Macfarlane Group PLC

LSE:MACF 주식 리포트

시가총액: UK£100.4m

Macfarlane Group 향후 성장

Future 기준 점검 2/6

Macfarlane Group은 연간 수입과 매출이 각각 19.2%와 2.9% 증가할 것으로 예상되고 EPS는 연간 16.5%만큼 증가할 것으로 예상됩니다.

핵심 정보

19.2%

이익 성장률

16.50%

EPS 성장률

Trade Distributors 이익 성장12.9%
매출 성장률2.9%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트12 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 Apr 21

MACF: Steady Assumptions And Higher Required Return Will Support Future Upside

Analysts have kept their fair value estimate for Macfarlane Group steady at £0.91 per share. This reflects only small tweaks to their discount rate, revenue growth, profit margin and future P/E assumptions in their refreshed models.
내러티브 업데이트 Apr 06

MACF: Stable Assumptions And Slightly Lower P/E Will Support Future Upside

Analysts have made only a modest adjustment to their valuation work on Macfarlane Group, with a slightly lower discount rate and future P/E assumption leading to a small fine tuning of their £ price target rather than a material shift in view. Valuation Changes Fair Value: Held steady at £0.91 per share, with no change between the prior and updated work.
내러티브 업데이트 Mar 23

MACF: Stable Assumptions And Slightly Higher P/E Will Support Future Upside

Macfarlane Group's analyst price target has been left broadly unchanged at around £0.91. Analysts point to only marginal tweaks to assumptions for discount rate, revenue growth, profit margin and forward P/E that do not materially alter their view of fair value.
내러티브 업데이트 Mar 09

MACF: Modest Fair Value Trim Will Still Support Future Upside

Analysts have revised their fair value estimate for Macfarlane Group from £0.98 to £0.91, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: revised from £0.98 to £0.91, a modest reduction in the central estimate.
내러티브 업데이트 Feb 22

MACF: Steady Assumptions And Higher Future P/E Will Support Upside

Analysts have kept their price target for Macfarlane Group broadly steady at around £0.98 per share, citing only very small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions in their updated models. Valuation Changes Fair Value: unchanged at £0.98 per share, with no revision to the central estimate.
내러티브 업데이트 Feb 08

MACF: Stable Growth Assumptions And Lower P/E Will Support Future Upside

Analysts have made a small adjustment to their price target on Macfarlane Group, reflecting a slightly lower discount rate and a marginally reduced assumed future P/E multiple, while keeping fair value per share broadly unchanged at £0.98. Valuation Changes Fair Value: Modelled fair value per share is unchanged at £0.98.
내러티브 업데이트 Jan 24

MACF: Higher Profitability Assumptions And Lower P/E Will Support Future Upside

Analysts have trimmed their price target on Macfarlane Group, reflecting updated assumptions for profit margins and a lower future P/E multiple, while keeping fair value estimates steady at £0.98. Valuation Changes Fair Value: Kept unchanged at £0.98 per share, indicating no adjustment to the central valuation estimate.
내러티브 업데이트 Jan 10

MACF: Stable Assumptions And Higher Required Return Will Support Undervalued Upside

Analysts have slightly adjusted their price target for Macfarlane Group, citing small refinements to assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their fair value estimate broadly unchanged at £0.98. Valuation Changes Fair Value Estimate is unchanged at £0.98 per share, indicating no material revision to the central valuation outcome.
내러티브 업데이트 Dec 23

MACF: Improved Risk Profile Will Support Liquidity And Undervalued Long-Term Upside

Analysts have nudged their price target for Macfarlane Group slightly higher to reflect a modest improvement in the company’s risk profile and forward earnings multiple, while maintaining a fair value estimate close to previous levels. Valuation Changes Fair Value: unchanged at 0.975x, indicating no material shift in the core valuation anchor.
내러티브 업데이트 Dec 09

MACF: Index Inclusion Will Support Liquidity And Undervalued Long-Term Upside

Analysts have nudged their price target on Macfarlane Group slightly higher to reflect a modest improvement in the company’s risk profile and forward earnings multiple, though the overall fair value estimate remains close to unchanged at approximately £0.98 per share. What's in the News Macfarlane Group PLC has been added to the S&P Global BMI Index, which may increase its visibility among global institutional investors (Index Constituent Adds).
내러티브 업데이트 Nov 24

MACF: Recent Index Addition And Outlook Will Support Long-Term Confidence

Analysts have slightly raised their price target for Macfarlane Group to £0.98. They maintain a positive outlook based on updated discount rates and reaffirmed growth expectations.
내러티브 업데이트 Nov 09

MACF: Future Margins Will Recover Despite Recent Outlook Shift

Analysts have lowered their fair value estimate for Macfarlane Group from £1.13 to £0.98. They cite expectations of slower revenue growth, a higher discount rate, and a reduced profit margin outlook.
분석 기사 Nov 04

Macfarlane Group PLC (LON:MACF) Looks Inexpensive After Falling 25% But Perhaps Not Attractive Enough

To the annoyance of some shareholders, Macfarlane Group PLC ( LON:MACF ) shares are down a considerable 25% in the last...
분석 기사 Oct 28

These 4 Measures Indicate That Macfarlane Group (LON:MACF) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
내러티브 업데이트 Oct 26

Eco-Friendly Packaging And European Expansion Will Unlock New Opportunity

Analysts have revised their price target for Macfarlane Group downward from £1.25 to £1.13, citing reduced revenue growth and profit margin projections in their latest assessment. What's in the News Macfarlane Group PLC has been added as a constituent to the S&P Global BMI Index (Key Developments).
분석 기사 May 06

Here's Why Shareholders May Want To Be Cautious With Increasing Macfarlane Group PLC's (LON:MACF) CEO Pay Packet

Key Insights Macfarlane Group to hold its Annual General Meeting on 13th of May Total pay for CEO Peter Atkinson...
분석 기사 Mar 02

Macfarlane Group (LON:MACF) Is Paying Out A Larger Dividend Than Last Year

Macfarlane Group PLC's ( LON:MACF ) periodic dividend will be increasing on the 13th of June to £0.027, with investors...
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새로운 내러티브 Feb 10

European Acquisitions And Competitive Website Will Expand Market Presence And Capture New Business

Strategic acquisitions and a new competitive website are expected to boost revenue growth and market presence.
분석 기사 May 14

Is Macfarlane Group (LON:MACF) 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 May 01

Here's Why Shareholders May Want To Be Cautious With Increasing Macfarlane Group PLC's (LON:MACF) CEO Pay Packet

Key Insights Macfarlane Group will host its Annual General Meeting on 7th of May Total pay for CEO Peter Atkinson...
분석 기사 Apr 26

Macfarlane Group (LON:MACF) Has Announced That It Will Be Increasing Its Dividend To £0.0265

Macfarlane Group PLC's ( LON:MACF ) dividend will be increasing from last year's payment of the same period to £0.0265...
분석 기사 Mar 03

Macfarlane Group (LON:MACF) Is Increasing Its Dividend To £0.0265

Macfarlane Group PLC ( LON:MACF ) will increase its dividend on the 30th of May to £0.0265, which is 5.2% higher than...
분석 기사 Sep 10

Macfarlane Group's (LON:MACF) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its dividend by 4.4% on the...
분석 기사 Aug 27

Macfarlane Group's (LON:MACF) Dividend Will Be Increased To £0.0094

The board of Macfarlane Group PLC ( LON:MACF ) has announced that the dividend on 12th of October will be increased to...
분석 기사 May 11

Macfarlane Group (LON:MACF) Is Paying Out A Larger Dividend Than Last Year

Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its periodic dividend on the 1st of June to...
분석 기사 Apr 05

Macfarlane Group's (LON:MACF) Dividend Will Be Increased To £0.0252

Macfarlane Group PLC's ( LON:MACF ) periodic dividend will be increasing on the 1st of June to £0.0252, with investors...
분석 기사 Feb 26

Macfarlane Group (LON:MACF) Has Announced That It Will Be Increasing Its Dividend To £0.0252

Macfarlane Group PLC ( LON:MACF ) will increase its dividend on the 1st of June to £0.0252, which is 8.2% higher than...
분석 기사 Sep 04

Macfarlane Group (LON:MACF) Will Pay A Larger Dividend Than Last Year At £0.009

Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its dividend from last year's comparable...
분석 기사 Apr 28

Macfarlane Group (LON:MACF) Is Increasing Its Dividend To UK£0.023

Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its dividend on the 1st of June to UK£0.023...
분석 기사 Feb 27

Macfarlane Group's (LON:MACF) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Macfarlane Group PLC ( LON:MACF ) has announced that the dividend on 1st of June will be increased to...
분석 기사 Sep 13

Macfarlane Group (LON:MACF) Will Pay A Larger Dividend Than Last Year At UK£0.0087

Macfarlane Group PLC ( LON:MACF ) will increase its dividend on the 14th of October to UK£0.0087, which is 24% higher...
분석 기사 Aug 29

Macfarlane Group's (LON:MACF) Upcoming Dividend Will Be Larger Than Last Year's

Macfarlane Group PLC's ( LON:MACF ) dividend will be increasing on the 14th of October to UK£0.0087, with investors...
분석 기사 Jun 14

With EPS Growth And More, Macfarlane Group (LON:MACF) Is Interesting

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 May 04

Here's What To Make Of Macfarlane Group's (LON:MACF) Decelerating Rates Of Return

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

이익 및 매출 성장 예측

LSE:MACF - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20283281212293
12/31/20273181111283
12/31/2026308109273
12/31/202530162025N/A
9/30/202529492024N/A
6/30/2025287122124N/A
3/31/2025279142225N/A
12/31/2024270162325N/A
9/30/2024270152426N/A
6/30/2024269152527N/A
3/31/2024275152830N/A
12/31/2023281153134N/A
9/30/2023287163033N/A
6/30/2023293162932N/A
3/31/2023292162225N/A
12/31/2022290161518N/A
9/30/2022286151518N/A
6/30/2022282141619N/A
3/31/2022273141921N/A
12/31/2021264142224N/A
6/30/2021227141718N/A
3/31/2021219122021N/A
12/31/2020210102323N/A
9/30/2020227102426N/A
6/30/202022392628N/A
3/31/202022492124N/A
12/31/2019225101719N/A
9/30/20192249N/A16N/A
6/30/20192239N/A13N/A
3/31/20192209N/A13N/A
12/31/20182179N/A12N/A
9/30/20182138N/A10N/A
6/30/20182088N/A9N/A
3/31/20182028N/A8N/A
12/31/20171967N/A6N/A
9/30/20171927N/A7N/A
6/30/20171886N/A7N/A
3/31/20171846N/A5N/A
12/31/20161806N/A3N/A
9/30/20161766N/A4N/A
6/30/20161726N/A5N/A
3/31/20161716N/A5N/A
12/31/20151695N/A5N/A
9/30/20151665N/A5N/A
6/30/20151625N/A5N/A

애널리스트 향후 성장 전망

수입 대 저축률: MACF 의 연간 예상 수익 증가율(19.2%)이 saving rate(3.4%)보다 높습니다.

수익 vs 시장: MACF 의 연간 수익(19.2%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: MACF 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: MACF 의 수익(연간 2.9%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: MACF 의 수익(연간 2.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: MACF의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 15:55
종가2026/05/20 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Macfarlane Group PLC는 8명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James FletcherBerenberg
Calum BattersbyBerenberg
James BaylissBerenberg