 earnings releasedFirst half 2025 results: Revenue: €42.6m (up 16% from 1H 2024). Net income: €2.40m (down 15% from 1H 2024). Profit margin: 5.6% (down from 7.7% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Communications industry in France.Major Estimate Revision • Sep 19Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.885 to €0.759. Revenue forecast unchanged from €86.4m at last update. Net income forecast to grow 21% next year vs 52% growth forecast for Communications industry in France. Consensus price target of €29.00 unchanged from last update. Share price was steady at €28.70 over the past week.공시 • Aug 02Legrand France SA entered into an share purchase agreement to acquire 64.46% stake in Cogelec SA (ENXTPA:ALLEC) from Raise Invest and others for approximately €155 million.Legrand France SA entered into an share purchase agreement to acquire 64.46% stake in Cogelec SA (ENXTPA:ALLEC) from Raise Invest and others for approximately €155 million on July 31, 2025. The transaction is based on a price of €29 per share. Cogelec's social and economic committee unanimously issued a favorable opinion on July 16, 2025. The acquisition of the controlling stake remains subject to customary conditions precedent, provided that the only regulatory condition will be obtaining approval from the French competition authority.공시 • Jul 17+ 1 more updateCogelec SA to Report Q3, 2025 Results on Oct 15, 2025Cogelec SA announced that they will report Q3, 2025 results After-Market on Oct 15, 2025Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €29.00, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 13x in the Communications industry in France. Total returns to shareholders of 358% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.84 per share.분석 기사 • Jul 11Returns At Cogelec (EPA:ALLEC) Are On The Way UpWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Buy Or Sell Opportunity • Jul 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to €26.50. The fair value is estimated to be €21.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.Upcoming Dividend • Jun 25Upcoming dividend of €0.58 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (3.4%).분석 기사 • Jun 20Cogelec (EPA:ALLEC) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Buy Or Sell Opportunity • Jun 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to €26.20. The fair value is estimated to be €21.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.10, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Communications industry in France. Total returns to shareholders of 242% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.52 per share.분석 기사 • May 16Cogelec (EPA:ALLEC) Is Increasing Its Dividend To €0.58The board of Cogelec SA ( EPA:ALLEC ) has announced that it will be increasing its dividend by 123% on the 4th of July...Declared Dividend • May 02Dividend increased to €0.58Dividend of €0.58 is 123% higher than last year. Ex-date: 2nd July 2025 Payment date: 4th July 2025 Dividend yield will be 2.5%, which is lower than the industry average of 2.7%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 17%.공시 • Apr 30Cogelec SA announces Annual dividend, payable on July 04, 2025Cogelec SA announced Annual dividend of EUR 0.5800 per share payable on July 04, 2025, ex-date on July 02, 2025 and record date on July 03, 2025.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €22.39, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 12x in the Communications industry in France. Total returns to shareholders of 213% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.85 per share.Reported Earnings • Apr 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €0.68 (up from €0.54 in FY 2023). Revenue: €74.5m (up 13% from FY 2023). Net income: €5.61m (up 24% from FY 2023). Profit margin: 7.5% (up from 6.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, while revenues in the Communications industry in France are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.공시 • Apr 12Cogelec SA, Annual General Meeting, May 14, 2025Cogelec SA, Annual General Meeting, May 14, 2025.Buy Or Sell Opportunity • Feb 07Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €19.80. The fair value is estimated to be €15.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.분석 기사 • Jan 20With Cogelec SA (EPA:ALLEC) It Looks Like You'll Get What You Pay ForWhen you see that almost half of the companies in the Communications industry in France have price-to-sales ratios (or...Buy Or Sell Opportunity • Oct 22Now 20% undervaluedOver the last 90 days, the stock has risen 36% to €15.10. The fair value is estimated to be €18.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.분석 기사 • Oct 05Why Investors Shouldn't Be Surprised By Cogelec SA's (EPA:ALLEC) 33% Share Price SurgeThe Cogelec SA ( EPA:ALLEC ) share price has done very well over the last month, posting an excellent gain of 33%. The...Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €14.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 8x in the Communications industry in France. Total returns to shareholders of 109% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.22 per share.Reported Earnings • Sep 30First half 2024 earnings released: EPS: €0.34 (vs €0.074 in 1H 2023)First half 2024 results: EPS: €0.34 (up from €0.074 in 1H 2023). Revenue: €36.7m (up 12% from 1H 2023). Net income: €2.81m (up 355% from 1H 2023). Profit margin: 7.7% (up from 1.9% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Communications industry in France. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.공시 • May 20Cogelec SA, Annual General Meeting, Jun 24, 2024Cogelec SA, Annual General Meeting, Jun 24, 2024. Location: 370 rue de maunit, mortagne sur sevre France분석 기사 • May 02Shareholders Will Be Pleased With The Quality of Cogelec's (EPA:ALLEC) EarningsCogelec SA's ( EPA:ALLEC ) strong earnings report was rewarded with a positive stock price move. Our analysis found...Price Target Changed • Apr 26Price target increased by 10% to €9.90Up from €9.00, the current price target is an average from 2 analysts. New target price is 11% above last closing price of €8.90. Stock is up 26% over the past year. The company is forecast to post earnings per share of €0.59 for next year compared to €0.54 last year.Reported Earnings • Apr 26Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €0.54 (up from €0.034 loss in FY 2022). Revenue: €66.0m (up 11% from FY 2022). Net income: €4.51m (up €4.80m from FY 2022). Profit margin: 6.8% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Communications industry in France. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.New Risk • Apr 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Market cap is less than US$100m (€68.0m market cap, or US$72.3m).Price Target Changed • Feb 11Price target increased by 13% to €9.00Up from €8.00, the current price target is an average from 2 analysts. New target price is 13% above last closing price of €8.00. Stock is up 18% over the past year. The company is forecast to post earnings per share of €0.17 next year compared to a net loss per share of €0.034 last year.분석 기사 • Jan 21Calculating The Intrinsic Value Of Cogelec SA (EPA:ALLEC)Key Insights The projected fair value for Cogelec is €7.68 based on 2 Stage Free Cash Flow to Equity Cogelec's €8.05...공시 • Jan 18+ 1 more updateCogelec SA to Report First Half, 2024 Results on Sep 25, 2024Cogelec SA announced that they will report first half, 2024 results on Sep 25, 2024Reported Earnings • Oct 01First half 2023 earnings releasedFirst half 2023 results: Revenue: €32.6m (up 8.7% from 1H 2022). Net income: €600.0k (up 7.9% from 1H 2022). Profit margin: 1.8% (down from 1.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Communications industry in France.Price Target Changed • Mar 06Price target decreased by 7.4% to €8.75Down from €9.45, the current price target is an average from 2 analysts. New target price is 24% above last closing price of €7.06. Stock is up 0.9% over the past year. The company is forecast to post earnings per share of €0.25 next year compared to a net loss per share of €0.39 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Sep 30First half 2022 earnings releasedFirst half 2022 results: Revenue: €30.0m (up 15% from 1H 2021). Net income: €600.0k (up €2.80m from 1H 2021). Profit margin: 2.0% (up from net loss in 1H 2021). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Communications industry in France.분석 기사 • Sep 29Here's What's Concerning About Cogelec's (EPA:ALLEC) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Reported Earnings • May 01Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €51.5m (up 27% from FY 2020). Net loss: €3.30m (loss narrowed 18% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 15% growth forecast for the industry in France.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 01First half 2021 earnings releasedThe company reported a solid first half result with improved revenues and control over costs, although losses increased. First half 2021 results: Revenue: €26.1m (up 48% from 1H 2020). Net loss: €2.20m (loss widened 21% from 1H 2020).Price Target Changed • Oct 01Price target decreased to €10.40Down from €11.40, the current price target is an average from 2 analysts. New target price is 41% above last closing price of €7.40. Stock is up 6.9% over the past year.Price Target Changed • Jul 26Price target increased to €11.40Up from €9.75, the current price target is an average from 2 analysts. New target price is 24% above last closing price of €9.22. Stock is up 63% over the past year.분석 기사 • May 24Cogelec SA (EPA:ALLEC) Shares Could Be 46% Below Their Intrinsic Value EstimateToday we will run through one way of estimating the intrinsic value of Cogelec SA ( EPA:ALLEC ) by estimating the...Price Target Changed • May 17Price target increased to €10.25Up from €9.00, the current price target is an average from 2 analysts. New target price is 14% above last closing price of €9.00. Stock is up 71% over the past year.분석 기사 • Apr 28Health Check: How Prudently Does Cogelec (EPA:ALLEC) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Apr 25Full year 2020 earnings released: €0.47 loss per share (vs €0.33 loss in FY 2019)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: €40.4m (up 1.1% from FY 2019). Net loss: €4.02m (loss widened 41% from FY 2019).Is New 90 Day High Low • Mar 02New 90-day low: €6.86The company is down 6.0% from its price of €7.30 on 02 December 2020. The French market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.71 per share.Price Target Changed • Feb 21Price target raised to €9.00Up from €8.40, the current price target is an average from 2 analysts. The new target price is 24% above the current share price of €7.24. As of last close, the stock is down 0.3% over the past year.Price Target Changed • Feb 13Price target raised to €8.90Up from €7.90, the current price target is an average from 2 analysts. The new target price is 26% above the current share price of €7.08. As of last close, the stock is down 1.7% over the past year.분석 기사 • Feb 02Should You Think About Buying Cogelec SA (EPA:ALLEC) Now?While Cogelec SA ( EPA:ALLEC ) might not be the most widely known stock at the moment, it saw a double-digit share...Is New 90 Day High Low • Jan 07New 90-day high: €7.60The company is up 8.0% from its price of €7.04 on 09 October 2020. The French market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.26 per share.분석 기사 • Dec 12Does Cogelec (EPA:ALLEC) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Oct 15New 90-day high: €7.28The company is up 37% from its price of €5.32 on 17 July 2020. The French market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.22 per share.Is New 90 Day High Low • Sep 30New 90-day high: €6.62The company is up 27% from its price of €5.20 on 02 July 2020. The French market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.29 per share.Reported Earnings • Sep 30First half earnings releasedOver the last 12 months the company has reported total losses of €3.26m, with losses widening by 30% from the prior year. Total revenue was €38.7m over the last 12 months, up 4.8% from the prior year.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 배당금 지급이 안정적인 반면, ALLEC 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.배당금 증가: ALLEC 의 배당금 지급이 증가했지만 회사는 4 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장Cogelec 배당 수익률 vs 시장ALLEC의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (ALLEC)2.0%시장 하위 25% (FR)1.9%시장 상위 25% (FR)5.6%업계 평균 (Communications)1.7%분석가 예측 (ALLEC) (최대 3년)2.4%주목할만한 배당금: ALLEC 의 배당금( 1.99% )은 French 시장에서 배당금 지급자의 하위 25%( 1.95% )보다 높습니다.고배당: ALLEC 의 배당금( 1.99% )은 French 시장에서 배당금 지급자의 상위 25%( 5.63% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 지급 비율 ( 91.4% )이 높기 때문에 ALLEC 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 94.8% )이 높기 때문에 ALLEC 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YFR 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/01/22 05:00종가2026/01/20 00:00수익2025/06/30연간 수익2024/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Cogelec SA는 4명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Emmanuel ParotGilbert DupontStephanie LefebvreGilbert DupontChristel ClemeGilbert Dupont1명의 분석가 더 보기
Upcoming Dividend • Jun 25Upcoming dividend of €0.58 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (3.4%).
분석 기사 • May 16Cogelec (EPA:ALLEC) Is Increasing Its Dividend To €0.58The board of Cogelec SA ( EPA:ALLEC ) has announced that it will be increasing its dividend by 123% on the 4th of July...
Declared Dividend • May 02Dividend increased to €0.58Dividend of €0.58 is 123% higher than last year. Ex-date: 2nd July 2025 Payment date: 4th July 2025 Dividend yield will be 2.5%, which is lower than the industry average of 2.7%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 17%.
공시 • Apr 30Cogelec SA announces Annual dividend, payable on July 04, 2025Cogelec SA announced Annual dividend of EUR 0.5800 per share payable on July 04, 2025, ex-date on July 02, 2025 and record date on July 03, 2025.
공시 • Oct 08+ 1 more updateCogelec SA Announces Board AdjustmentsLegrand (Euronext - FR0010307819 – LR) and Cogelec (Euronext Growth - FR0013335742 - ALLEC) announce, following the execution on July 31, 2025 of a share purchase agreement between Legrand France, a subsidiary of Legrand, on the one hand, and the managers of the Cogelec group and Raise Investissement, shareholders of Cogelec Développement, on the other hand, the completion of the acquisition by Legrand France, on October 7, 2025, of all the shares of Cogelec Développement, which indirectly holds 5,347,065 Cogelec shares, representing a total of 60.09% of the share capital and 75,07% of the voting rights in Cogelec, based on a price of 29 euros per Cogelec share. Legrand France will soon file a draft mandatory simplified tender offer to acquire the remaining shares of Cogelec that it does not indirectly hold at a price of 29 euros per Cogelec share. In the event that the thresholds allowing it are crossed at the end of the tender offer, Legrand France would request the implementation of a squeeze-out procedure under the applicable legal and regulatory conditions in order to acquire the Cogelec shares not acquired during the tender offer. To reflect Legrand's acquisition of the controlling stake in Cogelec, the composition of Cogelec's board of directors has been adjusted and now consists of four directors representing Legrand (Ms. Emmanuelle Levine, Mr. David Descamps, Mr. Yriex Roullac and Mr. Franck Lemery) and three historical directors (Mr. Roger Leclerc, Ms. Dominique Druon and Ms. Brigitte Geny, these two latter being independent directors). Mr. Roger Leclerc will continue to serve as Chairman and Chief Executive Officer until the appointment of a new Chief Executive Officer no later than December 31, 2025. He will also continue to serve as Chairman of the board of directors until June 30, 2026.
Reported Earnings • Sep 21First half 2025 earnings releasedFirst half 2025 results: Revenue: €42.6m (up 16% from 1H 2024). Net income: €2.40m (down 15% from 1H 2024). Profit margin: 5.6% (down from 7.7% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Communications industry in France.
Major Estimate Revision • Sep 19Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.885 to €0.759. Revenue forecast unchanged from €86.4m at last update. Net income forecast to grow 21% next year vs 52% growth forecast for Communications industry in France. Consensus price target of €29.00 unchanged from last update. Share price was steady at €28.70 over the past week.
공시 • Aug 02Legrand France SA entered into an share purchase agreement to acquire 64.46% stake in Cogelec SA (ENXTPA:ALLEC) from Raise Invest and others for approximately €155 million.Legrand France SA entered into an share purchase agreement to acquire 64.46% stake in Cogelec SA (ENXTPA:ALLEC) from Raise Invest and others for approximately €155 million on July 31, 2025. The transaction is based on a price of €29 per share. Cogelec's social and economic committee unanimously issued a favorable opinion on July 16, 2025. The acquisition of the controlling stake remains subject to customary conditions precedent, provided that the only regulatory condition will be obtaining approval from the French competition authority.
공시 • Jul 17+ 1 more updateCogelec SA to Report Q3, 2025 Results on Oct 15, 2025Cogelec SA announced that they will report Q3, 2025 results After-Market on Oct 15, 2025
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €29.00, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 13x in the Communications industry in France. Total returns to shareholders of 358% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.84 per share.
분석 기사 • Jul 11Returns At Cogelec (EPA:ALLEC) Are On The Way UpWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Buy Or Sell Opportunity • Jul 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to €26.50. The fair value is estimated to be €21.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.
Upcoming Dividend • Jun 25Upcoming dividend of €0.58 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (3.4%).
분석 기사 • Jun 20Cogelec (EPA:ALLEC) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Buy Or Sell Opportunity • Jun 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to €26.20. The fair value is estimated to be €21.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.10, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Communications industry in France. Total returns to shareholders of 242% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.52 per share.
분석 기사 • May 16Cogelec (EPA:ALLEC) Is Increasing Its Dividend To €0.58The board of Cogelec SA ( EPA:ALLEC ) has announced that it will be increasing its dividend by 123% on the 4th of July...
Declared Dividend • May 02Dividend increased to €0.58Dividend of €0.58 is 123% higher than last year. Ex-date: 2nd July 2025 Payment date: 4th July 2025 Dividend yield will be 2.5%, which is lower than the industry average of 2.7%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 17%.
공시 • Apr 30Cogelec SA announces Annual dividend, payable on July 04, 2025Cogelec SA announced Annual dividend of EUR 0.5800 per share payable on July 04, 2025, ex-date on July 02, 2025 and record date on July 03, 2025.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €22.39, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 12x in the Communications industry in France. Total returns to shareholders of 213% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.85 per share.
Reported Earnings • Apr 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €0.68 (up from €0.54 in FY 2023). Revenue: €74.5m (up 13% from FY 2023). Net income: €5.61m (up 24% from FY 2023). Profit margin: 7.5% (up from 6.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, while revenues in the Communications industry in France are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
공시 • Apr 12Cogelec SA, Annual General Meeting, May 14, 2025Cogelec SA, Annual General Meeting, May 14, 2025.
Buy Or Sell Opportunity • Feb 07Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €19.80. The fair value is estimated to be €15.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.
분석 기사 • Jan 20With Cogelec SA (EPA:ALLEC) It Looks Like You'll Get What You Pay ForWhen you see that almost half of the companies in the Communications industry in France have price-to-sales ratios (or...
Buy Or Sell Opportunity • Oct 22Now 20% undervaluedOver the last 90 days, the stock has risen 36% to €15.10. The fair value is estimated to be €18.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.
분석 기사 • Oct 05Why Investors Shouldn't Be Surprised By Cogelec SA's (EPA:ALLEC) 33% Share Price SurgeThe Cogelec SA ( EPA:ALLEC ) share price has done very well over the last month, posting an excellent gain of 33%. The...
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €14.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 8x in the Communications industry in France. Total returns to shareholders of 109% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.22 per share.
Reported Earnings • Sep 30First half 2024 earnings released: EPS: €0.34 (vs €0.074 in 1H 2023)First half 2024 results: EPS: €0.34 (up from €0.074 in 1H 2023). Revenue: €36.7m (up 12% from 1H 2023). Net income: €2.81m (up 355% from 1H 2023). Profit margin: 7.7% (up from 1.9% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Communications industry in France. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
공시 • May 20Cogelec SA, Annual General Meeting, Jun 24, 2024Cogelec SA, Annual General Meeting, Jun 24, 2024. Location: 370 rue de maunit, mortagne sur sevre France
분석 기사 • May 02Shareholders Will Be Pleased With The Quality of Cogelec's (EPA:ALLEC) EarningsCogelec SA's ( EPA:ALLEC ) strong earnings report was rewarded with a positive stock price move. Our analysis found...
Price Target Changed • Apr 26Price target increased by 10% to €9.90Up from €9.00, the current price target is an average from 2 analysts. New target price is 11% above last closing price of €8.90. Stock is up 26% over the past year. The company is forecast to post earnings per share of €0.59 for next year compared to €0.54 last year.
Reported Earnings • Apr 26Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €0.54 (up from €0.034 loss in FY 2022). Revenue: €66.0m (up 11% from FY 2022). Net income: €4.51m (up €4.80m from FY 2022). Profit margin: 6.8% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Communications industry in France. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
New Risk • Apr 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Market cap is less than US$100m (€68.0m market cap, or US$72.3m).
Price Target Changed • Feb 11Price target increased by 13% to €9.00Up from €8.00, the current price target is an average from 2 analysts. New target price is 13% above last closing price of €8.00. Stock is up 18% over the past year. The company is forecast to post earnings per share of €0.17 next year compared to a net loss per share of €0.034 last year.
분석 기사 • Jan 21Calculating The Intrinsic Value Of Cogelec SA (EPA:ALLEC)Key Insights The projected fair value for Cogelec is €7.68 based on 2 Stage Free Cash Flow to Equity Cogelec's €8.05...
공시 • Jan 18+ 1 more updateCogelec SA to Report First Half, 2024 Results on Sep 25, 2024Cogelec SA announced that they will report first half, 2024 results on Sep 25, 2024
Reported Earnings • Oct 01First half 2023 earnings releasedFirst half 2023 results: Revenue: €32.6m (up 8.7% from 1H 2022). Net income: €600.0k (up 7.9% from 1H 2022). Profit margin: 1.8% (down from 1.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Communications industry in France.
Price Target Changed • Mar 06Price target decreased by 7.4% to €8.75Down from €9.45, the current price target is an average from 2 analysts. New target price is 24% above last closing price of €7.06. Stock is up 0.9% over the past year. The company is forecast to post earnings per share of €0.25 next year compared to a net loss per share of €0.39 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Sep 30First half 2022 earnings releasedFirst half 2022 results: Revenue: €30.0m (up 15% from 1H 2021). Net income: €600.0k (up €2.80m from 1H 2021). Profit margin: 2.0% (up from net loss in 1H 2021). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Communications industry in France.
분석 기사 • Sep 29Here's What's Concerning About Cogelec's (EPA:ALLEC) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Reported Earnings • May 01Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €51.5m (up 27% from FY 2020). Net loss: €3.30m (loss narrowed 18% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 15% growth forecast for the industry in France.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 01First half 2021 earnings releasedThe company reported a solid first half result with improved revenues and control over costs, although losses increased. First half 2021 results: Revenue: €26.1m (up 48% from 1H 2020). Net loss: €2.20m (loss widened 21% from 1H 2020).
Price Target Changed • Oct 01Price target decreased to €10.40Down from €11.40, the current price target is an average from 2 analysts. New target price is 41% above last closing price of €7.40. Stock is up 6.9% over the past year.
Price Target Changed • Jul 26Price target increased to €11.40Up from €9.75, the current price target is an average from 2 analysts. New target price is 24% above last closing price of €9.22. Stock is up 63% over the past year.
분석 기사 • May 24Cogelec SA (EPA:ALLEC) Shares Could Be 46% Below Their Intrinsic Value EstimateToday we will run through one way of estimating the intrinsic value of Cogelec SA ( EPA:ALLEC ) by estimating the...
Price Target Changed • May 17Price target increased to €10.25Up from €9.00, the current price target is an average from 2 analysts. New target price is 14% above last closing price of €9.00. Stock is up 71% over the past year.
분석 기사 • Apr 28Health Check: How Prudently Does Cogelec (EPA:ALLEC) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Apr 25Full year 2020 earnings released: €0.47 loss per share (vs €0.33 loss in FY 2019)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: €40.4m (up 1.1% from FY 2019). Net loss: €4.02m (loss widened 41% from FY 2019).
Is New 90 Day High Low • Mar 02New 90-day low: €6.86The company is down 6.0% from its price of €7.30 on 02 December 2020. The French market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.71 per share.
Price Target Changed • Feb 21Price target raised to €9.00Up from €8.40, the current price target is an average from 2 analysts. The new target price is 24% above the current share price of €7.24. As of last close, the stock is down 0.3% over the past year.
Price Target Changed • Feb 13Price target raised to €8.90Up from €7.90, the current price target is an average from 2 analysts. The new target price is 26% above the current share price of €7.08. As of last close, the stock is down 1.7% over the past year.
분석 기사 • Feb 02Should You Think About Buying Cogelec SA (EPA:ALLEC) Now?While Cogelec SA ( EPA:ALLEC ) might not be the most widely known stock at the moment, it saw a double-digit share...
Is New 90 Day High Low • Jan 07New 90-day high: €7.60The company is up 8.0% from its price of €7.04 on 09 October 2020. The French market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.26 per share.
분석 기사 • Dec 12Does Cogelec (EPA:ALLEC) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Oct 15New 90-day high: €7.28The company is up 37% from its price of €5.32 on 17 July 2020. The French market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.22 per share.
Is New 90 Day High Low • Sep 30New 90-day high: €6.62The company is up 27% from its price of €5.20 on 02 July 2020. The French market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.29 per share.
Reported Earnings • Sep 30First half earnings releasedOver the last 12 months the company has reported total losses of €3.26m, with losses widening by 30% from the prior year. Total revenue was €38.7m over the last 12 months, up 4.8% from the prior year.