View ValuationColefax Group 향후 성장Future 기준 점검 0/6Colefax Group 의 수익은 연간 1.1% 감소할 것으로 예상되는 반면, 연간 수익은 2.2% 로 증가할 것으로 예상됩니다. EPS는 연간 1.2% 만큼 성장할 것으로 예상됩니다.핵심 정보-1.1%이익 성장률1.23%EPS 성장률Consumer Durables 이익 성장13.4%매출 성장률2.2%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트08 May 2026최근 향후 성장 업데이트Major Estimate Revision • Feb 04Consensus EPS estimates increase by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from UK£110.5m to UK£115.7m. EPS estimate increased from UK£0.767 to UK£1.06 per share. Net income forecast to shrink 20% next year vs 30% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target up from UK£8.70 to UK£10.50. Share price was steady at UK£11.50 over the past week.분석 기사 • Jul 31Results: Colefax Group PLC Exceeded Expectations And The Consensus Has Updated Its EstimatesColefax Group PLC ( LON:CFX ) just released its latest yearly results and things are looking bullish. It was overall a...Major Estimate Revision • Jan 29Consensus EPS estimates increase by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from UK£101.0m to UK£105.8m. EPS estimate increased from UK£0.581 to UK£0.794 per share. Net income forecast to shrink 17% next year vs 13% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target of UK£8.70 unchanged from last update. Share price was steady at UK£8.03 over the past week.Price Target Changed • Jul 31Price target increased by 16% to UK£8.70Up from UK£7.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of UK£8.55. Stock is up 23% over the past year. The company is forecast to post earnings per share of UK£0.74 for next year compared to UK£0.90 last year.Major Estimate Revision • Feb 06Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£100.1m to UK£105.8m. EPS estimate increased from UK£0.65 to UK£0.739 per share. Net income forecast to shrink 25% next year vs 18% decline forecast for Consumer Durables industry in the United Kingdom. Consensus price target down from UK£7.50 to UK£7.00. Share price fell 2.2% to UK£6.60 over the past week.Price Target Changed • Nov 16Price target increased to UK£7.50Up from UK£6.50, the current price target is provided by 1 analyst. New target price is 15% above last closing price of UK£6.55. Stock is up 1.6% over the past year. The company posted earnings per share of UK£1.03 last year.모든 업데이트 보기Recent updatesNew Risk • May 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (UK£68.7m market cap, or US$93.6m).Upcoming Dividend • Mar 05Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 12 March 2026. Payment date: 15 April 2026. Payout ratio is a comfortable 5.0% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (4.6%).Major Estimate Revision • Feb 04Consensus EPS estimates increase by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from UK£110.5m to UK£115.7m. EPS estimate increased from UK£0.767 to UK£1.06 per share. Net income forecast to shrink 20% next year vs 30% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target up from UK£8.70 to UK£10.50. Share price was steady at UK£11.50 over the past week.Declared Dividend • Jan 30First half dividend increased to UK£0.03Dividend of UK£0.03 is 7.1% higher than last year. Ex-date: 12th March 2026 Payment date: 15th April 2026 Dividend yield will be 0.5%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 2%.분석 기사 • Jan 29Calculating The Intrinsic Value Of Colefax Group PLC (LON:CFX)Key Insights The projected fair value for Colefax Group is UK£9.97 based on 2 Stage Free Cash Flow to Equity Colefax...Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to UK£11.65, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 43% over the past three years.분석 기사 • Sep 15It's Unlikely That Colefax Group PLC's (LON:CFX) CEO Will See A Huge Pay Rise This YearKey Insights Colefax Group to hold its Annual General Meeting on 22nd of September Salary of UK£620.0k is part of CEO...Upcoming Dividend • Sep 04Upcoming dividend of UK£0.031 per shareEligible shareholders must have bought the stock before 11 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 5.4% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (4.9%).분석 기사 • Aug 07Solid Earnings Reflect Colefax Group's (LON:CFX) Strength As A BusinessWhen companies post strong earnings, the stock generally performs well, just like Colefax Group PLC's ( LON:CFX ) stock...공시 • Aug 06Colefax Group PLC, Annual General Meeting, Sep 22, 2025Colefax Group PLC, Annual General Meeting, Sep 22, 2025. Location: 19 23 grosvenor hill, w1k 3qd, london United KingdomDeclared Dividend • Jul 31Final dividend increased to UK£0.031Dividend of UK£0.031 is 6.9% higher than last year. Ex-date: 11th September 2025 Payment date: 9th October 2025 Dividend yield will be 0.7%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 3%.분석 기사 • Jul 31Results: Colefax Group PLC Exceeded Expectations And The Consensus Has Updated Its EstimatesColefax Group PLC ( LON:CFX ) just released its latest yearly results and things are looking bullish. It was overall a...공시 • Jul 31Colefax Group plc Proposes Final Dividend, Payable on 9 October 2025Colefax Group PLC board is proposed to pay a final dividend of 3.1 pence (2024 - 2.9 pence) making a total for the year of 5.9 pence (2024 - 5.6 pence). This will be paid on 9 October 2025 to shareholders on the register at the close of business on 12 September 2025.Reported Earnings • Jul 29Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: UK£1.08 (up from UK£0.88 in FY 2024). Revenue: UK£110.0m (up 2.6% from FY 2024). Net income: UK£6.51m (up 12% from FY 2024). Profit margin: 5.9% (up from 5.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 37%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 3% per year and the company’s share price has also fallen by 3% per year.Buy Or Sell Opportunity • May 09Now 20% overvaluedOver the last 90 days, the stock has fallen 1.9% to UK£7.95. The fair value is estimated to be UK£6.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 0.01% in 2 years. Earnings are forecast to decline by 15% in the next 2 years.Upcoming Dividend • Feb 27Upcoming dividend of UK£0.028 per shareEligible shareholders must have bought the stock before 06 March 2025. Payment date: 10 April 2025. Payout ratio is a comfortable 6.1% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (4.3%).Major Estimate Revision • Jan 29Consensus EPS estimates increase by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from UK£101.0m to UK£105.8m. EPS estimate increased from UK£0.581 to UK£0.794 per share. Net income forecast to shrink 17% next year vs 13% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target of UK£8.70 unchanged from last update. Share price was steady at UK£8.03 over the past week.Declared Dividend • Jan 24First half dividend increased to UK£0.028Dividend of UK£0.028 is 3.7% higher than last year. Ex-date: 6th March 2025 Payment date: 10th April 2025 Dividend yield will be 0.7%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 4%.Reported Earnings • Jan 23First half 2025 earnings released: EPS: UK£0.53 (vs UK£0.47 in 1H 2024)First half 2025 results: EPS: UK£0.53. Revenue: UK£52.8m (up 1.8% from 1H 2024). Net income: UK£3.27m (flat on 1H 2024). Profit margin: 6.2% (down from 6.3% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 7.8% growth forecast for the Consumer Durables industry in the United Kingdom.공시 • Jan 22Colefax Group PLC Declares Interim Dividend, Payable on 10 April 2025In line with the Group's progressive dividend policy the Board of Colefax Group PLC has decided to declare a 4% increase in the interim dividend to 2.8 pence (2023: 2.7 pence). This will be paid on 10 April 2025 to shareholders on the register at 7 March 2025.공시 • Nov 27Colefax Group plc Appoints Timothy Green to the Board as Group Commercial DirectorColefax Group PLC appointed Timothy Green to the Board as Group Commercial Director with immediate effect. Tim, aged 49, has worked for the Group since September 2018 and became Fabric Division Commercial Director in April 2019. Tim is the son of Chief Executive David Green and prior to joining Colefax Group was Chief Executive of Tangent Communications Plc, which specialised in digital communication and web design. Tim has brought to the Group a wide range of skills in strategy, planning, management and marketing, and has played an important role in the continued growth and development of the Group over the past six years. The Following Information Regarding Timothy Benjamin Green Is Disclosed Under Schedule 2(G) of the Aim Rules for Companies: Current Directorships Directorships Held in Past 5 Years Colefax and Fowler Limited; Tangent Holdings Uk Limited; the Printed Group Limited; Tangent Labs Limited; Tangent Marketing Services Holdco Limited; Tangent Marketing Services Limited; Tangent Communications Limited; Portland Asset Management (Uk) Holdco Limited; Portland Asset Management (Uk) Limited.Recent Insider Transactions • Oct 28Chairman & CEO recently sold UK£390k worth of stockOn the 24th of October, David Green sold around 50k shares on-market at roughly UK£7.80 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Buy Or Sell Opportunity • Oct 22Now 20% overvaluedOver the last 90 days, the stock has fallen 6.4% to UK£8.00. The fair value is estimated to be UK£6.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 0.9% per annum. Earnings are forecast to decline by 2.0% per annum over the same time period.Upcoming Dividend • Sep 05Upcoming dividend of UK£0.029 per shareEligible shareholders must have bought the stock before 12 September 2024. Payment date: 11 October 2024. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (4.3%).공시 • Aug 20Colefax Group PLC, Annual General Meeting, Sep 26, 2024Colefax Group PLC, Annual General Meeting, Sep 26, 2024. Location: 19 23 grosvenor hill, w1k 3qd, london United Kingdom분석 기사 • Aug 07We Think You Can Look Beyond Colefax Group's (LON:CFX) Lackluster EarningsThe market for Colefax Group PLC's ( LON:CFX ) shares didn't move much after it posted weak earnings recently. We think...Declared Dividend • Aug 02Final dividend increased to UK£0.029Dividend of UK£0.029 is 3.6% higher than last year. Ex-date: 12th September 2024 Payment date: 11th October 2024 Dividend yield will be 0.6%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 3%.Reported Earnings • Aug 02Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: UK£0.88 (down from UK£0.90 in FY 2023). Revenue: UK£107.2m (up 2.2% from FY 2023). Net income: UK£5.79m (down 13% from FY 2023). Profit margin: 5.4% (down from 6.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to stay flat during the next 3 years compared to a 5.4% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.Price Target Changed • Jul 31Price target increased by 16% to UK£8.70Up from UK£7.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of UK£8.55. Stock is up 23% over the past year. The company is forecast to post earnings per share of UK£0.74 for next year compared to UK£0.90 last year.공시 • Jul 31Colefax Group plc Proposes Final Dividend for 2024, Payable on October 11, 2024Colefax Group PLC Board is proposing to pay a final dividend of 2.9 pence (2023 - 2.8 pence) making a total for the year of 5.6 pence (2023 - 5.4 pence). This will be paid on 11 October 2024 to shareholders on the register at the close of business on 13 September 2024.Upcoming Dividend • Feb 29Upcoming dividend of UK£0.027 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 11 April 2024. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (4.6%).분석 기사 • Feb 06There May Be Reason For Hope In Colefax Group's (LON:CFX) Disappointing EarningsShareholders appeared unconcerned with Colefax Group PLC's ( LON:CFX ) lackluster earnings report last week. We did...Major Estimate Revision • Feb 06Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£100.1m to UK£105.8m. EPS estimate increased from UK£0.65 to UK£0.739 per share. Net income forecast to shrink 25% next year vs 18% decline forecast for Consumer Durables industry in the United Kingdom. Consensus price target down from UK£7.50 to UK£7.00. Share price fell 2.2% to UK£6.60 over the past week.Declared Dividend • Feb 01First half dividend increased to UK£0.027Dividend of UK£0.027 is 3.8% higher than last year. Ex-date: 7th March 2024 Payment date: 11th April 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 3%.Reported Earnings • Jan 31First half 2024 earnings released: EPS: UK£0.47 (vs UK£0.51 in 1H 2023)First half 2024 results: EPS: UK£0.47 (down from UK£0.51 in 1H 2023). Revenue: UK£51.8m (flat on 1H 2023). Net income: UK£3.29m (down 17% from 1H 2023). Profit margin: 6.3% (down from 7.7% in 1H 2023). Revenue is expected to decline by 2.1% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to grow by 2.7%. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공시 • Jan 30Colefax Group plc Proposes Interim Dividend, Payable on 11 April 2024In line with the Group's progressive dividend policy the Board of Colefax Group PLC has decided to propose a 4% increase in the interim dividend to 2.7 pence (2022: 2.6 pence). This will be paid on 11 April 2024 to shareholders on the register at 8 March 2024.공시 • Sep 28Colefax Group PLC, Annual General Meeting, Sep 28, 2023Colefax Group PLC, Annual General Meeting, Sep 28, 2023, at 10:00 Coordinated Universal Time.Recent Insider Transactions • Sep 26Chairman & CEO recently sold UK£1.3m worth of stockOn the 22nd of September, David Green sold around 184k shares on-market at roughly UK£7.00 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Upcoming Dividend • Sep 07Upcoming dividend of UK£0.028 per share at 0.7% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 12 October 2023. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (6.1%).공시 • Aug 11Colefax Group plc Proposes to Pay A Final Dividend, Payable on 12 October 2023Colefax Group PLC proposed to pay a final dividend of 2.8 pence (2022 - 2.7 pence) making a total for the year of 5.4 pence (2022 - 5.2 pence). This will be paid on 12 October 2023 to shareholders on the register at the close of business on 15 September 2023.Reported Earnings • Aug 10Full year 2023 earnings released: EPS: UK£0.90 (vs UK£1.03 in FY 2022)Full year 2023 results: EPS: UK£0.90 (down from UK£1.03 in FY 2022). Revenue: UK£104.8m (up 3.0% from FY 2022). Net income: UK£6.69m (down 21% from FY 2022). Profit margin: 6.4% (down from 8.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 02Upcoming dividend of UK£0.026 per share at 0.7% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 12 April 2023. Payout ratio is a comfortable 4.6% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (7.6%).Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to UK£7.93, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 86% over the past three years.Reported Earnings • Jan 23First half 2023 earnings released: EPS: UK£0.51 (vs UK£0.40 in 1H 2022)First half 2023 results: EPS: UK£0.51 (up from UK£0.40 in 1H 2022). Revenue: UK£51.7m (up 12% from 1H 2022). Net income: UK£3.97m (up 16% from 1H 2022). Profit margin: 7.7% (up from 7.4% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 2.2% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.공시 • Jan 23Colefax Group plc Proposes Interim Dividend, Payable on 12 April 2023In line with the Group's progressive dividend policy the Board of Colefax Group PLC has decided to propose a 4% increase in the interim dividend to 2.6p (2021: 2.5p). This will be paid on 12 April 2023 to shareholders on the register at 10 March 2023.Price Target Changed • Nov 16Price target increased to UK£7.50Up from UK£6.50, the current price target is provided by 1 analyst. New target price is 15% above last closing price of UK£6.55. Stock is up 1.6% over the past year. The company posted earnings per share of UK£1.03 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. 1 experienced director. 4 highly experienced directors. 1 independent director (4 non-independent directors). Independent Non Executive Director Alan K. Smith was the last independent director to join the board, commencing their role in 1994. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Sep 30Colefax Group PLC, Annual General Meeting, Sep 29, 2022Colefax Group PLC, Annual General Meeting, Sep 29, 2022, at 10:00 Coordinated Universal Time.Upcoming Dividend • Sep 08Upcoming dividend of UK£0.027 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 13 October 2022. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (7.6%).Reported Earnings • Aug 18Full year 2022 earnings released: EPS: UK£1.03 (vs UK£0.45 in FY 2021)Full year 2022 results: EPS: UK£1.03 (up from UK£0.45 in FY 2021). Revenue: UK£101.8m (up 31% from FY 2021). Net income: UK£8.49m (up 110% from FY 2021). Profit margin: 8.3% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 8.3% compared to a 13% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.공시 • Aug 17Colefax Group PLC Proposes Final DividendColefax Group PLC is proposing a final dividend of 2.7 pence (2021 Nil) making a total for the year of 5.2 pence (2021- Nil).분석 기사 • Aug 11Colefax Group (LON:CFX) Hasn't Managed To Accelerate Its ReturnsFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Jul 05Estimating The Intrinsic Value Of Colefax Group PLC (LON:CFX)Today we will run through one way of estimating the intrinsic value of Colefax Group PLC ( LON:CFX ) by taking the...Price Target Changed • Apr 27Price target increased to UK£6.50Up from UK£6.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of UK£6.60. Stock is up 40% over the past year. The company posted earnings per share of UK£0.45 last year.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. 1 experienced director. 4 highly experienced directors. 1 independent director (4 non-independent directors). Independent Non Executive Director Alan K. Smith was the last independent director to join the board, commencing their role in 1994. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.분석 기사 • Apr 22Return Trends At Colefax Group (LON:CFX) Aren't AppealingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Buying Opportunity • Mar 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.3%. The fair value is estimated to be UK£7.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% per annum over the last 3 years. Earnings per share has grown by 4.6% per annum over the last 3 years.Upcoming Dividend • Mar 10Upcoming dividend of UK£0.025 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 14 April 2022. Payout ratio is a comfortable 4.5% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (6.8%).Reported Earnings • Jan 29First half 2022 earnings: EPS and revenues exceed analyst expectationsFirst half 2022 results: EPS: UK£0.40 (up from UK£0.28 in 1H 2021). Revenue: UK£46.1m (up 25% from 1H 2021). Net income: UK£3.44m (up 36% from 1H 2021). Profit margin: 7.4% (up from 6.8% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Over the next year, revenue is forecast to grow 9.5%, compared to a 5.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.Recent Insider Transactions • Sep 18Chairman & CEO recently sold UK£1.5m worth of stockOn the 14th of September, David Green sold around 248k shares on-market at roughly UK£6.15 per share. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.분석 기사 • Sep 17Shareholders Will Probably Hold Off On Increasing Colefax Group PLC's (LON:CFX) CEO Compensation For The Time BeingUnder the guidance of CEO David Green, Colefax Group PLC ( LON:CFX ) has performed reasonably well recently. In light...Reported Earnings • Aug 13Full year 2021 earnings released: EPS UK£0.45 (vs UK£0.21 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: UK£77.9m (flat on FY 2020). Net income: UK£4.05m (up 111% from FY 2020). Profit margin: 5.2% (up from 2.5% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.분석 기사 • May 02Some Investors May Be Worried About Colefax Group's (LON:CFX) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Mar 17Would Shareholders Who Purchased Colefax Group's (LON:CFX) Stock Three Years Be Happy With The Share price Today?As an investor its worth striving to ensure your overall portfolio beats the market average. But in any portfolio...분석 기사 • Feb 18Can Colefax Group PLC (LON:CFX) Performance Keep Up Given Its Mixed Bag Of Fundamentals?Most readers would already know that Colefax Group's (LON:CFX) stock increased by 7.2% over the past three months...분석 기사 • Jan 31The Returns At Colefax Group (LON:CFX) 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? Firstly...Reported Earnings • Jan 30First half 2021 earnings released: EPS UK£0.28 (vs UK£0.24 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: UK£37.0m (down 14% from 1H 2020). Net income: UK£2.53m (up 18% from 1H 2020). Profit margin: 6.8% (up from 5.0% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Price Target Changed • Jan 28Price target raised to UK£4.75Up from UK£4.25, the current price target is provided by 1 analyst. The new target price is close to the current share price of UK£4.75. As of last close, the stock is up 10% over the past year.Is New 90 Day High Low • Jan 15New 90-day high: UK£4.35The company is up 6.0% from its price of UK£4.10 on 16 October 2020. The British market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 20% over the same period.분석 기사 • Jan 14Does Colefax Group's (LON:CFX) Statutory Profit Adequately Reflect Its Underlying Profit?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...분석 기사 • Dec 28A Quick Analysis On Colefax Group's (LON:CFX) CEO CompensationDavid Green became the CEO of Colefax Group PLC ( LON:CFX ) in 1986, and we think it's a good time to look at the...Is New 90 Day High Low • Dec 10New 90-day high: UK£4.20The company is up 5.0% from its price of UK£4.00 on 10 September 2020. The British market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 19% over the same period.분석 기사 • Dec 07Colefax Group (LON:CFX) Share Prices Have Dropped 20% In The Last Three YearsIn order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...분석 기사 • Nov 18Colefax Group PLC's (LON:CFX) Has Performed Well But Fundamentals Look Varied: Is There A Clear Direction For The Stock?Colefax Group's (LON:CFX) stock up by 3.8% over the past three months. Given that the stock prices usually follow...Is New 90 Day High Low • Oct 06New 90-day high: UK£4.15The company is up 8.0% from its price of UK£3.85 on 08 July 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is down 3.0% over the same period.Reported Earnings • Sep 29Full year earnings released - EPS UK£0.21Over the last 12 months the company has reported total profits of UK£1.92m, down 50% from the prior year. Total revenue was UK£78.4m over the last 12 months, down 9.2% from the prior year. Profit margins were 2.5%, which is lower than the 4.4% margin from last year. The decrease in margin was driven by lower revenue.이익 및 매출 성장 예측AIM:CFX - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수4/30/202812477914/30/202711977914/30/20261198810110/31/202511671517N/A7/31/202511371315N/A4/30/202511071214N/A1/31/202510961113N/A10/31/202410861012N/A7/31/202410861013N/A4/30/202410761013N/A1/31/202410661113N/A10/31/202310561113N/A7/31/202310561013N/A4/30/202310571013N/A1/31/202310681114N/A10/31/202210791215N/A7/31/202210591316N/A4/30/202210281416N/A1/31/20229471214N/A10/31/20218751012N/A7/31/20218241214N/A4/30/20217841416N/A1/31/20217531416N/A10/31/20207221416N/A7/31/20207521013N/A4/30/202078269N/A1/31/202081379N/A10/31/201984379N/A7/31/2019854N/A8N/A4/30/2019864N/A7N/A1/31/2019884N/A7N/A10/31/2018895N/A6N/A7/31/2018884N/A7N/A4/30/2018864N/A8N/A1/31/2018853N/A7N/A10/31/2017832N/A6N/A7/31/2017822N/A4N/A4/30/2017802N/A3N/A1/31/2017792N/A4N/A10/31/2016782N/A5N/A7/31/2016783N/A5N/A4/30/2016773N/A6N/A1/31/2016774N/A6N/A10/31/2015774N/A7N/A7/31/2015774N/A7N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: CFX 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.1%).수익 vs 시장: CFX 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.1%).고성장 수익: CFX 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: CFX 의 수익(연간 2.2%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: CFX 의 수익(연간 2.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: CFX의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 15:45종가2026/05/20 00:00수익2025/10/31연간 수익2025/04/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Colefax Group PLC는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관John StevensonPeel Hunt LLP
Major Estimate Revision • Feb 04Consensus EPS estimates increase by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from UK£110.5m to UK£115.7m. EPS estimate increased from UK£0.767 to UK£1.06 per share. Net income forecast to shrink 20% next year vs 30% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target up from UK£8.70 to UK£10.50. Share price was steady at UK£11.50 over the past week.
분석 기사 • Jul 31Results: Colefax Group PLC Exceeded Expectations And The Consensus Has Updated Its EstimatesColefax Group PLC ( LON:CFX ) just released its latest yearly results and things are looking bullish. It was overall a...
Major Estimate Revision • Jan 29Consensus EPS estimates increase by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from UK£101.0m to UK£105.8m. EPS estimate increased from UK£0.581 to UK£0.794 per share. Net income forecast to shrink 17% next year vs 13% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target of UK£8.70 unchanged from last update. Share price was steady at UK£8.03 over the past week.
Price Target Changed • Jul 31Price target increased by 16% to UK£8.70Up from UK£7.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of UK£8.55. Stock is up 23% over the past year. The company is forecast to post earnings per share of UK£0.74 for next year compared to UK£0.90 last year.
Major Estimate Revision • Feb 06Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£100.1m to UK£105.8m. EPS estimate increased from UK£0.65 to UK£0.739 per share. Net income forecast to shrink 25% next year vs 18% decline forecast for Consumer Durables industry in the United Kingdom. Consensus price target down from UK£7.50 to UK£7.00. Share price fell 2.2% to UK£6.60 over the past week.
Price Target Changed • Nov 16Price target increased to UK£7.50Up from UK£6.50, the current price target is provided by 1 analyst. New target price is 15% above last closing price of UK£6.55. Stock is up 1.6% over the past year. The company posted earnings per share of UK£1.03 last year.
New Risk • May 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (UK£68.7m market cap, or US$93.6m).
Upcoming Dividend • Mar 05Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 12 March 2026. Payment date: 15 April 2026. Payout ratio is a comfortable 5.0% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (4.6%).
Major Estimate Revision • Feb 04Consensus EPS estimates increase by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from UK£110.5m to UK£115.7m. EPS estimate increased from UK£0.767 to UK£1.06 per share. Net income forecast to shrink 20% next year vs 30% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target up from UK£8.70 to UK£10.50. Share price was steady at UK£11.50 over the past week.
Declared Dividend • Jan 30First half dividend increased to UK£0.03Dividend of UK£0.03 is 7.1% higher than last year. Ex-date: 12th March 2026 Payment date: 15th April 2026 Dividend yield will be 0.5%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 2%.
분석 기사 • Jan 29Calculating The Intrinsic Value Of Colefax Group PLC (LON:CFX)Key Insights The projected fair value for Colefax Group is UK£9.97 based on 2 Stage Free Cash Flow to Equity Colefax...
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to UK£11.65, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 43% over the past three years.
분석 기사 • Sep 15It's Unlikely That Colefax Group PLC's (LON:CFX) CEO Will See A Huge Pay Rise This YearKey Insights Colefax Group to hold its Annual General Meeting on 22nd of September Salary of UK£620.0k is part of CEO...
Upcoming Dividend • Sep 04Upcoming dividend of UK£0.031 per shareEligible shareholders must have bought the stock before 11 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 5.4% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (4.9%).
분석 기사 • Aug 07Solid Earnings Reflect Colefax Group's (LON:CFX) Strength As A BusinessWhen companies post strong earnings, the stock generally performs well, just like Colefax Group PLC's ( LON:CFX ) stock...
공시 • Aug 06Colefax Group PLC, Annual General Meeting, Sep 22, 2025Colefax Group PLC, Annual General Meeting, Sep 22, 2025. Location: 19 23 grosvenor hill, w1k 3qd, london United Kingdom
Declared Dividend • Jul 31Final dividend increased to UK£0.031Dividend of UK£0.031 is 6.9% higher than last year. Ex-date: 11th September 2025 Payment date: 9th October 2025 Dividend yield will be 0.7%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 3%.
분석 기사 • Jul 31Results: Colefax Group PLC Exceeded Expectations And The Consensus Has Updated Its EstimatesColefax Group PLC ( LON:CFX ) just released its latest yearly results and things are looking bullish. It was overall a...
공시 • Jul 31Colefax Group plc Proposes Final Dividend, Payable on 9 October 2025Colefax Group PLC board is proposed to pay a final dividend of 3.1 pence (2024 - 2.9 pence) making a total for the year of 5.9 pence (2024 - 5.6 pence). This will be paid on 9 October 2025 to shareholders on the register at the close of business on 12 September 2025.
Reported Earnings • Jul 29Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: UK£1.08 (up from UK£0.88 in FY 2024). Revenue: UK£110.0m (up 2.6% from FY 2024). Net income: UK£6.51m (up 12% from FY 2024). Profit margin: 5.9% (up from 5.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 37%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 3% per year and the company’s share price has also fallen by 3% per year.
Buy Or Sell Opportunity • May 09Now 20% overvaluedOver the last 90 days, the stock has fallen 1.9% to UK£7.95. The fair value is estimated to be UK£6.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 0.01% in 2 years. Earnings are forecast to decline by 15% in the next 2 years.
Upcoming Dividend • Feb 27Upcoming dividend of UK£0.028 per shareEligible shareholders must have bought the stock before 06 March 2025. Payment date: 10 April 2025. Payout ratio is a comfortable 6.1% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (4.3%).
Major Estimate Revision • Jan 29Consensus EPS estimates increase by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from UK£101.0m to UK£105.8m. EPS estimate increased from UK£0.581 to UK£0.794 per share. Net income forecast to shrink 17% next year vs 13% growth forecast for Consumer Durables industry in the United Kingdom . Consensus price target of UK£8.70 unchanged from last update. Share price was steady at UK£8.03 over the past week.
Declared Dividend • Jan 24First half dividend increased to UK£0.028Dividend of UK£0.028 is 3.7% higher than last year. Ex-date: 6th March 2025 Payment date: 10th April 2025 Dividend yield will be 0.7%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 4%.
Reported Earnings • Jan 23First half 2025 earnings released: EPS: UK£0.53 (vs UK£0.47 in 1H 2024)First half 2025 results: EPS: UK£0.53. Revenue: UK£52.8m (up 1.8% from 1H 2024). Net income: UK£3.27m (flat on 1H 2024). Profit margin: 6.2% (down from 6.3% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 7.8% growth forecast for the Consumer Durables industry in the United Kingdom.
공시 • Jan 22Colefax Group PLC Declares Interim Dividend, Payable on 10 April 2025In line with the Group's progressive dividend policy the Board of Colefax Group PLC has decided to declare a 4% increase in the interim dividend to 2.8 pence (2023: 2.7 pence). This will be paid on 10 April 2025 to shareholders on the register at 7 March 2025.
공시 • Nov 27Colefax Group plc Appoints Timothy Green to the Board as Group Commercial DirectorColefax Group PLC appointed Timothy Green to the Board as Group Commercial Director with immediate effect. Tim, aged 49, has worked for the Group since September 2018 and became Fabric Division Commercial Director in April 2019. Tim is the son of Chief Executive David Green and prior to joining Colefax Group was Chief Executive of Tangent Communications Plc, which specialised in digital communication and web design. Tim has brought to the Group a wide range of skills in strategy, planning, management and marketing, and has played an important role in the continued growth and development of the Group over the past six years. The Following Information Regarding Timothy Benjamin Green Is Disclosed Under Schedule 2(G) of the Aim Rules for Companies: Current Directorships Directorships Held in Past 5 Years Colefax and Fowler Limited; Tangent Holdings Uk Limited; the Printed Group Limited; Tangent Labs Limited; Tangent Marketing Services Holdco Limited; Tangent Marketing Services Limited; Tangent Communications Limited; Portland Asset Management (Uk) Holdco Limited; Portland Asset Management (Uk) Limited.
Recent Insider Transactions • Oct 28Chairman & CEO recently sold UK£390k worth of stockOn the 24th of October, David Green sold around 50k shares on-market at roughly UK£7.80 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Buy Or Sell Opportunity • Oct 22Now 20% overvaluedOver the last 90 days, the stock has fallen 6.4% to UK£8.00. The fair value is estimated to be UK£6.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 0.9% per annum. Earnings are forecast to decline by 2.0% per annum over the same time period.
Upcoming Dividend • Sep 05Upcoming dividend of UK£0.029 per shareEligible shareholders must have bought the stock before 12 September 2024. Payment date: 11 October 2024. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (4.3%).
공시 • Aug 20Colefax Group PLC, Annual General Meeting, Sep 26, 2024Colefax Group PLC, Annual General Meeting, Sep 26, 2024. Location: 19 23 grosvenor hill, w1k 3qd, london United Kingdom
분석 기사 • Aug 07We Think You Can Look Beyond Colefax Group's (LON:CFX) Lackluster EarningsThe market for Colefax Group PLC's ( LON:CFX ) shares didn't move much after it posted weak earnings recently. We think...
Declared Dividend • Aug 02Final dividend increased to UK£0.029Dividend of UK£0.029 is 3.6% higher than last year. Ex-date: 12th September 2024 Payment date: 11th October 2024 Dividend yield will be 0.6%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 3%.
Reported Earnings • Aug 02Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: UK£0.88 (down from UK£0.90 in FY 2023). Revenue: UK£107.2m (up 2.2% from FY 2023). Net income: UK£5.79m (down 13% from FY 2023). Profit margin: 5.4% (down from 6.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to stay flat during the next 3 years compared to a 5.4% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.
Price Target Changed • Jul 31Price target increased by 16% to UK£8.70Up from UK£7.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of UK£8.55. Stock is up 23% over the past year. The company is forecast to post earnings per share of UK£0.74 for next year compared to UK£0.90 last year.
공시 • Jul 31Colefax Group plc Proposes Final Dividend for 2024, Payable on October 11, 2024Colefax Group PLC Board is proposing to pay a final dividend of 2.9 pence (2023 - 2.8 pence) making a total for the year of 5.6 pence (2023 - 5.4 pence). This will be paid on 11 October 2024 to shareholders on the register at the close of business on 13 September 2024.
Upcoming Dividend • Feb 29Upcoming dividend of UK£0.027 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 11 April 2024. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (4.6%).
분석 기사 • Feb 06There May Be Reason For Hope In Colefax Group's (LON:CFX) Disappointing EarningsShareholders appeared unconcerned with Colefax Group PLC's ( LON:CFX ) lackluster earnings report last week. We did...
Major Estimate Revision • Feb 06Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£100.1m to UK£105.8m. EPS estimate increased from UK£0.65 to UK£0.739 per share. Net income forecast to shrink 25% next year vs 18% decline forecast for Consumer Durables industry in the United Kingdom. Consensus price target down from UK£7.50 to UK£7.00. Share price fell 2.2% to UK£6.60 over the past week.
Declared Dividend • Feb 01First half dividend increased to UK£0.027Dividend of UK£0.027 is 3.8% higher than last year. Ex-date: 7th March 2024 Payment date: 11th April 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 3%.
Reported Earnings • Jan 31First half 2024 earnings released: EPS: UK£0.47 (vs UK£0.51 in 1H 2023)First half 2024 results: EPS: UK£0.47 (down from UK£0.51 in 1H 2023). Revenue: UK£51.8m (flat on 1H 2023). Net income: UK£3.29m (down 17% from 1H 2023). Profit margin: 6.3% (down from 7.7% in 1H 2023). Revenue is expected to decline by 2.1% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to grow by 2.7%. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공시 • Jan 30Colefax Group plc Proposes Interim Dividend, Payable on 11 April 2024In line with the Group's progressive dividend policy the Board of Colefax Group PLC has decided to propose a 4% increase in the interim dividend to 2.7 pence (2022: 2.6 pence). This will be paid on 11 April 2024 to shareholders on the register at 8 March 2024.
공시 • Sep 28Colefax Group PLC, Annual General Meeting, Sep 28, 2023Colefax Group PLC, Annual General Meeting, Sep 28, 2023, at 10:00 Coordinated Universal Time.
Recent Insider Transactions • Sep 26Chairman & CEO recently sold UK£1.3m worth of stockOn the 22nd of September, David Green sold around 184k shares on-market at roughly UK£7.00 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Upcoming Dividend • Sep 07Upcoming dividend of UK£0.028 per share at 0.7% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 12 October 2023. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (6.1%).
공시 • Aug 11Colefax Group plc Proposes to Pay A Final Dividend, Payable on 12 October 2023Colefax Group PLC proposed to pay a final dividend of 2.8 pence (2022 - 2.7 pence) making a total for the year of 5.4 pence (2022 - 5.2 pence). This will be paid on 12 October 2023 to shareholders on the register at the close of business on 15 September 2023.
Reported Earnings • Aug 10Full year 2023 earnings released: EPS: UK£0.90 (vs UK£1.03 in FY 2022)Full year 2023 results: EPS: UK£0.90 (down from UK£1.03 in FY 2022). Revenue: UK£104.8m (up 3.0% from FY 2022). Net income: UK£6.69m (down 21% from FY 2022). Profit margin: 6.4% (down from 8.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 02Upcoming dividend of UK£0.026 per share at 0.7% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 12 April 2023. Payout ratio is a comfortable 4.6% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (7.6%).
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to UK£7.93, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 86% over the past three years.
Reported Earnings • Jan 23First half 2023 earnings released: EPS: UK£0.51 (vs UK£0.40 in 1H 2022)First half 2023 results: EPS: UK£0.51 (up from UK£0.40 in 1H 2022). Revenue: UK£51.7m (up 12% from 1H 2022). Net income: UK£3.97m (up 16% from 1H 2022). Profit margin: 7.7% (up from 7.4% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 2.2% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
공시 • Jan 23Colefax Group plc Proposes Interim Dividend, Payable on 12 April 2023In line with the Group's progressive dividend policy the Board of Colefax Group PLC has decided to propose a 4% increase in the interim dividend to 2.6p (2021: 2.5p). This will be paid on 12 April 2023 to shareholders on the register at 10 March 2023.
Price Target Changed • Nov 16Price target increased to UK£7.50Up from UK£6.50, the current price target is provided by 1 analyst. New target price is 15% above last closing price of UK£6.55. Stock is up 1.6% over the past year. The company posted earnings per share of UK£1.03 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. 1 experienced director. 4 highly experienced directors. 1 independent director (4 non-independent directors). Independent Non Executive Director Alan K. Smith was the last independent director to join the board, commencing their role in 1994. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Sep 30Colefax Group PLC, Annual General Meeting, Sep 29, 2022Colefax Group PLC, Annual General Meeting, Sep 29, 2022, at 10:00 Coordinated Universal Time.
Upcoming Dividend • Sep 08Upcoming dividend of UK£0.027 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 13 October 2022. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (7.6%).
Reported Earnings • Aug 18Full year 2022 earnings released: EPS: UK£1.03 (vs UK£0.45 in FY 2021)Full year 2022 results: EPS: UK£1.03 (up from UK£0.45 in FY 2021). Revenue: UK£101.8m (up 31% from FY 2021). Net income: UK£8.49m (up 110% from FY 2021). Profit margin: 8.3% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 8.3% compared to a 13% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
공시 • Aug 17Colefax Group PLC Proposes Final DividendColefax Group PLC is proposing a final dividend of 2.7 pence (2021 Nil) making a total for the year of 5.2 pence (2021- Nil).
분석 기사 • Aug 11Colefax Group (LON:CFX) Hasn't Managed To Accelerate Its ReturnsFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • Jul 05Estimating The Intrinsic Value Of Colefax Group PLC (LON:CFX)Today we will run through one way of estimating the intrinsic value of Colefax Group PLC ( LON:CFX ) by taking the...
Price Target Changed • Apr 27Price target increased to UK£6.50Up from UK£6.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of UK£6.60. Stock is up 40% over the past year. The company posted earnings per share of UK£0.45 last year.
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. 1 experienced director. 4 highly experienced directors. 1 independent director (4 non-independent directors). Independent Non Executive Director Alan K. Smith was the last independent director to join the board, commencing their role in 1994. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
분석 기사 • Apr 22Return Trends At Colefax Group (LON:CFX) Aren't AppealingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Buying Opportunity • Mar 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.3%. The fair value is estimated to be UK£7.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% per annum over the last 3 years. Earnings per share has grown by 4.6% per annum over the last 3 years.
Upcoming Dividend • Mar 10Upcoming dividend of UK£0.025 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 14 April 2022. Payout ratio is a comfortable 4.5% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (6.8%).
Reported Earnings • Jan 29First half 2022 earnings: EPS and revenues exceed analyst expectationsFirst half 2022 results: EPS: UK£0.40 (up from UK£0.28 in 1H 2021). Revenue: UK£46.1m (up 25% from 1H 2021). Net income: UK£3.44m (up 36% from 1H 2021). Profit margin: 7.4% (up from 6.8% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Over the next year, revenue is forecast to grow 9.5%, compared to a 5.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.
Recent Insider Transactions • Sep 18Chairman & CEO recently sold UK£1.5m worth of stockOn the 14th of September, David Green sold around 248k shares on-market at roughly UK£6.15 per share. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
분석 기사 • Sep 17Shareholders Will Probably Hold Off On Increasing Colefax Group PLC's (LON:CFX) CEO Compensation For The Time BeingUnder the guidance of CEO David Green, Colefax Group PLC ( LON:CFX ) has performed reasonably well recently. In light...
Reported Earnings • Aug 13Full year 2021 earnings released: EPS UK£0.45 (vs UK£0.21 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: UK£77.9m (flat on FY 2020). Net income: UK£4.05m (up 111% from FY 2020). Profit margin: 5.2% (up from 2.5% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
분석 기사 • May 02Some Investors May Be Worried About Colefax Group's (LON:CFX) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • Mar 17Would Shareholders Who Purchased Colefax Group's (LON:CFX) Stock Three Years Be Happy With The Share price Today?As an investor its worth striving to ensure your overall portfolio beats the market average. But in any portfolio...
분석 기사 • Feb 18Can Colefax Group PLC (LON:CFX) Performance Keep Up Given Its Mixed Bag Of Fundamentals?Most readers would already know that Colefax Group's (LON:CFX) stock increased by 7.2% over the past three months...
분석 기사 • Jan 31The Returns At Colefax Group (LON:CFX) 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? Firstly...
Reported Earnings • Jan 30First half 2021 earnings released: EPS UK£0.28 (vs UK£0.24 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: UK£37.0m (down 14% from 1H 2020). Net income: UK£2.53m (up 18% from 1H 2020). Profit margin: 6.8% (up from 5.0% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Price Target Changed • Jan 28Price target raised to UK£4.75Up from UK£4.25, the current price target is provided by 1 analyst. The new target price is close to the current share price of UK£4.75. As of last close, the stock is up 10% over the past year.
Is New 90 Day High Low • Jan 15New 90-day high: UK£4.35The company is up 6.0% from its price of UK£4.10 on 16 October 2020. The British market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 20% over the same period.
분석 기사 • Jan 14Does Colefax Group's (LON:CFX) Statutory Profit Adequately Reflect Its Underlying Profit?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...
분석 기사 • Dec 28A Quick Analysis On Colefax Group's (LON:CFX) CEO CompensationDavid Green became the CEO of Colefax Group PLC ( LON:CFX ) in 1986, and we think it's a good time to look at the...
Is New 90 Day High Low • Dec 10New 90-day high: UK£4.20The company is up 5.0% from its price of UK£4.00 on 10 September 2020. The British market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 19% over the same period.
분석 기사 • Dec 07Colefax Group (LON:CFX) Share Prices Have Dropped 20% In The Last Three YearsIn order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...
분석 기사 • Nov 18Colefax Group PLC's (LON:CFX) Has Performed Well But Fundamentals Look Varied: Is There A Clear Direction For The Stock?Colefax Group's (LON:CFX) stock up by 3.8% over the past three months. Given that the stock prices usually follow...
Is New 90 Day High Low • Oct 06New 90-day high: UK£4.15The company is up 8.0% from its price of UK£3.85 on 08 July 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is down 3.0% over the same period.
Reported Earnings • Sep 29Full year earnings released - EPS UK£0.21Over the last 12 months the company has reported total profits of UK£1.92m, down 50% from the prior year. Total revenue was UK£78.4m over the last 12 months, down 9.2% from the prior year. Profit margins were 2.5%, which is lower than the 4.4% margin from last year. The decrease in margin was driven by lower revenue.