View Future GrowthMcBride 과거 순이익 실적과거 기준 점검 2/6McBride은 연평균 38.5%의 비율로 수입이 증가해 온 반면, Household Products 산업은 수입이 13.4% 증가했습니다. 매출은 연평균 8%의 비율로 증가했습니다. McBride의 자기자본이익률은 30.4%이고 순이익률은 3.2%입니다.핵심 정보38.52%순이익 성장률39.29%주당순이익(EPS) 성장률Household Products 산업 성장률2.58%매출 성장률7.99%자기자본이익률30.38%순이익률3.20%다음 순이익 업데이트15 Sep 2026최근 과거 실적 업데이트Reported Earnings • Feb 25First half 2026 earnings released: EPS: UK£0.094 (vs UK£0.11 in 1H 2025)First half 2026 results: EPS: UK£0.094 (down from UK£0.11 in 1H 2025). Revenue: UK£475.2m (flat on 1H 2025). Net income: UK£16.0m (down 18% from 1H 2025). Profit margin: 3.4% (down from 4.1% in 1H 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Sep 17Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: UK£0.20. Revenue: UK£926.5m (flat on FY 2024). Net income: UK£33.2m (flat on FY 2024). Profit margin: 3.6% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.5%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Household Products industry in Europe.Reported Earnings • Mar 03First half 2025 earnings released: EPS: UK£0.11 (vs UK£0.073 in 1H 2024)First half 2025 results: EPS: UK£0.11 (up from UK£0.073 in 1H 2024). Revenue: UK£471.4m (flat on 1H 2024). Net income: UK£19.4m (up 53% from 1H 2024). Profit margin: 4.1% (up from 2.7% in 1H 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.공시 • Oct 08McBride plc to Report First Half, 2025 Results on Feb 25, 2025McBride plc announced that they will report first half, 2025 results on Feb 25, 2025공시 • Oct 07McBride plc to Report Fiscal Year 2025 Results on Sep 16, 2025McBride plc announced that they will report fiscal year 2025 results on Sep 16, 2025Reported Earnings • Sep 17Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: UK£0.19 (up from UK£0.066 loss in FY 2023). Revenue: UK£934.8m (up 5.2% from FY 2023). Net income: UK£33.3m (up UK£44.8m from FY 2023). Profit margin: 3.6% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.모든 업데이트 보기Recent updatesRecent Insider Transactions Derivative • Jun 17CEO & Executive Director exercised options and sold UK£358k worth of stockOn the 15th of June, Christopher Ian Smith exercised options to acquire 246k shares at no cost and sold these for an average price of UK£1.45 per share. This trade did not impact their existing holding. For the year to June 2019, Christopher Ian's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2025, Christopher Ian's direct individual holding has increased from 803.31k shares to 1.75m. Company insiders have collectively sold UK£2.7m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Jun 14Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from UK£0.207 to UK£0.162. Revenue forecast unchanged from UK£933.2m at last update. Net income forecast to grow 6.6% next year vs 3.1% growth forecast for Household Products industry in the United Kingdom. Consensus price target broadly unchanged at UK£2.05. Share price fell 13% to UK£1.42 over the past week.공시 • Apr 04McBride plc (LSE:MCB) signed a binding offer to acquire Eurotab SA from the shareholders for €40 million.McBride plc (LSE:MCB) signed a binding offer to acquire Eurotab SA from the shareholders for €40 million on April 2, 2026. A cash consideration of €40 million (£34.5 million) will be paid by McBride plc, subject to customary closing adjustments. The enterprise value for the Proposed Acquisition is dependent on Eurotab's closing 12 month EBITDA at completion. It is currently anticipated that this will result in an enterprise value of €38.2 million plus a payment of €1.8 million for acquired tax losses. The enterprise value will be subject to customary closing adjustments to determine the final purchase price. The Proposed Acquisition is expected to be accretive to earnings per share in the first full year of ownership and will raise overall Group margins, adding approximately 0.5 percentage points to the Group's EBITDA margin, and moving the Group towards the 10% target set at the 2024 Capital Markets Day. The Proposed Acquisition is expected to generate attractive returns well in excess of the Group's cost of capital. The consideration will be financed through the Group's existing banking facilities, with the Group's net debt to EBITDA ratio expected to be slightly above the Capital Markets Day target of 1.5x for approximately one year post completion. The Proposed Acquisition is in line with the Group's growth strategy and is anticipated to further strengthen McBride's position as a leading detergent producer in Europe. In accordance with applicable French legal requirements, the acceptance of McBride's offer is subject to the completion of information and consultation procedures with the French employees and employee representative bodies of the Eurotab Group. Subject to the completion of those procedures, it is anticipated that the parties will enter into the final sale and purchase documentation. The transaction would also be subject to certain other conditions to completion. The anticipated purchase price represents an underlying EBITDA multiple of 5.2x or 4.6x net of the value of acquired tax losses which the Group expects to use over time. When adjusting for conservative synergies the underlying EBITDA multiple equates to 3.1x. The Proposed Acquisition will close between June 2026 and the end of the first quarter of the Group's 2027 financial year.공시 • Mar 11Mcbride plc Appoints Casper Meijer as Independent Non-Executive Director, Effective March 10, 2026McBride plc announces the appointment of Casper Meijer as an independent Non-Executive Director with effect from March 10, 2026. Casper has extensive experience in the retail sector across a wide range of categories, such as garden, pet, outdoor living, food, household goods and discount retail, in both local and international companies. He brings specific expertise in private label, category management and sustainable innovation. Presently, Casper is the Chief Executive Officer of Welkoop, a Dutch retail chain that focuses on garden, pet and outdoor living products. In addition, Casper is a Non-Executive Director of Fiksuruoka, a Finnish company (which trades as Foodello outside of Finland) that has become one of the leading food-waste-reduction retailers in Europe. Previously, Casper was the Chief Executive Officer of Blokker Holding (now known as Mirage Retail Group), a Dutch retail conglomerate that has owned and operated many of the Netherlands' best-known non-food store chains. He has also held the position of Group Trading Director at Morrisons plc, the UK supermarket chain and was Commercial Director and Board member at Albert Heijn. Contemporaneously with joining the Board, Casper will become a member of the Audit and Risk, Nomination and Remuneration Committees of the Company.공시 • Mar 01Mcbride plc Announces Directorate ChangesMcBride plc announces that Elizabeth (Liz) McMeikan, Senior Independent Director, has informed the Company of her decision to resign from the Board with effect from 31 March 2026. Liz joined the Board in November 2019. During her tenure, Liz became Senior Independent Director and Chair of the Remuneration Committee, as well as serving as a member of both the Audit and Risk Committee and the Nomination Committee. Alastair Murray will replace Liz as Senior Independent Director, in addition to continuing as Chair of the Audit and Risk Committee. Regi Aalstad will replace Liz as Chair of the Remuneration Committee, in addition to acting as the designated Non-Executive Director for employee engagement. The Nomination Committee has commenced a formal process to identify and appoint a suitable replacement Non-Executive Director. A further announcement will be made in due course.Reported Earnings • Feb 25First half 2026 earnings released: EPS: UK£0.094 (vs UK£0.11 in 1H 2025)First half 2026 results: EPS: UK£0.094 (down from UK£0.11 in 1H 2025). Revenue: UK£475.2m (flat on 1H 2025). Net income: UK£16.0m (down 18% from 1H 2025). Profit margin: 3.4% (down from 4.1% in 1H 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Dec 18McBride plc's (LON:MCB) Shares Bounce 27% But Its Business Still Trails The MarketMcBride plc ( LON:MCB ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. Looking...Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to UK£1.39, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Household Products industry in Europe. Total returns to shareholders of 584% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.37 per share.Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£1.25, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Household Products industry in Europe. Total returns to shareholders of 509% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.36 per share.공시 • Nov 22McBride plc Declares A Final Dividend on Ordinary Share in Respect of the Year Ended 30 June 2025McBride plc at its AGM, held on 20 November 2025, approved to declare a final dividend of 3.0 pence per ordinary share in respect of the year ended 30 June 2025.분석 기사 • Nov 21Are Investors Undervaluing McBride plc (LON:MCB) By 49%?Key Insights McBride's estimated fair value is UK£2.47 based on 2 Stage Free Cash Flow to Equity McBride's UK£1.27...Recent Insider Transactions • Oct 27CEO & Executive Director recently sold UK£1.0m worth of stockOn the 23rd of October, Christopher Ian Smith sold around 843k shares on-market at roughly UK£1.23 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher Ian has been a net seller over the last 12 months, reducing personal holdings by UK£1.0m.Upcoming Dividend • Oct 23Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 28 November 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (3.2%).Price Target Changed • Oct 08Price target increased by 11% to UK£1.96Up from UK£1.76, the current price target is an average from 4 analysts. New target price is 56% above last closing price of UK£1.26. Stock is up 11% over the past year. The company is forecast to post earnings per share of UK£0.20 for next year compared to UK£0.19 last year.New Risk • Sep 19New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (103% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Sep 17Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: UK£0.20. Revenue: UK£926.5m (flat on FY 2024). Net income: UK£33.2m (flat on FY 2024). Profit margin: 3.6% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.5%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Household Products industry in Europe.공시 • Sep 17+ 1 more updateMcBride plc, Annual General Meeting, Nov 20, 2025McBride plc, Annual General Meeting, Nov 20, 2025.분석 기사 • Jul 21There's No Escaping McBride plc's (LON:MCB) Muted EarningsMcBride plc's ( LON:MCB ) price-to-earnings (or "P/E") ratio of 5.8x might make it look like a strong buy right now...Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to UK£1.32, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Household Products industry in Europe. Total returns to shareholders of 715% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.63 per share.Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Regi Aalstad was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 03First half 2025 earnings released: EPS: UK£0.11 (vs UK£0.073 in 1H 2024)First half 2025 results: EPS: UK£0.11 (up from UK£0.073 in 1H 2024). Revenue: UK£471.4m (flat on 1H 2024). Net income: UK£19.4m (up 53% from 1H 2024). Profit margin: 4.1% (up from 2.7% in 1H 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.Price Target Changed • Feb 25Price target increased by 7.9% to UK£1.83Up from UK£1.70, the current price target is an average from 3 analysts. New target price is 25% above last closing price of UK£1.47. Stock is up 65% over the past year. The company is forecast to post earnings per share of UK£0.21 for next year compared to UK£0.19 last year.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to UK£1.56, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 17x in the Household Products industry in Europe. Total returns to shareholders of 227% over the past three years.분석 기사 • Feb 14Is It Time To Consider Buying McBride plc (LON:MCB)?McBride plc ( LON:MCB ), might not be a large cap stock, but it saw a significant share price rise of 56% in the past...분석 기사 • Jan 21Investors Appear Satisfied With McBride plc's (LON:MCB) Prospects As Shares Rocket 25%McBride plc ( LON:MCB ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. The...New Risk • Jan 17New 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 4.9% 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 High level of debt (194% net debt to equity). Share price has been volatile over the past 3 months (4.9% average weekly change).Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 26%After last week's 26% share price gain to UK£1.25, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Household Products industry in Europe. Total returns to shareholders of 135% over the past three years.분석 기사 • Nov 14Is Now An Opportune Moment To Examine McBride plc (LON:MCB)?While McBride plc ( LON:MCB ) might not have the largest market cap around , it saw significant share price movement...Recent Insider Transactions • Nov 08CEO & Executive Director recently bought UK£335k worth of stockOn the 4th of November, Christopher Ian Smith bought around 300k shares on-market at roughly UK£1.11 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Christopher Ian has been a net seller over the last 12 months, reducing personal holdings by UK£172k.공시 • Oct 08McBride plc to Report First Half, 2025 Results on Feb 25, 2025McBride plc announced that they will report first half, 2025 results on Feb 25, 2025공시 • Oct 07McBride plc to Report Fiscal Year 2025 Results on Sep 16, 2025McBride plc announced that they will report fiscal year 2025 results on Sep 16, 2025Recent Insider Transactions • Sep 23CEO & Executive Director recently sold UK£197k worth of stockOn the 20th of September, Christopher Ian Smith sold around 169k shares on-market at roughly UK£1.16 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Christopher Ian's only on-market trade for the last 12 months.공시 • Sep 18McBride plc, Annual General Meeting, Nov 12, 2024McBride plc, Annual General Meeting, Nov 12, 2024.New Risk • Sep 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk High level of debt (194% net debt to equity).Reported Earnings • Sep 17Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: UK£0.19 (up from UK£0.066 loss in FY 2023). Revenue: UK£934.8m (up 5.2% from FY 2023). Net income: UK£33.3m (up UK£44.8m from FY 2023). Profit margin: 3.6% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.New Risk • Sep 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (313% net debt to equity). Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Large one-off items impacting financial results.분석 기사 • May 25What Is McBride plc's (LON:MCB) Share Price Doing?McBride plc ( LON:MCB ), might not be a large cap stock, but it received a lot of attention from a substantial price...Major Estimate Revision • May 05Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from UK£0.167 to UK£0.189. Revenue forecast steady at UK£962.6m. Net income forecast to grow 81% next year vs 40% growth forecast for Household Products industry in the United Kingdom. Consensus price target up from UK£1.16 to UK£1.29. Share price fell 4.1% to UK£1.06 over the past week.분석 기사 • Apr 24Returns on Capital Paint A Bright Future For McBride (LON:MCB)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 23%After last week's 23% share price gain to UK£1.23, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Household Products industry in Europe. Total returns to shareholders of 34% over the past three years.분석 기사 • Apr 05Here's Why McBride (LON:MCB) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 28First half 2024 earnings released: EPS: UK£0.073 (vs UK£0.097 loss in 1H 2023)First half 2024 results: EPS: UK£0.073 (up from UK£0.097 loss in 1H 2023). Revenue: UK£468.0m (up 9.8% from 1H 2023). Net income: UK£12.7m (up UK£29.5m from 1H 2023). Profit margin: 2.7% (up from net loss in 1H 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.분석 기사 • Feb 28Many Still Looking Away From McBride plc (LON:MCB)With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Household Products industry in the United...분석 기사 • Jan 22McBride (LON:MCB) Could Be Struggling To Allocate CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Typically...New Risk • Jan 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change).New Risk • Dec 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change).분석 기사 • Nov 21These 4 Measures Indicate That McBride (LON:MCB) Is Using Debt In A Risky WayHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Oct 11McBride (LON:MCB) Has Some Difficulty Using Its Capital EffectivelyIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...공시 • Oct 08+ 1 more updateMcBride plc to Report First Half, 2024 Results on Feb 27, 2024McBride plc announced that they will report first half, 2024 results on Feb 27, 2024Reported Earnings • Sep 19Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: UK£0.066 loss per share (improved from UK£0.14 loss in FY 2022). Revenue: UK£889.0m (up 31% from FY 2022). Net loss: UK£11.5m (loss narrowed 52% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.공시 • Sep 19McBride plc, Annual General Meeting, Nov 20, 2023McBride plc, Annual General Meeting, Nov 20, 2023.분석 기사 • Sep 19Is There Now An Opportunity In McBride plc (LON:MCB)?McBride plc ( LON:MCB ), might not be a large cap stock, but it received a lot of attention from a substantial price...New Risk • Sep 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Share price has been volatile over the past 3 months (8.2% average weekly change). Market cap is less than US$100m (UK£70.7m market cap, or US$87.5m).New Risk • Aug 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (UK£67.6m market cap, or US$85.6m).Buying Opportunity • Aug 04Now 21% undervaluedOver the last 90 days, the stock is up 37%. The fair value is estimated to be UK£0.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 16% in a year. Earnings is forecast to grow by 75% in the next year.New Risk • Jul 16New 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 8.7% 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: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Market cap is less than US$100m (UK£54.6m market cap, or US$71.4m).분석 기사 • Jul 15McBride plc (LON:MCB) Shares Could Be 35% Below Their Intrinsic Value EstimateKey Insights McBride's estimated fair value is UK£0.48 based on 2 Stage Free Cash Flow to Equity McBride is estimated...공시 • Jul 14McBride plc Provides Earnings Guidance for the Year Ended June 30, 2023McBride plc provided earnings guidance for the year ended June 30, 2023. Overall revenues for the full year, reflecting both volume increases and pricing actions, will show growth of 28.4% on a constant currency basis compared to the year to 30 June 2022.공시 • Jun 01McBride plc Announces Resignation of Igor Kuzniar as a Non-Executive DirectorMcBride plc announced that Igor Kuzniar will step down as a Non-Executive Director of the Company with effect from 31 May 2023. Igor joined the Board in June 2019, following constructive discussions with Teleios Capital Partners LLC. During his tenure, Igor became a member of the Nomination Committee and participated as an observer on both the Remuneration Committee and the Audit and Risk Committee.공시 • May 26McBride plc, Annual General Meeting, May 25, 2023McBride plc, Annual General Meeting, May 25, 2023. Agenda: To consider appointment of Regi Aalstad, an independent non-executive director.분석 기사 • Apr 29Is McBride (LON:MCB) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Major Estimate Revision • Apr 26Consensus EPS estimates upgraded to UK£0.11 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -UK£0.143 to -UK£0.114 per share. Revenue forecast steady at UK£873.6m. Household Products industry in the United Kingdom expected to see average net income growth of 20% next year. Consensus price target up from UK£0.35 to UK£0.38. Share price rose 2.6% to UK£0.31 over the past week.Major Estimate Revision • Mar 07Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -UK£0.127 to -UK£0.143 per share. Revenue forecast unchanged at UK£873.7m. Household Products industry in the United Kingdom expected to see average net income growth of 20% next year. Consensus price target of UK£0.35 unchanged from last update. Share price rose 14% to UK£0.27 over the past week.Reported Earnings • Mar 01First half 2023 earnings released: UK£0.097 loss per share (vs UK£0.08 loss in 1H 2022)First half 2023 results: UK£0.097 loss per share (further deteriorated from UK£0.08 loss in 1H 2022). Revenue: UK£426.3m (up 32% from 1H 2022). Net loss: UK£16.8m (loss widened 22% from 1H 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.공시 • Jan 17McBride plc to Report First Half, 2023 Results on Feb 28, 2023McBride plc announced that they will report first half, 2023 results on Feb 28, 2023Price Target Changed • Nov 16Price target decreased to UK£0.35Down from UK£0.65, the current price target is an average from 2 analysts. New target price is 45% above last closing price of UK£0.24. Stock is down 63% over the past year. The company is forecast to post a net loss per share of UK£0.12 next year compared to a net loss per share of UK£0.14 last year.Major Estimate Revision • Oct 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 expected loss increased from -UK£0.04 to -UK£0.12 per share. Revenue forecast unchanged at UK£831.9m. Household Products industry in the United Kingdom expected to see average net income growth of 28% next year. Consensus price target of UK£0.35 unchanged from last update. Share price was steady at UK£0.24 over the past week.Reported Earnings • Sep 30Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: UK£0.14 loss per share (down from UK£0.078 profit in FY 2021). Revenue: UK£678.3m (flat on FY 2021). Net loss: UK£24.0m (down 271% from profit in FY 2021). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.Board Change • Jul 31High number of new directorsNon-Executive Director Regi Aalstad was the last director to join the board, commencing their role in 2022.Price Target Changed • Jun 29Price target decreased to UK£0.35Down from UK£0.68, the current price target is an average from 2 analysts. New target price is 108% above last closing price of UK£0.17. Stock is down 81% over the past year. The company is forecast to post a net loss per share of UK£0.14 compared to earnings per share of UK£0.078 last year.분석 기사 • Jun 02Does McBride (LON:MCB) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Regi Aalstad was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.분석 기사 • Feb 25Does McBride (LON:MCB) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 24First half 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst half 2022 results: UK£0.08 loss per share (down from UK£0.054 profit in 1H 2021). Revenue: UK£323.4m (down 11% from 1H 2021). Net loss: UK£13.8m (down 239% from profit in 1H 2021). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 13%, compared to a 2.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Feb 23Consensus EPS estimates fall by 94%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from UK£719.6m to UK£688.4m. Losses expected to increase from UK£0.07 per share to UK£0.14. Household Products industry in the United Kingdom expected to see average net income growth of 14% next year. Consensus price target down from UK£0.68 to UK£0.65. Share price fell 6.1% to UK£0.46 over the past week.Price Target Changed • Feb 22Price target decreased to UK£0.65Down from UK£0.70, the current price target is an average from 2 analysts. New target price is 40% above last closing price of UK£0.46. Stock is down 45% over the past year. The company is forecast to post a net loss per share of UK£0.071 compared to earnings per share of UK£0.078 last year.Major Estimate Revision • Dec 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -UK£0.04 to -UK£0.07 per share. Revenue forecast unchanged at UK£709.4m. Household Products industry in the United Kingdom expected to see average net income growth of 13% next year. Consensus price target down from UK£0.70 to UK£0.63. Share price fell 9.7% to UK£0.54 over the past week.Recent Insider Transactions • Oct 27Key Executive recently bought UK£65k worth of stockOn the 22nd of October, Jeffrey Nodland bought around 100k shares on-market at roughly UK£0.65 per share. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of UK£134k worth in shares.분석 기사 • Sep 29Auditors Are Concerned About McBride (LON:MCB)Unfortunately for shareholders, when McBride plc ( LON:MCB ) reported results for the period to June 2021, its...Board Change • Sep 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Alastair S. Murray 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.Price Target Changed • Sep 08Price target increased to UK£0.87Up from UK£0.81, the current price target is an average from 3 analysts. New target price is 14% above last closing price of UK£0.77. Stock is up 24% over the past year.Reported Earnings • Sep 08Full year 2021 earnings released: EPS UK£0.078 (vs UK£0.037 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£682.3m (down 3.4% from FY 2020). Net income: UK£14.0m (up 109% from FY 2020). Profit margin: 2.1% (up from 0.9% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 18% per year.Major Estimate Revision • Aug 20Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from UK£0.043 to UK£0.079. Revenue forecast steady at UK£700.0m. Net income forecast to shrink 65% next year vs 15% growth forecast for Household Products industry in the United Kingdom . Consensus price target down from UK£0.88 to UK£0.81. Share price fell 13% to UK£0.76 over the past week.분석 기사 • Jun 03Estimating The Intrinsic Value Of McBride plc (LON:MCB)Today we will run through one way of estimating the intrinsic value of McBride plc ( LON:MCB ) by taking the expected...분석 기사 • May 19Is McBride plc (LON:MCB) Potentially Undervalued?While McBride plc ( LON:MCB ) might not be the most widely known stock at the moment, it saw a double-digit share price...Price Target Changed • May 08Price target decreased to UK£0.88Down from UK£0.99, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of UK£0.84. Stock is up 44% over the past year.Major Estimate Revision • May 06Consensus EPS estimates fall to UK£0.043The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from UK£719.6m to UK£706.0m. EPS estimate also fell from UK£0.076 to UK£0.043. Net income forecast to shrink 20% next year vs 27% growth forecast for Household Products industry in the United Kingdom . Consensus price target down from UK£0.99 to UK£0.93. Share price fell 13% to UK£0.80 over the past week.Price Target Changed • Apr 17Price target increased to UK£0.99Up from UK£0.90, the current price target is an average from 5 analysts. New target price is 9.4% above last closing price of UK£0.90. Stock is up 50% over the past year.분석 기사 • Apr 15Key Things To Watch Out For If You Are After McBride plc's (LON:MCB) 1.2% DividendCould McBride plc ( LON:MCB ) be an attractive dividend share to own for the long haul? Investors are often drawn to...분석 기사 • Apr 02We Think McBride (LON:MCB) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Mar 20McBride plc (LON:MCB) Delivered A Better ROE Than Its IndustryWhile some investors are already well versed in financial metrics (hat tip), this article is for those who would like...분석 기사 • Mar 07Independent Non-Executive Chairman of the Board Jeffrey Nodland Just Bought 22% More Shares In McBride plc (LON:MCB)Whilst it may not be a huge deal, we thought it was good to see that the McBride plc ( LON:MCB ) Independent...Recent Insider Transactions • Mar 06Key Executive recently bought UK£69k worth of stockOn the 2nd of March, Jeffrey Nodland bought around 84k shares on-market at roughly UK£0.83 per share. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of UK£167k worth in shares.분석 기사 • Feb 25McBride plc (LON:MCB) Just Reported And Analysts Have Been Lifting Their Price TargetsIt's been a good week for McBride plc ( LON:MCB ) shareholders, because the company has just released its latest...Analyst Estimate Surprise Post Earnings • Feb 24Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.2%. Earnings per share (EPS) missed analyst estimates by 18%. Over the next year,revenue is forecast to stay flat, in line with the revenue forecast for the Household Products industry in the United Kingdom.Reported Earnings • Feb 24First half 2021 earnings released: EPS UK£0.054 (vs UK£0.02 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£362.9m (up 3.6% from 1H 2020). Net income: UK£9.90m (up 168% from 1H 2020). Profit margin: 2.7% (up from 1.1% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.분석 기사 • Feb 24McBride plc (LON:MCB) Shares Could Be 50% Below Their Intrinsic Value EstimateHow far off is McBride plc ( LON:MCB ) from its intrinsic value? Using the most recent financial data, we'll take a...매출 및 비용 세부 내역McBride가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이LSE:MCB 매출, 비용 및 순이익 (GBP Millions)날짜매출순이익일반관리비연구개발비31 Dec 2593030281030 Sep 2592832280030 Jun 2592733280031 Mar 2593237283031 Dec 2493840286030 Sep 2493737285030 Jun 2493533284031 Mar 2493326280031 Dec 2393118276030 Sep 239103264030 Jun 23889-11253031 Dec 22781-27235030 Sep 22730-25228030 Jun 22678-24222031 Dec 21643-10206030 Sep 216632211030 Jun 2168214215031 Mar 2170113218031 Dec 2071913221030 Sep 2071210219030 Jun 207067217031 Mar 207047218031 Dec 197037220030 Sep 197129218030 Jun 1972112216031 Mar 1972316211031 Dec 1872519207030 Sep 1870719204030 Jun 1869019200031 Dec 176065179030 Sep 176207184030 Jun 176339190031 Mar 1770115214031 Dec 1669721215030 Sep 1668919212030 Jun 1668117210031 Mar 1668210211031 Dec 156843212030 Sep 156941215030 Jun 15704-12180양질의 수익: MCB는 고품질 수익을 보유하고 있습니다.이익 마진 증가: MCB의 현재 순 이익률 (3.2%)은 지난해 (4.3%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: MCB의 수익은 지난 5년 동안 연평균 38.5%로 크게 증가했습니다.성장 가속화: MCB은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: MCB은 지난 1년 동안 수익이 감소(-25.5%)하여 Household Products 업계 평균(-0.04%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: MCB의 자본 수익률(30.38%)은 높음이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YHousehold 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/26 15:42종가2026/06/26 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 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 소스McBride plc는 10명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Joseph BarronBerenbergHarold Patrick ThompsonDeutsche BankCaroline GulliverEquity Development Limited7명의 분석가 더 보기
Reported Earnings • Feb 25First half 2026 earnings released: EPS: UK£0.094 (vs UK£0.11 in 1H 2025)First half 2026 results: EPS: UK£0.094 (down from UK£0.11 in 1H 2025). Revenue: UK£475.2m (flat on 1H 2025). Net income: UK£16.0m (down 18% from 1H 2025). Profit margin: 3.4% (down from 4.1% in 1H 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Sep 17Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: UK£0.20. Revenue: UK£926.5m (flat on FY 2024). Net income: UK£33.2m (flat on FY 2024). Profit margin: 3.6% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.5%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Household Products industry in Europe.
Reported Earnings • Mar 03First half 2025 earnings released: EPS: UK£0.11 (vs UK£0.073 in 1H 2024)First half 2025 results: EPS: UK£0.11 (up from UK£0.073 in 1H 2024). Revenue: UK£471.4m (flat on 1H 2024). Net income: UK£19.4m (up 53% from 1H 2024). Profit margin: 4.1% (up from 2.7% in 1H 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
공시 • Oct 08McBride plc to Report First Half, 2025 Results on Feb 25, 2025McBride plc announced that they will report first half, 2025 results on Feb 25, 2025
공시 • Oct 07McBride plc to Report Fiscal Year 2025 Results on Sep 16, 2025McBride plc announced that they will report fiscal year 2025 results on Sep 16, 2025
Reported Earnings • Sep 17Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: UK£0.19 (up from UK£0.066 loss in FY 2023). Revenue: UK£934.8m (up 5.2% from FY 2023). Net income: UK£33.3m (up UK£44.8m from FY 2023). Profit margin: 3.6% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions Derivative • Jun 17CEO & Executive Director exercised options and sold UK£358k worth of stockOn the 15th of June, Christopher Ian Smith exercised options to acquire 246k shares at no cost and sold these for an average price of UK£1.45 per share. This trade did not impact their existing holding. For the year to June 2019, Christopher Ian's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2025, Christopher Ian's direct individual holding has increased from 803.31k shares to 1.75m. Company insiders have collectively sold UK£2.7m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Jun 14Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from UK£0.207 to UK£0.162. Revenue forecast unchanged from UK£933.2m at last update. Net income forecast to grow 6.6% next year vs 3.1% growth forecast for Household Products industry in the United Kingdom. Consensus price target broadly unchanged at UK£2.05. Share price fell 13% to UK£1.42 over the past week.
공시 • Apr 04McBride plc (LSE:MCB) signed a binding offer to acquire Eurotab SA from the shareholders for €40 million.McBride plc (LSE:MCB) signed a binding offer to acquire Eurotab SA from the shareholders for €40 million on April 2, 2026. A cash consideration of €40 million (£34.5 million) will be paid by McBride plc, subject to customary closing adjustments. The enterprise value for the Proposed Acquisition is dependent on Eurotab's closing 12 month EBITDA at completion. It is currently anticipated that this will result in an enterprise value of €38.2 million plus a payment of €1.8 million for acquired tax losses. The enterprise value will be subject to customary closing adjustments to determine the final purchase price. The Proposed Acquisition is expected to be accretive to earnings per share in the first full year of ownership and will raise overall Group margins, adding approximately 0.5 percentage points to the Group's EBITDA margin, and moving the Group towards the 10% target set at the 2024 Capital Markets Day. The Proposed Acquisition is expected to generate attractive returns well in excess of the Group's cost of capital. The consideration will be financed through the Group's existing banking facilities, with the Group's net debt to EBITDA ratio expected to be slightly above the Capital Markets Day target of 1.5x for approximately one year post completion. The Proposed Acquisition is in line with the Group's growth strategy and is anticipated to further strengthen McBride's position as a leading detergent producer in Europe. In accordance with applicable French legal requirements, the acceptance of McBride's offer is subject to the completion of information and consultation procedures with the French employees and employee representative bodies of the Eurotab Group. Subject to the completion of those procedures, it is anticipated that the parties will enter into the final sale and purchase documentation. The transaction would also be subject to certain other conditions to completion. The anticipated purchase price represents an underlying EBITDA multiple of 5.2x or 4.6x net of the value of acquired tax losses which the Group expects to use over time. When adjusting for conservative synergies the underlying EBITDA multiple equates to 3.1x. The Proposed Acquisition will close between June 2026 and the end of the first quarter of the Group's 2027 financial year.
공시 • Mar 11Mcbride plc Appoints Casper Meijer as Independent Non-Executive Director, Effective March 10, 2026McBride plc announces the appointment of Casper Meijer as an independent Non-Executive Director with effect from March 10, 2026. Casper has extensive experience in the retail sector across a wide range of categories, such as garden, pet, outdoor living, food, household goods and discount retail, in both local and international companies. He brings specific expertise in private label, category management and sustainable innovation. Presently, Casper is the Chief Executive Officer of Welkoop, a Dutch retail chain that focuses on garden, pet and outdoor living products. In addition, Casper is a Non-Executive Director of Fiksuruoka, a Finnish company (which trades as Foodello outside of Finland) that has become one of the leading food-waste-reduction retailers in Europe. Previously, Casper was the Chief Executive Officer of Blokker Holding (now known as Mirage Retail Group), a Dutch retail conglomerate that has owned and operated many of the Netherlands' best-known non-food store chains. He has also held the position of Group Trading Director at Morrisons plc, the UK supermarket chain and was Commercial Director and Board member at Albert Heijn. Contemporaneously with joining the Board, Casper will become a member of the Audit and Risk, Nomination and Remuneration Committees of the Company.
공시 • Mar 01Mcbride plc Announces Directorate ChangesMcBride plc announces that Elizabeth (Liz) McMeikan, Senior Independent Director, has informed the Company of her decision to resign from the Board with effect from 31 March 2026. Liz joined the Board in November 2019. During her tenure, Liz became Senior Independent Director and Chair of the Remuneration Committee, as well as serving as a member of both the Audit and Risk Committee and the Nomination Committee. Alastair Murray will replace Liz as Senior Independent Director, in addition to continuing as Chair of the Audit and Risk Committee. Regi Aalstad will replace Liz as Chair of the Remuneration Committee, in addition to acting as the designated Non-Executive Director for employee engagement. The Nomination Committee has commenced a formal process to identify and appoint a suitable replacement Non-Executive Director. A further announcement will be made in due course.
Reported Earnings • Feb 25First half 2026 earnings released: EPS: UK£0.094 (vs UK£0.11 in 1H 2025)First half 2026 results: EPS: UK£0.094 (down from UK£0.11 in 1H 2025). Revenue: UK£475.2m (flat on 1H 2025). Net income: UK£16.0m (down 18% from 1H 2025). Profit margin: 3.4% (down from 4.1% in 1H 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Dec 18McBride plc's (LON:MCB) Shares Bounce 27% But Its Business Still Trails The MarketMcBride plc ( LON:MCB ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. Looking...
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to UK£1.39, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Household Products industry in Europe. Total returns to shareholders of 584% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.37 per share.
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£1.25, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Household Products industry in Europe. Total returns to shareholders of 509% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.36 per share.
공시 • Nov 22McBride plc Declares A Final Dividend on Ordinary Share in Respect of the Year Ended 30 June 2025McBride plc at its AGM, held on 20 November 2025, approved to declare a final dividend of 3.0 pence per ordinary share in respect of the year ended 30 June 2025.
분석 기사 • Nov 21Are Investors Undervaluing McBride plc (LON:MCB) By 49%?Key Insights McBride's estimated fair value is UK£2.47 based on 2 Stage Free Cash Flow to Equity McBride's UK£1.27...
Recent Insider Transactions • Oct 27CEO & Executive Director recently sold UK£1.0m worth of stockOn the 23rd of October, Christopher Ian Smith sold around 843k shares on-market at roughly UK£1.23 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher Ian has been a net seller over the last 12 months, reducing personal holdings by UK£1.0m.
Upcoming Dividend • Oct 23Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 28 November 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (3.2%).
Price Target Changed • Oct 08Price target increased by 11% to UK£1.96Up from UK£1.76, the current price target is an average from 4 analysts. New target price is 56% above last closing price of UK£1.26. Stock is up 11% over the past year. The company is forecast to post earnings per share of UK£0.20 for next year compared to UK£0.19 last year.
New Risk • Sep 19New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (103% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Sep 17Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: UK£0.20. Revenue: UK£926.5m (flat on FY 2024). Net income: UK£33.2m (flat on FY 2024). Profit margin: 3.6% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.5%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Household Products industry in Europe.
공시 • Sep 17+ 1 more updateMcBride plc, Annual General Meeting, Nov 20, 2025McBride plc, Annual General Meeting, Nov 20, 2025.
분석 기사 • Jul 21There's No Escaping McBride plc's (LON:MCB) Muted EarningsMcBride plc's ( LON:MCB ) price-to-earnings (or "P/E") ratio of 5.8x might make it look like a strong buy right now...
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to UK£1.32, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Household Products industry in Europe. Total returns to shareholders of 715% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.63 per share.
Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Regi Aalstad was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 03First half 2025 earnings released: EPS: UK£0.11 (vs UK£0.073 in 1H 2024)First half 2025 results: EPS: UK£0.11 (up from UK£0.073 in 1H 2024). Revenue: UK£471.4m (flat on 1H 2024). Net income: UK£19.4m (up 53% from 1H 2024). Profit margin: 4.1% (up from 2.7% in 1H 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Feb 25Price target increased by 7.9% to UK£1.83Up from UK£1.70, the current price target is an average from 3 analysts. New target price is 25% above last closing price of UK£1.47. Stock is up 65% over the past year. The company is forecast to post earnings per share of UK£0.21 for next year compared to UK£0.19 last year.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to UK£1.56, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 17x in the Household Products industry in Europe. Total returns to shareholders of 227% over the past three years.
분석 기사 • Feb 14Is It Time To Consider Buying McBride plc (LON:MCB)?McBride plc ( LON:MCB ), might not be a large cap stock, but it saw a significant share price rise of 56% in the past...
분석 기사 • Jan 21Investors Appear Satisfied With McBride plc's (LON:MCB) Prospects As Shares Rocket 25%McBride plc ( LON:MCB ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. The...
New Risk • Jan 17New 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 4.9% 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 High level of debt (194% net debt to equity). Share price has been volatile over the past 3 months (4.9% average weekly change).
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 26%After last week's 26% share price gain to UK£1.25, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Household Products industry in Europe. Total returns to shareholders of 135% over the past three years.
분석 기사 • Nov 14Is Now An Opportune Moment To Examine McBride plc (LON:MCB)?While McBride plc ( LON:MCB ) might not have the largest market cap around , it saw significant share price movement...
Recent Insider Transactions • Nov 08CEO & Executive Director recently bought UK£335k worth of stockOn the 4th of November, Christopher Ian Smith bought around 300k shares on-market at roughly UK£1.11 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Christopher Ian has been a net seller over the last 12 months, reducing personal holdings by UK£172k.
공시 • Oct 08McBride plc to Report First Half, 2025 Results on Feb 25, 2025McBride plc announced that they will report first half, 2025 results on Feb 25, 2025
공시 • Oct 07McBride plc to Report Fiscal Year 2025 Results on Sep 16, 2025McBride plc announced that they will report fiscal year 2025 results on Sep 16, 2025
Recent Insider Transactions • Sep 23CEO & Executive Director recently sold UK£197k worth of stockOn the 20th of September, Christopher Ian Smith sold around 169k shares on-market at roughly UK£1.16 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Christopher Ian's only on-market trade for the last 12 months.
공시 • Sep 18McBride plc, Annual General Meeting, Nov 12, 2024McBride plc, Annual General Meeting, Nov 12, 2024.
New Risk • Sep 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk High level of debt (194% net debt to equity).
Reported Earnings • Sep 17Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: UK£0.19 (up from UK£0.066 loss in FY 2023). Revenue: UK£934.8m (up 5.2% from FY 2023). Net income: UK£33.3m (up UK£44.8m from FY 2023). Profit margin: 3.6% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
New Risk • Sep 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (313% net debt to equity). Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Large one-off items impacting financial results.
분석 기사 • May 25What Is McBride plc's (LON:MCB) Share Price Doing?McBride plc ( LON:MCB ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Major Estimate Revision • May 05Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from UK£0.167 to UK£0.189. Revenue forecast steady at UK£962.6m. Net income forecast to grow 81% next year vs 40% growth forecast for Household Products industry in the United Kingdom. Consensus price target up from UK£1.16 to UK£1.29. Share price fell 4.1% to UK£1.06 over the past week.
분석 기사 • Apr 24Returns on Capital Paint A Bright Future For McBride (LON:MCB)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 23%After last week's 23% share price gain to UK£1.23, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Household Products industry in Europe. Total returns to shareholders of 34% over the past three years.
분석 기사 • Apr 05Here's Why McBride (LON:MCB) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 28First half 2024 earnings released: EPS: UK£0.073 (vs UK£0.097 loss in 1H 2023)First half 2024 results: EPS: UK£0.073 (up from UK£0.097 loss in 1H 2023). Revenue: UK£468.0m (up 9.8% from 1H 2023). Net income: UK£12.7m (up UK£29.5m from 1H 2023). Profit margin: 2.7% (up from net loss in 1H 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
분석 기사 • Feb 28Many Still Looking Away From McBride plc (LON:MCB)With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Household Products industry in the United...
분석 기사 • Jan 22McBride (LON:MCB) Could Be Struggling To Allocate CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Typically...
New Risk • Jan 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change).
New Risk • Dec 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change).
분석 기사 • Nov 21These 4 Measures Indicate That McBride (LON:MCB) Is Using Debt In A Risky WayHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Oct 11McBride (LON:MCB) Has Some Difficulty Using Its Capital EffectivelyIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
공시 • Oct 08+ 1 more updateMcBride plc to Report First Half, 2024 Results on Feb 27, 2024McBride plc announced that they will report first half, 2024 results on Feb 27, 2024
Reported Earnings • Sep 19Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: UK£0.066 loss per share (improved from UK£0.14 loss in FY 2022). Revenue: UK£889.0m (up 31% from FY 2022). Net loss: UK£11.5m (loss narrowed 52% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
공시 • Sep 19McBride plc, Annual General Meeting, Nov 20, 2023McBride plc, Annual General Meeting, Nov 20, 2023.
분석 기사 • Sep 19Is There Now An Opportunity In McBride plc (LON:MCB)?McBride plc ( LON:MCB ), might not be a large cap stock, but it received a lot of attention from a substantial price...
New Risk • Sep 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Share price has been volatile over the past 3 months (8.2% average weekly change). Market cap is less than US$100m (UK£70.7m market cap, or US$87.5m).
New Risk • Aug 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (UK£67.6m market cap, or US$85.6m).
Buying Opportunity • Aug 04Now 21% undervaluedOver the last 90 days, the stock is up 37%. The fair value is estimated to be UK£0.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 16% in a year. Earnings is forecast to grow by 75% in the next year.
New Risk • Jul 16New 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 8.7% 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: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Market cap is less than US$100m (UK£54.6m market cap, or US$71.4m).
분석 기사 • Jul 15McBride plc (LON:MCB) Shares Could Be 35% Below Their Intrinsic Value EstimateKey Insights McBride's estimated fair value is UK£0.48 based on 2 Stage Free Cash Flow to Equity McBride is estimated...
공시 • Jul 14McBride plc Provides Earnings Guidance for the Year Ended June 30, 2023McBride plc provided earnings guidance for the year ended June 30, 2023. Overall revenues for the full year, reflecting both volume increases and pricing actions, will show growth of 28.4% on a constant currency basis compared to the year to 30 June 2022.
공시 • Jun 01McBride plc Announces Resignation of Igor Kuzniar as a Non-Executive DirectorMcBride plc announced that Igor Kuzniar will step down as a Non-Executive Director of the Company with effect from 31 May 2023. Igor joined the Board in June 2019, following constructive discussions with Teleios Capital Partners LLC. During his tenure, Igor became a member of the Nomination Committee and participated as an observer on both the Remuneration Committee and the Audit and Risk Committee.
공시 • May 26McBride plc, Annual General Meeting, May 25, 2023McBride plc, Annual General Meeting, May 25, 2023. Agenda: To consider appointment of Regi Aalstad, an independent non-executive director.
분석 기사 • Apr 29Is McBride (LON:MCB) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Major Estimate Revision • Apr 26Consensus EPS estimates upgraded to UK£0.11 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -UK£0.143 to -UK£0.114 per share. Revenue forecast steady at UK£873.6m. Household Products industry in the United Kingdom expected to see average net income growth of 20% next year. Consensus price target up from UK£0.35 to UK£0.38. Share price rose 2.6% to UK£0.31 over the past week.
Major Estimate Revision • Mar 07Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -UK£0.127 to -UK£0.143 per share. Revenue forecast unchanged at UK£873.7m. Household Products industry in the United Kingdom expected to see average net income growth of 20% next year. Consensus price target of UK£0.35 unchanged from last update. Share price rose 14% to UK£0.27 over the past week.
Reported Earnings • Mar 01First half 2023 earnings released: UK£0.097 loss per share (vs UK£0.08 loss in 1H 2022)First half 2023 results: UK£0.097 loss per share (further deteriorated from UK£0.08 loss in 1H 2022). Revenue: UK£426.3m (up 32% from 1H 2022). Net loss: UK£16.8m (loss widened 22% from 1H 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
공시 • Jan 17McBride plc to Report First Half, 2023 Results on Feb 28, 2023McBride plc announced that they will report first half, 2023 results on Feb 28, 2023
Price Target Changed • Nov 16Price target decreased to UK£0.35Down from UK£0.65, the current price target is an average from 2 analysts. New target price is 45% above last closing price of UK£0.24. Stock is down 63% over the past year. The company is forecast to post a net loss per share of UK£0.12 next year compared to a net loss per share of UK£0.14 last year.
Major Estimate Revision • Oct 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 expected loss increased from -UK£0.04 to -UK£0.12 per share. Revenue forecast unchanged at UK£831.9m. Household Products industry in the United Kingdom expected to see average net income growth of 28% next year. Consensus price target of UK£0.35 unchanged from last update. Share price was steady at UK£0.24 over the past week.
Reported Earnings • Sep 30Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: UK£0.14 loss per share (down from UK£0.078 profit in FY 2021). Revenue: UK£678.3m (flat on FY 2021). Net loss: UK£24.0m (down 271% from profit in FY 2021). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.
Board Change • Jul 31High number of new directorsNon-Executive Director Regi Aalstad was the last director to join the board, commencing their role in 2022.
Price Target Changed • Jun 29Price target decreased to UK£0.35Down from UK£0.68, the current price target is an average from 2 analysts. New target price is 108% above last closing price of UK£0.17. Stock is down 81% over the past year. The company is forecast to post a net loss per share of UK£0.14 compared to earnings per share of UK£0.078 last year.
분석 기사 • Jun 02Does McBride (LON:MCB) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Regi Aalstad was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • Feb 25Does McBride (LON:MCB) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 24First half 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst half 2022 results: UK£0.08 loss per share (down from UK£0.054 profit in 1H 2021). Revenue: UK£323.4m (down 11% from 1H 2021). Net loss: UK£13.8m (down 239% from profit in 1H 2021). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 13%, compared to a 2.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Feb 23Consensus EPS estimates fall by 94%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from UK£719.6m to UK£688.4m. Losses expected to increase from UK£0.07 per share to UK£0.14. Household Products industry in the United Kingdom expected to see average net income growth of 14% next year. Consensus price target down from UK£0.68 to UK£0.65. Share price fell 6.1% to UK£0.46 over the past week.
Price Target Changed • Feb 22Price target decreased to UK£0.65Down from UK£0.70, the current price target is an average from 2 analysts. New target price is 40% above last closing price of UK£0.46. Stock is down 45% over the past year. The company is forecast to post a net loss per share of UK£0.071 compared to earnings per share of UK£0.078 last year.
Major Estimate Revision • Dec 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -UK£0.04 to -UK£0.07 per share. Revenue forecast unchanged at UK£709.4m. Household Products industry in the United Kingdom expected to see average net income growth of 13% next year. Consensus price target down from UK£0.70 to UK£0.63. Share price fell 9.7% to UK£0.54 over the past week.
Recent Insider Transactions • Oct 27Key Executive recently bought UK£65k worth of stockOn the 22nd of October, Jeffrey Nodland bought around 100k shares on-market at roughly UK£0.65 per share. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of UK£134k worth in shares.
분석 기사 • Sep 29Auditors Are Concerned About McBride (LON:MCB)Unfortunately for shareholders, when McBride plc ( LON:MCB ) reported results for the period to June 2021, its...
Board Change • Sep 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Alastair S. Murray 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.
Price Target Changed • Sep 08Price target increased to UK£0.87Up from UK£0.81, the current price target is an average from 3 analysts. New target price is 14% above last closing price of UK£0.77. Stock is up 24% over the past year.
Reported Earnings • Sep 08Full year 2021 earnings released: EPS UK£0.078 (vs UK£0.037 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£682.3m (down 3.4% from FY 2020). Net income: UK£14.0m (up 109% from FY 2020). Profit margin: 2.1% (up from 0.9% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 18% per year.
Major Estimate Revision • Aug 20Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from UK£0.043 to UK£0.079. Revenue forecast steady at UK£700.0m. Net income forecast to shrink 65% next year vs 15% growth forecast for Household Products industry in the United Kingdom . Consensus price target down from UK£0.88 to UK£0.81. Share price fell 13% to UK£0.76 over the past week.
분석 기사 • Jun 03Estimating The Intrinsic Value Of McBride plc (LON:MCB)Today we will run through one way of estimating the intrinsic value of McBride plc ( LON:MCB ) by taking the expected...
분석 기사 • May 19Is McBride plc (LON:MCB) Potentially Undervalued?While McBride plc ( LON:MCB ) might not be the most widely known stock at the moment, it saw a double-digit share price...
Price Target Changed • May 08Price target decreased to UK£0.88Down from UK£0.99, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of UK£0.84. Stock is up 44% over the past year.
Major Estimate Revision • May 06Consensus EPS estimates fall to UK£0.043The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from UK£719.6m to UK£706.0m. EPS estimate also fell from UK£0.076 to UK£0.043. Net income forecast to shrink 20% next year vs 27% growth forecast for Household Products industry in the United Kingdom . Consensus price target down from UK£0.99 to UK£0.93. Share price fell 13% to UK£0.80 over the past week.
Price Target Changed • Apr 17Price target increased to UK£0.99Up from UK£0.90, the current price target is an average from 5 analysts. New target price is 9.4% above last closing price of UK£0.90. Stock is up 50% over the past year.
분석 기사 • Apr 15Key Things To Watch Out For If You Are After McBride plc's (LON:MCB) 1.2% DividendCould McBride plc ( LON:MCB ) be an attractive dividend share to own for the long haul? Investors are often drawn to...
분석 기사 • Apr 02We Think McBride (LON:MCB) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Mar 20McBride plc (LON:MCB) Delivered A Better ROE Than Its IndustryWhile some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
분석 기사 • Mar 07Independent Non-Executive Chairman of the Board Jeffrey Nodland Just Bought 22% More Shares In McBride plc (LON:MCB)Whilst it may not be a huge deal, we thought it was good to see that the McBride plc ( LON:MCB ) Independent...
Recent Insider Transactions • Mar 06Key Executive recently bought UK£69k worth of stockOn the 2nd of March, Jeffrey Nodland bought around 84k shares on-market at roughly UK£0.83 per share. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of UK£167k worth in shares.
분석 기사 • Feb 25McBride plc (LON:MCB) Just Reported And Analysts Have Been Lifting Their Price TargetsIt's been a good week for McBride plc ( LON:MCB ) shareholders, because the company has just released its latest...
Analyst Estimate Surprise Post Earnings • Feb 24Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.2%. Earnings per share (EPS) missed analyst estimates by 18%. Over the next year,revenue is forecast to stay flat, in line with the revenue forecast for the Household Products industry in the United Kingdom.
Reported Earnings • Feb 24First half 2021 earnings released: EPS UK£0.054 (vs UK£0.02 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£362.9m (up 3.6% from 1H 2020). Net income: UK£9.90m (up 168% from 1H 2020). Profit margin: 2.7% (up from 1.1% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.
분석 기사 • Feb 24McBride plc (LON:MCB) Shares Could Be 50% Below Their Intrinsic Value EstimateHow far off is McBride plc ( LON:MCB ) from its intrinsic value? Using the most recent financial data, we'll take a...