Marshalls plc

LSE:MSLH 주식 리포트

시가총액: UK£343.6m

Marshalls 향후 성장

Future 기준 점검 3/6

Marshalls (는) 각각 연간 31.1% 및 3.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 32.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.3% 로 예상됩니다.

핵심 정보

31.1%

이익 성장률

32.62%

EPS 성장률

Basic Materials 이익 성장20.8%
매출 성장률3.3%
향후 자기자본이익률7.26%
애널리스트 커버리지

Good

마지막 업데이트22 Apr 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 May 03

MSLH: Stronger Margins And Covered Dividend Will Support Future Upside Potential

Analysts have lowered their price target on Marshalls to reflect a revised fair value estimate of £3.60, based on updated assumptions that include a higher discount rate, slightly softer revenue growth expectations, a stronger profit margin and a reduced future P/E multiple. What's in the News The Board has proposed a final dividend of 4.5 pence per share, in line with Marshalls' policy of distributions being covered twice by adjusted earnings (Key Developments).
내러티브 업데이트 Apr 19

MSLH: New CEO Appointment And Dividend Policy Will Support Bullish Outlook

Analysts have lifted their price target for Marshalls to £2.43, reflecting updated assumptions for the discount rate, long term revenue growth, profit margins and future P/E that now sit broadly in line with prior estimates. What's in the News The Board has proposed a final dividend of 4.5 pence per share, taking the total dividend for 2025 to 6.7 pence per share, in line with the policy of 2x adjusted earnings cover (Key Developments).
내러티브 업데이트 Apr 05

MSLH: Dividend Cut And New CEO Will Shape Fairly Valued Outlook

Analysts have trimmed their price target on Marshalls from £1.85 to £1.53, citing updated assumptions on revenue growth, profit margins, and a lower future P/E multiple. What's in the News The Board proposes a final dividend of 4.5 pence per share, taking the total proposed dividend for 2025 to 6.7 pence per share, compared with 8.0 pence for 2024.
내러티브 업데이트 Mar 22

MSLH: Future Margin Gains And New Leadership Will Support Bullish Outlook

Analysts have revised their price target for Marshalls to £2.43 from £2.89, reflecting updated views on slightly softer revenue growth assumptions, a marginally higher discount rate and a lower expected future P/E multiple, partly offset by a modest increase in projected profit margins. What's in the News The board proposes a total dividend payout of 6.7 pence per share for 2025, compared with 8.0 pence for 2024, representing a 16.3% reduction driven by weaker profitability.
내러티브 업데이트 Mar 07

MSLH: New CEO Appointment Will Support Transform And Grow Plan At Attractive Price

Analysts have nudged their fair value estimate for Marshalls to £1.85, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E. They view this as a balanced update rather than a major reset of expectations.
내러티브 업데이트 Feb 20

MSLH: New CEO Appointment Will Support Transform And Grow Plan At Fair Price

Analysts have nudged their price target on Marshalls to £1.85, with the small change tied to updated assumptions for discount rate, revenue growth, profit margins and future P/E expectations. What's in the News Marshalls plc appointed Simon Bourne as permanent Chief Executive Officer, effective January 19, 2026, following his period as Interim CEO that began on November 27, 2025 (Key Developments).
내러티브 업데이트 Feb 05

MSLH: New Permanent CEO Will Drive Transform And Grow Strategy Forward

Analysts have revised their price target on Marshalls to £1.85, based on slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E, while keeping the fair value unchanged at £1.85. What's in the News Marshalls plc appointed Simon Bourne as permanent Chief Executive Officer, effective January 19, 2026, after serving as Interim CEO from November 27, 2025 (Key Developments).
내러티브 업데이트 Jan 21

MSLH: New Leadership Will Drive Transform And Grow Strategy Forward

Analysts have trimmed their price target for Marshalls to reflect a fair value adjustment from £1.88 to £1.85, citing updated assumptions for growth, margins and future P/E that result in a slightly more conservative outlook on the shares. What's in the News Marshalls plc appointed Simon Bourne as Chief Executive Officer, effective January 19, 2026, following his period as Interim CEO and more than a decade in senior operational and commercial roles with the Group (Key Developments).
분석 기사 Jan 21

Marshalls plc (LON:MSLH) Shares Could Be 37% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Marshalls is UK£2.51 based on 2 Stage Free Cash Flow to Equity Current share...
내러티브 업데이트 Jan 07

MSLH: Leadership Transition And Stable Outlook Will Shape Future Prospects

Analysts have nudged their price target on Marshalls higher, reflecting slightly updated assumptions for revenue, profit margins and future P/E that leave their fair value estimate broadly steady at about £1.88 per share. What's in the News Matt Pullen plans to step down as Chief Executive Officer of Marshalls with effect from November 27, 2025.
내러티브 업데이트 Dec 13

MSLH: Leadership Transition And Higher Risk Perception Will Shape Future Prospects

Analysts have lowered their price target on Marshalls by approximately £0.22 per share, reflecting a higher perceived discount rate despite modestly stronger expectations for revenue growth and profit margins. What's in the News Chief Executive Officer Matt Pullen will step down from his role effective November 27, 2025, prompting a leadership transition at Marshalls (Key Developments) Simon Bourne, currently Group Chief Commercial Officer, has been appointed Interim Chief Executive Officer to provide continuity and maintain strategic focus (Key Developments) Bourne, who joined Marshalls in 2015 and became Chief Operating Officer in 2022, played a key role in developing the Group's Transform & Grow strategy, which he will now oversee in execution (Key Developments) Valuation Changes Fair Value: estimated intrinsic value per share has decreased from £2.10 to £1.88, representing a modest downward revision.
분석 기사 Nov 26

What Is Marshalls plc's (LON:MSLH) Share Price Doing?

Marshalls plc ( LON:MSLH ), is not the largest company out there, but it saw a decent share price growth of 12% on the...
분석 기사 Oct 18

Marshalls (LON:MSLH) Is Reducing Its Dividend To £0.022

The board of Marshalls plc ( LON:MSLH ) has announced that the dividend on 1st of December will be reduced by 15% from...
내러티브 업데이트 Aug 21

UK Infrastructure Reforms Will Ignite Sustainable Low-Carbon Sectors

The reduction in Marshalls’ future P/E from 19.95x to 18.61x, while discount rates held steady, suggests weaker growth or earnings expectations, resulting in a lowered consensus price target from £3.11 to £2.89. What's in the News Marshalls' Board has declared a reduced interim dividend of 2.2 pence per share, down from 2.6 pence, reflecting an expected decrease in adjusted EPS for 2025.
분석 기사 Aug 14

Marshalls (LON:MSLH) Will Pay A Smaller Dividend Than Last Year

The board of Marshalls plc ( LON:MSLH ) has announced that the dividend on 1st of December will be reduced by 15% from...
분석 기사 Jul 26

Marshalls plc (LON:MSLH) Not Lagging Market On Growth Or Pricing

With a median price-to-earnings (or "P/E") ratio of close to 16x in the United Kingdom, you could be forgiven for...
분석 기사 May 08

Marshalls (LON:MSLH) Has Announced A Dividend Of £0.054

Marshalls plc ( LON:MSLH ) will pay a dividend of £0.054 on the 1st of July. This means that the annual payment is 2.8...
분석 기사 May 05

What Is Marshalls plc's (LON:MSLH) Share Price Doing?

Marshalls plc ( LON:MSLH ), might not be a large cap stock, but it led the LSE gainers with a relatively large price...
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새 내러티브 Mar 23

Viridian Solar's Regulatory Tailwinds Will Drive Future Market Outperformance

The Transform & Grow strategy focuses on core brands and high-margin areas to drive revenue growth and improve market share.
분석 기사 Mar 22

Marshalls (LON:MSLH) Is Due To Pay A Dividend Of £0.054

Marshalls plc ( LON:MSLH ) will pay a dividend of £0.054 on the 1st of July. This means that the annual payment is 3.3...
분석 기사 Dec 14

Marshalls (LON:MSLH) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 Nov 09

Marshalls plc's (LON:MSLH) P/E Is On The Mark

Marshalls plc's ( LON:MSLH ) price-to-earnings (or "P/E") ratio of 37.6x might make it look like a strong sell right...
분석 기사 Oct 04

Is Now The Time To Look At Buying Marshalls plc (LON:MSLH)?

Marshalls plc ( LON:MSLH ), might not be a large cap stock, but it received a lot of attention from a substantial price...
분석 기사 Sep 08

These 4 Measures Indicate That Marshalls (LON:MSLH) Is Using Debt Reasonably Well

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Aug 21

Marshalls (LON:MSLH) Has Announced A Dividend Of £0.026

Marshalls plc's ( LON:MSLH ) investors are due to receive a payment of £0.026 per share on 2nd of December. Including...
분석 기사 Aug 19

There May Be Reason For Hope In Marshalls' (LON:MSLH) Disappointing Earnings

Soft earnings didn't appear to concern Marshalls plc's ( LON:MSLH ) shareholders over the last week. We did some...
분석 기사 Aug 15

Here's What Analysts Are Forecasting For Marshalls plc (LON:MSLH) After Its Half-Yearly Results

Last week saw the newest half-yearly earnings release from Marshalls plc ( LON:MSLH ), an important milestone in the...
분석 기사 Aug 03

A Look At The Fair Value Of Marshalls plc (LON:MSLH)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Marshalls fair value estimate is UK£4.13 Current share price...
분석 기사 Jun 10

Should You Think About Buying Marshalls plc (LON:MSLH) Now?

Marshalls plc ( LON:MSLH ), is not the largest company out there, but it saw a double-digit share price rise of over...
분석 기사 May 22

After Leaping 26% Marshalls plc (LON:MSLH) Shares Are Not Flying Under The Radar

Marshalls plc ( LON:MSLH ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
분석 기사 Apr 13

Marshalls (LON:MSLH) Has Announced A Dividend Of £0.057

The board of Marshalls plc ( LON:MSLH ) has announced that it will pay a dividend on the 1st of July, with investors...
분석 기사 Mar 21

Marshalls (LON:MSLH) Has Announced A Dividend Of £0.057

The board of Marshalls plc ( LON:MSLH ) has announced that it will pay a dividend on the 1st of July, with investors...
분석 기사 Mar 17

Is Marshalls plc (LON:MSLH) Worth UK£2.9 Based On Its Intrinsic Value?

Key Insights The projected fair value for Marshalls is UK£2.17 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 Jan 25

Marshalls plc's (LON:MSLH) P/E Is On The Mark

Marshalls plc's ( LON:MSLH ) price-to-earnings (or "P/E") ratio of 29.7x might make it look like a strong sell right...
분석 기사 Dec 02

Is Now An Opportune Moment To Examine Marshalls plc (LON:MSLH)?

While Marshalls plc ( LON:MSLH ) might not be the most widely known stock at the moment, it received a lot of attention...
분석 기사 Sep 28

These 4 Measures Indicate That Marshalls (LON:MSLH) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Sep 02

Marshalls (LON:MSLH) Is Reducing Its Dividend To £0.026

Marshalls plc ( LON:MSLH ) is reducing its dividend from last year's comparable payment to £0.026 on the 1st of...
분석 기사 Aug 19

Marshalls' (LON:MSLH) Shareholders Will Receive A Smaller Dividend Than Last Year

The board of Marshalls plc ( LON:MSLH ) has announced that the dividend on 1st of December will be reduced by 54% from...
분석 기사 Aug 03

Why Marshalls plc (LON:MSLH) Could Be Worth Watching

Marshalls plc ( LON:MSLH ), is not the largest company out there, but it saw a decent share price growth in the teens...
분석 기사 Jun 15

Here's Why Marshalls (LON:MSLH) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

이익 및 매출 성장 예측

LSE:MSLH - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20286975044716
12/31/20276664340657
12/31/20266403939607
12/31/2025632142239N/A
9/30/2025632192743N/A
6/30/2025632243147N/A
3/31/2025626274862N/A
12/31/2024619316577N/A
9/30/2024622266578N/A
6/30/2024624226480N/A
3/31/2024648206179N/A
12/31/2023671195778N/A
9/30/2023698216693N/A
6/30/20237252375107N/A
3/31/2023722256596N/A
12/31/2022719275585N/A
9/30/2022679343359N/A
6/30/2022640421133N/A
3/31/2022614482749N/A
12/31/2021589554466N/A
9/30/2021573514765N/A
6/30/2021557475165N/A
3/31/2021513252439N/A
12/31/20204692-212N/A
9/30/202047181129N/A
6/30/2020472142545N/A
3/31/2020507364567N/A
12/31/2019542586588N/A
9/30/201953457N/A81N/A
6/30/201952756N/A74N/A
3/31/201950954N/A68N/A
12/31/201849152N/A63N/A
9/30/201847348N/A58N/A
6/30/201845545N/A52N/A
3/31/201844344N/A55N/A
12/31/201743043N/A57N/A
9/30/201742242N/A58N/A
6/30/201741441N/A59N/A
3/31/201740539N/A54N/A
12/31/201639737N/A49N/A
9/30/201639335N/A52N/A
6/30/201639032N/A54N/A
3/31/201638830N/A52N/A
12/31/201538628N/A50N/A
9/30/201538226N/A47N/A
6/30/201537825N/A43N/A

애널리스트 향후 성장 전망

수입 대 저축률: MSLH 의 연간 예상 수익 증가율(31.1%)이 saving rate(3.4%)보다 높습니다.

수익 vs 시장: MSLH 의 연간 수익(31.1%)이 UK 시장(12.2%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: MSLH 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: MSLH 의 수익(연간 3.3%)이 UK 시장(연간 4.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: MSLH 의 수익(연간 3.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: MSLH의 자본 수익률은 3년 후 7.3%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/08 09:16
종가2026/05/08 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
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경영진10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Marshalls plc는 13명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert ChantryBerenberg
Mark HakeBofA Global Research
Aynsley LamminCanaccord Genuity