View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsScS Group 배당 및 자사주 매입배당 기준 점검 2/6ScS Group 은(는) 현재 수익률이 5.37% 인 배당금 지급 회사입니다.핵심 정보5.4%배당 수익률5.2%자사주 매입 수익률총 주주 수익률10.5%미래 배당 수익률5.2%배당 성장률-55.3%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향113%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Nov 09Upcoming dividend of UK£0.10 per share at 5.4% yieldEligible shareholders must have bought the stock before 16 November 2023. Payment date: 15 December 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.4%. Lower than top quartile of British dividend payers (6.4%). Higher than average of industry peers (3.4%).Upcoming Dividend • Apr 13Upcoming dividend of UK£0.045 per share at 7.6% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 7.6%. Within top quartile of British dividend payers (5.9%). Higher than average of industry peers (2.9%).Upcoming Dividend • Nov 03Upcoming dividend of UK£0.09 per shareEligible shareholders must have bought the stock before 10 November 2022. Payment date: 09 December 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 8.9%. Within top quartile of British dividend payers (6.0%). Higher than average of industry peers (3.5%).분석 기사 • Nov 01ScS Group (LON:SCS) Has Announced That It Will Be Increasing Its Dividend To £0.09ScS Group plc ( LON:SCS ) has announced that it will be increasing its dividend from last year's comparable payment on...분석 기사 • Oct 15ScS Group's (LON:SCS) Shareholders Will Receive A Bigger Dividend Than Last YearScS Group plc's ( LON:SCS ) dividend will be increasing from last year's payment of the same period to £0.09 on 9th of...Upcoming Dividend • Apr 14Upcoming dividend of UK£0.045 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 12 May 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.8%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (2.6%).모든 업데이트 보기Recent updates공시 • Jan 30+ 1 more updateScS Group plc Shares Listing Expected to Be Cancelled Effective Jan. 31On 24 October 2023, the boards of Cerezzola Limited ("BidCo"), a newly incorporated wholly-owned subsidiary of Poltronesofà S.p. A ("Poltronesofà"), and ScS Group Plc ("ScS") announced that they had reached agreement on the terms of a recommended cash offer by BidCo to acquire the entire issued and to be issued ordinary share capital of ScS (the "Acquisition"). The Acquisition is being implemented by means of a court sanctioned scheme of arrangement under Part 26 of the Companies Act 2006 (the "Scheme"). The listing of ScS Shares on the premium segment of the Official List and the admission to trading of ScS Shares on the Main Market were suspended with effect from 7.30 a.m. (London time) January 30, 2024. The listing of ScS Shares on the premium segment of the Official List and the admission to trading of ScS Shares on the Main Market are, in each case, expected to be cancelled with effect from 8.00 a.m. (London time) on 31 January 2024.New Risk • Jan 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (113% payout ratio). Profit margins are more than 30% lower than last year (1.4% net profit margin). Shareholders have been diluted in the past year (2.9% increase in shares outstanding).Upcoming Dividend • Nov 09Upcoming dividend of UK£0.10 per share at 5.4% yieldEligible shareholders must have bought the stock before 16 November 2023. Payment date: 15 December 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.4%. Lower than top quartile of British dividend payers (6.4%). Higher than average of industry peers (3.4%).Recent Insider Transactions Derivative • Nov 05Executive Director exercised options and sold UK£87k worth of stockOn the 30th of October, Christopher J. Muir exercised options to acquire 68k shares at no cost and sold these for an average price of UK£1.27 per share. This trade did not impact their existing holding. Since March 2023, Christopher J. has owned 179.56k shares directly. Company insiders have collectively sold UK£381k more than they bought, via options and on-market transactions in the last 12 months.공시 • Oct 26Poltronesofà S.p.A. reached an agreement to acquire ScS Group plc (LSE:SCS) for £95 million.Poltronesofà S.p.A. reached an agreement to acquire ScS Group plc (LSE:SCS) for £95 million on October 24, 2023. Under the terms of the Acquisition, ScS Shareholders will be entitled to receive: 280 pence for each ScS Share (the "Transaction Value"). The Transaction Value values ScS's entire issued and to be issued share capital at approximately £99,387,946 on a fully diluted basis. It is intended that the Acquisition will be implemented by way of a Court-sanctioned scheme of arrangement under Part 26 of the Companies Act. As a part of acquisition, Poltronesofà does not intend that there will be any material headcount reductions as a result of the Acquisition. Poltronesofà intends to finance the cash consideration payable to ScS Shareholders pursuant to the Acquisition from existing cash on Poltronesofà's balance sheet. Post completion of the acquisition, it is expected that, on the Effective Date, each non-executive ScS Director will resign with immediate effect. Poltronesofà does not intend to make material changes to places of business, or headquarters of ScS or to redeploy the fixed assets of ScS. The Acquisition is conditional on, among other things: (i) approval by a majority in number of the ScS Shareholders who are present and vote, either in person or by proxy, at the Court Meeting (and at any separate class meeting which may be required by the Court) and who represent not less than 75 per cent. in value of the ScS Shares (or the relevant class or classes thereof) voted by those ScS Shareholders; (ii) the sanction of the Scheme by the Court; and (iii) satisfaction (or, where applicable, waiver) of the Conditions including the receipt of relevant regulatory approval from the FCA in respect of the Acquisition and approval of not less than 75 per cent. of the votes cast, either in person or by proxy, of the resolutions required to approve and implement the Scheme at the ScS General Meeting. The Acquisition is expected to become Effective in the first quarter of 2024, subject to the satisfaction (or, where applicable, waiver) of the Conditions set out in Appendix I to this Announcement. The Acquisition allows ScS Shareholders to realise their full investment in ScS for cash in the near-term at an attractive valuation, which recognises the quality of ScS's underlying business, cash resources and prospects under its refreshed strategy. Patrick Castle, James Thomas, Iain Sexton and Ben Canning of Shore Capital and Corporate Limited and Shore Capital Stockbrokers Limited acted as financial advisor to ScS in the transaction. Chris Emmerson and Giuseppe Pipitone of Goldman Sachs International, as financial adviser to Poltronesofà, is satisfied that sufficient resources are available to BidCo to enable it to satisfy in full the cash consideration payable to ScS Shareholders under the terms of the Acquisition. Skadden, Arps, Slate, Meagher & Flom (UK) LLP is acting as legal adviser to Poltronesofà in connection with the Acquisition. Ward Hadaway LLP is acting as legal adviser to ScS in connection with the Acquisition.Reported Earnings • Oct 26Full year 2023 earnings released: EPS: UK£0.13 (vs UK£0.36 in FY 2022)Full year 2023 results: EPS: UK£0.13 (down from UK£0.36 in FY 2022). Revenue: UK£325.9m (down 1.7% from FY 2022). Net income: UK£4.45m (down 67% from FY 2022). Profit margin: 1.4% (down from 4.1% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 2 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 increased by 7% per year whereas the company’s share price has increased by 12% per year.공시 • Oct 25FCA To Be Requested to Cancel the Listing of the ScS Group Shares from the Official List On, or Shortly After, the Effective DateThe boards of Poltronesofà S.p.A. (Poltronesofà) and ScS Group plc (ScS) announced that they have reached agreement on the terms of a recommended cash offer by Cerezzola Limited ("BidCo"), a wholly-owned subsidiary of Poltronesofà, for the entire issued and to be issued share capital of ScS (the "Acquisition"). It is intended that the Acquisition be implemented by way of a Court-sanctioned scheme of arrangement under Part 26 of the Companies Act. Prior to the Scheme becoming Effective, a request will be made by ScS to the London Stock Exchange to cancel the admission to trading in ScS Shares on its Main Market for listed securities to take effect on, or shortly after, the Effective Date and the FCA will be requested to cancel the listing of the ScS Shares from the Official List on, or shortly after, the Effective Date. On the Effective Date, share certificates in respect of ScS Shares will cease to be valid (and should be destroyed) and entitlements to ScS Shares held within the CREST system will be cancelled. As soon as practicable after the Effective Date and after the cancellation of the admission to trading in ScS Shares on the London Stock Exchange's Main Market for listed securities and the cancellation of the listing of the ScS Shares on the Official List, it is intended that ScS will be re-registered as a private limited company under the relevant provisions of the Companies Act.New Risk • Oct 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.분석 기사 • Oct 25ScS Group plc's (LON:SCS) Intrinsic Value Is Potentially 61% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, ScS Group fair value estimate is UK£4.36 ScS Group is...Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 68%After last week's 68% share price gain to UK£2.71, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.36 per share.Price Target Changed • Oct 18Price target decreased by 10% to UK£2.00Down from UK£2.23, the current price target is provided by 1 analyst. New target price is 22% above last closing price of UK£1.64. Stock is up 13% over the past year. The company is forecast to post earnings per share of UK£0.15 for next year compared to UK£0.36 last year.분석 기사 • Jul 22Estimating The Intrinsic Value Of ScS Group plc (LON:SCS)Key Insights ScS Group's estimated fair value is UK£1.60 based on Dividend Discount Model ScS Group's UK£1.59 share...공시 • Jul 04ScS Group plc Appoints of Mark Fleetwood as Chief Financial OfficerScS Group plc announced the appointment of Mark Fleetwood as Chief Financial Officer. He will join the Board of the Group and take up his role as CFO on 4 September 2023. Mark has significant retail and PLC experience. He most recently served a five-year term as CFO of END, the digital-led global fashion retailer based in the North East, where he supported the high-growth ambitions with revenue more than doubling to circa £220m. Prior to this, he was Corporate Finance Director at Grainger plc, the UK's largest listed residential landlord. Before Grainger, he held senior roles at N+1 Singer and Brewin Dolphin. Mark is a chartered accountant having qualified with KPMG in 2005. Chris Muir, the Group's incumbent CFO who notified the Board of his intention to step down in December 2022, will remain actively involved with the business as Executive Director to ensure an orderly transition and to oversee publication of the Group's Preliminary Results in October. Chris will remain available until late 2023, when he will step down from the Board and depart having served his 12-month notice.Upcoming Dividend • Apr 13Upcoming dividend of UK£0.045 per share at 7.6% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 7.6%. Within top quartile of British dividend payers (5.9%). Higher than average of industry peers (2.9%).Major Estimate Revision • Mar 28Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from UK£330.7m to UK£340.8m. EPS estimate fell from UK£0.165 to UK£0.147 per share. Net income forecast to shrink 49% next year vs 0.6% growth forecast for Specialty Retail industry in the United Kingdom . Consensus price target up from UK£2.23 to UK£2.30. Share price fell 9.4% to UK£1.72 over the past week.Reported Earnings • Mar 21First half 2023 earnings released: UK£0.15 loss per share (vs UK£0.076 loss in 1H 2022)First half 2023 results: UK£0.15 loss per share (further deteriorated from UK£0.076 loss in 1H 2022). Revenue: UK£147.9m (up 2.6% from 1H 2022). Net loss: UK£5.20m (loss widened 81% from 1H 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.분석 기사 • Feb 22At UK£1.96, Is ScS Group plc (LON:SCS) Worth Looking At Closely?While ScS Group plc ( LON:SCS ) might not be the most widely known stock at the moment, it led the LSE gainers with a...Price Target Changed • Feb 02Price target increased by 14% to UK£2.23Up from UK£1.95, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of UK£2.20. Stock is down 2.2% over the past year. The company is forecast to post earnings per share of UK£0.17 for next year compared to UK£0.36 last year.공시 • Jan 19+ 2 more updatesScS Group plc to Report First Half, 2023 Results on Mar 21, 2023ScS Group plc announced that they will report first half, 2023 results on Mar 21, 2023공시 • Jan 12ScS Group plc (LSE:SCS) acquired SNUG HQ from Snug Shack Limited for £0.87 million.ScS Group plc (LSE:SCS) acquired SNUG HQ from Snug Shack Limited for £0.87 million on January 10, 2023. This acquisition includes brand, domain names, website, intellectual property and stock of Snugsofa.com. Snug 53 employees will join into ScS Group as a part of acquisition. ScS Group plc (LSE:SCS) completed the acquisition of SNUG HQ from Snug Shack Limited on January 10, 2023분석 기사 • Jan 11ScS Group (LON:SCS) Might Be Having Difficulty Using Its Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Buying Opportunity • Nov 28Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.8%. The fair value is estimated to be UK£1.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 10%.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Non-Executive Director Angela Luger was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 03Upcoming dividend of UK£0.09 per shareEligible shareholders must have bought the stock before 10 November 2022. Payment date: 09 December 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 8.9%. Within top quartile of British dividend payers (6.0%). Higher than average of industry peers (3.5%).분석 기사 • Nov 01ScS Group (LON:SCS) Has Announced That It Will Be Increasing Its Dividend To £0.09ScS Group plc ( LON:SCS ) has announced that it will be increasing its dividend from last year's comparable payment on...Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to UK£1.50, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 31% over the past three years.분석 기사 • Oct 15ScS Group's (LON:SCS) Shareholders Will Receive A Bigger Dividend Than Last YearScS Group plc's ( LON:SCS ) dividend will be increasing from last year's payment of the same period to £0.09 on 9th of...Reported Earnings • Oct 12Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: UK£0.36 (down from UK£0.50 in FY 2021). Revenue: UK£331.6m (up 6.8% from FY 2021). Net income: UK£13.6m (down 29% from FY 2021). Profit margin: 4.1% (down from 6.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 7.7%. Revenue is forecast to grow 1.1% 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 increased by 10% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 27Price target decreased to UK£2.90Down from UK£3.20, the current price target is an average from 3 analysts. New target price is 66% above last closing price of UK£1.75. Stock is down 33% over the past year. The company is forecast to post earnings per share of UK£0.29 for next year compared to UK£0.50 last year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Angela Luger was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 14Upcoming dividend of UK£0.045 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 12 May 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.8%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (2.6%).Major Estimate Revision • Mar 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from UK£372.7m to UK£358.5m. EPS estimate rose from UK£0.19 to UK£0.29. Net income forecast to grow 428% next year vs 4.0% decline forecast for Specialty Retail industry in the United Kingdom. Consensus price target down from UK£3.20 to UK£2.90. Share price rose 5.6% to UK£1.99 over the past week.Price Target Changed • Mar 22Price target decreased to UK£2.90Down from UK£3.35, the current price target is an average from 3 analysts. New target price is 60% above last closing price of UK£1.82. Stock is down 24% over the past year. The company is forecast to post earnings per share of UK£0.19 for next year compared to UK£0.50 last year.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to UK£1.57, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.55 per share.분석 기사 • Feb 18Is There An Opportunity With ScS Group plc's (LON:SCS) 24% Undervaluation?How far off is ScS Group plc ( LON:SCS ) from its intrinsic value? Using the most recent financial data, we'll take a...Buying Opportunity • Feb 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be UK£2.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% per annum over the last 3 years. The company has become profitable over the last year.Buying Opportunity • Jan 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be UK£2.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% per annum over the last 3 years. The company has become profitable over the last year.Board Change • Dec 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Angela Luger was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 04Upcoming dividend of UK£0.07 per shareEligible shareholders must have bought the stock before 11 November 2021. Payment date: 10 December 2021. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.7%).Recent Insider Transactions Derivative • Oct 21CFO & Executive Director exercised options and sold UK£206k worth of stockOn the 15th of October, Christopher J. Muir exercised options to acquire 163k shares at no cost and sold these for an average price of UK£1.26 per share. This trade did not impact their existing holding. Since December 2020, Christopher J. has owned 50.47k shares directly. Company insiders have collectively sold UK£521k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Oct 06Full year 2021 earnings released: EPS UK£0.50 (vs UK£0.058 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£310.6m (up 22% from FY 2020). Net income: UK£19.1m (up UK£21.3m from FY 2020). Profit margin: 6.1% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.Price Target Changed • Oct 05Price target increased to UK£3.60Up from UK£3.30, the current price target is an average from 3 analysts. New target price is 33% above last closing price of UK£2.70. Stock is up 34% over the past year.분석 기사 • Aug 10Here's What's Concerning About ScS Group's (LON:SCS) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Price Target Changed • Aug 07Price target increased to UK£3.60Up from UK£3.30, the current price target is an average from 3 analysts. New target price is 16% above last closing price of UK£3.11. Stock is up 83% over the past year.Upcoming Dividend • Jul 01Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 23 July 2021. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.5%).Price Target Changed • Jun 16Price target increased to UK£3.40Up from UK£2.43, the current price target is an average from 2 analysts. New target price is 17% above last closing price of UK£2.90. Stock is up 94% over the past year.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improved over the past weekAfter last week's 18% share price gain to UK£3.03, the stock trades at a trailing P/E ratio of 9.1x. Average forward P/E is 23x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 47% over the past three years.분석 기사 • May 07Some Investors May Be Worried About ScS Group's (LON:SCS) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Mar 17First half 2021 earnings released: EPS UK£0.38 (vs UK£0.014 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£173.9m (up 14% from 1H 2020). Net income: UK£14.2m (up UK£14.8m from 1H 2020). Profit margin: 8.2% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Recent Insider Transactions • Mar 17Corporate Services Director recently sold UK£85k worth of stockOn the 16th of March, Marie Liston sold around 35k shares on-market at roughly UK£2.43 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£140k more than they bought in the last 12 months.Is New 90 Day High Low • Mar 09New 90-day high: UK£2.30The company is up 6.0% from its price of UK£2.16 on 09 December 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it 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 UK£3.87 per share.분석 기사 • Mar 09Did You Participate In Any Of ScS Group's (LON:SCS) Respectable 53% Return?When you buy and hold a stock for the long term, you definitely want it to provide a positive return. But more than...분석 기사 • Feb 10This Insider Has Just Sold Shares In ScS Group plc (LON:SCS)Anyone interested in ScS Group plc ( LON:SCS ) should probably be aware that the Logistics Director, Gary Kemp...Recent Insider Transactions • Feb 10Logistics Director recently sold UK£75k worth of stockOn the 8th of February, Gary Kemp sold around 36k shares on-market at roughly UK£2.08 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£55k more than they bought in the last 12 months.Is New 90 Day High Low • Jan 19New 90-day high: UK£2.17The company is up 8.0% from its price of UK£2.00 on 21 October 2020. The British market is up 16% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Specialty Retail industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£6.12 per share.분석 기사 • Jan 19Will ScS Group (LON:SCS) Multiply In Value Going Forward?What are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • Nov 24What Type Of Returns Would ScS Group's(LON:SCS) Shareholders Have Earned If They Purchased Their SharesYear Ago?While not a mind-blowing move, it is good to see that the ScS Group plc (LON:SCS) share price has gained 12% in the...Analyst Estimate Surprise Post Earnings • Oct 30Annual earnings released: Revenue beats expectationsAnnual revenue exceeded analyst estimates by 0.06% at UK£268.1m. Revenue is forecast to grow 30% over the next year, compared to a 3.5% growth forecast for the Specialty Retail industry in the United Kingdom.Reported Earnings • Oct 30Full year earnings released - UK£0.058 loss per shareOver the last 12 months the company has reported total losses of UK£2.22m, with earnings decreasing by UK£13.6m from the prior year. Total revenue was UK£255.5m over the last 12 months, down 20% from the prior year.Price Target Changed • Sep 29Price target raised to UK£2.75Up from UK£2.08, the current price target is an average from 2 analysts. The new target price is 35% above the current share price of UK£2.04. As of last close, the stock is down 7.5% over the past year.Reported Earnings • Sep 29Full year earnings released - UK£0.058 loss per shareOver the last 12 months the company has reported total losses of UK£2.22m, with earnings decreasing by UK£13.6m from the prior year. Total revenue was UK£255.5m over the last 12 months, down 20% from the prior year.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: SCS 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.배당금 증가: SCS 의 배당금 지급이 증가했지만 회사는 9 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장ScS Group 배당 수익률 vs 시장SCS의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (SCS)5.4%시장 하위 25% (GB)2.2%시장 상위 25% (GB)5.6%업계 평균 (Specialty Retail)3.8%분석가 예측 (SCS) (최대 3년)5.2%주목할만한 배당금: SCS 의 배당금( 5.37% )은 UK 시장에서 배당금 지급자의 하위 25%( 2.2% )보다 높습니다.고배당: SCS 의 배당금( 5.37% )은 UK 시장에서 배당금 지급자의 상위 25%( 5.63% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 지급 비율 ( 113% )이 높기 때문에 SCS 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 16.7% )이 낮기 때문에 SCS 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YGB 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/01/30 20:09종가2024/01/30 00:00수익2023/07/29연간 수익2023/07/29데이터 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 소스ScS Group plc는 2명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kate CalvertInvestec Bank plc (UK)Darren ShirleyShore Capital Group Ltd
Upcoming Dividend • Nov 09Upcoming dividend of UK£0.10 per share at 5.4% yieldEligible shareholders must have bought the stock before 16 November 2023. Payment date: 15 December 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.4%. Lower than top quartile of British dividend payers (6.4%). Higher than average of industry peers (3.4%).
Upcoming Dividend • Apr 13Upcoming dividend of UK£0.045 per share at 7.6% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 7.6%. Within top quartile of British dividend payers (5.9%). Higher than average of industry peers (2.9%).
Upcoming Dividend • Nov 03Upcoming dividend of UK£0.09 per shareEligible shareholders must have bought the stock before 10 November 2022. Payment date: 09 December 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 8.9%. Within top quartile of British dividend payers (6.0%). Higher than average of industry peers (3.5%).
분석 기사 • Nov 01ScS Group (LON:SCS) Has Announced That It Will Be Increasing Its Dividend To £0.09ScS Group plc ( LON:SCS ) has announced that it will be increasing its dividend from last year's comparable payment on...
분석 기사 • Oct 15ScS Group's (LON:SCS) Shareholders Will Receive A Bigger Dividend Than Last YearScS Group plc's ( LON:SCS ) dividend will be increasing from last year's payment of the same period to £0.09 on 9th of...
Upcoming Dividend • Apr 14Upcoming dividend of UK£0.045 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 12 May 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.8%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (2.6%).
공시 • Jan 30+ 1 more updateScS Group plc Shares Listing Expected to Be Cancelled Effective Jan. 31On 24 October 2023, the boards of Cerezzola Limited ("BidCo"), a newly incorporated wholly-owned subsidiary of Poltronesofà S.p. A ("Poltronesofà"), and ScS Group Plc ("ScS") announced that they had reached agreement on the terms of a recommended cash offer by BidCo to acquire the entire issued and to be issued ordinary share capital of ScS (the "Acquisition"). The Acquisition is being implemented by means of a court sanctioned scheme of arrangement under Part 26 of the Companies Act 2006 (the "Scheme"). The listing of ScS Shares on the premium segment of the Official List and the admission to trading of ScS Shares on the Main Market were suspended with effect from 7.30 a.m. (London time) January 30, 2024. The listing of ScS Shares on the premium segment of the Official List and the admission to trading of ScS Shares on the Main Market are, in each case, expected to be cancelled with effect from 8.00 a.m. (London time) on 31 January 2024.
New Risk • Jan 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (113% payout ratio). Profit margins are more than 30% lower than last year (1.4% net profit margin). Shareholders have been diluted in the past year (2.9% increase in shares outstanding).
Upcoming Dividend • Nov 09Upcoming dividend of UK£0.10 per share at 5.4% yieldEligible shareholders must have bought the stock before 16 November 2023. Payment date: 15 December 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.4%. Lower than top quartile of British dividend payers (6.4%). Higher than average of industry peers (3.4%).
Recent Insider Transactions Derivative • Nov 05Executive Director exercised options and sold UK£87k worth of stockOn the 30th of October, Christopher J. Muir exercised options to acquire 68k shares at no cost and sold these for an average price of UK£1.27 per share. This trade did not impact their existing holding. Since March 2023, Christopher J. has owned 179.56k shares directly. Company insiders have collectively sold UK£381k more than they bought, via options and on-market transactions in the last 12 months.
공시 • Oct 26Poltronesofà S.p.A. reached an agreement to acquire ScS Group plc (LSE:SCS) for £95 million.Poltronesofà S.p.A. reached an agreement to acquire ScS Group plc (LSE:SCS) for £95 million on October 24, 2023. Under the terms of the Acquisition, ScS Shareholders will be entitled to receive: 280 pence for each ScS Share (the "Transaction Value"). The Transaction Value values ScS's entire issued and to be issued share capital at approximately £99,387,946 on a fully diluted basis. It is intended that the Acquisition will be implemented by way of a Court-sanctioned scheme of arrangement under Part 26 of the Companies Act. As a part of acquisition, Poltronesofà does not intend that there will be any material headcount reductions as a result of the Acquisition. Poltronesofà intends to finance the cash consideration payable to ScS Shareholders pursuant to the Acquisition from existing cash on Poltronesofà's balance sheet. Post completion of the acquisition, it is expected that, on the Effective Date, each non-executive ScS Director will resign with immediate effect. Poltronesofà does not intend to make material changes to places of business, or headquarters of ScS or to redeploy the fixed assets of ScS. The Acquisition is conditional on, among other things: (i) approval by a majority in number of the ScS Shareholders who are present and vote, either in person or by proxy, at the Court Meeting (and at any separate class meeting which may be required by the Court) and who represent not less than 75 per cent. in value of the ScS Shares (or the relevant class or classes thereof) voted by those ScS Shareholders; (ii) the sanction of the Scheme by the Court; and (iii) satisfaction (or, where applicable, waiver) of the Conditions including the receipt of relevant regulatory approval from the FCA in respect of the Acquisition and approval of not less than 75 per cent. of the votes cast, either in person or by proxy, of the resolutions required to approve and implement the Scheme at the ScS General Meeting. The Acquisition is expected to become Effective in the first quarter of 2024, subject to the satisfaction (or, where applicable, waiver) of the Conditions set out in Appendix I to this Announcement. The Acquisition allows ScS Shareholders to realise their full investment in ScS for cash in the near-term at an attractive valuation, which recognises the quality of ScS's underlying business, cash resources and prospects under its refreshed strategy. Patrick Castle, James Thomas, Iain Sexton and Ben Canning of Shore Capital and Corporate Limited and Shore Capital Stockbrokers Limited acted as financial advisor to ScS in the transaction. Chris Emmerson and Giuseppe Pipitone of Goldman Sachs International, as financial adviser to Poltronesofà, is satisfied that sufficient resources are available to BidCo to enable it to satisfy in full the cash consideration payable to ScS Shareholders under the terms of the Acquisition. Skadden, Arps, Slate, Meagher & Flom (UK) LLP is acting as legal adviser to Poltronesofà in connection with the Acquisition. Ward Hadaway LLP is acting as legal adviser to ScS in connection with the Acquisition.
Reported Earnings • Oct 26Full year 2023 earnings released: EPS: UK£0.13 (vs UK£0.36 in FY 2022)Full year 2023 results: EPS: UK£0.13 (down from UK£0.36 in FY 2022). Revenue: UK£325.9m (down 1.7% from FY 2022). Net income: UK£4.45m (down 67% from FY 2022). Profit margin: 1.4% (down from 4.1% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 2 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 increased by 7% per year whereas the company’s share price has increased by 12% per year.
공시 • Oct 25FCA To Be Requested to Cancel the Listing of the ScS Group Shares from the Official List On, or Shortly After, the Effective DateThe boards of Poltronesofà S.p.A. (Poltronesofà) and ScS Group plc (ScS) announced that they have reached agreement on the terms of a recommended cash offer by Cerezzola Limited ("BidCo"), a wholly-owned subsidiary of Poltronesofà, for the entire issued and to be issued share capital of ScS (the "Acquisition"). It is intended that the Acquisition be implemented by way of a Court-sanctioned scheme of arrangement under Part 26 of the Companies Act. Prior to the Scheme becoming Effective, a request will be made by ScS to the London Stock Exchange to cancel the admission to trading in ScS Shares on its Main Market for listed securities to take effect on, or shortly after, the Effective Date and the FCA will be requested to cancel the listing of the ScS Shares from the Official List on, or shortly after, the Effective Date. On the Effective Date, share certificates in respect of ScS Shares will cease to be valid (and should be destroyed) and entitlements to ScS Shares held within the CREST system will be cancelled. As soon as practicable after the Effective Date and after the cancellation of the admission to trading in ScS Shares on the London Stock Exchange's Main Market for listed securities and the cancellation of the listing of the ScS Shares on the Official List, it is intended that ScS will be re-registered as a private limited company under the relevant provisions of the Companies Act.
New Risk • Oct 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
분석 기사 • Oct 25ScS Group plc's (LON:SCS) Intrinsic Value Is Potentially 61% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, ScS Group fair value estimate is UK£4.36 ScS Group is...
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 68%After last week's 68% share price gain to UK£2.71, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.36 per share.
Price Target Changed • Oct 18Price target decreased by 10% to UK£2.00Down from UK£2.23, the current price target is provided by 1 analyst. New target price is 22% above last closing price of UK£1.64. Stock is up 13% over the past year. The company is forecast to post earnings per share of UK£0.15 for next year compared to UK£0.36 last year.
분석 기사 • Jul 22Estimating The Intrinsic Value Of ScS Group plc (LON:SCS)Key Insights ScS Group's estimated fair value is UK£1.60 based on Dividend Discount Model ScS Group's UK£1.59 share...
공시 • Jul 04ScS Group plc Appoints of Mark Fleetwood as Chief Financial OfficerScS Group plc announced the appointment of Mark Fleetwood as Chief Financial Officer. He will join the Board of the Group and take up his role as CFO on 4 September 2023. Mark has significant retail and PLC experience. He most recently served a five-year term as CFO of END, the digital-led global fashion retailer based in the North East, where he supported the high-growth ambitions with revenue more than doubling to circa £220m. Prior to this, he was Corporate Finance Director at Grainger plc, the UK's largest listed residential landlord. Before Grainger, he held senior roles at N+1 Singer and Brewin Dolphin. Mark is a chartered accountant having qualified with KPMG in 2005. Chris Muir, the Group's incumbent CFO who notified the Board of his intention to step down in December 2022, will remain actively involved with the business as Executive Director to ensure an orderly transition and to oversee publication of the Group's Preliminary Results in October. Chris will remain available until late 2023, when he will step down from the Board and depart having served his 12-month notice.
Upcoming Dividend • Apr 13Upcoming dividend of UK£0.045 per share at 7.6% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 7.6%. Within top quartile of British dividend payers (5.9%). Higher than average of industry peers (2.9%).
Major Estimate Revision • Mar 28Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from UK£330.7m to UK£340.8m. EPS estimate fell from UK£0.165 to UK£0.147 per share. Net income forecast to shrink 49% next year vs 0.6% growth forecast for Specialty Retail industry in the United Kingdom . Consensus price target up from UK£2.23 to UK£2.30. Share price fell 9.4% to UK£1.72 over the past week.
Reported Earnings • Mar 21First half 2023 earnings released: UK£0.15 loss per share (vs UK£0.076 loss in 1H 2022)First half 2023 results: UK£0.15 loss per share (further deteriorated from UK£0.076 loss in 1H 2022). Revenue: UK£147.9m (up 2.6% from 1H 2022). Net loss: UK£5.20m (loss widened 81% from 1H 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
분석 기사 • Feb 22At UK£1.96, Is ScS Group plc (LON:SCS) Worth Looking At Closely?While ScS Group plc ( LON:SCS ) might not be the most widely known stock at the moment, it led the LSE gainers with a...
Price Target Changed • Feb 02Price target increased by 14% to UK£2.23Up from UK£1.95, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of UK£2.20. Stock is down 2.2% over the past year. The company is forecast to post earnings per share of UK£0.17 for next year compared to UK£0.36 last year.
공시 • Jan 19+ 2 more updatesScS Group plc to Report First Half, 2023 Results on Mar 21, 2023ScS Group plc announced that they will report first half, 2023 results on Mar 21, 2023
공시 • Jan 12ScS Group plc (LSE:SCS) acquired SNUG HQ from Snug Shack Limited for £0.87 million.ScS Group plc (LSE:SCS) acquired SNUG HQ from Snug Shack Limited for £0.87 million on January 10, 2023. This acquisition includes brand, domain names, website, intellectual property and stock of Snugsofa.com. Snug 53 employees will join into ScS Group as a part of acquisition. ScS Group plc (LSE:SCS) completed the acquisition of SNUG HQ from Snug Shack Limited on January 10, 2023
분석 기사 • Jan 11ScS Group (LON:SCS) Might Be Having Difficulty Using Its Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Buying Opportunity • Nov 28Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.8%. The fair value is estimated to be UK£1.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 10%.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Non-Executive Director Angela Luger was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 03Upcoming dividend of UK£0.09 per shareEligible shareholders must have bought the stock before 10 November 2022. Payment date: 09 December 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 8.9%. Within top quartile of British dividend payers (6.0%). Higher than average of industry peers (3.5%).
분석 기사 • Nov 01ScS Group (LON:SCS) Has Announced That It Will Be Increasing Its Dividend To £0.09ScS Group plc ( LON:SCS ) has announced that it will be increasing its dividend from last year's comparable payment on...
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to UK£1.50, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 31% over the past three years.
분석 기사 • Oct 15ScS Group's (LON:SCS) Shareholders Will Receive A Bigger Dividend Than Last YearScS Group plc's ( LON:SCS ) dividend will be increasing from last year's payment of the same period to £0.09 on 9th of...
Reported Earnings • Oct 12Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: UK£0.36 (down from UK£0.50 in FY 2021). Revenue: UK£331.6m (up 6.8% from FY 2021). Net income: UK£13.6m (down 29% from FY 2021). Profit margin: 4.1% (down from 6.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 7.7%. Revenue is forecast to grow 1.1% 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 increased by 10% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 27Price target decreased to UK£2.90Down from UK£3.20, the current price target is an average from 3 analysts. New target price is 66% above last closing price of UK£1.75. Stock is down 33% over the past year. The company is forecast to post earnings per share of UK£0.29 for next year compared to UK£0.50 last year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Angela Luger was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 14Upcoming dividend of UK£0.045 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 12 May 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.8%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (2.6%).
Major Estimate Revision • Mar 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from UK£372.7m to UK£358.5m. EPS estimate rose from UK£0.19 to UK£0.29. Net income forecast to grow 428% next year vs 4.0% decline forecast for Specialty Retail industry in the United Kingdom. Consensus price target down from UK£3.20 to UK£2.90. Share price rose 5.6% to UK£1.99 over the past week.
Price Target Changed • Mar 22Price target decreased to UK£2.90Down from UK£3.35, the current price target is an average from 3 analysts. New target price is 60% above last closing price of UK£1.82. Stock is down 24% over the past year. The company is forecast to post earnings per share of UK£0.19 for next year compared to UK£0.50 last year.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to UK£1.57, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.55 per share.
분석 기사 • Feb 18Is There An Opportunity With ScS Group plc's (LON:SCS) 24% Undervaluation?How far off is ScS Group plc ( LON:SCS ) from its intrinsic value? Using the most recent financial data, we'll take a...
Buying Opportunity • Feb 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be UK£2.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% per annum over the last 3 years. The company has become profitable over the last year.
Buying Opportunity • Jan 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be UK£2.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% per annum over the last 3 years. The company has become profitable over the last year.
Board Change • Dec 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Angela Luger was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 04Upcoming dividend of UK£0.07 per shareEligible shareholders must have bought the stock before 11 November 2021. Payment date: 10 December 2021. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.7%).
Recent Insider Transactions Derivative • Oct 21CFO & Executive Director exercised options and sold UK£206k worth of stockOn the 15th of October, Christopher J. Muir exercised options to acquire 163k shares at no cost and sold these for an average price of UK£1.26 per share. This trade did not impact their existing holding. Since December 2020, Christopher J. has owned 50.47k shares directly. Company insiders have collectively sold UK£521k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Oct 06Full year 2021 earnings released: EPS UK£0.50 (vs UK£0.058 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£310.6m (up 22% from FY 2020). Net income: UK£19.1m (up UK£21.3m from FY 2020). Profit margin: 6.1% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.
Price Target Changed • Oct 05Price target increased to UK£3.60Up from UK£3.30, the current price target is an average from 3 analysts. New target price is 33% above last closing price of UK£2.70. Stock is up 34% over the past year.
분석 기사 • Aug 10Here's What's Concerning About ScS Group's (LON:SCS) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Price Target Changed • Aug 07Price target increased to UK£3.60Up from UK£3.30, the current price target is an average from 3 analysts. New target price is 16% above last closing price of UK£3.11. Stock is up 83% over the past year.
Upcoming Dividend • Jul 01Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 23 July 2021. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.5%).
Price Target Changed • Jun 16Price target increased to UK£3.40Up from UK£2.43, the current price target is an average from 2 analysts. New target price is 17% above last closing price of UK£2.90. Stock is up 94% over the past year.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improved over the past weekAfter last week's 18% share price gain to UK£3.03, the stock trades at a trailing P/E ratio of 9.1x. Average forward P/E is 23x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 47% over the past three years.
분석 기사 • May 07Some Investors May Be Worried About ScS Group's (LON:SCS) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Mar 17First half 2021 earnings released: EPS UK£0.38 (vs UK£0.014 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£173.9m (up 14% from 1H 2020). Net income: UK£14.2m (up UK£14.8m from 1H 2020). Profit margin: 8.2% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Mar 17Corporate Services Director recently sold UK£85k worth of stockOn the 16th of March, Marie Liston sold around 35k shares on-market at roughly UK£2.43 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£140k more than they bought in the last 12 months.
Is New 90 Day High Low • Mar 09New 90-day high: UK£2.30The company is up 6.0% from its price of UK£2.16 on 09 December 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it 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 UK£3.87 per share.
분석 기사 • Mar 09Did You Participate In Any Of ScS Group's (LON:SCS) Respectable 53% Return?When you buy and hold a stock for the long term, you definitely want it to provide a positive return. But more than...
분석 기사 • Feb 10This Insider Has Just Sold Shares In ScS Group plc (LON:SCS)Anyone interested in ScS Group plc ( LON:SCS ) should probably be aware that the Logistics Director, Gary Kemp...
Recent Insider Transactions • Feb 10Logistics Director recently sold UK£75k worth of stockOn the 8th of February, Gary Kemp sold around 36k shares on-market at roughly UK£2.08 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£55k more than they bought in the last 12 months.
Is New 90 Day High Low • Jan 19New 90-day high: UK£2.17The company is up 8.0% from its price of UK£2.00 on 21 October 2020. The British market is up 16% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Specialty Retail industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£6.12 per share.
분석 기사 • Jan 19Will ScS Group (LON:SCS) Multiply In Value Going Forward?What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 • Nov 24What Type Of Returns Would ScS Group's(LON:SCS) Shareholders Have Earned If They Purchased Their SharesYear Ago?While not a mind-blowing move, it is good to see that the ScS Group plc (LON:SCS) share price has gained 12% in the...
Analyst Estimate Surprise Post Earnings • Oct 30Annual earnings released: Revenue beats expectationsAnnual revenue exceeded analyst estimates by 0.06% at UK£268.1m. Revenue is forecast to grow 30% over the next year, compared to a 3.5% growth forecast for the Specialty Retail industry in the United Kingdom.
Reported Earnings • Oct 30Full year earnings released - UK£0.058 loss per shareOver the last 12 months the company has reported total losses of UK£2.22m, with earnings decreasing by UK£13.6m from the prior year. Total revenue was UK£255.5m over the last 12 months, down 20% from the prior year.
Price Target Changed • Sep 29Price target raised to UK£2.75Up from UK£2.08, the current price target is an average from 2 analysts. The new target price is 35% above the current share price of UK£2.04. As of last close, the stock is down 7.5% over the past year.
Reported Earnings • Sep 29Full year earnings released - UK£0.058 loss per shareOver the last 12 months the company has reported total losses of UK£2.22m, with earnings decreasing by UK£13.6m from the prior year. Total revenue was UK£255.5m over the last 12 months, down 20% from the prior year.