View ValuationID Logistics Group 향후 성장Future 기준 점검 3/6ID Logistics Group (는) 각각 연간 17.3% 및 9.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12% 로 예상됩니다.핵심 정보17.3%이익 성장률15.99%EPS 성장률Logistics 이익 성장16.7%매출 성장률9.2%향후 자기자본이익률11.98%애널리스트 커버리지Good마지막 업데이트11 May 2026최근 향후 성장 업데이트분석 기사 • May 03ID Logistics Group SA (EPA:IDL) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesID Logistics Group SA ( EPA:IDL ) came out with its first-quarter results last week, and we wanted to see how the...Price Target Changed • Mar 17Price target increased by 7.8% to €469Up from €435, the current price target is an average from 6 analysts. New target price is 27% above last closing price of €369. Stock is up 11% over the past year.분석 기사 • Mar 15ID Logistics Group SA (EPA:IDL) Released Earnings Last Week And Analysts Lifted Their Price Target To €465Last week, you might have seen that ID Logistics Group SA ( EPA:IDL ) released its full-year result to the market. The...Major Estimate Revision • Sep 04Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €10.15 to €9.04. Revenue forecast unchanged from €3.16b at last update. Net income forecast to grow 19% next year vs 19% growth forecast for Logistics industry in France. Consensus price target of €437 unchanged from last update. Share price fell 10% to €403 over the past week.Price Target Changed • Aug 05Price target increased by 7.1% to €431Up from €403, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €428. Stock is up 72% over the past year. The company is forecast to post earnings per share of €10.33 for next year compared to €8.77 last year.Price Target Changed • Jul 24Price target increased by 7.3% to €426Up from €397, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €437. Stock is up 70% over the past year. The company is forecast to post earnings per share of €10.05 for next year compared to €8.77 last year.모든 업데이트 보기Recent updates속보 • May 12ID Logistics Expands US HazMat Network With First Virginia Facility for Regulated ProductsID Logistics has signed a lease for a new hazardous materials distribution facility in Henrico, Virginia, marking its first operation in that state. The site is a greenfield development focused on HazMat storage and distribution for regulated retail and direct-to-consumer products. This will be the company’s third HazMat-focused logistics site in the US, expanding its specialized network in complex, regulated supply chains. This expansion points to management placing more emphasis on higher-complexity logistics services. That can deepen customer relationships in sectors where compliance and safety are critical. Investors may want to watch how quickly this Virginia facility ramps up and how HazMat-focused operations contribute to mix, margin profile and contract durations over time.분석 기사 • May 03ID Logistics Group SA (EPA:IDL) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesID Logistics Group SA ( EPA:IDL ) came out with its first-quarter results last week, and we wanted to see how the...공시 • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2026ID Logistics Group SA, Annual General Meeting, Jun 03, 2026. Location: 55 chemin des engrenauds, orgon FranceReported Earnings • Apr 30Full year 2025 earnings releasedFull year 2025 results: Revenue: €3.74b (up 14% from FY 2024). Net income: €63.3m (up 20% from FY 2024). Profit margin: 1.7% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Logistics industry in Europe.Reported Earnings • Mar 12Full year 2025 earnings releasedFull year 2025 results: Revenue: €3.74b (up 14% from FY 2024). Net income: €63.3m (up 20% from FY 2024). Profit margin: 1.7% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 2.8% growth forecast for the Logistics industry in Europe.공시 • Jan 26ID Logistics Group SA to Report Fiscal Year 2025 Results on Mar 11, 2026ID Logistics Group SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026분석 기사 • Sep 22ID Logistics Group (EPA:IDL) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Aug 28New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Aug 28Now 20% overvaluedOver the last 90 days, the stock has fallen 1.5% to €413. The fair value is estimated to be €344, 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 19% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.공시 • Jul 23ID Logistics Group SA to Report First Half, 2025 Results on Aug 27, 2025ID Logistics Group SA announced that they will report first half, 2025 results on Aug 27, 2025분석 기사 • Jul 14What You Can Learn From ID Logistics Group SA's (EPA:IDL) P/EID Logistics Group SA's ( EPA:IDL ) price-to-earnings (or "P/E") ratio of 54.4x might make it look like a strong sell...분석 기사 • May 28ID Logistics Group SA's (EPA:IDL) CEO Compensation Is Looking A Bit Stretched At The MomentKey Insights ID Logistics Group's Annual General Meeting to take place on 3rd of June CEO Eric Hemar's total...공시 • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2025ID Logistics Group SA, Annual General Meeting, Jun 03, 2025. Location: 55 chemin des engrenauds, orgon FranceReported Earnings • Apr 30Full year 2024 earnings released: EPS: €8.40 (vs €8.77 in FY 2023)Full year 2024 results: EPS: €8.40. Revenue: €3.27b (up 19% from FY 2023). Net income: €52.8m (up 1.3% from FY 2023). Profit margin: 1.6% (down from 1.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Logistics industry in Europe.공시 • Apr 23ID Logistics Group SA to Report Q2, 2025 Results on Jul 23, 2025ID Logistics Group SA announced that they will report Q2, 2025 results After-Market on Jul 23, 2025분석 기사 • Mar 22We Think ID Logistics Group's (EPA:IDL) Solid Earnings Are UnderstatedThe stock was sluggish on the back of ID Logistics Group SA's ( EPA:IDL ) recent earnings report. Along with the solid...Price Target Changed • Mar 17Price target increased by 7.8% to €469Up from €435, the current price target is an average from 6 analysts. New target price is 27% above last closing price of €369. Stock is up 11% over the past year.분석 기사 • Mar 15ID Logistics Group SA (EPA:IDL) Released Earnings Last Week And Analysts Lifted Their Price Target To €465Last week, you might have seen that ID Logistics Group SA ( EPA:IDL ) released its full-year result to the market. The...Reported Earnings • Mar 13Full year 2024 earnings releasedFull year 2024 results: Revenue: €3.27b (up 19% from FY 2023). Net income: €52.8m (up 1.3% from FY 2023). Profit margin: 1.6% (down from 1.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Logistics industry in Europe.공시 • Jan 28ID Logistics Group SA to Report Fiscal Year 2024 Results on Mar 12, 2025ID Logistics Group SA announced that they will report fiscal year 2024 results After-Market on Mar 12, 2025분석 기사 • Dec 14Pinning Down ID Logistics Group SA's (EPA:IDL) P/E Is Difficult Right NowWith a price-to-earnings (or "P/E") ratio of 46.5x ID Logistics Group SA ( EPA:IDL ) may be sending very bearish...분석 기사 • Nov 26If EPS Growth Is Important To You, ID Logistics Group (EPA:IDL) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Nov 05What Is ID Logistics Group SA's (EPA:IDL) Share Price Doing?While ID Logistics Group SA ( EPA:IDL ) might not have the largest market cap around , it received a lot of attention...분석 기사 • Sep 20Shareholders Can Be Confident That ID Logistics Group's (EPA:IDL) Earnings Are High QualityEven though ID Logistics Group SA's ( EPA:IDL ) recent earnings release was robust, the market didn't seem to notice...New Risk • Sep 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risk Shareholders have been diluted in the past year (6.3% increase in shares outstanding).공시 • Sep 07ID Logistics Group SA announced that it expects to receive €135 million in fundingID Logistics Group SA announced a private placement of 375,000 new shares at a price of €360 per share for the gross proceeds of €135,000,000 on September 5, 2024. The company has agreed to a lock-up period of 180 calendar days following the settlement and delivery date of the capital increase, subject to customary exceptions. The transaction is expected to close on September 9, 2024.Major Estimate Revision • Sep 04Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €10.15 to €9.04. Revenue forecast unchanged from €3.16b at last update. Net income forecast to grow 19% next year vs 19% growth forecast for Logistics industry in France. Consensus price target of €437 unchanged from last update. Share price fell 10% to €403 over the past week.Reported Earnings • Aug 30First half 2024 earnings releasedFirst half 2024 results: Revenue: €1.52b (up 18% from 1H 2023). Net income: €16.8m (up 4.8% from 1H 2023). Profit margin: 1.1% (down from 1.2% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe.분석 기사 • Aug 15Here's Why We Think ID Logistics Group (EPA:IDL) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Price Target Changed • Aug 05Price target increased by 7.1% to €431Up from €403, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €428. Stock is up 72% over the past year. The company is forecast to post earnings per share of €10.33 for next year compared to €8.77 last year.분석 기사 • Jul 28After Leaping 26% ID Logistics Group SA (EPA:IDL) Shares Are Not Flying Under The RadarID Logistics Group SA ( EPA:IDL ) shareholders have had their patience rewarded with a 26% share price jump in the last...Price Target Changed • Jul 24Price target increased by 7.3% to €426Up from €397, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €437. Stock is up 70% over the past year. The company is forecast to post earnings per share of €10.05 for next year compared to €8.77 last year.분석 기사 • Jun 28Is There An Opportunity With ID Logistics Group SA's (EPA:IDL) 28% Undervaluation?Key Insights ID Logistics Group's estimated fair value is €504 based on 2 Stage Free Cash Flow to Equity ID Logistics...분석 기사 • Jun 12These 4 Measures Indicate That ID Logistics Group (EPA:IDL) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buy Or Sell Opportunity • Jun 04Now 21% undervaluedOver the last 90 days, the stock has risen 19% to €396. The fair value is estimated to be €503, 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 20%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €8.77 (vs €7.96 in FY 2022)Full year 2023 results: EPS: €8.77 (up from €7.96 in FY 2022). Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 21ID Logistics Group's (EPA:IDL) Solid Profits Have Weak FundamentalsID Logistics Group SA's ( EPA:IDL ) robust earnings report didn't manage to move the market for its stock. Our analysis...분석 기사 • Mar 17Analysts Have Made A Financial Statement On ID Logistics Group SA's (EPA:IDL) Yearly ReportLast week saw the newest annual earnings release from ID Logistics Group SA ( EPA:IDL ), an important milestone in the...Reported Earnings • Mar 14Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe.분석 기사 • Feb 06Is Now The Time To Put ID Logistics Group (EPA:IDL) 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...공시 • Jan 25ID Logistics Group SA to Report Fiscal Year 2023 Results on Mar 13, 2024ID Logistics Group SA announced that they will report fiscal year 2023 results After-Market on Mar 13, 2024분석 기사 • Nov 14Is ID Logistics Group (EPA:IDL) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Oct 27Should You Investigate ID Logistics Group SA (EPA:IDL) At €260?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw a double-digit share price rise of...분석 기사 • Sep 26Should You Be Adding ID Logistics Group (EPA:IDL) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Aug 31First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.29b (up 9.2% from 1H 2022). Net income: €16.1m (down 12% from 1H 2022). Profit margin: 1.2% (down from 1.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Jul 26ID Logistics Group SA to Report First Half, 2023 Results on Aug 30, 2023ID Logistics Group SA announced that they will report first half, 2023 results on Aug 30, 2023New Risk • Jul 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (94% net debt to equity). Shareholders have been diluted in the past year (8.4% increase in shares outstanding).분석 기사 • Jun 14What Does ID Logistics Group SA's (EPA:IDL) Share Price Indicate?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw significant share price movement...공시 • Jun 01ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Spedimex Sp Z O O from Marcin Bak and others for an enterprise value of PLN 350 million on March 22, 2023. Spedimex increased its turnover to reach PLN 510 million in 2022. The transaction remains subject to the approval of the competent Polish antitrust authorities and is expected to be completed by June 2023. The payment terms allow ID Logistics to maintain a solid financial structure post-acquisition, with a debt ratio as of December 31, 2022 unchanged at 1.9x the EBITDA pre-IFRS 16. Tomasz Zak, Jean-Marc Franceschi, Piotr Skurzynski, Marcin Czaprowski of Hogan Lovells (Paris) LLP acted as legal advisor to ID Logistics Group SA ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others on May 31, 2023.분석 기사 • May 12Here's Why We Think ID Logistics Group (EPA:IDL) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Board Change • Mar 22Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Mar 16Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.48b (up 30% from FY 2021). Net income: €45.2m (up 36% from FY 2021). Profit margin: 1.8% (in line with FY 2021). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Logistics industry in Europe.분석 기사 • Mar 11Why ID Logistics Group SA (EPA:IDL) Could Be Worth WatchingWhile ID Logistics Group SA ( EPA:IDL ) might not be the most widely known stock at the moment, it saw a double-digit...분석 기사 • Feb 03Does ID Logistics Group (EPA:IDL) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...공시 • Jan 28ID Logistics Group SA to Report Fiscal Year 2022 Results on Mar 15, 2023ID Logistics Group SA announced that they will report fiscal year 2022 results After-Market on Mar 15, 2023분석 기사 • Nov 27Is It Time To Consider Buying ID Logistics Group SA (EPA:IDL)?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw a double-digit share price rise of...Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Oct 27If EPS Growth Is Important To You, ID Logistics Group (EPA:IDL) 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...분석 기사 • Oct 05These 4 Measures Indicate That ID Logistics Group (EPA:IDL) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • Sep 03First half 2022 earnings releasedFirst half 2022 results: Revenue: €1.18b (up 32% from 1H 2021). Net income: €18.3m (up 43% from 1H 2021). Profit margin: 1.6% (up from 1.4% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17% compared to a 6.3% decline forecast for the Logistics industry in France.분석 기사 • Aug 17Is Now An Opportune Moment To Examine ID Logistics Group SA (EPA:IDL)?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it led the ENXTPA gainers with a...분석 기사 • Jul 14We Ran A Stock Scan For Earnings Growth And ID Logistics Group (EPA:IDL) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • May 07Is ID Logistics Group SA (EPA:IDL) Potentially Undervalued?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw significant share price movement...Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Apr 09With EPS Growth And More, ID Logistics Group (EPA:IDL) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Mar 17Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €1.91b (up 16% from FY 2020). Net income: €33.1m (up 31% from FY 2020). Profit margin: 1.7% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 22%, compared to a 4.6% growth forecast for the industry in France.Price Target Changed • Feb 17Price target increased to €412Up from €378, the current price target is an average from 4 analysts. New target price is 23% above last closing price of €334. Stock is up 47% over the past year. The company is forecast to post earnings per share of €6.44 for next year compared to €4.47 last year.Price Target Changed • Feb 15Price target increased to €401Up from €375, the current price target is an average from 4 analysts. New target price is 13% above last closing price of €354. Stock is up 52% over the past year. The company is forecast to post earnings per share of €6.51 for next year compared to €4.47 last year.분석 기사 • Jan 14ID Logistics Group (EPA:IDL) Could Be Struggling To Allocate CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Dec 27Is ID Logistics Group (EPA:IDL) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Dec 09Do ID Logistics Group's (EPA:IDL) Earnings Warrant Your Attention?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Price Target Changed • Oct 29Price target increased to €342Up from €316, the current price target is an average from 4 analysts. New target price is 7.6% above last closing price of €318. Stock is up 59% over the past year. The company is forecast to post earnings per share of €6.13 for next year compared to €4.47 last year.분석 기사 • Sep 26ID Logistics Group (EPA:IDL) Is Reinvesting At Lower Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...분석 기사 • Sep 12Is ID Logistics Group (EPA:IDL) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...분석 기사 • Aug 28Does ID Logistics Group (EPA:IDL) Deserve A Spot On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Reported Earnings • Aug 27First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €893.1m (up 15% from 1H 2020). Net income: €12.9m (up 142% from 1H 2020). Profit margin: 1.4% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue.Price Target Changed • Aug 26Price target increased to €297Up from €267, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of €310. Stock is up 62% over the past year.분석 기사 • Jun 27ID Logistics Group (EPA:IDL) Is Reinvesting At Lower Rates Of ReturnWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Executive Departure • Jun 07Independent Director Muriel Mayette-Holtz has left the companyOn the 1st of June, Muriel Mayette-Holtz's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Muriel's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.Executive Departure • Jun 07Independent Director Michele Cyna has left the companyOn the 1st of June, Michele Cyna's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Michele's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.분석 기사 • May 22ID Logistics Group (EPA:IDL) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Apr 07An Intrinsic Calculation For ID Logistics Group SA (EPA:IDL) Suggests It's 49% UndervaluedIn this article we are going to estimate the intrinsic value of ID Logistics Group SA ( EPA:IDL ) by projecting its...Price Target Changed • Mar 26Price target increased to €257Up from €235, the current price target is an average from 3 analysts. New target price is 9.9% above last closing price of €234. Stock is up 46% over the past year.Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.64b (up 7.1% from FY 2019). Net income: €25.2m (up 70% from FY 2019). Profit margin: 1.5% (up from 1.0% in FY 2019). The increase in margin was driven by higher revenue.분석 기사 • Mar 15What Do The Returns On Capital At ID Logistics Group (EPA:IDL) Tell Us?What are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • Feb 16Do Institutions Own ID Logistics Group SA (EPA:IDL) Shares?Every investor in ID Logistics Group SA ( EPA:IDL ) should be aware of the most powerful shareholder groups...분석 기사 • Jan 28Is ID Logistics Group's (EPA:IDL) 128% Share Price Increase Well Justified?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on a lighter note, a...Price Target Changed • Jan 27Price target raised to €235Up from €196, the current price target is an average from 4 analysts. The new target price is close to the current share price of €240. As of last close, the stock is up 39% over the past year.분석 기사 • Jan 11Taking A Look At ID Logistics Group SA's (EPA:IDL) ROEOne of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...Is New 90 Day High Low • Jan 07New 90-day high: €231The company is up 25% from its price of €185 on 09 October 2020. The French market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €409 per share.분석 기사 • Dec 22An Intrinsic Calculation For ID Logistics Group SA (EPA:IDL) Suggests It's 47% UndervaluedToday we'll do a simple run through of a valuation method used to estimate the attractiveness of ID Logistics Group SA...Is New 90 Day High Low • Dec 16New 90-day high: €214The company is up 20% from its price of €179 on 16 September 2020. The French market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €397 per share.분석 기사 • Dec 09Here's Why We Think ID Logistics Group's (EPA:IDL) Statutory Earnings Might Be ConservativeBroadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...분석 기사 • Nov 27The Returns At ID Logistics Group (EPA:IDL) Provide Us With Signs Of What's To ComeWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Is New 90 Day High Low • Oct 24New 90-day high: €206The company is up 14% from its price of €181 on 24 July 2020. The French market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €351 per share.Is New 90 Day High Low • Sep 22New 90-day low: €169The company is down 7.0% from its price of €181 on 24 June 2020. The French market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics 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 €317 per share.이익 및 매출 성장 예측ENXTPA:IDL - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284,894109104782212/31/20274,5759258637612/31/20264,1737755584612/31/20253,73763331497N/A9/30/20253,62661371514N/A6/30/20253,51458411530N/A3/31/20253,39356398506N/A12/31/20243,27153385482N/A9/30/20243,12953360459N/A6/30/20242,98753336437N/A3/31/20242,86753345433N/A12/31/20232,74752355430N/A9/30/20232,67047337409N/A6/30/20232,59243319389N/A3/31/20232,53744297366N/A12/31/20222,48145276343N/A6/30/20222,15637214286N/A3/31/20222,01834198276N/A12/31/20211,88132182265N/A9/30/20211,83533158236N/A6/30/20211,75933129201N/A3/31/20211,70129141206N/A12/31/20201,64325153212N/A9/30/20201,60520159218N/A6/30/20201,56615165224N/A3/31/20201,55015140203N/A12/31/20191,53415115182N/A9/30/20191,50420N/A148N/A6/30/20191,47425N/A114N/A3/31/20191,44225N/A88N/A12/31/20181,41025N/A62N/A9/30/20181,38124N/A55N/A6/30/20181,35122N/A48N/A3/31/20181,34019N/A38N/A12/31/20171,32916N/A28N/A9/30/20171,29813N/A46N/A6/30/20171,2679N/A63N/A3/31/20171,16912N/A54N/A12/31/20161,07015N/A44N/A9/30/20161,01018N/A33N/A6/30/201695021N/A22N/A3/31/201694021N/A33N/A12/31/201593121N/A43N/A9/30/201591621N/A42N/A6/30/201590120N/A42N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: IDL 의 연간 예상 수익 증가율(17.3%)이 saving rate(2.5%)보다 높습니다.수익 vs 시장: IDL 의 연간 수익(17.3%)이 French 시장(12.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: IDL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: IDL 의 수익(연간 9.2%)이 French 시장(연간 5.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: IDL 의 수익(연간 9.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: IDL의 자본 수익률은 3년 후 12%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 19:33종가2026/05/21 00:00수익2025/12/31연간 수익2025/12/31데이터 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 소스ID Logistics Group SA는 11명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Anna PatriceBerenbergPhilippe LorrainBernsteinEmmanuel MatotODDO BHF Corporate & Markets8명의 분석가 더 보기
분석 기사 • May 03ID Logistics Group SA (EPA:IDL) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesID Logistics Group SA ( EPA:IDL ) came out with its first-quarter results last week, and we wanted to see how the...
Price Target Changed • Mar 17Price target increased by 7.8% to €469Up from €435, the current price target is an average from 6 analysts. New target price is 27% above last closing price of €369. Stock is up 11% over the past year.
분석 기사 • Mar 15ID Logistics Group SA (EPA:IDL) Released Earnings Last Week And Analysts Lifted Their Price Target To €465Last week, you might have seen that ID Logistics Group SA ( EPA:IDL ) released its full-year result to the market. The...
Major Estimate Revision • Sep 04Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €10.15 to €9.04. Revenue forecast unchanged from €3.16b at last update. Net income forecast to grow 19% next year vs 19% growth forecast for Logistics industry in France. Consensus price target of €437 unchanged from last update. Share price fell 10% to €403 over the past week.
Price Target Changed • Aug 05Price target increased by 7.1% to €431Up from €403, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €428. Stock is up 72% over the past year. The company is forecast to post earnings per share of €10.33 for next year compared to €8.77 last year.
Price Target Changed • Jul 24Price target increased by 7.3% to €426Up from €397, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €437. Stock is up 70% over the past year. The company is forecast to post earnings per share of €10.05 for next year compared to €8.77 last year.
속보 • May 12ID Logistics Expands US HazMat Network With First Virginia Facility for Regulated ProductsID Logistics has signed a lease for a new hazardous materials distribution facility in Henrico, Virginia, marking its first operation in that state. The site is a greenfield development focused on HazMat storage and distribution for regulated retail and direct-to-consumer products. This will be the company’s third HazMat-focused logistics site in the US, expanding its specialized network in complex, regulated supply chains. This expansion points to management placing more emphasis on higher-complexity logistics services. That can deepen customer relationships in sectors where compliance and safety are critical. Investors may want to watch how quickly this Virginia facility ramps up and how HazMat-focused operations contribute to mix, margin profile and contract durations over time.
분석 기사 • May 03ID Logistics Group SA (EPA:IDL) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesID Logistics Group SA ( EPA:IDL ) came out with its first-quarter results last week, and we wanted to see how the...
공시 • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2026ID Logistics Group SA, Annual General Meeting, Jun 03, 2026. Location: 55 chemin des engrenauds, orgon France
Reported Earnings • Apr 30Full year 2025 earnings releasedFull year 2025 results: Revenue: €3.74b (up 14% from FY 2024). Net income: €63.3m (up 20% from FY 2024). Profit margin: 1.7% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Logistics industry in Europe.
Reported Earnings • Mar 12Full year 2025 earnings releasedFull year 2025 results: Revenue: €3.74b (up 14% from FY 2024). Net income: €63.3m (up 20% from FY 2024). Profit margin: 1.7% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 2.8% growth forecast for the Logistics industry in Europe.
공시 • Jan 26ID Logistics Group SA to Report Fiscal Year 2025 Results on Mar 11, 2026ID Logistics Group SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026
분석 기사 • Sep 22ID Logistics Group (EPA:IDL) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Aug 28New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Aug 28Now 20% overvaluedOver the last 90 days, the stock has fallen 1.5% to €413. The fair value is estimated to be €344, 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 19% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.
공시 • Jul 23ID Logistics Group SA to Report First Half, 2025 Results on Aug 27, 2025ID Logistics Group SA announced that they will report first half, 2025 results on Aug 27, 2025
분석 기사 • Jul 14What You Can Learn From ID Logistics Group SA's (EPA:IDL) P/EID Logistics Group SA's ( EPA:IDL ) price-to-earnings (or "P/E") ratio of 54.4x might make it look like a strong sell...
분석 기사 • May 28ID Logistics Group SA's (EPA:IDL) CEO Compensation Is Looking A Bit Stretched At The MomentKey Insights ID Logistics Group's Annual General Meeting to take place on 3rd of June CEO Eric Hemar's total...
공시 • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2025ID Logistics Group SA, Annual General Meeting, Jun 03, 2025. Location: 55 chemin des engrenauds, orgon France
Reported Earnings • Apr 30Full year 2024 earnings released: EPS: €8.40 (vs €8.77 in FY 2023)Full year 2024 results: EPS: €8.40. Revenue: €3.27b (up 19% from FY 2023). Net income: €52.8m (up 1.3% from FY 2023). Profit margin: 1.6% (down from 1.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Logistics industry in Europe.
공시 • Apr 23ID Logistics Group SA to Report Q2, 2025 Results on Jul 23, 2025ID Logistics Group SA announced that they will report Q2, 2025 results After-Market on Jul 23, 2025
분석 기사 • Mar 22We Think ID Logistics Group's (EPA:IDL) Solid Earnings Are UnderstatedThe stock was sluggish on the back of ID Logistics Group SA's ( EPA:IDL ) recent earnings report. Along with the solid...
Price Target Changed • Mar 17Price target increased by 7.8% to €469Up from €435, the current price target is an average from 6 analysts. New target price is 27% above last closing price of €369. Stock is up 11% over the past year.
분석 기사 • Mar 15ID Logistics Group SA (EPA:IDL) Released Earnings Last Week And Analysts Lifted Their Price Target To €465Last week, you might have seen that ID Logistics Group SA ( EPA:IDL ) released its full-year result to the market. The...
Reported Earnings • Mar 13Full year 2024 earnings releasedFull year 2024 results: Revenue: €3.27b (up 19% from FY 2023). Net income: €52.8m (up 1.3% from FY 2023). Profit margin: 1.6% (down from 1.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Logistics industry in Europe.
공시 • Jan 28ID Logistics Group SA to Report Fiscal Year 2024 Results on Mar 12, 2025ID Logistics Group SA announced that they will report fiscal year 2024 results After-Market on Mar 12, 2025
분석 기사 • Dec 14Pinning Down ID Logistics Group SA's (EPA:IDL) P/E Is Difficult Right NowWith a price-to-earnings (or "P/E") ratio of 46.5x ID Logistics Group SA ( EPA:IDL ) may be sending very bearish...
분석 기사 • Nov 26If EPS Growth Is Important To You, ID Logistics Group (EPA:IDL) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 • Nov 05What Is ID Logistics Group SA's (EPA:IDL) Share Price Doing?While ID Logistics Group SA ( EPA:IDL ) might not have the largest market cap around , it received a lot of attention...
분석 기사 • Sep 20Shareholders Can Be Confident That ID Logistics Group's (EPA:IDL) Earnings Are High QualityEven though ID Logistics Group SA's ( EPA:IDL ) recent earnings release was robust, the market didn't seem to notice...
New Risk • Sep 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risk Shareholders have been diluted in the past year (6.3% increase in shares outstanding).
공시 • Sep 07ID Logistics Group SA announced that it expects to receive €135 million in fundingID Logistics Group SA announced a private placement of 375,000 new shares at a price of €360 per share for the gross proceeds of €135,000,000 on September 5, 2024. The company has agreed to a lock-up period of 180 calendar days following the settlement and delivery date of the capital increase, subject to customary exceptions. The transaction is expected to close on September 9, 2024.
Major Estimate Revision • Sep 04Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €10.15 to €9.04. Revenue forecast unchanged from €3.16b at last update. Net income forecast to grow 19% next year vs 19% growth forecast for Logistics industry in France. Consensus price target of €437 unchanged from last update. Share price fell 10% to €403 over the past week.
Reported Earnings • Aug 30First half 2024 earnings releasedFirst half 2024 results: Revenue: €1.52b (up 18% from 1H 2023). Net income: €16.8m (up 4.8% from 1H 2023). Profit margin: 1.1% (down from 1.2% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe.
분석 기사 • Aug 15Here's Why We Think ID Logistics Group (EPA:IDL) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Price Target Changed • Aug 05Price target increased by 7.1% to €431Up from €403, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €428. Stock is up 72% over the past year. The company is forecast to post earnings per share of €10.33 for next year compared to €8.77 last year.
분석 기사 • Jul 28After Leaping 26% ID Logistics Group SA (EPA:IDL) Shares Are Not Flying Under The RadarID Logistics Group SA ( EPA:IDL ) shareholders have had their patience rewarded with a 26% share price jump in the last...
Price Target Changed • Jul 24Price target increased by 7.3% to €426Up from €397, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €437. Stock is up 70% over the past year. The company is forecast to post earnings per share of €10.05 for next year compared to €8.77 last year.
분석 기사 • Jun 28Is There An Opportunity With ID Logistics Group SA's (EPA:IDL) 28% Undervaluation?Key Insights ID Logistics Group's estimated fair value is €504 based on 2 Stage Free Cash Flow to Equity ID Logistics...
분석 기사 • Jun 12These 4 Measures Indicate That ID Logistics Group (EPA:IDL) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buy Or Sell Opportunity • Jun 04Now 21% undervaluedOver the last 90 days, the stock has risen 19% to €396. The fair value is estimated to be €503, 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 20%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €8.77 (vs €7.96 in FY 2022)Full year 2023 results: EPS: €8.77 (up from €7.96 in FY 2022). Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 21ID Logistics Group's (EPA:IDL) Solid Profits Have Weak FundamentalsID Logistics Group SA's ( EPA:IDL ) robust earnings report didn't manage to move the market for its stock. Our analysis...
분석 기사 • Mar 17Analysts Have Made A Financial Statement On ID Logistics Group SA's (EPA:IDL) Yearly ReportLast week saw the newest annual earnings release from ID Logistics Group SA ( EPA:IDL ), an important milestone in the...
Reported Earnings • Mar 14Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe.
분석 기사 • Feb 06Is Now The Time To Put ID Logistics Group (EPA:IDL) 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...
공시 • Jan 25ID Logistics Group SA to Report Fiscal Year 2023 Results on Mar 13, 2024ID Logistics Group SA announced that they will report fiscal year 2023 results After-Market on Mar 13, 2024
분석 기사 • Nov 14Is ID Logistics Group (EPA:IDL) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Oct 27Should You Investigate ID Logistics Group SA (EPA:IDL) At €260?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw a double-digit share price rise of...
분석 기사 • Sep 26Should You Be Adding ID Logistics Group (EPA:IDL) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Aug 31First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.29b (up 9.2% from 1H 2022). Net income: €16.1m (down 12% from 1H 2022). Profit margin: 1.2% (down from 1.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Jul 26ID Logistics Group SA to Report First Half, 2023 Results on Aug 30, 2023ID Logistics Group SA announced that they will report first half, 2023 results on Aug 30, 2023
New Risk • Jul 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (94% net debt to equity). Shareholders have been diluted in the past year (8.4% increase in shares outstanding).
분석 기사 • Jun 14What Does ID Logistics Group SA's (EPA:IDL) Share Price Indicate?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw significant share price movement...
공시 • Jun 01ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Spedimex Sp Z O O from Marcin Bak and others for an enterprise value of PLN 350 million on March 22, 2023. Spedimex increased its turnover to reach PLN 510 million in 2022. The transaction remains subject to the approval of the competent Polish antitrust authorities and is expected to be completed by June 2023. The payment terms allow ID Logistics to maintain a solid financial structure post-acquisition, with a debt ratio as of December 31, 2022 unchanged at 1.9x the EBITDA pre-IFRS 16. Tomasz Zak, Jean-Marc Franceschi, Piotr Skurzynski, Marcin Czaprowski of Hogan Lovells (Paris) LLP acted as legal advisor to ID Logistics Group SA ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others on May 31, 2023.
분석 기사 • May 12Here's Why We Think ID Logistics Group (EPA:IDL) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Board Change • Mar 22Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Mar 16Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.48b (up 30% from FY 2021). Net income: €45.2m (up 36% from FY 2021). Profit margin: 1.8% (in line with FY 2021). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Logistics industry in Europe.
분석 기사 • Mar 11Why ID Logistics Group SA (EPA:IDL) Could Be Worth WatchingWhile ID Logistics Group SA ( EPA:IDL ) might not be the most widely known stock at the moment, it saw a double-digit...
분석 기사 • Feb 03Does ID Logistics Group (EPA:IDL) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
공시 • Jan 28ID Logistics Group SA to Report Fiscal Year 2022 Results on Mar 15, 2023ID Logistics Group SA announced that they will report fiscal year 2022 results After-Market on Mar 15, 2023
분석 기사 • Nov 27Is It Time To Consider Buying ID Logistics Group SA (EPA:IDL)?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw a double-digit share price rise of...
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Oct 27If EPS Growth Is Important To You, ID Logistics Group (EPA:IDL) 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...
분석 기사 • Oct 05These 4 Measures Indicate That ID Logistics Group (EPA:IDL) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • Sep 03First half 2022 earnings releasedFirst half 2022 results: Revenue: €1.18b (up 32% from 1H 2021). Net income: €18.3m (up 43% from 1H 2021). Profit margin: 1.6% (up from 1.4% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17% compared to a 6.3% decline forecast for the Logistics industry in France.
분석 기사 • Aug 17Is Now An Opportune Moment To Examine ID Logistics Group SA (EPA:IDL)?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it led the ENXTPA gainers with a...
분석 기사 • Jul 14We Ran A Stock Scan For Earnings Growth And ID Logistics Group (EPA:IDL) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • May 07Is ID Logistics Group SA (EPA:IDL) Potentially Undervalued?ID Logistics Group SA ( EPA:IDL ), is not the largest company out there, but it saw significant share price movement...
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Apr 09With EPS Growth And More, ID Logistics Group (EPA:IDL) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Mar 17Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €1.91b (up 16% from FY 2020). Net income: €33.1m (up 31% from FY 2020). Profit margin: 1.7% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 22%, compared to a 4.6% growth forecast for the industry in France.
Price Target Changed • Feb 17Price target increased to €412Up from €378, the current price target is an average from 4 analysts. New target price is 23% above last closing price of €334. Stock is up 47% over the past year. The company is forecast to post earnings per share of €6.44 for next year compared to €4.47 last year.
Price Target Changed • Feb 15Price target increased to €401Up from €375, the current price target is an average from 4 analysts. New target price is 13% above last closing price of €354. Stock is up 52% over the past year. The company is forecast to post earnings per share of €6.51 for next year compared to €4.47 last year.
분석 기사 • Jan 14ID Logistics Group (EPA:IDL) Could Be Struggling To Allocate CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • Dec 27Is ID Logistics Group (EPA:IDL) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Dec 09Do ID Logistics Group's (EPA:IDL) Earnings Warrant Your Attention?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Price Target Changed • Oct 29Price target increased to €342Up from €316, the current price target is an average from 4 analysts. New target price is 7.6% above last closing price of €318. Stock is up 59% over the past year. The company is forecast to post earnings per share of €6.13 for next year compared to €4.47 last year.
분석 기사 • Sep 26ID Logistics Group (EPA:IDL) Is Reinvesting At Lower Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
분석 기사 • Sep 12Is ID Logistics Group (EPA:IDL) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 • Aug 28Does ID Logistics Group (EPA:IDL) Deserve A Spot On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Reported Earnings • Aug 27First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €893.1m (up 15% from 1H 2020). Net income: €12.9m (up 142% from 1H 2020). Profit margin: 1.4% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue.
Price Target Changed • Aug 26Price target increased to €297Up from €267, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of €310. Stock is up 62% over the past year.
분석 기사 • Jun 27ID Logistics Group (EPA:IDL) Is Reinvesting At Lower Rates Of ReturnWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Executive Departure • Jun 07Independent Director Muriel Mayette-Holtz has left the companyOn the 1st of June, Muriel Mayette-Holtz's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Muriel's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.
Executive Departure • Jun 07Independent Director Michele Cyna has left the companyOn the 1st of June, Michele Cyna's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Michele's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.
분석 기사 • May 22ID Logistics Group (EPA:IDL) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Apr 07An Intrinsic Calculation For ID Logistics Group SA (EPA:IDL) Suggests It's 49% UndervaluedIn this article we are going to estimate the intrinsic value of ID Logistics Group SA ( EPA:IDL ) by projecting its...
Price Target Changed • Mar 26Price target increased to €257Up from €235, the current price target is an average from 3 analysts. New target price is 9.9% above last closing price of €234. Stock is up 46% over the past year.
Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.64b (up 7.1% from FY 2019). Net income: €25.2m (up 70% from FY 2019). Profit margin: 1.5% (up from 1.0% in FY 2019). The increase in margin was driven by higher revenue.
분석 기사 • Mar 15What Do The Returns On Capital At ID Logistics Group (EPA:IDL) Tell Us?What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 • Feb 16Do Institutions Own ID Logistics Group SA (EPA:IDL) Shares?Every investor in ID Logistics Group SA ( EPA:IDL ) should be aware of the most powerful shareholder groups...
분석 기사 • Jan 28Is ID Logistics Group's (EPA:IDL) 128% Share Price Increase Well Justified?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on a lighter note, a...
Price Target Changed • Jan 27Price target raised to €235Up from €196, the current price target is an average from 4 analysts. The new target price is close to the current share price of €240. As of last close, the stock is up 39% over the past year.
분석 기사 • Jan 11Taking A Look At ID Logistics Group SA's (EPA:IDL) ROEOne of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...
Is New 90 Day High Low • Jan 07New 90-day high: €231The company is up 25% from its price of €185 on 09 October 2020. The French market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €409 per share.
분석 기사 • Dec 22An Intrinsic Calculation For ID Logistics Group SA (EPA:IDL) Suggests It's 47% UndervaluedToday we'll do a simple run through of a valuation method used to estimate the attractiveness of ID Logistics Group SA...
Is New 90 Day High Low • Dec 16New 90-day high: €214The company is up 20% from its price of €179 on 16 September 2020. The French market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €397 per share.
분석 기사 • Dec 09Here's Why We Think ID Logistics Group's (EPA:IDL) Statutory Earnings Might Be ConservativeBroadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...
분석 기사 • Nov 27The Returns At ID Logistics Group (EPA:IDL) Provide Us With Signs Of What's To ComeWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Is New 90 Day High Low • Oct 24New 90-day high: €206The company is up 14% from its price of €181 on 24 July 2020. The French market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €351 per share.
Is New 90 Day High Low • Sep 22New 90-day low: €169The company is down 7.0% from its price of €181 on 24 June 2020. The French market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics 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 €317 per share.