View ValuationInchcape 향후 성장Future 기준 점검 2/6Inchcape (는) 각각 연간 7.3% 및 3.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 23.3% 로 예상됩니다.핵심 정보7.3%이익 성장률10.82%EPS 성장률Retail Distributors 이익 성장11.2%매출 성장률3.2%향후 자기자본이익률23.34%애널리스트 커버리지Good마지막 업데이트30 Jun 2026최근 향후 성장 업데이트공시 • Oct 24Inchcape plc Reiterates Earnings Guidance for the Fiscal Year 2025Inchcape plc reiterated earnings guidance for the fiscal year 2025. For the year, the company higher EPS growth, relative to profit growth: Driven by operating performance and capital allocation and in-line with medium term target of >10% EPS CAGR.공시 • Jun 26Inchcape plc Re-Iterates Earnings Guidance for the Fiscal Year 2025Inchcape plc re-iterated earnings guidance for the fiscal year 2025. For the year, the company Higher EPS growth expected, driven by profit growth and on-going share buybacks.모든 업데이트 보기Recent updatesBoard Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Felipe Del Rio Goudie was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • May 24Inchcape plc (LSE:INCH) agreed to acquire Silver Star Retail EAD.Inchcape plc (LSE:INCH) agreed to acquire Silver Star Retail EAD on May 22, 2026. For the period ending December 31, 2025, Silver Star Retail EAD reported total revenue of €280 million. The transaction is subject to customary conditions and approvals and is expected to complete in Q3, 2026.공시 • Mar 24Inchcape plc, Annual General Meeting, May 14, 2026Inchcape plc, Annual General Meeting, May 14, 2026. Location: the royal automobile club, 89 pall mall, st jamess, sw1y 5hs, london United Kingdom공시 • Mar 21Inchcape plc Announces Directorate ChangesInchcape PLC announced the following changes to the Board of Directors. Following three years on the Board, Juan Pablo Del Río will step down in May 2026 and will not be seeking re-election at the Annual General Meeting. Felipe Del Río will be appointed to the Board on May 14, 2026 and will also stand for election at the Annual General Meeting. Felipe is an Industrial Civil Engineer with more than five decades of senior executive, board level and entrepreneurial experience across automotive distribution, financial services, real estate, insurance, higher education and public administration. Felipe brings a wealth of automotive and corporate experience and will continue the representation of the Del Río family on the Inchcape Board. Felipe is also Board President of Dercorp Holding company, 4 Life Insurance company, Huillinco, Sociedad de Rentas Inmobiliarias SpA, and Fundación Emprepolis.공시 • Mar 03+ 1 more updateInchcape plc Proposes Final Dividend for the Year Ended 31 December 2025, Payable on 15 June 2026Inchcape plc proposed a final dividend of 22.8 pence for the Year Ended 31 December 2025, which is subject to the approval of shareholders at the 2026 Annual general meeting, and if approved will be paid on 15 June 2026 to shareholders on the register at close of business on 8 May 2026. This follows an interim dividend of 9.5 pence, and takes the total full year dividend in respect of Fiscal Year 2025 to 32.3 pence, up 13% from the prior year. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 22 May 2026.공시 • Jan 14Inchcape plc to Report First Half, 2026 Results on Jul 28, 2026Inchcape plc announced that they will report first half, 2026 results on Jul 28, 2026공시 • Oct 24Inchcape plc Reiterates Earnings Guidance for the Fiscal Year 2025Inchcape plc reiterated earnings guidance for the fiscal year 2025. For the year, the company higher EPS growth, relative to profit growth: Driven by operating performance and capital allocation and in-line with medium term target of >10% EPS CAGR.공시 • Oct 23Inchcape plc to Report Fiscal Year 2025 Results on Mar 03, 2026Inchcape plc announced that they will report fiscal year 2025 results on Mar 03, 2026공시 • Oct 02Inchcape plc Appoints Tracy Clarke as A Non-Executive Director with Effect from 31 December 2025Inchcape plc announced the appointment of Tracy Clarke as a Non-Executive Director with effect from 31 December 2025. Tracy Clarke has had a 35-year executive career with Standard Chartered Bank in which time she held several senior positions across a variety of functions. During her tenure she led operations in Europe and the Americas, as well as private banking internationally. She is also a seasoned non-executive director with experience gained from a diverse range of organisations. She has extensive knowledge of remuneration, M&A, and emerging markets. She is currently a non-executive director at Haleon plc and TP ICAP Group plc, and also senior independent director of Starling Bank Limited.공시 • Jul 31+ 1 more updateInchcape plc Declares Interim Dividend, Payable on 5 September 2025The Board of Inchcape plc has declared an interim dividend of 9.5 pence per ordinary share which will be paid on 5 September 2025 to shareholders on the register at close of business on 8 August 2025.공시 • Jun 26Inchcape plc Re-Iterates Earnings Guidance for the Fiscal Year 2025Inchcape plc re-iterated earnings guidance for the fiscal year 2025. For the year, the company Higher EPS growth expected, driven by profit growth and on-going share buybacks.공시 • Mar 14Inchcape plc Announces Directorate Change, with Effect from 13 April 2025Inchcape plc announced that Sarah Kuijlaars, Non-Executive Director and Chair of the Audit Committee, has resigned from the Board of Inchcape plc with effect from 13 April 2025, due to scheduling conflicts with her executive responsibilities. The Company also confirms that Stuart Rowley, who joined the Board in July 2023, will succeed Sarah Kuijlaars as Chair of the Audit Committee. Accordingly, the membership of the Audit Committee from 13 April 2025 will be Stuart Rowley, Byron Grote, and Alison Platt, all of whom are independent Non-Executive Directors.공시 • Mar 05Inchcape plc, Annual General Meeting, May 15, 2025Inchcape plc, Annual General Meeting, May 15, 2025.공시 • Mar 04Inchcape plc Proposes Final Ordinary Dividend for the Year 2024, Payable on 16 June 2025The Board of Inchcape plc has proposed a final ordinary dividend of 17.2 pence, which is subject to the approval of shareholders at the 2025 Annual general meeting, and if approved will be paid on 16th June 2025. This follows an interim dividend of 11.3 pence, and takes the total dividend in respect of fiscal year 2024 to 28.5 pence. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 23rd May 2025. Ex-dividend date for 2024 full year dividend is 1 May 2025. Record date is 2 May 2025. Payment date is 16 June 2025.공시 • Feb 27Inchcape plc to Report First Half, 2025 Results on Jul 29, 2025Inchcape plc announced that they will report first half, 2025 results on Jul 29, 2025공시 • Oct 24Inchcape plc to Report Fiscal Year 2024 Results on Mar 04, 2025Inchcape plc announced that they will report fiscal year 2024 results on Mar 04, 2025공시 • Aug 01Group 1 Automotive, Inc. (NYSE:GPI) completed the acquisition of Inchcape U.K. Dealerships from Inchcape plc (LSE:INCH).Group 1 Automotive, Inc. (NYSE:GPI) entered into a definitive agreement to acquire Inchcape U.K. Dealerships from Inchcape plc (LSE:INCH) for approximately £346 million on April 15, 2024. The transaction is an all-cash transaction, inclusive of £220 million of appraised real estate value. In 2023, the Inchcape U.K. dealerships generated approximately £2.1 billion in annual revenues. The transaction is subject to the receipt of approval from the Financial Conduct Authority and is expected to close in the third quarter of 2024. J.P. Morgan Securities LLC acted as exclusive financial adviser to Group 1 on the transaction. Faye Garvey , James Vernon, Eleanor Hart, Lorna McCaa, John Finnick, Christopher Graf, Lorna Rogers Dentons UK and Middle East LLP acted as legal advisers to Group 1. Roddy Martin, Casey Dalton, Natalia Rodriguez, Sam Brown, Paul Ellerman and Tim Leaver, Clive, Kristen Roberts, Kathryn Oie from Herbert Smith Freehills LLP acted as legal advisors to Inchcape plc (LSE:INCH) in the transaction. Group 1 Automotive, Inc. (NYSE:GPI) completed the acquisition of Inchcape U.K. Dealerships from Inchcape plc (LSE:INCH) on August 1, 2024. The completion of the Disposal follows approval from the Financial Conduct Authority obtained on July 29, 2024.공시 • Jul 30Inchcape plc Declares Interim Dividend, Payable on September 6, 2024The Board of Inchcape plc has declared an interim dividend of 11.3 pence per ordinary share which will be paid on 6th September 2024 to shareholders on the register at close of business on 9th August 2024. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 15th August 2024.공시 • May 10Inchcape plc Announces Board and Committee ChangesInchcape plc announced following the conclusion of Annual General Meeting held on May 9, 2024, the following Board changes have now taken immediate effect: Jerry Buhlmann succeeds Nigel Stein as Chairman of the Board. Jerry will step down from being a member of the Company's Audit Committee. Alison Platt is appointed as Senior Independent Director of the Company. Nigel Stein has retired from the Board.Upcoming Dividend • Apr 25Upcoming dividend of UK£0.24 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (4.6%).공시 • Apr 02AutoNation Reportedly Eyes Driving Seat at Inchcape UKSky News has learned that AutoNation, Inc. (NYSE:AN), which has a market capitalisation of nearly $7 billion (£5.5 billion), is among the suitors circling the business since Inchcape plc (LSE:INCH) confirmed in January it was conducting a strategic review. AutoNation is said to be at the early stages of considering an offer and may yet not decide to proceed with one, according to industry sources. If it does go ahead, it would represent a first step into the UK for AutoNation after it withdrew six months ago from a bidding war for Pendragon, another London-listed car dealer. A deal could be worth in the region of £350 million, insiders said. AutoNation failed to respond to several emailed and telephoned requests for comment. The Inchcape UK division consists of 70 sites, employing 3,700 people, and works with car manufacturers including Audi, BMW, Jaguar, Toyota and Volkswagen.New Risk • Mar 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Declared Dividend • Mar 08Final dividend increased to UK£0.24Dividend of UK£0.24 is 14% higher than last year. Ex-date: 2nd May 2024 Payment date: 17th June 2024 Dividend yield will be 5.2%, which is higher than the industry average of 4.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 06Full year 2023 earnings released: EPS: UK£0.66 (vs UK£0.61 in FY 2022)Full year 2023 results: EPS: UK£0.66 (up from UK£0.61 in FY 2022). Revenue: UK£11.4b (up 41% from FY 2022). Net income: UK£270.0m (up 17% from FY 2022). Profit margin: 2.4% (down from 2.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Retail Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Mar 05Inchcape plc to Report First Half, 2024 Results on Jul 30, 2024Inchcape plc announced that they will report first half, 2024 results on Jul 30, 2024공시 • Jan 30Inchcape plc's Response to Media Reports Relating to UK Retail BusinessThe Board of Inchcape plc (LSE:INCH) notes the recent press speculation in relation to UK Retail business. Inchcape confirms that following approaches from a number of interested parties it is reviewing strategic options for the UK Retail business, which potentially could include a sale. This review is at a very early stage and there can be no certainty that it will result in a transaction.공시 • Dec 15Inchcape plc, Annual General Meeting, May 09, 2024Inchcape plc, Annual General Meeting, May 09, 2024.공시 • Dec 14Inchcape plc Announces Board ChangesInchcape plc announced the retirement of Nigel Stein as Chair of its Board of Directors and the appointment of Alison Platt as a Non-Executive Director. Alison joins the Board on 2 January 2024 and will succeed Jerry Buhlmann as Senior Independent Director in May 2024. Nigel, who has been the Chair since 2018 and a Board member since 2015, will be standing down at the AGM, given his nine-year term as a member of the Board will come to an end during 2024. Jerry has over 40 years' experience in the media and advertising industries and was formerly CEO of Aegis Group plc and Dentsu Aegis Network. Jerry is currently Chair of private equity-owned digital marketing agencies - Dept, Croud Limited, and Hybrid and is also a member of the Supervisory Board of ServicePlan GmBH. Alison currently serves as chair for Dechra Pharmaceuticals PLC, and will join as Chair of Hargreaves Lansdown in early 2024. She also serves as Non-Executive Director and Chair of the Remuneration Committee for Tesco, and as Chair of Ageas UK, which is unlisted. She previously held senior leadership positions at Countrywide Group Ltd., where she was CEO, BUPA and British Airways Plc as well as Chair of Legal & General Financial Advice and Non-Executive Director at Cable & Wireless Communications plc and the Foreign and Commonwealth Office.공시 • Oct 27+ 1 more updateInchcape plc to Report Fiscal Year 2023 Results on Mar 05, 2024Inchcape plc announced that they will report fiscal year 2023 results on Mar 05, 2024Recent Insider Transactions • Sep 14Group CEO & Director recently sold UK£323k worth of stockOn the 8th of September, Duncan Tait sold around 42k shares on-market at roughly UK£7.61 per share. This transaction amounted to 15% 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 Duncan's only on-market trade for the last 12 months.공시 • Aug 04Inchcape plc (LSE:INCH) Completed the acquisition of 60% stake in CATS Group of Companies.Inchcape plc (LSE:INCH) announces an agreement to 60% stake in CATS Group of Companies on January 17, 2023. The remaining 40% being owned by CATS' founding Ang family and its associates, who will also continue to be represented on the CATS Board, by Felix Ang, and in the management team. The transaction remains subject to customary conditions with completion anticipated in the second half of 2023. Inchcape plc (LSE:INCH) Completed the acquisition of 60% stake in CATS Group of Companies on August 2, 2023.Reported Earnings • Jul 28First half 2023 earnings released: EPS: UK£0.32 (vs UK£0.36 in 1H 2022)First half 2023 results: EPS: UK£0.32 (down from UK£0.36 in 1H 2022). Revenue: UK£5.63b (up 45% from 1H 2022). Net income: UK£132.1m (down 3.7% from 1H 2022). Profit margin: 2.3% (down from 3.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Retail Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.공시 • Jul 13Inchcape plc Announces Directorate Change Effective 17 July 2023Inchcape plc announced the appointment of Stuart Rowley as a Non-Executive Director with effect from 17 July 2023. Stuart will become a member of the Audit and Nomination Committees upon appointment. Stuart Rowley recently retired from Ford Motor Company after more than 30 years' service. He brings a deep understanding of the global automotive industry having begun his career as a finance leader before transitioning to general management, operations and strategy roles, most recently as President and Chair of Ford Europe, and Chief Transformation & Quality Officer of Ford Motor Company.Buying Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock is up 1.3%. The fair value is estimated to be UK£9.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.Buying Opportunity • Jun 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be UK£9.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.Buying Opportunity • May 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be UK£9.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.공시 • May 25+ 1 more updateInchcape plc Appoints Adrian Lewis as Executive DirectorInchcape plc announced that Adrian Lewis has been appointed as Executive Director of Inchcape plc from 24-May-23. This follows a rigorous and comprehensive selection process that considered both internal and external candidates. Adrian joined Inchcape in September 2015 and, since November 2022, has been the Interim CFO of the Group and helped to manage the completion of the acquisition of Derco. Prior to this, Adrian worked in a range of roles across the company, most recently as Group Financial Controller from October 2020. Before that, Adrian spent three years based in Singapore as CFO of the APAC region after starting his career with Inchcape as the CFO of the Emerging Markets Region. In addition to his Inchcape experience, Adrian has more than 15 years of global business experience, including various senior commercial and financial roles at Tesco plc.Buying Opportunity • May 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be UK£9.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 10.0% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Recent Insider Transactions • Mar 29Key Executive recently bought UK£78k worth of stockOn the 28th of March, Nigel Stein bought around 11k shares on-market at roughly UK£7.09 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Nigel's only on-market trade for the last 12 months.Reported Earnings • Mar 25Full year 2022 earnings released: EPS: UK£0.61 (vs UK£0.30 in FY 2021)Full year 2022 results: EPS: UK£0.61 (up from UK£0.30 in FY 2021). Revenue: UK£8.13b (up 6.4% from FY 2021). Net income: UK£229.9m (up 97% from FY 2021). Profit margin: 2.8% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Retail Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Byron Grote was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Jan 20+ 1 more updateInchcape plc, Annual General Meeting, May 18, 2023Inchcape plc, Annual General Meeting, May 18, 2023. Agenda: To consider Directorate Change.공시 • Jan 18Inchcape plc (LSE:INCH) agreed to acquire 60% stake in CATS Motors Inc.Inchcape plc (LSE:INCH) announces an agreement to 60% stake in CATS Group of Companies on January 17, 2023. The remaining 40% being owned by CATS' founding Ang family and its associates, who will also continue to be represented on the CATS Board, by Felix Ang, and in the management team. The transaction remains subject to customary conditions with completion anticipated in the second half of 2023.Board Change • Oct 31High number of new directorsIndependent Non-Executive Director Sarah Kuijlaars was the last director to join the board, commencing their role in 2022.Buying Opportunity • Sep 06Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£9.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has grown by 7.8%. Revenue is forecast to grow by 1.5% in 2 years. Earnings is forecast to grow by 11% in the next 2 years.Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£23.9m from profit in 1H 2021). Profit margin: (down from 0.6% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to decline by 4.5% while the industry in the United Kingdom is not expected to grow. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Buying Opportunity • Jun 11Now 22% undervaluedOver the last 90 days, the stock is up 2.4%. The fair value is estimated to be UK£8.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 31% per annum over the same time period.Buying Opportunity • May 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be UK£8.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 31% per annum over the same time period.Upcoming Dividend • May 05Upcoming dividend of UK£0.16 per shareEligible shareholders must have bought the stock before 12 May 2022. Payment date: 21 June 2022. Payout ratio is on the higher end at 75%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (4.6%). Higher than average of industry peers (2.0%).Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Sarah Kuijlaars 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.Buying Opportunity • Apr 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be UK£8.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Buying Opportunity • Apr 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be UK£8.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Reported Earnings • Feb 25Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.30 (up from UK£0.36 loss in FY 2020). Revenue: UK£7.64b (up 12% from FY 2020). Net income: UK£117.0m (up UK£257.1m from FY 2020). Profit margin: 1.5% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.3%, compared to a 2.0% growth forecast for the retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Sarah Kuijlaars 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.Reported Earnings • Jul 30First half 2021 earnings released: EPS UK£0.061 (vs UK£0.48 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£3.93b (up 30% from 1H 2020). Net income: UK£23.9m (up UK£214.3m from 1H 2020). Profit margin: 0.6% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • May 06Upcoming dividend of UK£0.069 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 21 June 2021. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.2%).Reported Earnings • Mar 20Full year 2020 earnings released: UK£0.36 loss per share (vs UK£0.79 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£6.84b (down 27% from FY 2019). Net loss: UK£140.1m (down 143% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Feb 26Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£6.84b (down 27% from FY 2019). Net loss: UK£140.1m (down 143% from profit in FY 2019).Analyst Estimate Surprise Post Earnings • Feb 26Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 7.5% while theRetail Distributors industry in the United Kingdom is not expected to grow.Is New 90 Day High Low • Feb 20New 90-day high: UK£7.10The company is up 14% from its price of UK£6.23 on 20 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£6.53 per share.Is New 90 Day High Low • Feb 04New 90-day high: UK£6.79The company is up 19% from its price of UK£5.69 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£6.64 per share.Is New 90 Day High Low • Dec 30New 90-day high: UK£6.68The company is up 48% from its price of UK£4.51 on 01 October 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£6.81 per share.Is New 90 Day High Low • Dec 05New 90-day high: UK£6.32The company is up 36% from its price of UK£4.66 on 04 September 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.24 per share.이익 및 매출 성장 예측BATS-CHIXE:INCHL - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202810,042338374442712/31/20279,755325355422912/31/20269,487302335396912/31/20259,100272337385N/A9/30/20258,979277347400N/A6/30/20258,858281356415N/A3/31/20259,061276432501N/A12/31/20249,263271507586N/A9/30/20249,404258512599N/A6/30/20249,544244517611N/A3/31/20249,463240509602N/A12/31/20239,382235500593N/A9/30/20239,094217447532N/A6/30/20238,806199394472N/A3/31/20238,469214410483N/A12/31/20228,133230426494N/A9/30/20227,668224399467N/A6/30/20227,203217373440N/A3/31/20227,052148343408N/A12/31/20216,90179312377N/A9/30/20217,15464353409N/A6/30/20217,40748394441N/A3/31/20217,122-47301345N/A12/31/20206,838-142208249N/A9/30/20207,256-61214263N/A6/30/20207,67417221270N/A3/31/20208,527170239299N/A12/31/20199,380323258327N/A9/30/20199,384180N/A350N/A6/30/20199,38938N/A373N/A3/31/20199,33335N/A405N/A12/31/20189,27732N/A437N/A9/30/20189,200136N/A406N/A6/30/20189,124240N/A375N/A3/31/20189,039254N/A382N/A12/31/20178,953268N/A390N/A9/30/20178,739235N/A376N/A6/30/20178,525203N/A362N/A3/31/20178,182194N/A317N/A12/31/20167,838184N/A272N/A9/30/20167,526183N/A249N/A6/30/20167,214182N/A227N/A3/31/20167,025179N/A234N/A12/31/20156,836176N/A241N/A9/30/20156,791172N/A252N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: INCHL 의 연간 예상 수익 증가율(7.3%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: INCHL 의 연간 수익(7.3%)이 UK 시장(11.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: INCHL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: INCHL 의 수익(연간 3.2%)이 UK 시장(연간 4.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: INCHL 의 수익(연간 3.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: INCHL의 자본 수익률은 3년 후 23.3%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/30 12:37종가2026/06/30 00:00수익2025/12/31연간 수익2025/12/31데이터 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 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 소스Inchcape plc는 20명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James ZarembaBarclaysJames BaylissBerenbergAndrew GroblerBNP Paribas17명의 분석가 더 보기
공시 • Oct 24Inchcape plc Reiterates Earnings Guidance for the Fiscal Year 2025Inchcape plc reiterated earnings guidance for the fiscal year 2025. For the year, the company higher EPS growth, relative to profit growth: Driven by operating performance and capital allocation and in-line with medium term target of >10% EPS CAGR.
공시 • Jun 26Inchcape plc Re-Iterates Earnings Guidance for the Fiscal Year 2025Inchcape plc re-iterated earnings guidance for the fiscal year 2025. For the year, the company Higher EPS growth expected, driven by profit growth and on-going share buybacks.
Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Felipe Del Rio Goudie was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • May 24Inchcape plc (LSE:INCH) agreed to acquire Silver Star Retail EAD.Inchcape plc (LSE:INCH) agreed to acquire Silver Star Retail EAD on May 22, 2026. For the period ending December 31, 2025, Silver Star Retail EAD reported total revenue of €280 million. The transaction is subject to customary conditions and approvals and is expected to complete in Q3, 2026.
공시 • Mar 24Inchcape plc, Annual General Meeting, May 14, 2026Inchcape plc, Annual General Meeting, May 14, 2026. Location: the royal automobile club, 89 pall mall, st jamess, sw1y 5hs, london United Kingdom
공시 • Mar 21Inchcape plc Announces Directorate ChangesInchcape PLC announced the following changes to the Board of Directors. Following three years on the Board, Juan Pablo Del Río will step down in May 2026 and will not be seeking re-election at the Annual General Meeting. Felipe Del Río will be appointed to the Board on May 14, 2026 and will also stand for election at the Annual General Meeting. Felipe is an Industrial Civil Engineer with more than five decades of senior executive, board level and entrepreneurial experience across automotive distribution, financial services, real estate, insurance, higher education and public administration. Felipe brings a wealth of automotive and corporate experience and will continue the representation of the Del Río family on the Inchcape Board. Felipe is also Board President of Dercorp Holding company, 4 Life Insurance company, Huillinco, Sociedad de Rentas Inmobiliarias SpA, and Fundación Emprepolis.
공시 • Mar 03+ 1 more updateInchcape plc Proposes Final Dividend for the Year Ended 31 December 2025, Payable on 15 June 2026Inchcape plc proposed a final dividend of 22.8 pence for the Year Ended 31 December 2025, which is subject to the approval of shareholders at the 2026 Annual general meeting, and if approved will be paid on 15 June 2026 to shareholders on the register at close of business on 8 May 2026. This follows an interim dividend of 9.5 pence, and takes the total full year dividend in respect of Fiscal Year 2025 to 32.3 pence, up 13% from the prior year. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 22 May 2026.
공시 • Jan 14Inchcape plc to Report First Half, 2026 Results on Jul 28, 2026Inchcape plc announced that they will report first half, 2026 results on Jul 28, 2026
공시 • Oct 24Inchcape plc Reiterates Earnings Guidance for the Fiscal Year 2025Inchcape plc reiterated earnings guidance for the fiscal year 2025. For the year, the company higher EPS growth, relative to profit growth: Driven by operating performance and capital allocation and in-line with medium term target of >10% EPS CAGR.
공시 • Oct 23Inchcape plc to Report Fiscal Year 2025 Results on Mar 03, 2026Inchcape plc announced that they will report fiscal year 2025 results on Mar 03, 2026
공시 • Oct 02Inchcape plc Appoints Tracy Clarke as A Non-Executive Director with Effect from 31 December 2025Inchcape plc announced the appointment of Tracy Clarke as a Non-Executive Director with effect from 31 December 2025. Tracy Clarke has had a 35-year executive career with Standard Chartered Bank in which time she held several senior positions across a variety of functions. During her tenure she led operations in Europe and the Americas, as well as private banking internationally. She is also a seasoned non-executive director with experience gained from a diverse range of organisations. She has extensive knowledge of remuneration, M&A, and emerging markets. She is currently a non-executive director at Haleon plc and TP ICAP Group plc, and also senior independent director of Starling Bank Limited.
공시 • Jul 31+ 1 more updateInchcape plc Declares Interim Dividend, Payable on 5 September 2025The Board of Inchcape plc has declared an interim dividend of 9.5 pence per ordinary share which will be paid on 5 September 2025 to shareholders on the register at close of business on 8 August 2025.
공시 • Jun 26Inchcape plc Re-Iterates Earnings Guidance for the Fiscal Year 2025Inchcape plc re-iterated earnings guidance for the fiscal year 2025. For the year, the company Higher EPS growth expected, driven by profit growth and on-going share buybacks.
공시 • Mar 14Inchcape plc Announces Directorate Change, with Effect from 13 April 2025Inchcape plc announced that Sarah Kuijlaars, Non-Executive Director and Chair of the Audit Committee, has resigned from the Board of Inchcape plc with effect from 13 April 2025, due to scheduling conflicts with her executive responsibilities. The Company also confirms that Stuart Rowley, who joined the Board in July 2023, will succeed Sarah Kuijlaars as Chair of the Audit Committee. Accordingly, the membership of the Audit Committee from 13 April 2025 will be Stuart Rowley, Byron Grote, and Alison Platt, all of whom are independent Non-Executive Directors.
공시 • Mar 05Inchcape plc, Annual General Meeting, May 15, 2025Inchcape plc, Annual General Meeting, May 15, 2025.
공시 • Mar 04Inchcape plc Proposes Final Ordinary Dividend for the Year 2024, Payable on 16 June 2025The Board of Inchcape plc has proposed a final ordinary dividend of 17.2 pence, which is subject to the approval of shareholders at the 2025 Annual general meeting, and if approved will be paid on 16th June 2025. This follows an interim dividend of 11.3 pence, and takes the total dividend in respect of fiscal year 2024 to 28.5 pence. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 23rd May 2025. Ex-dividend date for 2024 full year dividend is 1 May 2025. Record date is 2 May 2025. Payment date is 16 June 2025.
공시 • Feb 27Inchcape plc to Report First Half, 2025 Results on Jul 29, 2025Inchcape plc announced that they will report first half, 2025 results on Jul 29, 2025
공시 • Oct 24Inchcape plc to Report Fiscal Year 2024 Results on Mar 04, 2025Inchcape plc announced that they will report fiscal year 2024 results on Mar 04, 2025
공시 • Aug 01Group 1 Automotive, Inc. (NYSE:GPI) completed the acquisition of Inchcape U.K. Dealerships from Inchcape plc (LSE:INCH).Group 1 Automotive, Inc. (NYSE:GPI) entered into a definitive agreement to acquire Inchcape U.K. Dealerships from Inchcape plc (LSE:INCH) for approximately £346 million on April 15, 2024. The transaction is an all-cash transaction, inclusive of £220 million of appraised real estate value. In 2023, the Inchcape U.K. dealerships generated approximately £2.1 billion in annual revenues. The transaction is subject to the receipt of approval from the Financial Conduct Authority and is expected to close in the third quarter of 2024. J.P. Morgan Securities LLC acted as exclusive financial adviser to Group 1 on the transaction. Faye Garvey , James Vernon, Eleanor Hart, Lorna McCaa, John Finnick, Christopher Graf, Lorna Rogers Dentons UK and Middle East LLP acted as legal advisers to Group 1. Roddy Martin, Casey Dalton, Natalia Rodriguez, Sam Brown, Paul Ellerman and Tim Leaver, Clive, Kristen Roberts, Kathryn Oie from Herbert Smith Freehills LLP acted as legal advisors to Inchcape plc (LSE:INCH) in the transaction. Group 1 Automotive, Inc. (NYSE:GPI) completed the acquisition of Inchcape U.K. Dealerships from Inchcape plc (LSE:INCH) on August 1, 2024. The completion of the Disposal follows approval from the Financial Conduct Authority obtained on July 29, 2024.
공시 • Jul 30Inchcape plc Declares Interim Dividend, Payable on September 6, 2024The Board of Inchcape plc has declared an interim dividend of 11.3 pence per ordinary share which will be paid on 6th September 2024 to shareholders on the register at close of business on 9th August 2024. The Dividend Reinvestment Plan is available to ordinary shareholders and the final date for receipt of elections to participate is 15th August 2024.
공시 • May 10Inchcape plc Announces Board and Committee ChangesInchcape plc announced following the conclusion of Annual General Meeting held on May 9, 2024, the following Board changes have now taken immediate effect: Jerry Buhlmann succeeds Nigel Stein as Chairman of the Board. Jerry will step down from being a member of the Company's Audit Committee. Alison Platt is appointed as Senior Independent Director of the Company. Nigel Stein has retired from the Board.
Upcoming Dividend • Apr 25Upcoming dividend of UK£0.24 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (4.6%).
공시 • Apr 02AutoNation Reportedly Eyes Driving Seat at Inchcape UKSky News has learned that AutoNation, Inc. (NYSE:AN), which has a market capitalisation of nearly $7 billion (£5.5 billion), is among the suitors circling the business since Inchcape plc (LSE:INCH) confirmed in January it was conducting a strategic review. AutoNation is said to be at the early stages of considering an offer and may yet not decide to proceed with one, according to industry sources. If it does go ahead, it would represent a first step into the UK for AutoNation after it withdrew six months ago from a bidding war for Pendragon, another London-listed car dealer. A deal could be worth in the region of £350 million, insiders said. AutoNation failed to respond to several emailed and telephoned requests for comment. The Inchcape UK division consists of 70 sites, employing 3,700 people, and works with car manufacturers including Audi, BMW, Jaguar, Toyota and Volkswagen.
New Risk • Mar 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Declared Dividend • Mar 08Final dividend increased to UK£0.24Dividend of UK£0.24 is 14% higher than last year. Ex-date: 2nd May 2024 Payment date: 17th June 2024 Dividend yield will be 5.2%, which is higher than the industry average of 4.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 06Full year 2023 earnings released: EPS: UK£0.66 (vs UK£0.61 in FY 2022)Full year 2023 results: EPS: UK£0.66 (up from UK£0.61 in FY 2022). Revenue: UK£11.4b (up 41% from FY 2022). Net income: UK£270.0m (up 17% from FY 2022). Profit margin: 2.4% (down from 2.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Retail Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Mar 05Inchcape plc to Report First Half, 2024 Results on Jul 30, 2024Inchcape plc announced that they will report first half, 2024 results on Jul 30, 2024
공시 • Jan 30Inchcape plc's Response to Media Reports Relating to UK Retail BusinessThe Board of Inchcape plc (LSE:INCH) notes the recent press speculation in relation to UK Retail business. Inchcape confirms that following approaches from a number of interested parties it is reviewing strategic options for the UK Retail business, which potentially could include a sale. This review is at a very early stage and there can be no certainty that it will result in a transaction.
공시 • Dec 15Inchcape plc, Annual General Meeting, May 09, 2024Inchcape plc, Annual General Meeting, May 09, 2024.
공시 • Dec 14Inchcape plc Announces Board ChangesInchcape plc announced the retirement of Nigel Stein as Chair of its Board of Directors and the appointment of Alison Platt as a Non-Executive Director. Alison joins the Board on 2 January 2024 and will succeed Jerry Buhlmann as Senior Independent Director in May 2024. Nigel, who has been the Chair since 2018 and a Board member since 2015, will be standing down at the AGM, given his nine-year term as a member of the Board will come to an end during 2024. Jerry has over 40 years' experience in the media and advertising industries and was formerly CEO of Aegis Group plc and Dentsu Aegis Network. Jerry is currently Chair of private equity-owned digital marketing agencies - Dept, Croud Limited, and Hybrid and is also a member of the Supervisory Board of ServicePlan GmBH. Alison currently serves as chair for Dechra Pharmaceuticals PLC, and will join as Chair of Hargreaves Lansdown in early 2024. She also serves as Non-Executive Director and Chair of the Remuneration Committee for Tesco, and as Chair of Ageas UK, which is unlisted. She previously held senior leadership positions at Countrywide Group Ltd., where she was CEO, BUPA and British Airways Plc as well as Chair of Legal & General Financial Advice and Non-Executive Director at Cable & Wireless Communications plc and the Foreign and Commonwealth Office.
공시 • Oct 27+ 1 more updateInchcape plc to Report Fiscal Year 2023 Results on Mar 05, 2024Inchcape plc announced that they will report fiscal year 2023 results on Mar 05, 2024
Recent Insider Transactions • Sep 14Group CEO & Director recently sold UK£323k worth of stockOn the 8th of September, Duncan Tait sold around 42k shares on-market at roughly UK£7.61 per share. This transaction amounted to 15% 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 Duncan's only on-market trade for the last 12 months.
공시 • Aug 04Inchcape plc (LSE:INCH) Completed the acquisition of 60% stake in CATS Group of Companies.Inchcape plc (LSE:INCH) announces an agreement to 60% stake in CATS Group of Companies on January 17, 2023. The remaining 40% being owned by CATS' founding Ang family and its associates, who will also continue to be represented on the CATS Board, by Felix Ang, and in the management team. The transaction remains subject to customary conditions with completion anticipated in the second half of 2023. Inchcape plc (LSE:INCH) Completed the acquisition of 60% stake in CATS Group of Companies on August 2, 2023.
Reported Earnings • Jul 28First half 2023 earnings released: EPS: UK£0.32 (vs UK£0.36 in 1H 2022)First half 2023 results: EPS: UK£0.32 (down from UK£0.36 in 1H 2022). Revenue: UK£5.63b (up 45% from 1H 2022). Net income: UK£132.1m (down 3.7% from 1H 2022). Profit margin: 2.3% (down from 3.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Retail Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
공시 • Jul 13Inchcape plc Announces Directorate Change Effective 17 July 2023Inchcape plc announced the appointment of Stuart Rowley as a Non-Executive Director with effect from 17 July 2023. Stuart will become a member of the Audit and Nomination Committees upon appointment. Stuart Rowley recently retired from Ford Motor Company after more than 30 years' service. He brings a deep understanding of the global automotive industry having begun his career as a finance leader before transitioning to general management, operations and strategy roles, most recently as President and Chair of Ford Europe, and Chief Transformation & Quality Officer of Ford Motor Company.
Buying Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock is up 1.3%. The fair value is estimated to be UK£9.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
Buying Opportunity • Jun 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be UK£9.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
Buying Opportunity • May 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be UK£9.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
공시 • May 25+ 1 more updateInchcape plc Appoints Adrian Lewis as Executive DirectorInchcape plc announced that Adrian Lewis has been appointed as Executive Director of Inchcape plc from 24-May-23. This follows a rigorous and comprehensive selection process that considered both internal and external candidates. Adrian joined Inchcape in September 2015 and, since November 2022, has been the Interim CFO of the Group and helped to manage the completion of the acquisition of Derco. Prior to this, Adrian worked in a range of roles across the company, most recently as Group Financial Controller from October 2020. Before that, Adrian spent three years based in Singapore as CFO of the APAC region after starting his career with Inchcape as the CFO of the Emerging Markets Region. In addition to his Inchcape experience, Adrian has more than 15 years of global business experience, including various senior commercial and financial roles at Tesco plc.
Buying Opportunity • May 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be UK£9.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 10.0% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Recent Insider Transactions • Mar 29Key Executive recently bought UK£78k worth of stockOn the 28th of March, Nigel Stein bought around 11k shares on-market at roughly UK£7.09 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Nigel's only on-market trade for the last 12 months.
Reported Earnings • Mar 25Full year 2022 earnings released: EPS: UK£0.61 (vs UK£0.30 in FY 2021)Full year 2022 results: EPS: UK£0.61 (up from UK£0.30 in FY 2021). Revenue: UK£8.13b (up 6.4% from FY 2021). Net income: UK£229.9m (up 97% from FY 2021). Profit margin: 2.8% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Retail Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Byron Grote was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Jan 20+ 1 more updateInchcape plc, Annual General Meeting, May 18, 2023Inchcape plc, Annual General Meeting, May 18, 2023. Agenda: To consider Directorate Change.
공시 • Jan 18Inchcape plc (LSE:INCH) agreed to acquire 60% stake in CATS Motors Inc.Inchcape plc (LSE:INCH) announces an agreement to 60% stake in CATS Group of Companies on January 17, 2023. The remaining 40% being owned by CATS' founding Ang family and its associates, who will also continue to be represented on the CATS Board, by Felix Ang, and in the management team. The transaction remains subject to customary conditions with completion anticipated in the second half of 2023.
Board Change • Oct 31High number of new directorsIndependent Non-Executive Director Sarah Kuijlaars was the last director to join the board, commencing their role in 2022.
Buying Opportunity • Sep 06Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£9.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has grown by 7.8%. Revenue is forecast to grow by 1.5% in 2 years. Earnings is forecast to grow by 11% in the next 2 years.
Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£23.9m from profit in 1H 2021). Profit margin: (down from 0.6% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to decline by 4.5% while the industry in the United Kingdom is not expected to grow. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Buying Opportunity • Jun 11Now 22% undervaluedOver the last 90 days, the stock is up 2.4%. The fair value is estimated to be UK£8.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 31% per annum over the same time period.
Buying Opportunity • May 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be UK£8.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 31% per annum over the same time period.
Upcoming Dividend • May 05Upcoming dividend of UK£0.16 per shareEligible shareholders must have bought the stock before 12 May 2022. Payment date: 21 June 2022. Payout ratio is on the higher end at 75%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (4.6%). Higher than average of industry peers (2.0%).
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Sarah Kuijlaars 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.
Buying Opportunity • Apr 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be UK£8.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Buying Opportunity • Apr 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be UK£8.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Reported Earnings • Feb 25Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.30 (up from UK£0.36 loss in FY 2020). Revenue: UK£7.64b (up 12% from FY 2020). Net income: UK£117.0m (up UK£257.1m from FY 2020). Profit margin: 1.5% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.3%, compared to a 2.0% growth forecast for the retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Sarah Kuijlaars 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.
Reported Earnings • Jul 30First half 2021 earnings released: EPS UK£0.061 (vs UK£0.48 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£3.93b (up 30% from 1H 2020). Net income: UK£23.9m (up UK£214.3m from 1H 2020). Profit margin: 0.6% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 06Upcoming dividend of UK£0.069 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 21 June 2021. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.2%).
Reported Earnings • Mar 20Full year 2020 earnings released: UK£0.36 loss per share (vs UK£0.79 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£6.84b (down 27% from FY 2019). Net loss: UK£140.1m (down 143% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 26Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£6.84b (down 27% from FY 2019). Net loss: UK£140.1m (down 143% from profit in FY 2019).
Analyst Estimate Surprise Post Earnings • Feb 26Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 7.5% while theRetail Distributors industry in the United Kingdom is not expected to grow.
Is New 90 Day High Low • Feb 20New 90-day high: UK£7.10The company is up 14% from its price of UK£6.23 on 20 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£6.53 per share.
Is New 90 Day High Low • Feb 04New 90-day high: UK£6.79The company is up 19% from its price of UK£5.69 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£6.64 per share.
Is New 90 Day High Low • Dec 30New 90-day high: UK£6.68The company is up 48% from its price of UK£4.51 on 01 October 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£6.81 per share.
Is New 90 Day High Low • Dec 05New 90-day high: UK£6.32The company is up 36% from its price of UK£4.66 on 04 September 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.24 per share.