View ValuationFielmann Group 향후 성장Future 기준 점검 3/6Fielmann Group (는) 각각 연간 11% 및 5.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 21.4% 로 예상됩니다.핵심 정보11.0%이익 성장률11.18%EPS 성장률Specialty Retail 이익 성장14.2%매출 성장률5.4%향후 자기자본이익률21.35%애널리스트 커버리지Good마지막 업데이트01 Jun 2026최근 향후 성장 업데이트공시 • May 02Fielmann Group AG Provides Earnings Guidance for the Financial Year 2025Fielmann Group AG provided earnings guidance for the financial year 2025. For the year, the company expected overall sales of about €2.5 billion.공시 • Jul 13Fielmann Aktiengesellschaft Provides Earnings Guidance for the Full Year 2023Fielmann Aktiengesellschaft provided earnings guidance for the full year 2023. The company confirms its optimistic outlook with unit sales growth of +4% to 8% over last year, net sales growth of 7% to 10% over last year.모든 업데이트 보기Recent updates공시 • May 28Fielmann Group AG, Annual General Meeting, Jul 09, 2026Fielmann Group AG, Annual General Meeting, Jul 09, 2026, at 10:00 W. Europe Standard Time.New Risk • May 06New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 65% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (65% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • May 02Full year 2025 earnings released: EPS: €2.43 (vs €1.81 in FY 2024)Full year 2025 results: EPS: €2.43 (up from €1.81 in FY 2024). Revenue: €2.44b (up 7.6% from FY 2024). Net income: €203.7m (up 34% from FY 2024). Profit margin: 8.4% (up from 6.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • Apr 30Fielmann Group AG to Report Q1, 2027 Results on Apr 29, 2027Fielmann Group AG announced that they will report Q1, 2027 results on Apr 29, 2027공시 • Mar 23Fielmann Group AG(XTRA:FIE) dropped from FTSE All-World Index (USD)Fielmann Group AG(XTRA:FIE) dropped from FTSE All-World Index (USD)Declared Dividend • Feb 16Dividend increased to €1.40Dividend of €1.40 is 22% higher than last year. Ex-date: 10th July 2026 Payment date: 14th July 2026 Dividend yield will be 3.2%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Feb 14Fielmann Group AG Proposes DividendFielmann Group AG announced that the Management Board and Supervisory Board have decided in their meeting on 12 February 2026 to propose an increased dividend of EUR 1.40 per share (PY: EUR 1.15; +21.7%) at the Annual General Meeting on July 9, 2026, reflecting the Group’s strong performance in 2025 and successful conclusion of its Vision 2025 growth strategy.공시 • Dec 09+ 1 more updateFielmann Group AG to Report Q3, 2026 Results on Nov 05, 2026Fielmann Group AG announced that they will report Q3, 2026 results on Nov 05, 2026Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: €0.61 (vs €0.47 in 3Q 2024)Third quarter 2025 results: EPS: €0.61 (up from €0.47 in 3Q 2024). Revenue: €620.2m (up 2.6% from 3Q 2024). Net income: €51.9m (up 32% from 3Q 2024). Profit margin: 8.4% (up from 6.5% in 3Q 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Nov 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €45.13. The fair value is estimated to be €56.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.Buy Or Sell Opportunity • Sep 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €51.16. The fair value is estimated to be €64.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.Buy Or Sell Opportunity • Sep 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to €54.50. The fair value is estimated to be €68.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: €0.62 (vs €0.52 in 2Q 2024)Second quarter 2025 results: EPS: €0.62 (up from €0.52 in 2Q 2024). Revenue: €622.9m (up 13% from 2Q 2024). Net income: €51.7m (up 18% from 2Q 2024). Profit margin: 8.3% (up from 8.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 13% per year.New Risk • Aug 26New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (85% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Jul 04Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 11 July 2025. Payment date: 15 July 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (3.7%).공시 • Jun 02Fielmann Group AG, Annual General Meeting, Jul 10, 2025Fielmann Group AG, Annual General Meeting, Jul 10, 2025, at 10:00 W. Europe Standard Time.Declared Dividend • Jun 02Dividend increased to €1.50Dividend of €1.50 is 50% higher than last year. Ex-date: 11th July 2025 Payment date: 15th July 2025 Dividend yield will be 2.7%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 01Fielmann Group AG announces Annual dividend, payable on July 15, 2025Fielmann Group AG announced Annual dividend of EUR 1.5000 per share payable on July 15, 2025, ex-date on July 11, 2025 and record date on July 14, 2025.New Risk • May 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 85% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €53.40, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 13x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.70 per share.공시 • May 02Fielmann Group AG Provides Earnings Guidance for the Financial Year 2025Fielmann Group AG provided earnings guidance for the financial year 2025. For the year, the company expected overall sales of about €2.5 billion.Reported Earnings • May 02Full year 2024 earnings released: EPS: €1.81 (vs €1.52 in FY 2023)Full year 2024 results: EPS: €1.81 (up from €1.52 in FY 2023). Revenue: €2.26b (up 15% from FY 2023). Net income: €152.1m (up 19% from FY 2023). Profit margin: 6.7% (up from 6.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.New Risk • Apr 30New major risk - Revenue and earnings growthEarnings have declined by 1.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.공시 • Feb 20Fielmann Group AG to Report Fiscal Year 2024 Results on Mar 04, 2025Fielmann Group AG announced that they will report fiscal year 2024 results on Mar 04, 2025공시 • Dec 19+ 2 more updatesFielmann Group AG to Report Q1, 2025 Results on Apr 30, 2025Fielmann Group AG announced that they will report Q1, 2025 results on Apr 30, 2025Reported Earnings • Nov 02Third quarter 2024 earnings released: EPS: €0.47 (vs €0.52 in 3Q 2023)Third quarter 2024 results: EPS: €0.47 (down from €0.52 in 3Q 2023). Revenue: €604.4m (up 15% from 3Q 2023). Net income: €39.2m (down 9.4% from 3Q 2023). Profit margin: 6.5% (down from 8.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: €0.52 (vs €0.39 in 2Q 2023)Second quarter 2024 results: EPS: €0.52 (up from €0.39 in 2Q 2023). Revenue: €552.7m (up 12% from 2Q 2023). Net income: €44.0m (up 36% from 2Q 2023). Profit margin: 8.0% (up from 6.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.공시 • Jul 12Fielmann Group AG (XTRA:FIE) acquired remaining 20% stake in ÒPTICA DEL PENEDÈS, S.L.Fielmann Group AG (XTRA:FIE) acquired remaining 20% stake in ÒPTICA DEL PENEDÈS, S.L. in April 2024.Fielmann Group AG (XTRA:FIE) completed the acquisition of remaining 20% stake in ÒPTICA DEL PENEDÈS, S.L. in April 2024.Upcoming Dividend • Jul 05Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 12 July 2024. Payment date: 16 July 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.6%).New Risk • May 08New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 55% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (55% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • May 03Full year 2023 earnings released: EPS: €1.52 (vs €1.23 in FY 2022)Full year 2023 results: EPS: €1.52 (up from €1.23 in FY 2022). Revenue: €1.97b (up 12% from FY 2022). Net income: €127.6m (up 23% from FY 2022). Profit margin: 6.5% (up from 5.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 10% per year.New Risk • Mar 30New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 15% to €47.19. The fair value is estimated to be €59.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 4.1%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.Buying Opportunity • Jan 11Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €59.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 4.1%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 34% in the next 2 years.공시 • Nov 29Fielmann Group AG to Report Fiscal Year 2023 Final Results on Apr 25, 2024Fielmann Group AG announced that they will report fiscal year 2023 final results on Apr 25, 2024Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: €0.52 (vs €0.40 in 3Q 2022)Third quarter 2023 results: EPS: €0.52 (up from €0.40 in 3Q 2022). Revenue: €526.4m (up 14% from 3Q 2022). Net income: €43.3m (up 29% from 3Q 2022). Profit margin: 8.2% (up from 7.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.공시 • Nov 11Fielmann Group AG to Report Q3, 2024 Results on Nov 07, 2024Fielmann Group AG announced that they will report Q3, 2024 results on Nov 07, 2024공시 • Oct 19+ 1 more updateFielmann Group AG to Report Q2, 2024 Results on Aug 29, 2024Fielmann Group AG announced that they will report Q2, 2024 results on Aug 29, 2024공시 • Sep 02Fielmann Aktiengesellschaft (XTRA:FIE) acquired Single Vision Solution, Inc.Fielmann Aktiengesellschaft (XTRA:FIE) has entered into a definitive agreement to acquire Single Vision Solution, Inc. from Robert G. Farrell, Jr. and Kenneth J. Stann. for approximately €110 million on June 7, 2023. In a related transaction Fielmann Aktiengesellschaft has entered into a definitive agreement to acquire equity ownership of Eyevious Style, Inc. SVS Vision generated more than $100 million in sales in 2022.. In connection with the transactions, the Fielmann announced that it has appointed Lukas Ruecker as Chief executive officer of Fielmann USA, Inc. The transaction is subject to customary closing conditions, including receipt of any necessary regulatory approvals. The transaction is expected to close by 31 August 2023.Fielmann Aktiengesellschaft (XTRA:FIE) completed the acquisition of Single Vision Solution, Inc. on August 31, 2023. SVS Vision will become part of the Fielmann Group from September 1, 2023.Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: €0.39 (vs €0.32 in 2Q 2022)Second quarter 2023 results: EPS: €0.39 (up from €0.32 in 2Q 2022). Revenue: €493.2m (up 12% from 2Q 2022). Net income: €32.4m (up 22% from 2Q 2022). Profit margin: 6.6% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.공시 • Aug 24Fielmann Group AG to Report Q1, 2024 Results on Apr 26, 2024Fielmann Group AG announced that they will report Q1, 2024 results on Apr 26, 2024공시 • Aug 09Fielmann Group AG to Report Q2, 2023 Results on Aug 24, 2023Fielmann Group AG announced that they will report Q2, 2023 results on Aug 24, 2023공시 • Jul 13Fielmann Aktiengesellschaft Provides Earnings Guidance for the Full Year 2023Fielmann Aktiengesellschaft provided earnings guidance for the full year 2023. The company confirms its optimistic outlook with unit sales growth of +4% to 8% over last year, net sales growth of 7% to 10% over last year.Upcoming Dividend • Jul 07Upcoming dividend of €0.75 per share at 1.6% yieldEligible shareholders must have bought the stock before 14 July 2023. Payment date: 18 July 2023. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (6.1%). Lower than average of industry peers (3.2%).공시 • Jun 09Fielmann Aktiengesellschaft (XTRA:FIE) signed a definitive agreement to acquire Eyevious Style, Inc for approximately €35 million.Fielmann Aktiengesellschaft (XTRA:FIE) signed a definitive agreement to acquire Eyevious Style, Inc from Gregory Matthews, Margate LLC, EMKRIST LLC, Abington LLC, Ed Azer and Jocelyne Matthews. Thefor approximately €35 million on June 7, 2023. In a related party transaction, Fielmann Group agreed to acquire SVS Vision Holding Company. The transaction is expected to close today.공시 • Jun 08Fielmann Aktiengesellschaft (XTRA:FIE) has entered into a definitive agreement to acquire Single Vision Solution, Inc. from Robert G. Farrell, Jr. and Kenneth J. Stann. for approximately €110 million.Fielmann Aktiengesellschaft (XTRA:FIE) has entered into a definitive agreement to acquire Single Vision Solution, Inc. from Robert G. Farrell, Jr. and Kenneth J. Stann. for approximately €110 million on June 7, 2023. In a related transaction Fielmann Aktiengesellschaft has entered into a definitive agreement to acquire equity ownership of Eyevious Style, Inc. SVS Vision generated more than $100 million in sales in 2022.. In connection with the transactions, the Fielmann announced that it has appointed Lukas Ruecker as Chief executive officer of Fielmann USA, Inc. The transaction is subject to customary closing conditions, including receipt of any necessary regulatory approvals. The transaction is expected to close by 31 August 2023.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €46.62, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 12x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €63.90 per share.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 19% share price gain to €38.01, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 9x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €72.88 per share.공시 • Nov 10+ 1 more updateFielmann Aktiengesellschaft to Report Q1, 2023 Results on Apr 27, 2023Fielmann Aktiengesellschaft announced that they will report Q1, 2023 results on Apr 27, 2023Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €27.85, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 9x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 58% over the past three years.Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: €0.32 (vs €0.41 in 2Q 2021)Second quarter 2022 results: EPS: €0.32 (down from €0.41 in 2Q 2021). Revenue: €440.1m (up 8.0% from 2Q 2021). Net income: €26.5m (down 29% from 2Q 2021). Profit margin: 6.0% (down from 9.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.9%, compared to a 8.7% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Jul 08Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 19 July 2022. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (5.3%). Higher than average of industry peers (3.1%).Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €38.58, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 9x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €42.44 per share.Reported Earnings • Apr 27Full year 2021 earnings released: EPS: €1.63 (vs €1.39 in FY 2020)Full year 2021 results: EPS: €1.63 (up from €1.39 in FY 2020). Revenue: €1.68b (up 17% from FY 2020). Net income: €136.9m (up 18% from FY 2020). Profit margin: 8.2% (up from 8.1% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 12% growth forecast for the retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 6% per year.Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS €0.65 (vs €0.66 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €460.8m (up 9.5% from 3Q 2020). Net income: €54.5m (down 1.4% from 3Q 2020). Profit margin: 12% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS €0.41 (vs €0.15 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €407.7m (up 60% from 2Q 2020). Net income: €34.0m (up 171% from 2Q 2020). Profit margin: 8.4% (up from 4.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 02Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 09 July 2021. Payment date: 13 July 2021. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.5%).Reported Earnings • May 01Full year 2020 earnings released: EPS €1.39 (vs €2.05 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.43b (down 6.0% from FY 2019). Net income: €116.4m (down 32% from FY 2019). Profit margin: 8.1% (down from 11% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Executive Departure • Mar 02CEO & Chairman of the Management Board Marc Fielmann has left the companyOn the 28th of February, Marc Fielmann's tenure as CEO & Chairman of the Management Board of the company ended after 1.3 years in the role. Marc personally held 7.38m shares (€492m worth) as of December 2020. This is 8.8% of the company. Marc is the only executive to leave the company over the last 12 months. Under Marc's leadership, the company delivered a total shareholder return of -4.7%.Is New 90 Day High Low • Feb 04New 90-day high: €72.15The company is up 6.0% from its price of €67.90 on 05 November 2020. The British market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €53.40 per share.Is New 90 Day High Low • Jan 14New 90-day high: €69.90The company is up 2.0% from its price of €68.50 on 16 October 2020. The British market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.74 per share.Is New 90 Day High Low • Dec 11New 90-day low: €60.70The company is down 2.0% from its price of €62.15 on 11 September 2020. The British market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.70 per share.Analyst Estimate Surprise Post Earnings • Nov 15Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 11%, compared to a 4.4% growth forecast for the Specialty Retail industry in the United Kingdom.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €0.66The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: €421.0m (up 5.2% from 3Q 2019). Net income: €55.3m (up 5.0% from 3Q 2019). Profit margin: 13% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 11%, compared to a 2.2% growth forecast for the Specialty Retail industry in the United Kingdom.Is New 90 Day High Low • Sep 26New 90-day high: €67.40The company is up 14% from its price of €59.35 on 26 June 2020. The British market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail 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 €49.18 per share.이익 및 매출 성장 예측LSE:0MG1 - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,854275299N/A712/31/20272,701244276N/A712/31/20262,567216221N/A83/31/20262,443205N/AN/AN/A12/31/20252,435204380496N/A9/30/20252,416183N/AN/AN/A6/30/20252,398171358448N/A3/31/20252,344166N/AN/AN/A12/31/20242,267152327410N/A9/30/20242,157138N/AN/AN/A6/30/20242,080140230310N/A3/31/20242,021128N/AN/AN/A12/31/20231,971125196283N/A9/30/20231,939124N/AN/AN/A6/30/20231,875116202296N/A3/31/20231,822109171262N/A12/31/20221,759104160245N/A9/30/20221,745110176252N/A6/30/20221,743132221304N/A3/31/20221,711142254338N/A12/31/20211,678137260347N/A9/30/20211,648153271366N/A6/30/20211,608154284378N/A3/31/20211,456132210300N/A12/31/20201,429116188278N/A9/30/20201,394115139231N/A6/30/20201,373111113209N/A3/31/20201,504139224326N/A12/31/20191,521172N/A302N/A9/30/20191,508176N/A293N/A6/30/20191,475177N/A257N/A3/31/20191,450173N/A174N/A12/31/20181,428169N/A193N/A9/30/20181,404166N/A211N/A6/30/20181,402163N/A219N/A3/31/20181,394168N/A286N/A12/31/20171,386168N/A287N/A9/30/20171,388173N/A220N/A6/30/20171,372169N/A282N/A3/31/20171,363170N/A268N/A12/31/20161,337166N/A219N/A9/30/20161,323160N/A253N/A6/30/20161,316165N/A159N/A3/31/20161,299159N/A133N/A12/31/20151,300166N/A161N/A9/30/20151,282167N/A110N/A6/30/20151,258163N/A135N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0MG1 의 연간 예상 수익 증가율(11%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: 0MG1 의 연간 수익(11%)이 UK 시장(11.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 0MG1 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 0MG1 의 수익(연간 5.4%)이 UK 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 0MG1 의 수익(연간 5.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0MG1의 자본 수익률은 3년 후 21.4%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/03 02:07종가2026/06/03 00:00수익2026/03/31연간 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 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 소스Fielmann Group AG는 13명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Volker BosseBaader Helvea Equity ResearchHarrison Woodin-LygoBerenbergAndreas InderstBNP Paribas10명의 분석가 더 보기
공시 • May 02Fielmann Group AG Provides Earnings Guidance for the Financial Year 2025Fielmann Group AG provided earnings guidance for the financial year 2025. For the year, the company expected overall sales of about €2.5 billion.
공시 • Jul 13Fielmann Aktiengesellschaft Provides Earnings Guidance for the Full Year 2023Fielmann Aktiengesellschaft provided earnings guidance for the full year 2023. The company confirms its optimistic outlook with unit sales growth of +4% to 8% over last year, net sales growth of 7% to 10% over last year.
공시 • May 28Fielmann Group AG, Annual General Meeting, Jul 09, 2026Fielmann Group AG, Annual General Meeting, Jul 09, 2026, at 10:00 W. Europe Standard Time.
New Risk • May 06New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 65% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (65% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • May 02Full year 2025 earnings released: EPS: €2.43 (vs €1.81 in FY 2024)Full year 2025 results: EPS: €2.43 (up from €1.81 in FY 2024). Revenue: €2.44b (up 7.6% from FY 2024). Net income: €203.7m (up 34% from FY 2024). Profit margin: 8.4% (up from 6.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • Apr 30Fielmann Group AG to Report Q1, 2027 Results on Apr 29, 2027Fielmann Group AG announced that they will report Q1, 2027 results on Apr 29, 2027
공시 • Mar 23Fielmann Group AG(XTRA:FIE) dropped from FTSE All-World Index (USD)Fielmann Group AG(XTRA:FIE) dropped from FTSE All-World Index (USD)
Declared Dividend • Feb 16Dividend increased to €1.40Dividend of €1.40 is 22% higher than last year. Ex-date: 10th July 2026 Payment date: 14th July 2026 Dividend yield will be 3.2%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Feb 14Fielmann Group AG Proposes DividendFielmann Group AG announced that the Management Board and Supervisory Board have decided in their meeting on 12 February 2026 to propose an increased dividend of EUR 1.40 per share (PY: EUR 1.15; +21.7%) at the Annual General Meeting on July 9, 2026, reflecting the Group’s strong performance in 2025 and successful conclusion of its Vision 2025 growth strategy.
공시 • Dec 09+ 1 more updateFielmann Group AG to Report Q3, 2026 Results on Nov 05, 2026Fielmann Group AG announced that they will report Q3, 2026 results on Nov 05, 2026
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: €0.61 (vs €0.47 in 3Q 2024)Third quarter 2025 results: EPS: €0.61 (up from €0.47 in 3Q 2024). Revenue: €620.2m (up 2.6% from 3Q 2024). Net income: €51.9m (up 32% from 3Q 2024). Profit margin: 8.4% (up from 6.5% in 3Q 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Nov 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €45.13. The fair value is estimated to be €56.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
Buy Or Sell Opportunity • Sep 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €51.16. The fair value is estimated to be €64.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
Buy Or Sell Opportunity • Sep 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to €54.50. The fair value is estimated to be €68.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: €0.62 (vs €0.52 in 2Q 2024)Second quarter 2025 results: EPS: €0.62 (up from €0.52 in 2Q 2024). Revenue: €622.9m (up 13% from 2Q 2024). Net income: €51.7m (up 18% from 2Q 2024). Profit margin: 8.3% (up from 8.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 13% per year.
New Risk • Aug 26New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (85% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Jul 04Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 11 July 2025. Payment date: 15 July 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (3.7%).
공시 • Jun 02Fielmann Group AG, Annual General Meeting, Jul 10, 2025Fielmann Group AG, Annual General Meeting, Jul 10, 2025, at 10:00 W. Europe Standard Time.
Declared Dividend • Jun 02Dividend increased to €1.50Dividend of €1.50 is 50% higher than last year. Ex-date: 11th July 2025 Payment date: 15th July 2025 Dividend yield will be 2.7%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 01Fielmann Group AG announces Annual dividend, payable on July 15, 2025Fielmann Group AG announced Annual dividend of EUR 1.5000 per share payable on July 15, 2025, ex-date on July 11, 2025 and record date on July 14, 2025.
New Risk • May 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 85% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €53.40, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 13x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.70 per share.
공시 • May 02Fielmann Group AG Provides Earnings Guidance for the Financial Year 2025Fielmann Group AG provided earnings guidance for the financial year 2025. For the year, the company expected overall sales of about €2.5 billion.
Reported Earnings • May 02Full year 2024 earnings released: EPS: €1.81 (vs €1.52 in FY 2023)Full year 2024 results: EPS: €1.81 (up from €1.52 in FY 2023). Revenue: €2.26b (up 15% from FY 2023). Net income: €152.1m (up 19% from FY 2023). Profit margin: 6.7% (up from 6.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.
New Risk • Apr 30New major risk - Revenue and earnings growthEarnings have declined by 1.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
공시 • Feb 20Fielmann Group AG to Report Fiscal Year 2024 Results on Mar 04, 2025Fielmann Group AG announced that they will report fiscal year 2024 results on Mar 04, 2025
공시 • Dec 19+ 2 more updatesFielmann Group AG to Report Q1, 2025 Results on Apr 30, 2025Fielmann Group AG announced that they will report Q1, 2025 results on Apr 30, 2025
Reported Earnings • Nov 02Third quarter 2024 earnings released: EPS: €0.47 (vs €0.52 in 3Q 2023)Third quarter 2024 results: EPS: €0.47 (down from €0.52 in 3Q 2023). Revenue: €604.4m (up 15% from 3Q 2023). Net income: €39.2m (down 9.4% from 3Q 2023). Profit margin: 6.5% (down from 8.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: €0.52 (vs €0.39 in 2Q 2023)Second quarter 2024 results: EPS: €0.52 (up from €0.39 in 2Q 2023). Revenue: €552.7m (up 12% from 2Q 2023). Net income: €44.0m (up 36% from 2Q 2023). Profit margin: 8.0% (up from 6.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
공시 • Jul 12Fielmann Group AG (XTRA:FIE) acquired remaining 20% stake in ÒPTICA DEL PENEDÈS, S.L.Fielmann Group AG (XTRA:FIE) acquired remaining 20% stake in ÒPTICA DEL PENEDÈS, S.L. in April 2024.Fielmann Group AG (XTRA:FIE) completed the acquisition of remaining 20% stake in ÒPTICA DEL PENEDÈS, S.L. in April 2024.
Upcoming Dividend • Jul 05Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 12 July 2024. Payment date: 16 July 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.6%).
New Risk • May 08New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 55% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (55% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • May 03Full year 2023 earnings released: EPS: €1.52 (vs €1.23 in FY 2022)Full year 2023 results: EPS: €1.52 (up from €1.23 in FY 2022). Revenue: €1.97b (up 12% from FY 2022). Net income: €127.6m (up 23% from FY 2022). Profit margin: 6.5% (up from 5.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 10% per year.
New Risk • Mar 30New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 15% to €47.19. The fair value is estimated to be €59.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 4.1%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.
Buying Opportunity • Jan 11Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €59.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 4.1%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 34% in the next 2 years.
공시 • Nov 29Fielmann Group AG to Report Fiscal Year 2023 Final Results on Apr 25, 2024Fielmann Group AG announced that they will report fiscal year 2023 final results on Apr 25, 2024
Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: €0.52 (vs €0.40 in 3Q 2022)Third quarter 2023 results: EPS: €0.52 (up from €0.40 in 3Q 2022). Revenue: €526.4m (up 14% from 3Q 2022). Net income: €43.3m (up 29% from 3Q 2022). Profit margin: 8.2% (up from 7.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
공시 • Nov 11Fielmann Group AG to Report Q3, 2024 Results on Nov 07, 2024Fielmann Group AG announced that they will report Q3, 2024 results on Nov 07, 2024
공시 • Oct 19+ 1 more updateFielmann Group AG to Report Q2, 2024 Results on Aug 29, 2024Fielmann Group AG announced that they will report Q2, 2024 results on Aug 29, 2024
공시 • Sep 02Fielmann Aktiengesellschaft (XTRA:FIE) acquired Single Vision Solution, Inc.Fielmann Aktiengesellschaft (XTRA:FIE) has entered into a definitive agreement to acquire Single Vision Solution, Inc. from Robert G. Farrell, Jr. and Kenneth J. Stann. for approximately €110 million on June 7, 2023. In a related transaction Fielmann Aktiengesellschaft has entered into a definitive agreement to acquire equity ownership of Eyevious Style, Inc. SVS Vision generated more than $100 million in sales in 2022.. In connection with the transactions, the Fielmann announced that it has appointed Lukas Ruecker as Chief executive officer of Fielmann USA, Inc. The transaction is subject to customary closing conditions, including receipt of any necessary regulatory approvals. The transaction is expected to close by 31 August 2023.Fielmann Aktiengesellschaft (XTRA:FIE) completed the acquisition of Single Vision Solution, Inc. on August 31, 2023. SVS Vision will become part of the Fielmann Group from September 1, 2023.
Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: €0.39 (vs €0.32 in 2Q 2022)Second quarter 2023 results: EPS: €0.39 (up from €0.32 in 2Q 2022). Revenue: €493.2m (up 12% from 2Q 2022). Net income: €32.4m (up 22% from 2Q 2022). Profit margin: 6.6% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
공시 • Aug 24Fielmann Group AG to Report Q1, 2024 Results on Apr 26, 2024Fielmann Group AG announced that they will report Q1, 2024 results on Apr 26, 2024
공시 • Aug 09Fielmann Group AG to Report Q2, 2023 Results on Aug 24, 2023Fielmann Group AG announced that they will report Q2, 2023 results on Aug 24, 2023
공시 • Jul 13Fielmann Aktiengesellschaft Provides Earnings Guidance for the Full Year 2023Fielmann Aktiengesellschaft provided earnings guidance for the full year 2023. The company confirms its optimistic outlook with unit sales growth of +4% to 8% over last year, net sales growth of 7% to 10% over last year.
Upcoming Dividend • Jul 07Upcoming dividend of €0.75 per share at 1.6% yieldEligible shareholders must have bought the stock before 14 July 2023. Payment date: 18 July 2023. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (6.1%). Lower than average of industry peers (3.2%).
공시 • Jun 09Fielmann Aktiengesellschaft (XTRA:FIE) signed a definitive agreement to acquire Eyevious Style, Inc for approximately €35 million.Fielmann Aktiengesellschaft (XTRA:FIE) signed a definitive agreement to acquire Eyevious Style, Inc from Gregory Matthews, Margate LLC, EMKRIST LLC, Abington LLC, Ed Azer and Jocelyne Matthews. Thefor approximately €35 million on June 7, 2023. In a related party transaction, Fielmann Group agreed to acquire SVS Vision Holding Company. The transaction is expected to close today.
공시 • Jun 08Fielmann Aktiengesellschaft (XTRA:FIE) has entered into a definitive agreement to acquire Single Vision Solution, Inc. from Robert G. Farrell, Jr. and Kenneth J. Stann. for approximately €110 million.Fielmann Aktiengesellschaft (XTRA:FIE) has entered into a definitive agreement to acquire Single Vision Solution, Inc. from Robert G. Farrell, Jr. and Kenneth J. Stann. for approximately €110 million on June 7, 2023. In a related transaction Fielmann Aktiengesellschaft has entered into a definitive agreement to acquire equity ownership of Eyevious Style, Inc. SVS Vision generated more than $100 million in sales in 2022.. In connection with the transactions, the Fielmann announced that it has appointed Lukas Ruecker as Chief executive officer of Fielmann USA, Inc. The transaction is subject to customary closing conditions, including receipt of any necessary regulatory approvals. The transaction is expected to close by 31 August 2023.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €46.62, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 12x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €63.90 per share.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 19% share price gain to €38.01, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 9x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €72.88 per share.
공시 • Nov 10+ 1 more updateFielmann Aktiengesellschaft to Report Q1, 2023 Results on Apr 27, 2023Fielmann Aktiengesellschaft announced that they will report Q1, 2023 results on Apr 27, 2023
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €27.85, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 9x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 58% over the past three years.
Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: €0.32 (vs €0.41 in 2Q 2021)Second quarter 2022 results: EPS: €0.32 (down from €0.41 in 2Q 2021). Revenue: €440.1m (up 8.0% from 2Q 2021). Net income: €26.5m (down 29% from 2Q 2021). Profit margin: 6.0% (down from 9.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.9%, compared to a 8.7% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Jul 08Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 19 July 2022. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (5.3%). Higher than average of industry peers (3.1%).
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €38.58, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 9x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €42.44 per share.
Reported Earnings • Apr 27Full year 2021 earnings released: EPS: €1.63 (vs €1.39 in FY 2020)Full year 2021 results: EPS: €1.63 (up from €1.39 in FY 2020). Revenue: €1.68b (up 17% from FY 2020). Net income: €136.9m (up 18% from FY 2020). Profit margin: 8.2% (up from 8.1% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 12% growth forecast for the retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 6% per year.
Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS €0.65 (vs €0.66 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €460.8m (up 9.5% from 3Q 2020). Net income: €54.5m (down 1.4% from 3Q 2020). Profit margin: 12% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS €0.41 (vs €0.15 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €407.7m (up 60% from 2Q 2020). Net income: €34.0m (up 171% from 2Q 2020). Profit margin: 8.4% (up from 4.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 02Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 09 July 2021. Payment date: 13 July 2021. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.5%).
Reported Earnings • May 01Full year 2020 earnings released: EPS €1.39 (vs €2.05 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.43b (down 6.0% from FY 2019). Net income: €116.4m (down 32% from FY 2019). Profit margin: 8.1% (down from 11% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Executive Departure • Mar 02CEO & Chairman of the Management Board Marc Fielmann has left the companyOn the 28th of February, Marc Fielmann's tenure as CEO & Chairman of the Management Board of the company ended after 1.3 years in the role. Marc personally held 7.38m shares (€492m worth) as of December 2020. This is 8.8% of the company. Marc is the only executive to leave the company over the last 12 months. Under Marc's leadership, the company delivered a total shareholder return of -4.7%.
Is New 90 Day High Low • Feb 04New 90-day high: €72.15The company is up 6.0% from its price of €67.90 on 05 November 2020. The British market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €53.40 per share.
Is New 90 Day High Low • Jan 14New 90-day high: €69.90The company is up 2.0% from its price of €68.50 on 16 October 2020. The British market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.74 per share.
Is New 90 Day High Low • Dec 11New 90-day low: €60.70The company is down 2.0% from its price of €62.15 on 11 September 2020. The British market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.70 per share.
Analyst Estimate Surprise Post Earnings • Nov 15Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 11%, compared to a 4.4% growth forecast for the Specialty Retail industry in the United Kingdom.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €0.66The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: €421.0m (up 5.2% from 3Q 2019). Net income: €55.3m (up 5.0% from 3Q 2019). Profit margin: 13% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 11%, compared to a 2.2% growth forecast for the Specialty Retail industry in the United Kingdom.
Is New 90 Day High Low • Sep 26New 90-day high: €67.40The company is up 14% from its price of €59.35 on 26 June 2020. The British market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail 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 €49.18 per share.