View ValuationMitchells & Butlers 향후 성장Future 기준 점검 1/6Mitchells & Butlers (는) 각각 연간 6.7% 및 2.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.5% 로 예상됩니다.핵심 정보6.7%이익 성장률6.37%EPS 성장률Hospitality 이익 성장18.4%매출 성장률2.9%향후 자기자본이익률6.54%애널리스트 커버리지Good마지막 업데이트26 May 2026최근 향후 성장 업데이트공시 • May 22Mitchells & Butlers plc Provides Earnings Guidance for the Full Year 2025Mitchells & Butlers plc provided earnings guidance for the year 2025. For the year, company expected operating profit to be at the top end of current consensus.모든 업데이트 보기Recent updatesReported Earnings • May 23First half 2026 earnings released: EPS: UK£0.18 (vs UK£0.17 in 1H 2025)First half 2026 results: EPS: UK£0.18 (up from UK£0.17 in 1H 2025). Revenue: UK£1.49b (up 2.5% from 1H 2025). Net income: UK£107.0m (up 7.0% from 1H 2025). Profit margin: 7.2% (up from 6.9% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • May 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to UK£2.35. The fair value is estimated to be UK£2.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last year. Earnings per share has grown by 19%.Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Amanda Brown was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • May 14Mitchells & Butlers plc to Report First Half, 2026 Results on May 21, 2026Mitchells & Butlers plc announced that they will report first half, 2026 results on May 21, 2026공시 • Dec 20Mitchells & Butlers plc, Annual General Meeting, Jan 29, 2026Mitchells & Butlers plc, Annual General Meeting, Jan 29, 2026. Location: mitchells snd butlers plc, retail support centre, 27 fleet street, birmingham, b3 1jp, United Kingdom공시 • Nov 24Mitchells & Butlers plc to Report Fiscal Year 2025 Results on Nov 28, 2025Mitchells & Butlers plc announced that they will report fiscal year 2025 results on Nov 28, 2025공시 • Oct 24+ 1 more updateMitchells & Butlers plc Announces Chief Financial Officer ChangesMitchells & Butlers plc announced the appointment of Emma Harris to succeed Tim Jones as Chief Financial Officer of M&B. Emma is currently Finance Director - Food at retail major Marks and Spencer Group Plc. The firm will make a further announcement once the effective dates of Harris' appointment and Jones' retirement are confirmed. Jones earlier this year had indicated to the Board that he plans to retire from full time work, after fifteen years of service. Jones joined as CFO and an Executive Director of M&B in October 2010.공시 • May 22Mitchells & Butlers plc Provides Earnings Guidance for the Full Year 2025Mitchells & Butlers plc provided earnings guidance for the year 2025. For the year, company expected operating profit to be at the top end of current consensus.공시 • May 15Mitchells & Butlers plc to Report First Half, 2025 Results on May 22, 2025Mitchells & Butlers plc announced that they will report first half, 2025 results on May 22, 2025공시 • Dec 20Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2025Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2025. Location: mitchells snd butlers plc, retail support centre, 27 fleet street, b3 1jp, birmingham United Kingdom공시 • Nov 25Mitchells & Butlers plc to Report Q4, 2024 Results on Nov 27, 2024Mitchells & Butlers plc announced that they will report Q4, 2024 results on Nov 27, 2024Reported Earnings • May 23First half 2024 earnings released: EPS: UK£0.14 (vs UK£0.054 in 1H 2023)First half 2024 results: EPS: UK£0.14 (up from UK£0.054 in 1H 2023). Revenue: UK£1.40b (up 8.9% from 1H 2023). Net income: UK£81.0m (up 153% from 1H 2023). Profit margin: 5.8% (up from 2.5% in 1H 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • May 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to UK£2.93. The fair value is estimated to be UK£2.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company became loss making.공시 • May 19Mitchells & Butlers plc to Report First Half, 2024 Results on May 22, 2024Mitchells & Butlers plc announced that they will report first half, 2024 results on May 22, 2024공시 • Dec 21Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2024Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2024, at 09:00 Coordinated Universal Time. Location: Mitchells & Butlers plc, Retail Support Centre, 27 Fleet Street Birmingham United KingdomReported Earnings • Dec 02Full year 2023 earnings released: UK£0.007 loss per share (vs UK£0.022 profit in FY 2022)Full year 2023 results: UK£0.007 loss per share (down from UK£0.022 profit in FY 2022). Revenue: UK£2.50b (up 13% from FY 2022). Net loss: UK£4.00m (down 131% from profit in FY 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Nov 25Mitchells & Butlers plc to Report Q4, 2023 Results on Nov 30, 2023Mitchells & Butlers plc announced that they will report Q4, 2023 results on Nov 30, 2023Reported Earnings • May 18First half 2023 earnings released: EPS: UK£0.054 (vs UK£0.077 in 1H 2022)First half 2023 results: EPS: UK£0.054 (down from UK£0.077 in 1H 2022). Revenue: UK£1.28b (up 11% from 1H 2022). Net income: UK£32.0m (down 30% from 1H 2022). Profit margin: 2.5% (down from 4.0% in 1H 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.공시 • May 13Mitchells & Butlers plc to Report First Half, 2023 Results on May 17, 2023Mitchells & Butlers plc announced that they will report first half, 2023 results on May 17, 2023Buying Opportunity • May 04Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£2.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 50% per annum over the same time period.공시 • Dec 22Mitchells & Butlers plc, Annual General Meeting, Feb 08, 2023Mitchells & Butlers plc, Annual General Meeting, Feb 08, 2023, at 09:00 Coordinated Universal Time. Location: Retail Support Centre, 27 Fleet Street Birmingham, B3 1JP Birmigham United KingdomBoard Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 2 independent directors (7 non-independent directors). Senior Independent Director Jane Moriarty 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.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 21% share price gain to UK£1.36, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 65% over the past three years.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to UK£1.35, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 61% over the past three years.Reported Earnings • May 20First half 2022 earnings released: EPS: UK£0.077 (vs UK£0.33 loss in 1H 2021)First half 2022 results: EPS: UK£0.077 (up from UK£0.33 loss in 1H 2021). Revenue: UK£1.16b (up 429% from 1H 2021). Net income: UK£46.0m (up UK£211.0m from 1H 2021). Profit margin: 4.0% (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 10%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.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. 5 experienced directors. 3 highly experienced directors. 2 independent directors (6 non-independent directors). Senior Independent Director Jane Moriarty 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 • Dec 28Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: UK£0.12 loss per share (up from UK£0.26 loss in FY 2020). Revenue: UK£1.07b (down 28% from FY 2020). Net loss: UK£65.0m (loss narrowed 42% from FY 2020). Same store sales growth: Down 9.6% vs FY 2020 Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 102%, compared to a 37% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 27Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: UK£0.12 loss per share (up from UK£0.26 loss in FY 2020). Revenue: UK£1.07b (down 28% from FY 2020). Net loss: UK£65.0m (loss narrowed 42% from FY 2020). Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 101%, compared to a 47% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.Executive Departure • Aug 04Deputy Chairman of the Board Ronald Robson has left the companyOn the 31st of July, Ronald Robson's tenure as Deputy Chairman of the Board ended after 11.5 years in the role. We don't have any record of a personal shareholding under Ronald's name. Ronald is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 8.50 years.Reported Earnings • May 23First half 2021 earnings released: UK£0.33 loss per share (vs UK£0.23 loss in 1H 2020)The company reported a poor first half result with increased losses, weaker revenues and weaker control over costs. First half 2021 results: Revenue: UK£219.0m (down 79% from 1H 2020). Net loss: UK£165.0m (loss widened 54% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Mar 16CEO & Director recently bought UK£197k worth of stockOn the 12th of March, Philip Urban bought around 94k shares on-market at roughly UK£2.10 per share. This was the largest purchase by an insider in the last 3 months. This was Philip's only on-market trade for the last 12 months.Is New 90 Day High Low • Feb 10New 90-day high: UK£3.56The company is up 60% from its price of UK£2.23 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 Hospitality industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.23 per share.Is New 90 Day High Low • Jan 19New 90-day high: UK£2.56The company is up 82% from its price of UK£1.41 on 21 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.25 per share.Is New 90 Day High Low • Dec 03New 90-day high: UK£2.47The company is up 48% from its price of UK£1.67 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 Hospitality industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.39 per share.Reported Earnings • Dec 01Full year 2020 earnings released: UK£0.26 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: UK£1.48b (down 34% from FY 2019). Net loss: UK£112.0m (down 178% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Dec 01Revenue beats expectationsRevenue exceeded analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 23%, compared to a 1.9% growth forecast for the Hospitality industry in the United Kingdom.이익 및 매출 성장 예측BATS-CHIXE:MABL - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수9/30/20282,94621713938459/30/20272,88420212138589/30/20262,79918911539084/11/20262,747184168374N/A1/11/20262,729181178371N/A9/27/20252,711177187368N/A6/27/20252,690173207380N/A4/12/20252,668168226391N/A1/12/20252,639159229389N/A9/28/20242,610149232386N/A6/28/20242,61497224370N/A4/13/20242,61745215354N/A1/13/20242,56021153301N/A9/30/20232,503-491248N/A6/30/20232,417-295255N/A4/8/20232,331-199262N/A1/8/20232,2706108250N/A9/24/20222,20813116238N/A6/24/20222,10780194293N/A4/9/20222,005146272347N/A1/9/20221,53541132186N/A9/25/20211,065-65-825N/A6/25/2021860-117-91-53N/A4/10/2021655-170-174-132N/A1/10/20211,065-141-77-2N/A9/26/20201,475-11219127N/A6/26/20201,783-6817143N/A4/11/20202,090-2515159N/A1/11/20202,16459N/A213N/A9/28/20192,237143N/A266N/A6/28/20192,223127N/A259N/A4/13/20192,208110N/A251N/A1/13/20192,180107N/A246N/A9/29/20182,152104N/A240N/A6/29/20182,17083N/A247N/A4/14/20182,18761N/A254N/A1/14/20182,18462N/A240N/A9/30/20172,18063N/A226N/A6/30/20172,14767N/A222N/A4/8/20172,11370N/A217N/A1/8/20172,10080N/A220N/A9/24/20162,08689N/A222N/A6/24/20162,085105N/A224N/A4/9/20162,084120N/A226N/A1/9/20162,093112N/A235N/A9/26/20152,101103N/A243N/A6/26/20152,084101N/A235N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MABL 의 연간 예상 수익 증가율(6.7%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: MABL 의 연간 수익(6.7%)이 UK 시장(11.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: MABL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: MABL 의 수익(연간 2.9%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: MABL 의 수익(연간 2.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MABL의 자본 수익률은 3년 후 6.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/31 08:52종가2026/05/29 00:00수익2026/04/11연간 수익2025/09/27데이터 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 소스Mitchells & Butlers plc는 24명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Julian EasthopeBarclaysRobert ChantryBerenbergNicholas ThomasBofA Global Research21명의 분석가 더 보기
공시 • May 22Mitchells & Butlers plc Provides Earnings Guidance for the Full Year 2025Mitchells & Butlers plc provided earnings guidance for the year 2025. For the year, company expected operating profit to be at the top end of current consensus.
Reported Earnings • May 23First half 2026 earnings released: EPS: UK£0.18 (vs UK£0.17 in 1H 2025)First half 2026 results: EPS: UK£0.18 (up from UK£0.17 in 1H 2025). Revenue: UK£1.49b (up 2.5% from 1H 2025). Net income: UK£107.0m (up 7.0% from 1H 2025). Profit margin: 7.2% (up from 6.9% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • May 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to UK£2.35. The fair value is estimated to be UK£2.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last year. Earnings per share has grown by 19%.
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Amanda Brown was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • May 14Mitchells & Butlers plc to Report First Half, 2026 Results on May 21, 2026Mitchells & Butlers plc announced that they will report first half, 2026 results on May 21, 2026
공시 • Dec 20Mitchells & Butlers plc, Annual General Meeting, Jan 29, 2026Mitchells & Butlers plc, Annual General Meeting, Jan 29, 2026. Location: mitchells snd butlers plc, retail support centre, 27 fleet street, birmingham, b3 1jp, United Kingdom
공시 • Nov 24Mitchells & Butlers plc to Report Fiscal Year 2025 Results on Nov 28, 2025Mitchells & Butlers plc announced that they will report fiscal year 2025 results on Nov 28, 2025
공시 • Oct 24+ 1 more updateMitchells & Butlers plc Announces Chief Financial Officer ChangesMitchells & Butlers plc announced the appointment of Emma Harris to succeed Tim Jones as Chief Financial Officer of M&B. Emma is currently Finance Director - Food at retail major Marks and Spencer Group Plc. The firm will make a further announcement once the effective dates of Harris' appointment and Jones' retirement are confirmed. Jones earlier this year had indicated to the Board that he plans to retire from full time work, after fifteen years of service. Jones joined as CFO and an Executive Director of M&B in October 2010.
공시 • May 22Mitchells & Butlers plc Provides Earnings Guidance for the Full Year 2025Mitchells & Butlers plc provided earnings guidance for the year 2025. For the year, company expected operating profit to be at the top end of current consensus.
공시 • May 15Mitchells & Butlers plc to Report First Half, 2025 Results on May 22, 2025Mitchells & Butlers plc announced that they will report first half, 2025 results on May 22, 2025
공시 • Dec 20Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2025Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2025. Location: mitchells snd butlers plc, retail support centre, 27 fleet street, b3 1jp, birmingham United Kingdom
공시 • Nov 25Mitchells & Butlers plc to Report Q4, 2024 Results on Nov 27, 2024Mitchells & Butlers plc announced that they will report Q4, 2024 results on Nov 27, 2024
Reported Earnings • May 23First half 2024 earnings released: EPS: UK£0.14 (vs UK£0.054 in 1H 2023)First half 2024 results: EPS: UK£0.14 (up from UK£0.054 in 1H 2023). Revenue: UK£1.40b (up 8.9% from 1H 2023). Net income: UK£81.0m (up 153% from 1H 2023). Profit margin: 5.8% (up from 2.5% in 1H 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • May 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to UK£2.93. The fair value is estimated to be UK£2.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company became loss making.
공시 • May 19Mitchells & Butlers plc to Report First Half, 2024 Results on May 22, 2024Mitchells & Butlers plc announced that they will report first half, 2024 results on May 22, 2024
공시 • Dec 21Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2024Mitchells & Butlers plc, Annual General Meeting, Jan 23, 2024, at 09:00 Coordinated Universal Time. Location: Mitchells & Butlers plc, Retail Support Centre, 27 Fleet Street Birmingham United Kingdom
Reported Earnings • Dec 02Full year 2023 earnings released: UK£0.007 loss per share (vs UK£0.022 profit in FY 2022)Full year 2023 results: UK£0.007 loss per share (down from UK£0.022 profit in FY 2022). Revenue: UK£2.50b (up 13% from FY 2022). Net loss: UK£4.00m (down 131% from profit in FY 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Nov 25Mitchells & Butlers plc to Report Q4, 2023 Results on Nov 30, 2023Mitchells & Butlers plc announced that they will report Q4, 2023 results on Nov 30, 2023
Reported Earnings • May 18First half 2023 earnings released: EPS: UK£0.054 (vs UK£0.077 in 1H 2022)First half 2023 results: EPS: UK£0.054 (down from UK£0.077 in 1H 2022). Revenue: UK£1.28b (up 11% from 1H 2022). Net income: UK£32.0m (down 30% from 1H 2022). Profit margin: 2.5% (down from 4.0% in 1H 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
공시 • May 13Mitchells & Butlers plc to Report First Half, 2023 Results on May 17, 2023Mitchells & Butlers plc announced that they will report first half, 2023 results on May 17, 2023
Buying Opportunity • May 04Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£2.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 50% per annum over the same time period.
공시 • Dec 22Mitchells & Butlers plc, Annual General Meeting, Feb 08, 2023Mitchells & Butlers plc, Annual General Meeting, Feb 08, 2023, at 09:00 Coordinated Universal Time. Location: Retail Support Centre, 27 Fleet Street Birmingham, B3 1JP Birmigham United Kingdom
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 2 independent directors (7 non-independent directors). Senior Independent Director Jane Moriarty 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.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 21% share price gain to UK£1.36, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 65% over the past three years.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to UK£1.35, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 61% over the past three years.
Reported Earnings • May 20First half 2022 earnings released: EPS: UK£0.077 (vs UK£0.33 loss in 1H 2021)First half 2022 results: EPS: UK£0.077 (up from UK£0.33 loss in 1H 2021). Revenue: UK£1.16b (up 429% from 1H 2021). Net income: UK£46.0m (up UK£211.0m from 1H 2021). Profit margin: 4.0% (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 10%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
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. 5 experienced directors. 3 highly experienced directors. 2 independent directors (6 non-independent directors). Senior Independent Director Jane Moriarty 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 • Dec 28Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: UK£0.12 loss per share (up from UK£0.26 loss in FY 2020). Revenue: UK£1.07b (down 28% from FY 2020). Net loss: UK£65.0m (loss narrowed 42% from FY 2020). Same store sales growth: Down 9.6% vs FY 2020 Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 102%, compared to a 37% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 27Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: UK£0.12 loss per share (up from UK£0.26 loss in FY 2020). Revenue: UK£1.07b (down 28% from FY 2020). Net loss: UK£65.0m (loss narrowed 42% from FY 2020). Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 101%, compared to a 47% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
Executive Departure • Aug 04Deputy Chairman of the Board Ronald Robson has left the companyOn the 31st of July, Ronald Robson's tenure as Deputy Chairman of the Board ended after 11.5 years in the role. We don't have any record of a personal shareholding under Ronald's name. Ronald is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 8.50 years.
Reported Earnings • May 23First half 2021 earnings released: UK£0.33 loss per share (vs UK£0.23 loss in 1H 2020)The company reported a poor first half result with increased losses, weaker revenues and weaker control over costs. First half 2021 results: Revenue: UK£219.0m (down 79% from 1H 2020). Net loss: UK£165.0m (loss widened 54% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Mar 16CEO & Director recently bought UK£197k worth of stockOn the 12th of March, Philip Urban bought around 94k shares on-market at roughly UK£2.10 per share. This was the largest purchase by an insider in the last 3 months. This was Philip's only on-market trade for the last 12 months.
Is New 90 Day High Low • Feb 10New 90-day high: UK£3.56The company is up 60% from its price of UK£2.23 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 Hospitality industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.23 per share.
Is New 90 Day High Low • Jan 19New 90-day high: UK£2.56The company is up 82% from its price of UK£1.41 on 21 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.25 per share.
Is New 90 Day High Low • Dec 03New 90-day high: UK£2.47The company is up 48% from its price of UK£1.67 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 Hospitality industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.39 per share.
Reported Earnings • Dec 01Full year 2020 earnings released: UK£0.26 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: UK£1.48b (down 34% from FY 2019). Net loss: UK£112.0m (down 178% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Dec 01Revenue beats expectationsRevenue exceeded analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 23%, compared to a 1.9% growth forecast for the Hospitality industry in the United Kingdom.