View Future GrowthMoncler 과거 순이익 실적과거 기준 점검 2/6Moncler은 연평균 11.6%의 비율로 수입이 증가해 온 반면, Luxury 산업은 수입이 5.6% 증가했습니다. 매출은 연평균 13.6%의 비율로 증가했습니다. Moncler의 자기자본이익률은 16.3%이고 순이익률은 20%입니다.핵심 정보11.63%순이익 성장률10.78%주당순이익(EPS) 성장률Luxury 산업 성장률27.60%매출 성장률13.61%자기자본이익률16.28%순이익률20.01%다음 순이익 업데이트22 Jul 2026최근 과거 실적 업데이트공시 • Nov 01+ 1 more updateMoncler S.p.A. to Report First Half, 2026 Results on Jul 22, 2026Moncler S.p.A. announced that they will report first half, 2026 results on Jul 22, 2026공시 • Oct 30+ 1 more updateMoncler S.p.A. to Report First Half, 2025 Results on Jul 23, 2025Moncler S.p.A. announced that they will report first half, 2025 results on Jul 23, 2025Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €2.27 (vs €2.26 in FY 2022)Full year 2023 results: EPS: €2.27 (up from €2.26 in FY 2022). Revenue: €2.98b (up 15% from FY 2022). Net income: €611.9m (flat on FY 2022). Profit margin: 21% (down from 23% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury 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 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 02Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.98b (up 15% from FY 2022). Net income: €611.9m (flat on FY 2022). Profit margin: 21% (down from 23% in FY 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, compared to a 7.2% growth forecast for the Luxury industry in Europe.공시 • Oct 27+ 2 more updatesMoncler S.p.A. to Report Fiscal Year 2023 Results on Feb 28, 2024Moncler S.p.A. announced that they will report fiscal year 2023 results on Feb 28, 2024Reported Earnings • Jul 29First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.14b (up 24% from 1H 2022). Net income: €145.4m (down 31% from 1H 2022). Profit margin: 13% (down from 23% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Luxury industry in the United Kingdom. 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 25% per year, which means it is significantly lagging earnings growth.모든 업데이트 보기Recent updatesNew Risk • Jun 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change).공시 • Feb 24Moncler S.p.A. announces Annual dividend, payable on May 20, 2026Moncler S.p.A. announced Annual dividend of EUR 1.4000 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.공시 • Nov 01+ 1 more updateMoncler S.p.A. to Report First Half, 2026 Results on Jul 22, 2026Moncler S.p.A. announced that they will report first half, 2026 results on Jul 22, 2026공시 • Mar 10Moncler S.p.A., Annual General Meeting, Apr 16, 2025Moncler S.p.A., Annual General Meeting, Apr 16, 2025, at 10:00 W. Europe Standard Time.공시 • Feb 18Moncler S.p.A. announces Annual dividend, payable on May 21, 2025Moncler S.p.A. announced Annual dividend of EUR 1.3000 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.공시 • Nov 06Moncler Reportedly Considers Bid for BurberryShares in Burberry Group plc (LSE:BRBY) jumped as much as 8% after reports that the British designer could be the target of a foreign takeover. Moncler S.p.A. (BIT:MONC), the Italian designer known for its £2,000 puffer jackets, is said to be considering a bid for Burberry, which is struggling to turn its fortunes around after a string of recent profit warnings. Bernard Arnault, the head of the French luxury conglomerate LVMH, which recently took a stake in Moncler, is "keen" to see such a deal happen, trade magazine Miss Tweed reported. Burberry said it did not comment on speculation, while a spokesman for Moncler said the company did not comment on "unsubstantiated rumours".공시 • Oct 30+ 1 more updateMoncler S.p.A. to Report First Half, 2025 Results on Jul 23, 2025Moncler S.p.A. announced that they will report first half, 2025 results on Jul 23, 2025Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €2.27 (vs €2.26 in FY 2022)Full year 2023 results: EPS: €2.27 (up from €2.26 in FY 2022). Revenue: €2.98b (up 15% from FY 2022). Net income: €611.9m (flat on FY 2022). Profit margin: 21% (down from 23% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury 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 9% per year, which means it is significantly lagging earnings growth.Declared Dividend • Apr 03Dividend increased to €1.15Dividend of €1.15 is 2.7% higher than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 1.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Mar 05Dividend increased to €1.15Dividend of €1.15 is 2.7% higher than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 1.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 02Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.98b (up 15% from FY 2022). Net income: €611.9m (flat on FY 2022). Profit margin: 21% (down from 23% in FY 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, compared to a 7.2% growth forecast for the Luxury industry in Europe.공시 • Oct 27+ 2 more updatesMoncler S.p.A. to Report Fiscal Year 2023 Results on Feb 28, 2024Moncler S.p.A. announced that they will report fiscal year 2023 results on Feb 28, 2024Reported Earnings • Jul 29First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.14b (up 24% from 1H 2022). Net income: €145.4m (down 31% from 1H 2022). Profit margin: 13% (down from 23% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Luxury industry in the United Kingdom. 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 25% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 15Upcoming dividend of €1.12 per share at 1.7% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (2.3%).Reported Earnings • Mar 04Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.60b (up 27% from FY 2021). Net income: €606.7m (up 54% from FY 2021). Profit margin: 23% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Luxury industry in the United Kingdom.공시 • Oct 27+ 1 more updateMoncler S.p.A. to Report Q2, 2023 Results on Jul 26, 2023Moncler S.p.A. announced that they will report Q2, 2023 results on Jul 26, 2023Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €50.5m from profit in 1H 2021). Profit margin: (down from 8.1% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 13%, compared to a 11% growth forecast for the industry in the United Kingdom.Upcoming Dividend • May 16Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 23 May 2022. Payment date: 25 May 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (1.7%).Board Change • Apr 30Less 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. 8 experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Lead Independent Director Alessandra Gritti was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 01Full year 2021 earnings releasedFull year 2021 results: Revenue: €2.05b (up 42% from FY 2020). Net income: €411.4m (up 37% from FY 2020). Profit margin: 20% (in line with FY 2020). Over the next year, revenue is forecast to grow 18%, compared to a 11% growth forecast for the industry in the United Kingdom.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €45.38, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the Luxury industry in Europe. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €32.69 per share.Reported Earnings • Feb 26Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €2.05b (up 42% from FY 2020). Net income: €411.4m (up 37% from FY 2020). Profit margin: 20% (in line with FY 2020). Revenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 18%, compared to a 12% growth forecast for the industry in the United Kingdom.Reported Earnings • Jul 30First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €621.8m (up 54% from 1H 2020). Net income: €58.7m (up €90.3m from 1H 2020). Profit margin: 9.4% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.Upcoming Dividend • May 17Upcoming dividend of €0.45 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 26 May 2021. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.0%).Analyst Estimate Surprise Post Earnings • Mar 11Revenue beats expectationsRevenue exceeded analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 28%, compared to a 13% growth forecast for the Luxury industry in the United Kingdom.Reported Earnings • Mar 10Full year 2020 earnings released: EPS €1.19 (vs €1.43 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.44b (down 12% from FY 2019). Net income: €300.4m (down 16% from FY 2019). Profit margin: 21% (down from 22% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 22Revenue beats expectationsRevenue exceeded analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 27%, compared to a 12% growth forecast for the Luxury industry in the United Kingdom.Reported Earnings • Feb 20Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.44b (down 12% from FY 2019). Net income: €300.4m (down 16% from FY 2019). Profit margin: 21% (down from 22% in FY 2019). The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Feb 10New 90-day high: €52.00The company is up 28% from its price of €40.56 on 11 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.33 per share.Is New 90 Day High Low • Dec 28New 90-day high: €49.67The company is up 42% from its price of €35.10 on 29 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.40 per share.Is New 90 Day High Low • Dec 03New 90-day high: €42.74The company is up 26% from its price of €33.79 on 04 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.72 per share.매출 및 비용 세부 내역Moncler가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BATS-CHIXE:MONCM 매출, 비용 및 순이익 (EUR Millions)날짜매출순이익일반관리비연구개발비31 Dec 253,1326271,540030 Sep 253,1186191,538030 Jun 253,1046121,536031 Mar 253,1076261,523031 Dec 243,1096401,510030 Sep 243,0936431,488030 Jun 243,0786471,466031 Mar 243,0316301,436031 Dec 232,9846121,407030 Sep 232,9035761,378030 Jun 232,8215411,349031 Mar 232,7125741,281031 Dec 222,6036071,213030 Sep 222,4735811,157030 Jun 222,3435541,100031 Mar 222,1944741,044031 Dec 212,046394988030 Sep 211,852388889030 Jun 211,659382791031 Mar 211,550341756031 Dec 201,440300721030 Sep 201,451279737030 Jun 201,461257754031 Mar 201,544308764031 Dec 191,628359773030 Sep 191,562350752030 Jun 191,497341731031 Mar 191,458337708031 Dec 181,420332686030 Sep 181,350301653030 Jun 181,280269621031 Mar 181,237260599031 Dec 171,194250577030 Sep 171,148227554030 Jun 171,101204532031 Mar 171,071200511031 Dec 161,040196490030 Sep 161,012190479030 Jun 16931167433031 Mar 16853145401031 Dec 15880168391030 Sep 15806153356030 Jun 157721463360양질의 수익: MONCM는 고품질 수익을 보유하고 있습니다.이익 마진 증가: MONCM의 현재 순 이익률 (20%)은 지난해 (20.6%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: MONCM의 수익은 지난 5년 동안 연평균 11.6% 증가했습니다.성장 가속화: MONCM은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: MONCM은 지난 1년 동안 수익이 감소(-2%)하여 Luxury 업계 평균(-0.3%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: MONCM의 자본 수익률(16.3%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YConsumer-durables 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/22 18:56종가2026/06/15 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Moncler S.p.A.는 40명의 분석가가 다루고 있습니다. 이 중 24명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Carmen NovelBanca Akros S.p.A. (ESN)Mariano SzachtmanBanco SantanderCarole MadjoBarclays37명의 분석가 더 보기
공시 • Nov 01+ 1 more updateMoncler S.p.A. to Report First Half, 2026 Results on Jul 22, 2026Moncler S.p.A. announced that they will report first half, 2026 results on Jul 22, 2026
공시 • Oct 30+ 1 more updateMoncler S.p.A. to Report First Half, 2025 Results on Jul 23, 2025Moncler S.p.A. announced that they will report first half, 2025 results on Jul 23, 2025
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €2.27 (vs €2.26 in FY 2022)Full year 2023 results: EPS: €2.27 (up from €2.26 in FY 2022). Revenue: €2.98b (up 15% from FY 2022). Net income: €611.9m (flat on FY 2022). Profit margin: 21% (down from 23% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury 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 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 02Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.98b (up 15% from FY 2022). Net income: €611.9m (flat on FY 2022). Profit margin: 21% (down from 23% in FY 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, compared to a 7.2% growth forecast for the Luxury industry in Europe.
공시 • Oct 27+ 2 more updatesMoncler S.p.A. to Report Fiscal Year 2023 Results on Feb 28, 2024Moncler S.p.A. announced that they will report fiscal year 2023 results on Feb 28, 2024
Reported Earnings • Jul 29First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.14b (up 24% from 1H 2022). Net income: €145.4m (down 31% from 1H 2022). Profit margin: 13% (down from 23% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Luxury industry in the United Kingdom. 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 25% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change).
공시 • Feb 24Moncler S.p.A. announces Annual dividend, payable on May 20, 2026Moncler S.p.A. announced Annual dividend of EUR 1.4000 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
공시 • Nov 01+ 1 more updateMoncler S.p.A. to Report First Half, 2026 Results on Jul 22, 2026Moncler S.p.A. announced that they will report first half, 2026 results on Jul 22, 2026
공시 • Mar 10Moncler S.p.A., Annual General Meeting, Apr 16, 2025Moncler S.p.A., Annual General Meeting, Apr 16, 2025, at 10:00 W. Europe Standard Time.
공시 • Feb 18Moncler S.p.A. announces Annual dividend, payable on May 21, 2025Moncler S.p.A. announced Annual dividend of EUR 1.3000 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
공시 • Nov 06Moncler Reportedly Considers Bid for BurberryShares in Burberry Group plc (LSE:BRBY) jumped as much as 8% after reports that the British designer could be the target of a foreign takeover. Moncler S.p.A. (BIT:MONC), the Italian designer known for its £2,000 puffer jackets, is said to be considering a bid for Burberry, which is struggling to turn its fortunes around after a string of recent profit warnings. Bernard Arnault, the head of the French luxury conglomerate LVMH, which recently took a stake in Moncler, is "keen" to see such a deal happen, trade magazine Miss Tweed reported. Burberry said it did not comment on speculation, while a spokesman for Moncler said the company did not comment on "unsubstantiated rumours".
공시 • Oct 30+ 1 more updateMoncler S.p.A. to Report First Half, 2025 Results on Jul 23, 2025Moncler S.p.A. announced that they will report first half, 2025 results on Jul 23, 2025
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €2.27 (vs €2.26 in FY 2022)Full year 2023 results: EPS: €2.27 (up from €2.26 in FY 2022). Revenue: €2.98b (up 15% from FY 2022). Net income: €611.9m (flat on FY 2022). Profit margin: 21% (down from 23% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury 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 9% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Apr 03Dividend increased to €1.15Dividend of €1.15 is 2.7% higher than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 1.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Mar 05Dividend increased to €1.15Dividend of €1.15 is 2.7% higher than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 1.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 02Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.98b (up 15% from FY 2022). Net income: €611.9m (flat on FY 2022). Profit margin: 21% (down from 23% in FY 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, compared to a 7.2% growth forecast for the Luxury industry in Europe.
공시 • Oct 27+ 2 more updatesMoncler S.p.A. to Report Fiscal Year 2023 Results on Feb 28, 2024Moncler S.p.A. announced that they will report fiscal year 2023 results on Feb 28, 2024
Reported Earnings • Jul 29First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.14b (up 24% from 1H 2022). Net income: €145.4m (down 31% from 1H 2022). Profit margin: 13% (down from 23% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Luxury industry in the United Kingdom. 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 25% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 15Upcoming dividend of €1.12 per share at 1.7% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (2.3%).
Reported Earnings • Mar 04Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.60b (up 27% from FY 2021). Net income: €606.7m (up 54% from FY 2021). Profit margin: 23% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Luxury industry in the United Kingdom.
공시 • Oct 27+ 1 more updateMoncler S.p.A. to Report Q2, 2023 Results on Jul 26, 2023Moncler S.p.A. announced that they will report Q2, 2023 results on Jul 26, 2023
Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €50.5m from profit in 1H 2021). Profit margin: (down from 8.1% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 13%, compared to a 11% growth forecast for the industry in the United Kingdom.
Upcoming Dividend • May 16Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 23 May 2022. Payment date: 25 May 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (1.7%).
Board Change • Apr 30Less 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. 8 experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Lead Independent Director Alessandra Gritti was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 01Full year 2021 earnings releasedFull year 2021 results: Revenue: €2.05b (up 42% from FY 2020). Net income: €411.4m (up 37% from FY 2020). Profit margin: 20% (in line with FY 2020). Over the next year, revenue is forecast to grow 18%, compared to a 11% growth forecast for the industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €45.38, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the Luxury industry in Europe. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €32.69 per share.
Reported Earnings • Feb 26Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €2.05b (up 42% from FY 2020). Net income: €411.4m (up 37% from FY 2020). Profit margin: 20% (in line with FY 2020). Revenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 18%, compared to a 12% growth forecast for the industry in the United Kingdom.
Reported Earnings • Jul 30First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €621.8m (up 54% from 1H 2020). Net income: €58.7m (up €90.3m from 1H 2020). Profit margin: 9.4% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.
Upcoming Dividend • May 17Upcoming dividend of €0.45 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 26 May 2021. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.0%).
Analyst Estimate Surprise Post Earnings • Mar 11Revenue beats expectationsRevenue exceeded analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 28%, compared to a 13% growth forecast for the Luxury industry in the United Kingdom.
Reported Earnings • Mar 10Full year 2020 earnings released: EPS €1.19 (vs €1.43 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.44b (down 12% from FY 2019). Net income: €300.4m (down 16% from FY 2019). Profit margin: 21% (down from 22% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 22Revenue beats expectationsRevenue exceeded analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 27%, compared to a 12% growth forecast for the Luxury industry in the United Kingdom.
Reported Earnings • Feb 20Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.44b (down 12% from FY 2019). Net income: €300.4m (down 16% from FY 2019). Profit margin: 21% (down from 22% in FY 2019). The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Feb 10New 90-day high: €52.00The company is up 28% from its price of €40.56 on 11 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.33 per share.
Is New 90 Day High Low • Dec 28New 90-day high: €49.67The company is up 42% from its price of €35.10 on 29 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.40 per share.
Is New 90 Day High Low • Dec 03New 90-day high: €42.74The company is up 26% from its price of €33.79 on 04 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.72 per share.