This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsRedrow (RDWL) 주식 개요Redrow plc는 영국에서 주택 건설 활동에 주력하는 회사입니다. 자세히 보기RDWL 펀더멘털 분석스노우플레이크 점수가치 평가5/6미래 성장0/6과거 실적4/6재무 건전성6/6배당4/6강점공정 가치 추정치보다 낮은 35.7% 에서 거래지난 1년간 수익이 13.6% 증가했습니다.동종업계 및 업계 대비 좋은 가치로 거래위험 분석향후 3년 동안 수익이 연평균 0.7% 감소할 것으로 예상됩니다.불안정한 배당 실적모든 위험 점검 보기RDWL Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUK£Current PriceUK£7.9029.1% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue UK£2.1bEarnings UK£237.2mAdvancedSet Fair ValueView all narrativesRedrow plc 경쟁사BellwaySymbol: LSE:BWYMarket cap: UK£2.1bBarratt RedrowSymbol: LSE:BTRWMarket cap: UK£3.6bBerkeley Group HoldingsSymbol: LSE:BKGMarket cap: UK£3.1bVistry GroupSymbol: LSE:VTYMarket cap: UK£845.0m가격 이력 및 성과Redrow 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가UK£7.9052주 최고가UK£8.0852주 최저가UK£4.44베타1.721개월 변동12.78%3개월 변동11.54%1년 변동75.56%3년 변동13.77%5년 변동38.84%IPO 이후 변동531.49%최근 뉴스 및 업데이트공시 • Aug 23+ 1 more updateFCA Announces De-listing and Cancellation of Trading of Redrow SharesFurther to the announcements made by Barratt Developments plc ("Barratt") and Redrow plc ("Redrow") on 20 August 2024 and 21 August 2024 regarding the sanction of the Scheme by the Court and the Scheme becoming Effective, Redrow announced that, following an application on behalf of Redrow, the Financial Conduct Authority has cancelled the listing of Redrow Shares on the Official List maintained by the Financial Conduct Authority and the London Stock Exchange has cancelled the trading of Redrow Shares on the London Stock Exchange's main market for listed securities, in each case with effect from 8.00 a.m., 23 August 2024 London Time. Capitalised terms used but not otherwise defined in this announcement have the meanings given to them in the scheme document published on 19 April 2024 in relation to the recommended all-share offer for the combination of Barratt and Redrow, pursuant to which Barratt acquired the entire issued and to be issued ordinary share capital of Redrow (the "Combination"), which was effected by means of a Court-sanctioned scheme of arrangement under Part 26 of the Companies Act 2006 (the "Scheme Document").공시 • Aug 22+ 4 more updatesRedrow plc(LSE:RDW) dropped from FTSE 250 IndexRedrow plc(LSE:RDW) dropped from FTSE 250 IndexUpcoming Dividend • Feb 16Upcoming dividend of UK£0.05 per share at 3.8% yieldEligible shareholders must have bought the stock before 22 February 2024. Payment date: 08 April 2024. Payout ratio is a comfortable 39% and the cash payout ratio is 87%. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (6.1%). Lower than average of industry peers (4.5%).Declared Dividend • Feb 10First half dividend of UK£0.05 announcedShareholders will receive a dividend of UK£0.05. Ex-date: 22nd February 2024 Payment date: 8th April 2024 Dividend yield will be 3.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 41% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 4.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 09First half 2024 earnings released: EPS: UK£0.19 (vs UK£0.46 in 1H 2023)First half 2024 results: EPS: UK£0.19 (down from UK£0.46 in 1H 2023). Revenue: UK£756.0m (down 27% from 1H 2023). Net income: UK£60.0m (down 60% from 1H 2023). Profit margin: 7.9% (down from 14% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.Buy Or Sell Opportunity • Feb 07Now 33% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to UK£6.94. The fair value is estimated to be UK£5.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to decline by 2.5% per annum. Earnings are also forecast to decline by 13% per annum over the same time period.더 많은 업데이트 보기Recent updates공시 • Aug 23+ 1 more updateFCA Announces De-listing and Cancellation of Trading of Redrow SharesFurther to the announcements made by Barratt Developments plc ("Barratt") and Redrow plc ("Redrow") on 20 August 2024 and 21 August 2024 regarding the sanction of the Scheme by the Court and the Scheme becoming Effective, Redrow announced that, following an application on behalf of Redrow, the Financial Conduct Authority has cancelled the listing of Redrow Shares on the Official List maintained by the Financial Conduct Authority and the London Stock Exchange has cancelled the trading of Redrow Shares on the London Stock Exchange's main market for listed securities, in each case with effect from 8.00 a.m., 23 August 2024 London Time. Capitalised terms used but not otherwise defined in this announcement have the meanings given to them in the scheme document published on 19 April 2024 in relation to the recommended all-share offer for the combination of Barratt and Redrow, pursuant to which Barratt acquired the entire issued and to be issued ordinary share capital of Redrow (the "Combination"), which was effected by means of a Court-sanctioned scheme of arrangement under Part 26 of the Companies Act 2006 (the "Scheme Document").공시 • Aug 22+ 4 more updatesRedrow plc(LSE:RDW) dropped from FTSE 250 IndexRedrow plc(LSE:RDW) dropped from FTSE 250 IndexUpcoming Dividend • Feb 16Upcoming dividend of UK£0.05 per share at 3.8% yieldEligible shareholders must have bought the stock before 22 February 2024. Payment date: 08 April 2024. Payout ratio is a comfortable 39% and the cash payout ratio is 87%. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (6.1%). Lower than average of industry peers (4.5%).Declared Dividend • Feb 10First half dividend of UK£0.05 announcedShareholders will receive a dividend of UK£0.05. Ex-date: 22nd February 2024 Payment date: 8th April 2024 Dividend yield will be 3.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 41% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 4.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 09First half 2024 earnings released: EPS: UK£0.19 (vs UK£0.46 in 1H 2023)First half 2024 results: EPS: UK£0.19 (down from UK£0.46 in 1H 2023). Revenue: UK£756.0m (down 27% from 1H 2023). Net income: UK£60.0m (down 60% from 1H 2023). Profit margin: 7.9% (down from 14% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.Buy Or Sell Opportunity • Feb 07Now 33% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to UK£6.94. The fair value is estimated to be UK£5.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to decline by 2.5% per annum. Earnings are also forecast to decline by 13% per annum over the same time period.공시 • Feb 07+ 1 more updateRedrow plc Provides Revenue Guidance for the Year 2024Redrow plc provided revenue guidance for the year 2024. For the year, the company expects revenue between £1.65 billion and £1.7 billion.공시 • Dec 19Redrow plc Appoints Beth Ford as Company SecretaryRedrow plc announced that Beth Ford will be appointed as the Group Company Secretary with effect from the 31 December 2023 following the retirement of Graham Cope. Beth is a Chartered Company Secretary and Chartered Governance Professional and is a Fellow of The Chartered Governance Institute. She has over 10 years corporate governance and listed company experience.Beth has been involved in significant corporate transactions during her career and has held a variety of roles of increasing responsibility within the company secretarial and governance field. Beth is currently the Group's Deputy Company Secretary and joined Redrow in 2017 from Amec Foster Wheeler plc. Prior to this, she worked at Eversheds Sutherland LLP where she provided company secretarial and governance services to a wide range of clients.공시 • Nov 18Redrow plc to Report Fiscal Year 2024 Results on Sep 11, 2024Redrow plc announced that they will report fiscal year 2024 results on Sep 11, 2024공시 • Nov 11Redrow plc Provides Earnings Guidance for the year 2024Redrow plc announced that the company continue to expect results to be in the guidance range they gave in September 2023 of revenue between £1.65 billion and £1.7 billion and profit before tax of between £180 million and £200 million. However, with the lower than anticipated sales rate due to the more subdued Autumn housing market they are more likely to be towards the lower end of the range. Due to improved timing of affordable legal completions, the company now expect the revenue profile for the current financial year to be more evenly split than originally anticipated, with 45% in the first half and 55% in the second half.공시 • Nov 10+ 1 more updateRedrow plc to Report First Half, 2024 Results on Feb 08, 2024Redrow plc announced that they will report first half, 2024 results on Feb 08, 2024공시 • Sep 14Redrow plc Re-Introduces Earnings Guidance for 2024Redrow plc is re-introduced earnings guidance for the year 2024. For the year 2024, guidance based on a sales rate in line with Fiscal Year 2023 of 0.46 per outlet per week: Revenue to be £1.65 billion to £1.7 billion. EPS to be c41 pence.Reported Earnings • Sep 14Full year 2023 earnings released: EPS: UK£0.91 (vs UK£0.58 in FY 2022)Full year 2023 results: EPS: UK£0.91 (up from UK£0.58 in FY 2022). Revenue: UK£2.13b (flat on FY 2022). Net income: UK£298.0m (up 51% from FY 2022). Profit margin: 14% (up from 9.2% in FY 2022). Revenue is expected to decline by 3.7% 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 1.5%. 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 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 16Upcoming dividend of UK£0.10 per share at 6.3% yieldEligible shareholders must have bought the stock before 23 February 2023. Payment date: 06 April 2023. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 6.3%. Within top quartile of British dividend payers (5.5%). Lower than average of industry peers (7.3%).Reported Earnings • Feb 11First half 2023 earnings released: EPS: UK£0.46 (vs UK£0.48 in 1H 2022)First half 2023 results: EPS: UK£0.46 (down from UK£0.48 in 1H 2022). Revenue: UK£1.03b (down 2.0% from 1H 2022). Net income: UK£150.0m (down 8.5% from 1H 2022). Profit margin: 14% (down from 16% in 1H 2022). Revenue is expected to fall by 2.4% p.a. on average during the next 3 years compared to a 1.2% decline forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • Feb 10Redrow plc to Report Fiscal Year 2023 Results on Sep 13, 2023Redrow plc announced that they will report fiscal year 2023 results on Sep 13, 2023공시 • Feb 09+ 2 more updatesRedrow plc, Annual General Meeting, Nov 10, 2023Redrow plc, Annual General Meeting, Nov 10, 2023.공시 • Dec 10Redrow plc Appoints Geeta Nanda OBE as Non-Executive Director and Member of Audit, Remuneration, Nomination and Placemaking and Sustainability Committees, Effective May 1, 2023Redrow plc announced that it has agreed to appoint Geeta Nanda OBE as a Non-Executive Director of the Board of the Company. Geeta will join the Board as an independent Non-Executive Director with effect from May 1, 2023. Geeta will join as a member of the Audit, Remuneration, Nomination and Placemaking and Sustainability Committees with effect from the same date. Geeta Nanda is a long-serving chief executive who has spent almost the entirety of her career in housing associations and the associated policy development arena, and is currently the Chief Executive of Metropolitan Thames Valley Housing Association. She is also a member and currently Chair of the G15 group of London's largest housing associations, which aims to solve London's housing crisis within a generation. In addition Geeta is currently a Non-Executive Director of The PRS Reit plc and was previously a Non-Executive Director of the retirement provider, McCarthy & Stone.공시 • Nov 19Redrow plc to Report First Half, 2023 Results on Feb 09, 2023Redrow plc announced that they will report first half, 2023 results on Feb 09, 2023Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to UK£4.16, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£7.58 per share.Reported Earnings • Sep 15Full year 2022 earnings released: EPS: UK£0.58 (vs UK£0.74 in FY 2021)Full year 2022 results: EPS: UK£0.58 (down from UK£0.74 in FY 2021). Revenue: UK£2.14b (up 10% from FY 2021). Net income: UK£197.0m (down 22% from FY 2021). Profit margin: 9.2% (down from 13% in FY 2021). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 8% per year.공시 • Sep 14+ 1 more updateRedrow plc Updates Financial Guidance for 2024 for February 2022 and September 2022Redrow plc provided updated financial guidance for 2024 for February 2022 and September 2022. For the period, the company expected revenue to be £2.3 billion to £2.4 billion and EPS to be greater than or equal to 96 pence.For the period, the company expected revenue to be £2.3 billion to £2.4 billion and EPS to be > 96 pence.공시 • Jul 16Redrow plc (LSE:RDW) announces an Equity Buyback for £100 million worth of its shares.Redrow plc (LSE:RDW) announces a share repurchase program. Under the program, the company will repurchase up to £100 million worth of its shares. The program is structured in two tranches. In respect of the first tranche of the program, the company has entered into a non-discretionary agreement with Peel Hunt LLP to purchase shares up to a maximum consideration of £50 million. The second tranche of the program will be undertaken by Barclays Bank PLC to purchase shares up to a maximum consideration of £50 million. The primary purpose of the program is to reduce the share capital of the company. The majority of the shares repurchased under the buyback will be cancelled and a portion of the shares will be held in treasury. The first tranche of the program will end no later than February 18, 2023, the second tranche will begin as soon as the first tranche is complete and end no later July 31, 2023.Upcoming Dividend • Feb 17Upcoming dividend of UK£0.10 per shareEligible shareholders must have bought the stock before 24 February 2022. Payment date: 08 April 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of British dividend payers (4.3%). Lower than average of industry peers (5.2%).Reported Earnings • Feb 12First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: UK£0.48 (up from UK£0.41 in 1H 2021). Revenue: UK£1.05b (up 1.1% from 1H 2021). Net income: UK£164.0m (up 16% from 1H 2021). Profit margin: 16% (up from 14% in 1H 2021). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 11%, compared to a 7.2% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Feb 10+ 1 more updateRedrow plc Revises Earnings Guidance for the Year 2024Redrow plc revised earnings guidance for the year 2024. For the year, the company expects revised revenue to be in the range of £2.3 billion to £2.4 billion and EPS of greater than equal 92 pence compared to previously expected revenue of greater than £2.2 billion and EPS of greater than equal 90 pence per share.공시 • Feb 07Redrow plc, Annual General Meeting, Nov 11, 2022Redrow plc, Annual General Meeting, Nov 11, 2022.공시 • Jan 30Redrow plc Announces Directorate ChangeRedrow plc announced that it has agreed to appoint Oliver Tant as an additional Non-Executive Director of the Board of Redrow plc . Oliver will join the Board as an independent Non-Executive Director and Audit Committee Chair-Designate with effect from 1 February 2022. Oliver will join as a member of the Audit, Remuneration and Nomination Committees with effect from the same time. Oliver will work closely with Nick Hewson over the coming months during a period of handover and assume the role of Chair of the Audit Committee ahead of the retirement of Nick Hewson, who will be stepping down from the Board ahead of the 2022 AGM having served a 9 year term as a Non-Executive Director. Until last year, Oliver served as Chief Financial Officer of Imperial Brands PLC where he was responsible for finance, treasury, investor relations, procurement and information technology. Prior to this role, Oliver held a number of senior positions in a 32-year career at KPMG, including Vice Chairman, Global Managing Director (Financial Advisory and Private Equity Divisions) and Head of UK Audit. Oliver previously served as Audit Chair of the Royal Hospital for Neuro-Disability and also served as governor for a leading UK independent school.Board Change • Nov 16High number of new directorsIndependent Non-Executive Chairman Richard Akers was the last director to join the board, commencing their role in 2021.Reported Earnings • Sep 17Full year 2021 earnings released: EPS UK£0.74 (vs UK£0.33 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£1.94b (up 45% from FY 2020). Net income: UK£254.0m (up 125% from FY 2020). Profit margin: 13% (up from 8.4% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Executive Departure • Sep 17Non-Executive Chairman John Tutte has left the companyOn the 15th of September, John Tutte's tenure as Non-Executive Chairman ended after 19.2 years in the role. As of June 2021, John still personally held 417.60k shares (UK£2.6m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 9.67 years.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Richard Akers was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Is New 90 Day High Low • Mar 03New 90-day high: UK£5.87The company is up 5.0% from its price of UK£5.60 on 03 December 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.25 per share.Recent Insider Transactions • Feb 25Non-Executive Chairman recently sold UK£2.2m worth of stockOn the 23rd of February, John Tutte sold around 391k shares on-market at roughly UK£5.54 per share. This was the largest sale by an insider in the last 3 months. John has been a seller over the last 12 months, reducing personal holdings by UK£2.1m.Reported Earnings • Feb 12First half 2021 earnings released: EPS UK£0.41 (vs UK£0.37 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: UK£1.04b (up 20% from 1H 2020). Net income: UK£141.0m (up 10% from 1H 2020). Profit margin: 14% (down from 15% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 21%, compared to a 19% growth forecast for the Consumer Durables industry in the United Kingdom.공시 • Feb 11Redrow plc to Report Fiscal Year 2021 Results on Sep 15, 2021Redrow plc announced that they will report fiscal year 2021 results on Sep 15, 2021공시 • Feb 10+ 1 more updateRedrow plc to Report Fiscal Year 2021 Results on Oct 04, 2021Redrow plc announced that they will report fiscal year 2021 results on Oct 04, 2021Is New 90 Day High Low • Dec 24New 90-day high: UK£5.83The company is up 54% from its price of UK£3.79 on 25 September 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.17 per share.공시 • Dec 17Redrow plc to Report First Half, 2021 Results on Feb 10, 2021Redrow plc announced that they will report first half, 2021 results on Feb 10, 2021주주 수익률RDWLGB Consumer DurablesGB 시장7D5.3%-1.0%0.3%1Y75.6%-43.7%18.8%전체 주주 수익률 보기수익률 대 산업: RDWL은 지난 1년 동안 -43.7%의 수익을 기록한 UK Consumer Durables 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: RDWL은 지난 1년 동안 18.8%를 기록한 UK 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is RDWL's price volatile compared to industry and market?RDWL volatilityRDWL Average Weekly Movement3.4%Consumer Durables Industry Average Movement5.9%Market Average Movement5.7%10% most volatile stocks in GB Market11.9%10% least volatile stocks in GB Market3.1%안정적인 주가: RDWL는 지난 3개월 동안 UK 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: RDWL의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19742,189Matthew Brennan-Prattredrowplc.co.ukRedrow plc는 영국에서 주택 건설 활동에 주력하고 있습니다. 이 회사는 토지의 취득, 개발 및 재판매, 주거용 주택의 개발 및 판매, 비즈니스 파크 유지보수 서비스를 제공합니다. 1974년에 설립되었으며 영국 플린트셔에 본사를 두고 있습니다.더 보기Redrow plc 기초 지표 요약Redrow의 순이익과 매출은 시가총액과 어떻게 비교됩니까?RDWL 기초 통계시가총액UK£2.53b순이익 (TTM)UK£208.00m매출 (TTM)UK£1.85b12.2x주가수익비율(P/E)1.4x주가매출비율(P/S)RDWL는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표RDWL 손익계산서 (TTM)매출UK£1.85b매출원가UK£1.46b총이익UK£394.00m기타 비용UK£186.00m순이익UK£208.00m최근 보고된 실적Dec 31, 2023다음 실적 발표일Sep 11, 2024주당순이익(EPS)0.65총이익률21.27%순이익률11.23%부채/자본 비율0%RDWL의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.2%현재 배당 수익률39%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/08/20 23:27종가2024/08/20 00:00수익2023/12/31연간 수익2023/07/02데이터 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 소스Redrow plc는 18명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jonathan BellBarclaysHarry GoadBerenbergRobert ChantryBerenberg15명의 분석가 더 보기
공시 • Aug 23+ 1 more updateFCA Announces De-listing and Cancellation of Trading of Redrow SharesFurther to the announcements made by Barratt Developments plc ("Barratt") and Redrow plc ("Redrow") on 20 August 2024 and 21 August 2024 regarding the sanction of the Scheme by the Court and the Scheme becoming Effective, Redrow announced that, following an application on behalf of Redrow, the Financial Conduct Authority has cancelled the listing of Redrow Shares on the Official List maintained by the Financial Conduct Authority and the London Stock Exchange has cancelled the trading of Redrow Shares on the London Stock Exchange's main market for listed securities, in each case with effect from 8.00 a.m., 23 August 2024 London Time. Capitalised terms used but not otherwise defined in this announcement have the meanings given to them in the scheme document published on 19 April 2024 in relation to the recommended all-share offer for the combination of Barratt and Redrow, pursuant to which Barratt acquired the entire issued and to be issued ordinary share capital of Redrow (the "Combination"), which was effected by means of a Court-sanctioned scheme of arrangement under Part 26 of the Companies Act 2006 (the "Scheme Document").
공시 • Aug 22+ 4 more updatesRedrow plc(LSE:RDW) dropped from FTSE 250 IndexRedrow plc(LSE:RDW) dropped from FTSE 250 Index
Upcoming Dividend • Feb 16Upcoming dividend of UK£0.05 per share at 3.8% yieldEligible shareholders must have bought the stock before 22 February 2024. Payment date: 08 April 2024. Payout ratio is a comfortable 39% and the cash payout ratio is 87%. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (6.1%). Lower than average of industry peers (4.5%).
Declared Dividend • Feb 10First half dividend of UK£0.05 announcedShareholders will receive a dividend of UK£0.05. Ex-date: 22nd February 2024 Payment date: 8th April 2024 Dividend yield will be 3.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 41% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 4.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 09First half 2024 earnings released: EPS: UK£0.19 (vs UK£0.46 in 1H 2023)First half 2024 results: EPS: UK£0.19 (down from UK£0.46 in 1H 2023). Revenue: UK£756.0m (down 27% from 1H 2023). Net income: UK£60.0m (down 60% from 1H 2023). Profit margin: 7.9% (down from 14% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.
Buy Or Sell Opportunity • Feb 07Now 33% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to UK£6.94. The fair value is estimated to be UK£5.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to decline by 2.5% per annum. Earnings are also forecast to decline by 13% per annum over the same time period.
공시 • Aug 23+ 1 more updateFCA Announces De-listing and Cancellation of Trading of Redrow SharesFurther to the announcements made by Barratt Developments plc ("Barratt") and Redrow plc ("Redrow") on 20 August 2024 and 21 August 2024 regarding the sanction of the Scheme by the Court and the Scheme becoming Effective, Redrow announced that, following an application on behalf of Redrow, the Financial Conduct Authority has cancelled the listing of Redrow Shares on the Official List maintained by the Financial Conduct Authority and the London Stock Exchange has cancelled the trading of Redrow Shares on the London Stock Exchange's main market for listed securities, in each case with effect from 8.00 a.m., 23 August 2024 London Time. Capitalised terms used but not otherwise defined in this announcement have the meanings given to them in the scheme document published on 19 April 2024 in relation to the recommended all-share offer for the combination of Barratt and Redrow, pursuant to which Barratt acquired the entire issued and to be issued ordinary share capital of Redrow (the "Combination"), which was effected by means of a Court-sanctioned scheme of arrangement under Part 26 of the Companies Act 2006 (the "Scheme Document").
공시 • Aug 22+ 4 more updatesRedrow plc(LSE:RDW) dropped from FTSE 250 IndexRedrow plc(LSE:RDW) dropped from FTSE 250 Index
Upcoming Dividend • Feb 16Upcoming dividend of UK£0.05 per share at 3.8% yieldEligible shareholders must have bought the stock before 22 February 2024. Payment date: 08 April 2024. Payout ratio is a comfortable 39% and the cash payout ratio is 87%. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (6.1%). Lower than average of industry peers (4.5%).
Declared Dividend • Feb 10First half dividend of UK£0.05 announcedShareholders will receive a dividend of UK£0.05. Ex-date: 22nd February 2024 Payment date: 8th April 2024 Dividend yield will be 3.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 41% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 4.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 09First half 2024 earnings released: EPS: UK£0.19 (vs UK£0.46 in 1H 2023)First half 2024 results: EPS: UK£0.19 (down from UK£0.46 in 1H 2023). Revenue: UK£756.0m (down 27% from 1H 2023). Net income: UK£60.0m (down 60% from 1H 2023). Profit margin: 7.9% (down from 14% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.
Buy Or Sell Opportunity • Feb 07Now 33% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to UK£6.94. The fair value is estimated to be UK£5.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to decline by 2.5% per annum. Earnings are also forecast to decline by 13% per annum over the same time period.
공시 • Feb 07+ 1 more updateRedrow plc Provides Revenue Guidance for the Year 2024Redrow plc provided revenue guidance for the year 2024. For the year, the company expects revenue between £1.65 billion and £1.7 billion.
공시 • Dec 19Redrow plc Appoints Beth Ford as Company SecretaryRedrow plc announced that Beth Ford will be appointed as the Group Company Secretary with effect from the 31 December 2023 following the retirement of Graham Cope. Beth is a Chartered Company Secretary and Chartered Governance Professional and is a Fellow of The Chartered Governance Institute. She has over 10 years corporate governance and listed company experience.Beth has been involved in significant corporate transactions during her career and has held a variety of roles of increasing responsibility within the company secretarial and governance field. Beth is currently the Group's Deputy Company Secretary and joined Redrow in 2017 from Amec Foster Wheeler plc. Prior to this, she worked at Eversheds Sutherland LLP where she provided company secretarial and governance services to a wide range of clients.
공시 • Nov 18Redrow plc to Report Fiscal Year 2024 Results on Sep 11, 2024Redrow plc announced that they will report fiscal year 2024 results on Sep 11, 2024
공시 • Nov 11Redrow plc Provides Earnings Guidance for the year 2024Redrow plc announced that the company continue to expect results to be in the guidance range they gave in September 2023 of revenue between £1.65 billion and £1.7 billion and profit before tax of between £180 million and £200 million. However, with the lower than anticipated sales rate due to the more subdued Autumn housing market they are more likely to be towards the lower end of the range. Due to improved timing of affordable legal completions, the company now expect the revenue profile for the current financial year to be more evenly split than originally anticipated, with 45% in the first half and 55% in the second half.
공시 • Nov 10+ 1 more updateRedrow plc to Report First Half, 2024 Results on Feb 08, 2024Redrow plc announced that they will report first half, 2024 results on Feb 08, 2024
공시 • Sep 14Redrow plc Re-Introduces Earnings Guidance for 2024Redrow plc is re-introduced earnings guidance for the year 2024. For the year 2024, guidance based on a sales rate in line with Fiscal Year 2023 of 0.46 per outlet per week: Revenue to be £1.65 billion to £1.7 billion. EPS to be c41 pence.
Reported Earnings • Sep 14Full year 2023 earnings released: EPS: UK£0.91 (vs UK£0.58 in FY 2022)Full year 2023 results: EPS: UK£0.91 (up from UK£0.58 in FY 2022). Revenue: UK£2.13b (flat on FY 2022). Net income: UK£298.0m (up 51% from FY 2022). Profit margin: 14% (up from 9.2% in FY 2022). Revenue is expected to decline by 3.7% 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 1.5%. 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 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 16Upcoming dividend of UK£0.10 per share at 6.3% yieldEligible shareholders must have bought the stock before 23 February 2023. Payment date: 06 April 2023. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 6.3%. Within top quartile of British dividend payers (5.5%). Lower than average of industry peers (7.3%).
Reported Earnings • Feb 11First half 2023 earnings released: EPS: UK£0.46 (vs UK£0.48 in 1H 2022)First half 2023 results: EPS: UK£0.46 (down from UK£0.48 in 1H 2022). Revenue: UK£1.03b (down 2.0% from 1H 2022). Net income: UK£150.0m (down 8.5% from 1H 2022). Profit margin: 14% (down from 16% in 1H 2022). Revenue is expected to fall by 2.4% p.a. on average during the next 3 years compared to a 1.2% decline forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • Feb 10Redrow plc to Report Fiscal Year 2023 Results on Sep 13, 2023Redrow plc announced that they will report fiscal year 2023 results on Sep 13, 2023
공시 • Feb 09+ 2 more updatesRedrow plc, Annual General Meeting, Nov 10, 2023Redrow plc, Annual General Meeting, Nov 10, 2023.
공시 • Dec 10Redrow plc Appoints Geeta Nanda OBE as Non-Executive Director and Member of Audit, Remuneration, Nomination and Placemaking and Sustainability Committees, Effective May 1, 2023Redrow plc announced that it has agreed to appoint Geeta Nanda OBE as a Non-Executive Director of the Board of the Company. Geeta will join the Board as an independent Non-Executive Director with effect from May 1, 2023. Geeta will join as a member of the Audit, Remuneration, Nomination and Placemaking and Sustainability Committees with effect from the same date. Geeta Nanda is a long-serving chief executive who has spent almost the entirety of her career in housing associations and the associated policy development arena, and is currently the Chief Executive of Metropolitan Thames Valley Housing Association. She is also a member and currently Chair of the G15 group of London's largest housing associations, which aims to solve London's housing crisis within a generation. In addition Geeta is currently a Non-Executive Director of The PRS Reit plc and was previously a Non-Executive Director of the retirement provider, McCarthy & Stone.
공시 • Nov 19Redrow plc to Report First Half, 2023 Results on Feb 09, 2023Redrow plc announced that they will report first half, 2023 results on Feb 09, 2023
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to UK£4.16, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£7.58 per share.
Reported Earnings • Sep 15Full year 2022 earnings released: EPS: UK£0.58 (vs UK£0.74 in FY 2021)Full year 2022 results: EPS: UK£0.58 (down from UK£0.74 in FY 2021). Revenue: UK£2.14b (up 10% from FY 2021). Net income: UK£197.0m (down 22% from FY 2021). Profit margin: 9.2% (down from 13% in FY 2021). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 8% per year.
공시 • Sep 14+ 1 more updateRedrow plc Updates Financial Guidance for 2024 for February 2022 and September 2022Redrow plc provided updated financial guidance for 2024 for February 2022 and September 2022. For the period, the company expected revenue to be £2.3 billion to £2.4 billion and EPS to be greater than or equal to 96 pence.For the period, the company expected revenue to be £2.3 billion to £2.4 billion and EPS to be > 96 pence.
공시 • Jul 16Redrow plc (LSE:RDW) announces an Equity Buyback for £100 million worth of its shares.Redrow plc (LSE:RDW) announces a share repurchase program. Under the program, the company will repurchase up to £100 million worth of its shares. The program is structured in two tranches. In respect of the first tranche of the program, the company has entered into a non-discretionary agreement with Peel Hunt LLP to purchase shares up to a maximum consideration of £50 million. The second tranche of the program will be undertaken by Barclays Bank PLC to purchase shares up to a maximum consideration of £50 million. The primary purpose of the program is to reduce the share capital of the company. The majority of the shares repurchased under the buyback will be cancelled and a portion of the shares will be held in treasury. The first tranche of the program will end no later than February 18, 2023, the second tranche will begin as soon as the first tranche is complete and end no later July 31, 2023.
Upcoming Dividend • Feb 17Upcoming dividend of UK£0.10 per shareEligible shareholders must have bought the stock before 24 February 2022. Payment date: 08 April 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of British dividend payers (4.3%). Lower than average of industry peers (5.2%).
Reported Earnings • Feb 12First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: UK£0.48 (up from UK£0.41 in 1H 2021). Revenue: UK£1.05b (up 1.1% from 1H 2021). Net income: UK£164.0m (up 16% from 1H 2021). Profit margin: 16% (up from 14% in 1H 2021). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 11%, compared to a 7.2% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Feb 10+ 1 more updateRedrow plc Revises Earnings Guidance for the Year 2024Redrow plc revised earnings guidance for the year 2024. For the year, the company expects revised revenue to be in the range of £2.3 billion to £2.4 billion and EPS of greater than equal 92 pence compared to previously expected revenue of greater than £2.2 billion and EPS of greater than equal 90 pence per share.
공시 • Feb 07Redrow plc, Annual General Meeting, Nov 11, 2022Redrow plc, Annual General Meeting, Nov 11, 2022.
공시 • Jan 30Redrow plc Announces Directorate ChangeRedrow plc announced that it has agreed to appoint Oliver Tant as an additional Non-Executive Director of the Board of Redrow plc . Oliver will join the Board as an independent Non-Executive Director and Audit Committee Chair-Designate with effect from 1 February 2022. Oliver will join as a member of the Audit, Remuneration and Nomination Committees with effect from the same time. Oliver will work closely with Nick Hewson over the coming months during a period of handover and assume the role of Chair of the Audit Committee ahead of the retirement of Nick Hewson, who will be stepping down from the Board ahead of the 2022 AGM having served a 9 year term as a Non-Executive Director. Until last year, Oliver served as Chief Financial Officer of Imperial Brands PLC where he was responsible for finance, treasury, investor relations, procurement and information technology. Prior to this role, Oliver held a number of senior positions in a 32-year career at KPMG, including Vice Chairman, Global Managing Director (Financial Advisory and Private Equity Divisions) and Head of UK Audit. Oliver previously served as Audit Chair of the Royal Hospital for Neuro-Disability and also served as governor for a leading UK independent school.
Board Change • Nov 16High number of new directorsIndependent Non-Executive Chairman Richard Akers was the last director to join the board, commencing their role in 2021.
Reported Earnings • Sep 17Full year 2021 earnings released: EPS UK£0.74 (vs UK£0.33 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£1.94b (up 45% from FY 2020). Net income: UK£254.0m (up 125% from FY 2020). Profit margin: 13% (up from 8.4% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Executive Departure • Sep 17Non-Executive Chairman John Tutte has left the companyOn the 15th of September, John Tutte's tenure as Non-Executive Chairman ended after 19.2 years in the role. As of June 2021, John still personally held 417.60k shares (UK£2.6m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 9.67 years.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Richard Akers was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Is New 90 Day High Low • Mar 03New 90-day high: UK£5.87The company is up 5.0% from its price of UK£5.60 on 03 December 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.25 per share.
Recent Insider Transactions • Feb 25Non-Executive Chairman recently sold UK£2.2m worth of stockOn the 23rd of February, John Tutte sold around 391k shares on-market at roughly UK£5.54 per share. This was the largest sale by an insider in the last 3 months. John has been a seller over the last 12 months, reducing personal holdings by UK£2.1m.
Reported Earnings • Feb 12First half 2021 earnings released: EPS UK£0.41 (vs UK£0.37 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: UK£1.04b (up 20% from 1H 2020). Net income: UK£141.0m (up 10% from 1H 2020). Profit margin: 14% (down from 15% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 21%, compared to a 19% growth forecast for the Consumer Durables industry in the United Kingdom.
공시 • Feb 11Redrow plc to Report Fiscal Year 2021 Results on Sep 15, 2021Redrow plc announced that they will report fiscal year 2021 results on Sep 15, 2021
공시 • Feb 10+ 1 more updateRedrow plc to Report Fiscal Year 2021 Results on Oct 04, 2021Redrow plc announced that they will report fiscal year 2021 results on Oct 04, 2021
Is New 90 Day High Low • Dec 24New 90-day high: UK£5.83The company is up 54% from its price of UK£3.79 on 25 September 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.17 per share.
공시 • Dec 17Redrow plc to Report First Half, 2021 Results on Feb 10, 2021Redrow plc announced that they will report first half, 2021 results on Feb 10, 2021
