View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsEVRAZ 과거 순이익 실적과거 기준 점검 4/6EVRAZ은 연평균 27.5%의 비율로 수입이 증가해 온 반면, Metals and Mining 산업은 수입이 5.9% 증가했습니다. 매출은 연평균 3.7%의 비율로 증가했습니다. EVRAZ의 자기자본이익률은 157.7%이고 순이익률은 25.6%입니다.핵심 정보27.54%순이익 성장률27.18%주당순이익(EPS) 성장률Metals and Mining 산업 성장률19.58%매출 성장률3.70%자기자본이익률157.74%순이익률25.59%다음 순이익 업데이트28 Jul 2022최근 과거 실적 업데이트공지 • Jun 29EVRAZ plc to Report Q2, 2022 Results on Jul 28, 2022EVRAZ plc announced that they will report Q2, 2022 results on Jul 28, 2022Reported Earnings • Feb 26Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: US$2.37 (up from US$0.58 in FY 2020). Revenue: US$13.5b (up 38% from FY 2020). Net income: US$3.45b (up 307% from FY 2020). Profit margin: 26% (up from 8.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Over the next year, revenue is expected to shrink by 3.8% compared to a 4.1% growth forecast for the mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 06First half 2021 earnings released: EPS US$0.82 (vs US$0.35 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$6.18b (up 24% from 1H 2020). Net income: US$1.20b (up 137% from 1H 2020). Profit margin: 19% (up from 10% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Feb 26Full year 2020 earnings released: EPS US$0.58 (vs US$0.23 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$9.75b (down 18% from FY 2019). Net income: US$848.0m (up 160% from FY 2019). Profit margin: 8.7% (up from 2.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.분석 기사 • Jan 10Here's Why We Think EVRAZ's (LON:EVR) Statutory Earnings Might Be ConservativeAs a general rule, we think profitable companies are less risky than companies that lose money. Having said that...모든 업데이트 보기Recent updates공지 • Jun 08EVRAZ plc, Annual General Meeting, Jun 27, 2024EVRAZ plc, Annual General Meeting, Jun 27, 2024. Location: pasley tyler and co ltd, 42 berkeley square, w1j 5aw, london United Kingdom공지 • Dec 05EVRAZ plc Announces Resignation of Ruslan Ibragimov as Independent Non-Executive DirectorEVRAZ plc announced that on 1 December 2023 Mr. Ruslan Ibragimov advised the Board that he was stepping down as an independent non-executive director of EVRAZ plc with immediate effect.공지 • Sep 02Evraz plc Announces Appointment of Vladislav Zaitsev to the Board as Executive DirectorEVRAZ plc announced that Mr. Vladislav Zaitsev has been appointed to the Board of EVRAZ plc as an executive Director with immediate effect. The Company expects that Mr. Zaitsev will balance the composition of the Board while providing expertise and knowledge of internal specifics and peculiarities of the Company. Mr. Zaitsev has been with the Company since 2007. He works in HR and has an extensive experience in this field.공지 • Oct 16EVRAZ plc Announces Board ChangesEVRAZ plc announced that Ruslan Ibragimov has been appointed to the Board of the company as an independent non-executive Director effective immediately. Mr. Ibragimov succeeds Aleksey Ivanov, who steps down from the Board of Directors as of 17 October 2022, but will continue to serve as CEO of the Company. Mr. Ibragimov brings to the Board an expertise in corporate legal issues, M&A transactions and multiannual experience of practicing law. He previously served as Deputy Chairman of the Boards at commercial banks; Head of legal in the Audit and Consulting Firm; Vice President, Corporate Legal Issues and Government Relations in MTS PJSC, simultaneously pursuing academic interest as Legal Research Director at HSE University. Mr. Ibragimov graduated from the Law Faculty of Moscow State University and holds PhD from Peoples' Friendship University of Russia.공지 • Oct 04EVRAZ plc Announces Nikolay Ivanov Steps Down from its Board of DirectorsEVRAZ plc announced that on 30 September 2022, Mr. Nikolay Ivanov has stepped down from the Board of Directors. Mr. Aleksey Ivanov and Mr. Andrey Loboda will continue as Directors of the Company.공지 • Sep 17EVRAZ plc Appoints Andrey Loboda as Independent Non-Executive Director with Effect from September 15, 2022EVRAZ plc announced that Mr. Andrey Loboda has been appointed to the Board of EVRAZ plc as an independent non-executive Director with effect from 15 September 2022. Mr. Loboda specializes in foreign investment protection, international commercial arbitration, civil law, private international law, insurance law and maritime law. He has participated as a party representative, an arbitrator or a sole arbitrator, chairman of the arbitral tribunal, an expert, and a rapporteur in over 70 arbitrations. He served as an assessor of the Arbitrazh (Commercial) Court of the City of Moscow in 2007-2009 and an alternate member of the ICC International Court of Arbitration in 2012-2015. Mr. Loboda is a member of the Expert Council at the ICC Russia Commission on International Arbitration and is a practicing attorney and managing partner at the law firm Loboda, Filimonov and Partners. Mr. Loboda has been a lecturer at the Department of Private International and Civil Law at the Moscow State Institute of International Relations (MGIMO) since 2000 and wrote many law publications. Mr. Loboda graduated from the international law faculty of MGIMO with a degree in International Law (Jurisprudence) in 1996 and the postgraduate studies at the Department of Private International and Civil Law at MGIMO in 1996-1999, where subsequently received a PhD in 2002. He also completed a testimony training programme (as an expert witness) in Bond Solon, London in 2019.공지 • Jun 29EVRAZ plc to Report Q2, 2022 Results on Jul 28, 2022EVRAZ plc announced that they will report Q2, 2022 results on Jul 28, 2022공지 • Jun 09EVRAZ plc, Annual General Meeting, Jun 30, 2022EVRAZ plc, Annual General Meeting, Jun 30, 2022, at 10:00 Coordinated Universal Time. Location: Pasley-Tyler & Co. Ltd, 42 Berkeley Square, London W1J 5AW London United Kingdom공지 • Mar 06EVRAZ plc Announces James Rutherford Steps Down as A Non-Executive DirectorEVRAZ plc announces that on 3 March 2022 James Rutherford advised the Board that he was stepping down as a non-executive director of with immediate effect.Upcoming Dividend • Mar 03Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 30 March 2022. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 205%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (11%).Reported Earnings • Feb 26Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: US$2.37 (up from US$0.58 in FY 2020). Revenue: US$13.5b (up 38% from FY 2020). Net income: US$3.45b (up 307% from FY 2020). Profit margin: 26% (up from 8.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Over the next year, revenue is expected to shrink by 3.8% compared to a 4.1% growth forecast for the mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.공지 • Feb 25EVRAZ Announces an Interim Dividend Payable on 30 March 2022In consideration of EVRAZ strong performance in 2021, EVRAZ Board of Directors has announced an interim dividend. On 24 February 2022, the Board of Directors voted to disburse a total of $729 million, or $0.50 per share. The record date is 11 March 2022 and payment date is 30 March 2022.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorated over the past weekAfter last week's 31% share price decline to UK£3.16, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom. Total loss to shareholders of 12% over the past three years.공지 • Jan 28EVRAZ plc Announces Changes in the Composition of the BoardEVRAZ plc announced that the Nominations Committee has recommended to the Board of Directors of the Company (the "Board"), and the Board has agreed, the following changes to the Board and its committees. Ms. Maria Gordon will join the board as an Independent Non-executive Director with effect from 1 February 2022. Ms. Gordon will also become a member of the Audit Committee and Sustainability Committee. Ms. Gordon has over two-decade-long experience in equity and debt capital markets. She was Executive Vice President and EME Strategy at PIMCO from 2010 to 2014. Prior to that, from 1998 to 2010 she had been a Managing Director, Head of Emerging Markets Strategy at Goldman Sachs Asset Management. Ms. Gordon's current board appointments include NED positions at Detsky Mir, Polyus, TCS Group Holding PLC, Moscow Stock Exchange and Alrosa. Mr. Aleksey Ivanov, who became Chief Executive Officer of EVRAZ on 1 September 2021, will be appointed an Executive Director of the Company with effect from 1 February 2022. As previously advised, the Board asked Mr. Karl Gruber and Sir Michael Peat to remain as Independent Non-executive Directors to assist the Board during the demerger of EVRAZ' coal business. In line with the announced timetable, they are both expected to stand down as directors on 31 March 2022. Ms. Deborah Gudgeon will, on 1 April 2022, take over from Sir Michael Peat as Senior Independent Director. The following changes to the principal board committees are announced: Mr. Alexander Frolov will be appointed a member of the Nominations Committee with effect from 1 February 2022; Ms. Maria Gordon will be appointed a member of the Audit Committee and the Sustainability Committee with effect from 1 February 2022; Mr. Aleksey Ivanov will be appointed a member of the Sustainability Committee with effect from 1 February 2022.분석 기사 • Dec 15EVRAZ (LON:EVR) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공지 • Dec 02EVRAZ Appoints Elena Samsonova as Vice President, Human ResourcesEVRAZ announced the appointment of Elena Samsonova to the position of Vice President, Human Resources. At EVRAZ, Elena will be developing the system for the strategic and operational personnel management in line with the company's business development goals, carry out strategic resource planning, and implement efficient tools for personnel assessment and development. Before joining EVRAZ, Elena Samsonova had worked for 15 years as HR director at Uralkali, Global Ports, Eurochem, and TransContainer.분석 기사 • Oct 27EVRAZ plc (LON:EVR) Shares Could Be 50% Below Their Intrinsic Value EstimateToday we will run through one way of estimating the intrinsic value of EVRAZ plc ( LON:EVR ) by taking the forecast...분석 기사 • Sep 29EVRAZ (LON:EVR) Is Investing Its Capital With Increasing EfficiencyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...분석 기사 • Sep 03Here's Why EVRAZ (LON:EVR) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 06First half 2021 earnings released: EPS US$0.82 (vs US$0.35 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$6.18b (up 24% from 1H 2020). Net income: US$1.20b (up 137% from 1H 2020). Profit margin: 19% (up from 10% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Major Estimate Revision • Aug 03Consensus EPS estimates increase to US$2.08The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from US$13.3b to US$13.5b. EPS estimate increased from US$1.87 to US$2.08 per share. Net income forecast to grow 219% next year vs 60% growth forecast for Metals and Mining industry in the United Kingdom. Consensus price target broadly unchanged at UK£6.55. Share price was steady at UK£6.16 over the past week.Board Change • Jul 31High number of new directorsIndependent Non-Executive Director Stephen Odell was the last director to join the board, commencing their role in 2021.분석 기사 • Jun 23EVRAZ (LON:EVR) Is Achieving High Returns On Its CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Executive Departure • Jun 16Independent Non-Executive Director Laurie Argo has left the companyOn the 15th of June, Laurie Argo's tenure as Independent Non-Executive Director ended after 2.9 years in the role. We don't have any record of a personal shareholding under Laurie's name. Laurie is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.25 years.분석 기사 • May 21An Intrinsic Calculation For EVRAZ plc (LON:EVR) Suggests It's 30% UndervaluedDoes the May share price for EVRAZ plc ( LON:EVR ) reflect what it's really worth? Today, we will estimate the stock's...Upcoming Dividend • May 20Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 25 June 2021. Trailing yield: 5.3%. Within top quartile of British dividend payers (4.1%). In line with average of industry peers (5.0%).분석 기사 • Apr 12Does EVRAZ (LON:EVR) 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...분석 기사 • Mar 25EVRAZ (LON:EVR) Is Achieving High Returns On Its CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...분석 기사 • Mar 06Income Investors Should Know That EVRAZ plc (LON:EVR) Goes Ex-Dividend SoonEVRAZ plc ( LON:EVR ) stock is about to trade ex-dividend in 4 days. If you purchase the stock on or after the 11th of...Major Estimate Revision • Mar 04Analysts increase EPS estimates to US$1.21The 2021 consensus revenue estimate increased from US$11.7b to US$12.1b. The earnings per share estimate also received an upgrade from US$0.91 to US$1.21 for the same period. Net income is expected to grow by 66% next year compared to 76% growth forecast for the Metals and Mining industry in the United Kingdom. The consensus price target increased from UK£7.06 to UK£7.29. Share price is down by 2.5% to UK£5.83 over the past week.분석 기사 • Feb 27Is EVRAZ plc's (LON:EVR) 6.3% Dividend Worth Your Time?Is EVRAZ plc ( LON:EVR ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can be...Reported Earnings • Feb 26Full year 2020 earnings released: EPS US$0.58 (vs US$0.23 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$9.75b (down 18% from FY 2019). Net income: US$848.0m (up 160% from FY 2019). Profit margin: 8.7% (up from 2.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 26Revenue and earnings miss expectationsRevenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 20%, compared to a 22% growth forecast for the Metals and Mining industry in the United Kingdom.Is New 90 Day High Low • Feb 15New 90-day high: UK£5.35The company is up 41% from its price of UK£3.80 on 17 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.05 per share.분석 기사 • Feb 01Is There An Opportunity With EVRAZ plc's (LON:EVR) 38% Undervaluation?Today we will run through one way of estimating the intrinsic value of EVRAZ plc ( LON:EVR ) by taking the expected...분석 기사 • Jan 10Here's Why We Think EVRAZ's (LON:EVR) Statutory Earnings Might Be ConservativeAs a general rule, we think profitable companies are less risky than companies that lose money. Having said that...Is New 90 Day High Low • Jan 04New 90-day high: UK£4.92The company is up 41% from its price of UK£3.49 on 06 October 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.83 per share.분석 기사 • Dec 20EVRAZ (LON:EVR) Is Very Good At Capital AllocationTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Is New 90 Day High Low • Dec 14New 90-day high: UK£4.55The company is up 37% from its price of UK£3.33 on 15 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£5.17 per share.분석 기사 • Dec 05EVRAZ plc (LON:EVR) Delivered A Better ROE Than Its IndustryMany investors are still learning about the various metrics that can be useful when analysing a stock. This article is...공지 • Dec 03+ 2 more updatesEVRAZ plc, Annual General Meeting, Jun 15, 2021EVRAZ plc, Annual General Meeting, Jun 15, 2021.Is New 90 Day High Low • Nov 24New 90-day high: UK£3.86The company is up 20% from its price of UK£3.22 on 25 August 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.74 per share.분석 기사 • Nov 19EVRAZ (LON:EVR) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Oct 07New 90-day high: UK£3.53The company is up 23% from its price of UK£2.88 on 09 July 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.08 per share.매출 및 비용 세부 내역EVRAZ가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이LSE:EVR 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Dec 2113,4863,4511,408030 Jun 2110,9491,5401,432031 Mar 2110,3521,1941,431031 Dec 209,4521,3591,317030 Sep 2010,2516841,510030 Jun 2010,7485191,590031 Mar 2011,3274231,601031 Dec 1911,4441,0431,434030 Sep 1912,2699671,606030 Jun 1912,6331,6071,600031 Mar 1912,7352,0071,598031 Dec 1812,8362,4061,595030 Sep 1812,4502,0821,509030 Jun 1812,0641,7581,422031 Mar 1811,4461,2291,363031 Dec 1710,8276991,303030 Sep 1710,0522711,255030 Jun 179,276-1581,207031 Mar 178,495-1861,171031 Dec 167,713-2151,134030 Sep 167,565-4411,151030 Jun 167,416-6671,168031 Mar 168,092-6551,249031 Dec 158,767-6441,329030 Sep 159,959-9261,4470양질의 수익: EVR의 비현금 수익 수준이 높습니다.이익 마진 증가: EVR의 현재 순 이익률 (25.6%)은 지난해 (14.4%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: EVR는 지난 5년 동안 흑자전환하며 연평균 27.5%의 수익 성장을 기록했습니다.성장 가속화: 지난 1년간 EVR 의 수익 증가율(153.9%)은 연간 평균(27.5%)을 초과합니다.수익 대 산업: EVR의 지난 1년 수익 증가율(153.9%)은 Metals and Mining 업계의 108.1%를 상회했습니다.자기자본이익률높은 ROE: EVR의 자본 수익률(157.74%)은 뛰어남이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2022/07/19 09:06종가2022/07/18 00:00수익2021/12/31연간 수익2021/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 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 소스EVRAZ plc는 15명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Natalia TolstosheinaBank ZENITVladimir SergievskiiBarclaysAnton FedotovBofA Global Research12명의 분석가 더 보기
공지 • Jun 29EVRAZ plc to Report Q2, 2022 Results on Jul 28, 2022EVRAZ plc announced that they will report Q2, 2022 results on Jul 28, 2022
Reported Earnings • Feb 26Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: US$2.37 (up from US$0.58 in FY 2020). Revenue: US$13.5b (up 38% from FY 2020). Net income: US$3.45b (up 307% from FY 2020). Profit margin: 26% (up from 8.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Over the next year, revenue is expected to shrink by 3.8% compared to a 4.1% growth forecast for the mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 06First half 2021 earnings released: EPS US$0.82 (vs US$0.35 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$6.18b (up 24% from 1H 2020). Net income: US$1.20b (up 137% from 1H 2020). Profit margin: 19% (up from 10% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 26Full year 2020 earnings released: EPS US$0.58 (vs US$0.23 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$9.75b (down 18% from FY 2019). Net income: US$848.0m (up 160% from FY 2019). Profit margin: 8.7% (up from 2.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
분석 기사 • Jan 10Here's Why We Think EVRAZ's (LON:EVR) Statutory Earnings Might Be ConservativeAs a general rule, we think profitable companies are less risky than companies that lose money. Having said that...
공지 • Jun 08EVRAZ plc, Annual General Meeting, Jun 27, 2024EVRAZ plc, Annual General Meeting, Jun 27, 2024. Location: pasley tyler and co ltd, 42 berkeley square, w1j 5aw, london United Kingdom
공지 • Dec 05EVRAZ plc Announces Resignation of Ruslan Ibragimov as Independent Non-Executive DirectorEVRAZ plc announced that on 1 December 2023 Mr. Ruslan Ibragimov advised the Board that he was stepping down as an independent non-executive director of EVRAZ plc with immediate effect.
공지 • Sep 02Evraz plc Announces Appointment of Vladislav Zaitsev to the Board as Executive DirectorEVRAZ plc announced that Mr. Vladislav Zaitsev has been appointed to the Board of EVRAZ plc as an executive Director with immediate effect. The Company expects that Mr. Zaitsev will balance the composition of the Board while providing expertise and knowledge of internal specifics and peculiarities of the Company. Mr. Zaitsev has been with the Company since 2007. He works in HR and has an extensive experience in this field.
공지 • Oct 16EVRAZ plc Announces Board ChangesEVRAZ plc announced that Ruslan Ibragimov has been appointed to the Board of the company as an independent non-executive Director effective immediately. Mr. Ibragimov succeeds Aleksey Ivanov, who steps down from the Board of Directors as of 17 October 2022, but will continue to serve as CEO of the Company. Mr. Ibragimov brings to the Board an expertise in corporate legal issues, M&A transactions and multiannual experience of practicing law. He previously served as Deputy Chairman of the Boards at commercial banks; Head of legal in the Audit and Consulting Firm; Vice President, Corporate Legal Issues and Government Relations in MTS PJSC, simultaneously pursuing academic interest as Legal Research Director at HSE University. Mr. Ibragimov graduated from the Law Faculty of Moscow State University and holds PhD from Peoples' Friendship University of Russia.
공지 • Oct 04EVRAZ plc Announces Nikolay Ivanov Steps Down from its Board of DirectorsEVRAZ plc announced that on 30 September 2022, Mr. Nikolay Ivanov has stepped down from the Board of Directors. Mr. Aleksey Ivanov and Mr. Andrey Loboda will continue as Directors of the Company.
공지 • Sep 17EVRAZ plc Appoints Andrey Loboda as Independent Non-Executive Director with Effect from September 15, 2022EVRAZ plc announced that Mr. Andrey Loboda has been appointed to the Board of EVRAZ plc as an independent non-executive Director with effect from 15 September 2022. Mr. Loboda specializes in foreign investment protection, international commercial arbitration, civil law, private international law, insurance law and maritime law. He has participated as a party representative, an arbitrator or a sole arbitrator, chairman of the arbitral tribunal, an expert, and a rapporteur in over 70 arbitrations. He served as an assessor of the Arbitrazh (Commercial) Court of the City of Moscow in 2007-2009 and an alternate member of the ICC International Court of Arbitration in 2012-2015. Mr. Loboda is a member of the Expert Council at the ICC Russia Commission on International Arbitration and is a practicing attorney and managing partner at the law firm Loboda, Filimonov and Partners. Mr. Loboda has been a lecturer at the Department of Private International and Civil Law at the Moscow State Institute of International Relations (MGIMO) since 2000 and wrote many law publications. Mr. Loboda graduated from the international law faculty of MGIMO with a degree in International Law (Jurisprudence) in 1996 and the postgraduate studies at the Department of Private International and Civil Law at MGIMO in 1996-1999, where subsequently received a PhD in 2002. He also completed a testimony training programme (as an expert witness) in Bond Solon, London in 2019.
공지 • Jun 29EVRAZ plc to Report Q2, 2022 Results on Jul 28, 2022EVRAZ plc announced that they will report Q2, 2022 results on Jul 28, 2022
공지 • Jun 09EVRAZ plc, Annual General Meeting, Jun 30, 2022EVRAZ plc, Annual General Meeting, Jun 30, 2022, at 10:00 Coordinated Universal Time. Location: Pasley-Tyler & Co. Ltd, 42 Berkeley Square, London W1J 5AW London United Kingdom
공지 • Mar 06EVRAZ plc Announces James Rutherford Steps Down as A Non-Executive DirectorEVRAZ plc announces that on 3 March 2022 James Rutherford advised the Board that he was stepping down as a non-executive director of with immediate effect.
Upcoming Dividend • Mar 03Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 30 March 2022. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 205%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (11%).
Reported Earnings • Feb 26Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: US$2.37 (up from US$0.58 in FY 2020). Revenue: US$13.5b (up 38% from FY 2020). Net income: US$3.45b (up 307% from FY 2020). Profit margin: 26% (up from 8.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Over the next year, revenue is expected to shrink by 3.8% compared to a 4.1% growth forecast for the mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
공지 • Feb 25EVRAZ Announces an Interim Dividend Payable on 30 March 2022In consideration of EVRAZ strong performance in 2021, EVRAZ Board of Directors has announced an interim dividend. On 24 February 2022, the Board of Directors voted to disburse a total of $729 million, or $0.50 per share. The record date is 11 March 2022 and payment date is 30 March 2022.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorated over the past weekAfter last week's 31% share price decline to UK£3.16, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom. Total loss to shareholders of 12% over the past three years.
공지 • Jan 28EVRAZ plc Announces Changes in the Composition of the BoardEVRAZ plc announced that the Nominations Committee has recommended to the Board of Directors of the Company (the "Board"), and the Board has agreed, the following changes to the Board and its committees. Ms. Maria Gordon will join the board as an Independent Non-executive Director with effect from 1 February 2022. Ms. Gordon will also become a member of the Audit Committee and Sustainability Committee. Ms. Gordon has over two-decade-long experience in equity and debt capital markets. She was Executive Vice President and EME Strategy at PIMCO from 2010 to 2014. Prior to that, from 1998 to 2010 she had been a Managing Director, Head of Emerging Markets Strategy at Goldman Sachs Asset Management. Ms. Gordon's current board appointments include NED positions at Detsky Mir, Polyus, TCS Group Holding PLC, Moscow Stock Exchange and Alrosa. Mr. Aleksey Ivanov, who became Chief Executive Officer of EVRAZ on 1 September 2021, will be appointed an Executive Director of the Company with effect from 1 February 2022. As previously advised, the Board asked Mr. Karl Gruber and Sir Michael Peat to remain as Independent Non-executive Directors to assist the Board during the demerger of EVRAZ' coal business. In line with the announced timetable, they are both expected to stand down as directors on 31 March 2022. Ms. Deborah Gudgeon will, on 1 April 2022, take over from Sir Michael Peat as Senior Independent Director. The following changes to the principal board committees are announced: Mr. Alexander Frolov will be appointed a member of the Nominations Committee with effect from 1 February 2022; Ms. Maria Gordon will be appointed a member of the Audit Committee and the Sustainability Committee with effect from 1 February 2022; Mr. Aleksey Ivanov will be appointed a member of the Sustainability Committee with effect from 1 February 2022.
분석 기사 • Dec 15EVRAZ (LON:EVR) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공지 • Dec 02EVRAZ Appoints Elena Samsonova as Vice President, Human ResourcesEVRAZ announced the appointment of Elena Samsonova to the position of Vice President, Human Resources. At EVRAZ, Elena will be developing the system for the strategic and operational personnel management in line with the company's business development goals, carry out strategic resource planning, and implement efficient tools for personnel assessment and development. Before joining EVRAZ, Elena Samsonova had worked for 15 years as HR director at Uralkali, Global Ports, Eurochem, and TransContainer.
분석 기사 • Oct 27EVRAZ plc (LON:EVR) Shares Could Be 50% Below Their Intrinsic Value EstimateToday we will run through one way of estimating the intrinsic value of EVRAZ plc ( LON:EVR ) by taking the forecast...
분석 기사 • Sep 29EVRAZ (LON:EVR) Is Investing Its Capital With Increasing EfficiencyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
분석 기사 • Sep 03Here's Why EVRAZ (LON:EVR) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 06First half 2021 earnings released: EPS US$0.82 (vs US$0.35 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$6.18b (up 24% from 1H 2020). Net income: US$1.20b (up 137% from 1H 2020). Profit margin: 19% (up from 10% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Major Estimate Revision • Aug 03Consensus EPS estimates increase to US$2.08The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from US$13.3b to US$13.5b. EPS estimate increased from US$1.87 to US$2.08 per share. Net income forecast to grow 219% next year vs 60% growth forecast for Metals and Mining industry in the United Kingdom. Consensus price target broadly unchanged at UK£6.55. Share price was steady at UK£6.16 over the past week.
Board Change • Jul 31High number of new directorsIndependent Non-Executive Director Stephen Odell was the last director to join the board, commencing their role in 2021.
분석 기사 • Jun 23EVRAZ (LON:EVR) Is Achieving High Returns On Its CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Executive Departure • Jun 16Independent Non-Executive Director Laurie Argo has left the companyOn the 15th of June, Laurie Argo's tenure as Independent Non-Executive Director ended after 2.9 years in the role. We don't have any record of a personal shareholding under Laurie's name. Laurie is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.25 years.
분석 기사 • May 21An Intrinsic Calculation For EVRAZ plc (LON:EVR) Suggests It's 30% UndervaluedDoes the May share price for EVRAZ plc ( LON:EVR ) reflect what it's really worth? Today, we will estimate the stock's...
Upcoming Dividend • May 20Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 25 June 2021. Trailing yield: 5.3%. Within top quartile of British dividend payers (4.1%). In line with average of industry peers (5.0%).
분석 기사 • Apr 12Does EVRAZ (LON:EVR) 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...
분석 기사 • Mar 25EVRAZ (LON:EVR) Is Achieving High Returns On Its CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
분석 기사 • Mar 06Income Investors Should Know That EVRAZ plc (LON:EVR) Goes Ex-Dividend SoonEVRAZ plc ( LON:EVR ) stock is about to trade ex-dividend in 4 days. If you purchase the stock on or after the 11th of...
Major Estimate Revision • Mar 04Analysts increase EPS estimates to US$1.21The 2021 consensus revenue estimate increased from US$11.7b to US$12.1b. The earnings per share estimate also received an upgrade from US$0.91 to US$1.21 for the same period. Net income is expected to grow by 66% next year compared to 76% growth forecast for the Metals and Mining industry in the United Kingdom. The consensus price target increased from UK£7.06 to UK£7.29. Share price is down by 2.5% to UK£5.83 over the past week.
분석 기사 • Feb 27Is EVRAZ plc's (LON:EVR) 6.3% Dividend Worth Your Time?Is EVRAZ plc ( LON:EVR ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can be...
Reported Earnings • Feb 26Full year 2020 earnings released: EPS US$0.58 (vs US$0.23 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$9.75b (down 18% from FY 2019). Net income: US$848.0m (up 160% from FY 2019). Profit margin: 8.7% (up from 2.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 26Revenue and earnings miss expectationsRevenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 20%, compared to a 22% growth forecast for the Metals and Mining industry in the United Kingdom.
Is New 90 Day High Low • Feb 15New 90-day high: UK£5.35The company is up 41% from its price of UK£3.80 on 17 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.05 per share.
분석 기사 • Feb 01Is There An Opportunity With EVRAZ plc's (LON:EVR) 38% Undervaluation?Today we will run through one way of estimating the intrinsic value of EVRAZ plc ( LON:EVR ) by taking the expected...
분석 기사 • Jan 10Here's Why We Think EVRAZ's (LON:EVR) Statutory Earnings Might Be ConservativeAs a general rule, we think profitable companies are less risky than companies that lose money. Having said that...
Is New 90 Day High Low • Jan 04New 90-day high: UK£4.92The company is up 41% from its price of UK£3.49 on 06 October 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.83 per share.
분석 기사 • Dec 20EVRAZ (LON:EVR) Is Very Good At Capital AllocationTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Is New 90 Day High Low • Dec 14New 90-day high: UK£4.55The company is up 37% from its price of UK£3.33 on 15 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£5.17 per share.
분석 기사 • Dec 05EVRAZ plc (LON:EVR) Delivered A Better ROE Than Its IndustryMany investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
공지 • Dec 03+ 2 more updatesEVRAZ plc, Annual General Meeting, Jun 15, 2021EVRAZ plc, Annual General Meeting, Jun 15, 2021.
Is New 90 Day High Low • Nov 24New 90-day high: UK£3.86The company is up 20% from its price of UK£3.22 on 25 August 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.74 per share.
분석 기사 • Nov 19EVRAZ (LON:EVR) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Oct 07New 90-day high: UK£3.53The company is up 23% from its price of UK£2.88 on 09 July 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.08 per share.