View ValuationClarkson 향후 성장Future 기준 점검 2/6Clarkson (는) 각각 연간 9.8% 및 6.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14% 로 예상됩니다.핵심 정보9.8%이익 성장률9.97%EPS 성장률Shipping 이익 성장5.2%매출 성장률6.6%향후 자기자본이익률13.95%애널리스트 커버리지Low마지막 업데이트22 May 2026최근 향후 성장 업데이트Price Target Changed • Mar 09Price target increased by 15% to UK£47.43Up from UK£41.21, the current price target is an average from 7 analysts. New target price is 5.0% above last closing price of UK£45.15. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.16 for next year compared to UK£2.77 last year.Price Target Changed • May 02Price target decreased by 9.4% to UK£43.11Down from UK£47.58, the current price target is an average from 7 analysts. New target price is 35% above last closing price of UK£31.90. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.35 for next year compared to UK£2.77 last year.Price Target Changed • May 10Price target increased by 7.1% to UK£47.49Up from UK£44.35, the current price target is an average from 5 analysts. New target price is 21% above last closing price of UK£39.25. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.60 for next year compared to UK£2.75 last year.분석 기사 • Mar 07Earnings Beat: Clarkson PLC Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for Clarkson PLC ( LON:CKN ) shareholders, because the company has just released its latest...Major Estimate Revision • Jan 10Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from UK£543.6m to UK£568.3m. EPS estimate increased from UK£2.08 to UK£2.31 per share. Net income forecast to grow 19% next year vs 3.1% decline forecast for Shipping industry in the United Kingdom. Consensus price target broadly unchanged at UK£41.70. Share price fell 6.2% to UK£29.35 over the past week.Price Target Changed • Dec 19Price target increased to UK£43.50Up from UK£40.26, the current price target is an average from 4 analysts. New target price is 47% above last closing price of UK£29.65. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.08 for next year compared to UK£1.65 last year.모든 업데이트 보기Recent updatesNew Risk • May 18New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£3.9m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (UK£3.9m sold).Recent Insider Transactions • May 18CFO, COO & Executive Director recently sold UK£3.9m worth of stockOn the 14th of May, Jeffrey Woyda sold around 82k shares on-market at roughly UK£47.82 per share. This transaction amounted to 59% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jeffrey's only on-market trade for the last 12 months.Upcoming Dividend • Apr 30Upcoming dividend of UK£0.79 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.9%).Recent Insider Transactions Derivative • Apr 24CEO & Executive Director exercised options and sold UK£302k worth of stockOn the 20th of April, Andi Case exercised options to acquire 6k shares at no cost and sold these for an average price of UK£47.96 per share. This trade did not impact their existing holding. For the year to December 2019, Andi's total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Andi has owned 614.99k shares directly. Company insiders have collectively sold UK£167k more than they bought, via options and on-market transactions in the last 12 months.분석 기사 • Apr 06Clarkson's (LON:CKN) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite Clarkson PLC's ( LON:CKN ) recent earnings report having lackluster headline numbers, the market responded...공시 • Mar 31Clarkson PLC, Annual General Meeting, May 07, 2026Clarkson PLC, Annual General Meeting, May 07, 2026.Declared Dividend • Mar 11Final dividend increased to UK£0.79Dividend of UK£0.79 is 2.6% higher than last year. Ex-date: 7th May 2026 Payment date: 22nd May 2026 Dividend yield will be 2.5%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Mar 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Mar 10Full year 2025 earnings released: EPS: UK£2.14 (vs UK£2.77 in FY 2024)Full year 2025 results: EPS: UK£2.14 (down from UK£2.77 in FY 2024). Revenue: UK£631.4m (down 4.5% from FY 2024). Net income: UK£65.7m (down 23% from FY 2024). Profit margin: 10% (down from 13% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Price Target Changed • Mar 09Price target increased by 15% to UK£47.43Up from UK£41.21, the current price target is an average from 7 analysts. New target price is 5.0% above last closing price of UK£45.15. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.16 for next year compared to UK£2.77 last year.공시 • Jan 09+ 1 more updateClarkson PLC to Report Fiscal Year 2025 Results on Mar 09, 2026Clarkson PLC announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Mar 09, 2026분석 기사 • Oct 25Is Clarkson PLC (LON:CKN) Potentially Undervalued?Clarkson PLC ( LON:CKN ), is not the largest company out there, but it maintained its current share price over the past...공시 • Sep 17+ 1 more updateClarkson plc Announces Retirement of Jeff Woyda as COOClarkson PLC announced that COO, Jeff Woyda, has informed the Board of his intention to retire, having served over 18 years with the Company. The Board will now proceed with a formal search for a successor, considering internal and external candidates. Jeff will support the Board in ensuring an orderly transition during his 12-month notice period.Upcoming Dividend • Aug 21Upcoming dividend of UK£0.33 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 12 September 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.4%). Lower than average of industry peers (7.3%).분석 기사 • Aug 07Clarkson (LON:CKN) Will Pay A Dividend Of £0.33The board of Clarkson PLC ( LON:CKN ) has announced that it will pay a dividend of £0.33 per share on the 12th of...Declared Dividend • Aug 06First half dividend increased to UK£0.33Dividend of UK£0.33 is 3.1% higher than last year. Ex-date: 28th August 2025 Payment date: 12th September 2025 Dividend yield will be 3.0%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 04First half 2025 earnings released: EPS: UK£0.93 (vs UK£1.25 in 1H 2024)First half 2025 results: EPS: UK£0.93 (down from UK£1.25 in 1H 2024). Revenue: UK£297.8m (down 4.0% from 1H 2024). Net income: UK£28.5m (down 25% from 1H 2024). Profit margin: 9.6% (down from 12% in 1H 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.공시 • Aug 04Clarkson PLC Declares Interim Dividend, Payable on 12 September 2025The Board of Clarkson PLC declared an interim dividend of 33 pence per share (2024: 32 pence per share) which will be paid on 12 September 2025 to shareholders on the register at the close of business on 29 August 2025.공시 • May 22Clarkson PLC to Report First Half, 2025 Results on Aug 04, 2025Clarkson PLC announced that they will report first half, 2025 results on Aug 04, 2025Recent Insider Transactions • May 04Independent Chairman of the Board recently bought UK£178k worth of stockOn the 1st of May, Laurence David Hollingworth bought around 6k shares on-market at roughly UK£29.65 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Laurence David's only on-market trade for the last 12 months.New Risk • May 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change).Price Target Changed • May 02Price target decreased by 9.4% to UK£43.11Down from UK£47.58, the current price target is an average from 7 analysts. New target price is 35% above last closing price of UK£31.90. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.35 for next year compared to UK£2.77 last year.Upcoming Dividend • May 01Upcoming dividend of UK£0.77 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (7.5%).분석 기사 • Apr 05Why Investors Shouldn't Be Surprised By Clarkson PLC's (LON:CKN) 26% Share Price PlungeClarkson PLC ( LON:CKN ) shares have had a horrible month, losing 26% after a relatively good period beforehand...분석 기사 • Mar 27Clarkson (LON:CKN) Is Paying Out A Larger Dividend Than Last YearClarkson PLC's ( LON:CKN ) dividend will be increasing from last year's payment of the same period to £0.77 on 23rd of...공시 • Mar 27Clarkson PLC, Annual General Meeting, May 01, 2025Clarkson PLC, Annual General Meeting, May 01, 2025.분석 기사 • Mar 17Why Clarkson's (LON:CKN) Earnings Are Better Than They SeemThe stock was sluggish on the back of Clarkson PLC's ( LON:CKN ) recent earnings report. Along with the solid headline...분석 기사 • Mar 13Clarkson's (LON:CKN) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Clarkson PLC ( LON:CKN ) has announced that it will be paying its dividend of £0.77 on the 23rd of May, an...Declared Dividend • Mar 12Final dividend increased to UK£0.77Dividend of UK£0.77 is 6.9% higher than last year. Ex-date: 8th May 2025 Payment date: 23rd May 2025 Dividend yield will be 3.0%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 4.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Mar 11What Does Clarkson PLC's (LON:CKN) Share Price Indicate?Clarkson PLC ( LON:CKN ), is not the largest company out there, but it received a lot of attention from a substantial...Reported Earnings • Mar 10First half 2024 earnings released: EPS: UK£1.25 (vs UK£1.31 in 1H 2023)First half 2024 results: EPS: UK£1.25 (down from UK£1.31 in 1H 2023). Revenue: UK£310.1m (down 3.4% from 1H 2023). Net income: UK£38.2m (down 3.8% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 4.0% p.a. on average during the next 4 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 10Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to UK£34.55, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 12% over the past three years.공시 • Mar 10Clarkson PLC Recommends Final Dividend in Respect of 2024, Payable on 23 May 2025The Board of Clarkson PLC is recommending a final dividend in respect of 2024 of 77 pence (2023: 72 pence) which, subject to shareholder approval, will be paid on 23 May 2025 to shareholders on the register at the close of business on 9 May 2025.분석 기사 • Feb 24Clarkson PLC's (LON:CKN) Intrinsic Value Is Potentially 38% Above Its Share PriceKey Insights Clarkson's estimated fair value is UK£62.14 based on 2 Stage Free Cash Flow to Equity Current share price...공시 • Jan 10Clarkson PLC to Report Fiscal Year 2024 Results on Mar 10, 2025Clarkson PLC announced that they will report fiscal year 2024 results on Mar 10, 2025분석 기사 • Dec 19Some Confidence Is Lacking In Clarkson PLC's (LON:CKN) P/EWith a median price-to-earnings (or "P/E") ratio of close to 16x in the United Kingdom, you could be forgiven for...분석 기사 • Nov 21Clarkson (LON:CKN) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...분석 기사 • Oct 22Are Investors Undervaluing Clarkson PLC (LON:CKN) By 45%?Key Insights Clarkson's estimated fair value is UK£63.19 based on 2 Stage Free Cash Flow to Equity Current share price...Upcoming Dividend • Aug 22Upcoming dividend of UK£0.32 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 13 September 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (5.8%).분석 기사 • Aug 12Clarkson's (LON:CKN) Conservative Accounting Might Explain Soft EarningsInvestors were disappointed with the weak earnings posted by Clarkson PLC ( LON:CKN ). While the headline numbers were...분석 기사 • Aug 08Clarkson (LON:CKN) Is Due To Pay A Dividend Of £0.32The board of Clarkson PLC ( LON:CKN ) has announced that it will pay a dividend on the 13th of September, with...Declared Dividend • Aug 07First half dividend increased to UK£0.32Dividend of UK£0.32 is 6.7% higher than last year. Ex-date: 29th August 2024 Payment date: 13th September 2024 Dividend yield will be 2.7%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 06First half 2024 earnings released: EPS: UK£1.25 (vs UK£1.31 in 1H 2023)First half 2024 results: EPS: UK£1.25 (down from UK£1.31 in 1H 2023). Revenue: UK£310.1m (down 3.4% from 1H 2023). Net income: UK£38.2m (down 3.8% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£37.30, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£48.68 per share.Buy Or Sell Opportunity • Aug 06Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to UK£37.30. The fair value is estimated to be UK£48.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.공시 • Aug 05+ 1 more updateClarkson plc Appoints Constantin Cotzias as an Independent Non-Executive Director, Effective ImmediatelyClarkson PLC announced the appointment of Constantin Cotzias as an independent Non-Executive Director with immediate effect. Constantin will join the Board and be appointed as a member of the Audit and Risk Committee. Constantin is European Director at Bloomberg LP. He is the Global Head of External Affairs, the Chair of Bloomberg Tradebook and a Director of Bloomberg Multilateral Trading Facility. Constantin sits on the Mayor of London's Economic Advisory Board and, previously, on Prime Minister May's Business Advisory Council. He was previously CEO of Bloomberg's legal and regulatory news and research division. Constantin joined Bloomberg in 2001 as Chief Counsel. Prior to Bloomberg, Constantin was a senior mergers and acquisitions lawyer at Denton Wilde Sapte (presently Dentons), where he advised on mergers, acquisitions, joint ventures, and IPOs across industries including media, telecoms, technology, and energy. From 1998-2000, he was Chief Counsel of Denton Wilde Sapte's Moscow office. Constantin holds a bachelor's degree in Modern History and Politics and is a Law graduate from the London School of Economics (University of London). Constantin is a solicitor of the Supreme Court of England and Wales. Following Constantin's appointment to the Audit and Risk Committee, Heike Truol will be resigning from the Committee which will now comprise the following members: Sue Harris (Chair), Martine Bond, Constantin Cotzias, Dr Tim Miller.분석 기사 • Jul 31Clarkson PLC's (LON:CKN) Shareholders Might Be Looking For ExitThere wouldn't be many who think Clarkson PLC's ( LON:CKN ) price-to-earnings (or "P/E") ratio of 16.8x is worth a...분석 기사 • Jul 16Here's Why Clarkson (LON:CKN) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...공시 • Jun 06Clarkson PLC to Report First Half, 2024 Results on Aug 05, 2024Clarkson PLC announced that they will report first half, 2024 results on Aug 05, 2024분석 기사 • May 23Why The 20% Return On Capital At Clarkson (LON:CKN) Should Have Your AttentionThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...New Risk • May 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (UK£2.0m sold).Price Target Changed • May 10Price target increased by 7.1% to UK£47.49Up from UK£44.35, the current price target is an average from 5 analysts. New target price is 21% above last closing price of UK£39.25. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.60 for next year compared to UK£2.75 last year.New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (UK£2.0m sold).분석 기사 • Apr 25Clarkson (LON:CKN) Will Pay A Larger Dividend Than Last Year At £0.72Clarkson PLC's ( LON:CKN ) dividend will be increasing from last year's payment of the same period to £0.72 on 24th of...Recent Insider Transactions • Apr 19CEO & Executive Director recently sold UK£1.2m worth of stockOn the 15th of April, Andi Case sold around 30k shares on-market at roughly UK£40.75 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Andi's only on-market trade for the last 12 months.Reported Earnings • Apr 04Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: UK£2.75 (up from UK£2.48 in FY 2022). Revenue: UK£639.4m (up 5.9% from FY 2022). Net income: UK£83.8m (up 11% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.8%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 07Earnings Beat: Clarkson PLC Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for Clarkson PLC ( LON:CKN ) shareholders, because the company has just released its latest...Declared Dividend • Mar 07Final dividend increased to UK£0.72Dividend of UK£0.72 is 13% higher than last year. Ex-date: 9th May 2024 Payment date: 24th May 2024 Dividend yield will be 2.6%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 26% over the next 3 years. However, it would need to fall by 59% to increase the payout ratio to a potentially unsustainable range.공시 • Mar 05Clarkson PLC Recommends Final Dividend, Payable on 24 May 2024Clarkson PLC has recommended a final dividend of 72 pence per share, bringing the total dividend for 2023 to 102 pence per share, an increase of 10% compared to 2022. Subject to shareholder approval, will be paid on 24 May 2024 to shareholders on the register at the close of business on 10 May 2024.Reported Earnings • Mar 04Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: UK£2.75 (up from UK£2.48 in FY 2022). Revenue: UK£639.4m (up 5.9% from FY 2022). Net income: UK£83.8m (up 11% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.8%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공시 • Mar 04+ 1 more updateClarkson PLC, Annual General Meeting, May 09, 2024Clarkson PLC, Annual General Meeting, May 09, 2024. Agenda: To consider Birger Nergaard not to stand for re-election as Non-Executive Director.분석 기사 • Mar 02A Look At The Fair Value Of Clarkson PLC (LON:CKN)Key Insights Clarkson's estimated fair value is UK£43.86 based on 2 Stage Free Cash Flow to Equity With UK£36.75 share...Buy Or Sell Opportunity • Feb 20Now 21% undervaluedOver the last 90 days, the stock has risen 22% to UK£34.70. The fair value is estimated to be UK£44.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 1.6% in 2 years. Earnings are forecast to decline by 14% in the next 2 years.Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 38% to UK£35.40. The fair value is estimated to be UK£44.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 2.0% in 2 years. Earnings are forecast to decline by 15% in the next 2 years.분석 기사 • Jan 07Clarkson (LON:CKN) Is Very Good At Capital AllocationWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...공시 • Jan 05Clarkson PLC to Report Fiscal Year 2023 Results on Mar 04, 2024Clarkson PLC announced that they will report fiscal year 2023 results on Mar 04, 2024분석 기사 • Dec 12Does Clarkson (LON:CKN) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Nov 03What Does Clarkson PLC's (LON:CKN) Share Price Indicate?Clarkson PLC ( LON:CKN ), is not the largest company out there, but it saw significant share price movement during...Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Martine Bond was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.분석 기사 • Sep 29A Look At The Intrinsic Value Of Clarkson PLC (LON:CKN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Clarkson fair value estimate is UK£25.54 Current share price...분석 기사 • Aug 29Clarkson (LON:CKN) Will Pay A Larger Dividend Than Last Year At £0.30The board of Clarkson PLC ( LON:CKN ) has announced that it will be paying its dividend of £0.30 on the 15th of...Upcoming Dividend • Aug 24Upcoming dividend of UK£0.30 per share at 3.5% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (18%).분석 기사 • Aug 10Clarkson's (LON:CKN) Shareholders Will Receive A Bigger Dividend Than Last YearClarkson PLC's ( LON:CKN ) periodic dividend will be increasing on the 15th of September to £0.30, with investors...Reported Earnings • Aug 08First half 2023 earnings released: EPS: UK£1.31 (vs UK£0.98 in 1H 2022)First half 2023 results: EPS: UK£1.31 (up from UK£0.98 in 1H 2022). Revenue: UK£321.1m (up 20% from 1H 2022). Net income: UK£39.7m (up 32% from 1H 2022). Profit margin: 12% (up from 11% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is expected to fall by 1.2% p.a. on average during the next 3 years compared to a 7.5% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 18If EPS Growth Is Important To You, Clarkson (LON:CKN) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...공시 • Jun 27Clarkson PLC to Report First Half, 2023 Results on Aug 07, 2023Clarkson PLC announced that they will report first half, 2023 results on Aug 07, 2023분석 기사 • Jun 27Estimating The Fair Value Of Clarkson PLC (LON:CKN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Clarkson fair value estimate is UK£32.64 Current share price...Upcoming Dividend • May 04Upcoming dividend of UK£0.64 per share at 3.1% yieldEligible shareholders must have bought the stock before 11 May 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (16%).Recent Insider Transactions • Apr 25CEO & Executive Director recently sold UK£130k worth of stockOn the 18th of April, Andi Case sold around 4k shares on-market at roughly UK£30.85 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Andi's only on-market trade for the last 12 months.분석 기사 • Apr 05Clarkson (LON:CKN) Is Paying Out A Larger Dividend Than Last YearClarkson PLC ( LON:CKN ) will increase its dividend from last year's comparable payment on the 26th of May to £0.64...분석 기사 • Mar 09Clarkson (LON:CKN) Is Paying Out A Larger Dividend Than Last YearClarkson PLC's ( LON:CKN ) dividend will be increasing from last year's payment of the same period to £0.64 on 26th of...Reported Earnings • Mar 07Third quarter 2022 earnings released: EPS: UK£0.75 (vs UK£0.51 in 3Q 2021)Third quarter 2022 results: EPS: UK£0.75 (up from UK£0.51 in 3Q 2021). Revenue: UK£168.6m (up 33% from 3Q 2021). Net income: UK£22.8m (up 48% from 3Q 2021). Profit margin: 14% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 4 years, compared to a 11% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jan 10Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from UK£543.6m to UK£568.3m. EPS estimate increased from UK£2.08 to UK£2.31 per share. Net income forecast to grow 19% next year vs 3.1% decline forecast for Shipping industry in the United Kingdom. Consensus price target broadly unchanged at UK£41.70. Share price fell 6.2% to UK£29.35 over the past week.공시 • Jan 06Clarkson PLC to Report Fiscal Year 2022 Results on Mar 06, 2023Clarkson PLC announced that they will report fiscal year 2022 results on Mar 06, 2023공시 • Jan 04Clarkson PLC Announces Resignation of Peter Backhouse as Non-Executive DirectorClarkson PLC confirmed that Peter Backhouse has stepped down as a Non-Executive Director with effect from 31 December 2022.Price Target Changed • Dec 19Price target increased to UK£43.50Up from UK£40.26, the current price target is an average from 4 analysts. New target price is 47% above last closing price of UK£29.65. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.08 for next year compared to UK£1.65 last year.분석 기사 • Dec 07Is It Time To Consider Buying Clarkson PLC (LON:CKN)?While Clarkson PLC ( LON:CKN ) might not be the most widely known stock at the moment, it saw a decent share price...분석 기사 • Nov 12We Like These Underlying Return On Capital Trends At Clarkson (LON:CKN)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Upcoming Dividend • Aug 25Upcoming dividend of UK£0.29 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (10%).분석 기사 • Aug 11Clarkson (LON:CKN) Shareholders Will Want The ROCE Trajectory To ContinueIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Aug 08First half 2022 earnings released: EPS: UK£0.98 (vs UK£0.64 in 1H 2021)First half 2022 results: EPS: UK£0.98 (up from UK£0.64 in 1H 2021). Revenue: UK£266.7m (up 40% from 1H 2021). Net income: UK£30.0m (up 55% from 1H 2021). Profit margin: 11% (up from 10% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 4.6% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to UK£34.10, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 41% over the past three years.분석 기사 • Jul 14Is Clarkson PLC (LON:CKN) Potentially Undervalued?Clarkson PLC ( LON:CKN ), might not be a large cap stock, but it saw a decent share price growth in the teens level on...Major Estimate Revision • Jul 13Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from UK£472.5m to UK£514.7m. EPS estimate increased from UK£1.83 to UK£2.09 per share. Net income forecast to grow 9.4% next year vs 15% growth forecast for Shipping industry in the United Kingdom. Consensus price target broadly unchanged at UK£43.04. Share price rose 12% to UK£32.25 over the past week.Recent Insider Transactions Derivative • May 21CEO & Executive Director exercised options and sold UK£156k worth of stockOn the 17th of May, Andi Case exercised options to acquire 5k shares at no cost and sold these for an average price of UK£32.54 per share. This trade did not impact their existing holding. For the year to December 2015, Andi's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2021, Andi's direct individual holding has increased from 533.31k shares to 556.47k. Company insiders have collectively sold UK£1.8m more than they bought, via options and on-market transactions in the last 12 months.이익 및 매출 성장 예측LSE:CKN - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202877590106125412/31/20277388499118412/31/20266967893100412/31/2025631665764N/A9/30/2025640707077N/A6/30/2025649758490N/A3/31/20256558096102N/A12/31/202466185107115N/A9/30/202464584105115N/A6/30/202462882103115N/A3/31/202463483124135N/A12/31/202363984145155N/A9/30/202364985147158N/A6/30/202365885150160N/A3/31/202363180159169N/A12/31/202260476169179N/A9/30/202256268151159N/A6/30/202252061134140N/A3/31/202248255126133N/A12/31/202144350119125N/A9/30/2021406138491N/A6/30/2021368-255058N/A3/31/2021363-275362N/A12/31/2020358-295666N/A9/30/2020367-205969N/A6/30/2020376-116272N/A3/31/2020369-126170N/A12/31/2019363-135968N/A9/30/20193589N/A63N/A6/30/201935331N/A58N/A3/31/201934530N/A40N/A12/31/201833830N/A23N/A9/30/201832929N/A19N/A6/30/201832029N/A15N/A3/31/201832230N/A32N/A12/31/201732431N/A48N/A9/30/201732035N/A54N/A6/30/201731638N/A60N/A3/31/201731137N/A53N/A12/31/201630636N/A46N/A9/30/201630532N/A42N/A6/30/201630428N/A39N/A3/31/201630324N/A32N/A12/31/201530220N/A25N/A9/30/201528716N/A15N/A6/30/201527212N/A6N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: CKN 의 연간 예상 수익 증가율(9.8%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: CKN 의 연간 수익(9.8%)이 UK 시장(11.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: CKN 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: CKN 의 수익(연간 6.6%)이 UK 시장(연간 4.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: CKN 의 수익(연간 6.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: CKN의 자본 수익률은 3년 후 14%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/05 07:32종가2026/06/05 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 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 소스Clarkson PLC는 13명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James FletcherBerenbergJames BaylissBerenbergRobert JoynsonBNP Paribas10명의 분석가 더 보기
Price Target Changed • Mar 09Price target increased by 15% to UK£47.43Up from UK£41.21, the current price target is an average from 7 analysts. New target price is 5.0% above last closing price of UK£45.15. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.16 for next year compared to UK£2.77 last year.
Price Target Changed • May 02Price target decreased by 9.4% to UK£43.11Down from UK£47.58, the current price target is an average from 7 analysts. New target price is 35% above last closing price of UK£31.90. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.35 for next year compared to UK£2.77 last year.
Price Target Changed • May 10Price target increased by 7.1% to UK£47.49Up from UK£44.35, the current price target is an average from 5 analysts. New target price is 21% above last closing price of UK£39.25. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.60 for next year compared to UK£2.75 last year.
분석 기사 • Mar 07Earnings Beat: Clarkson PLC Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for Clarkson PLC ( LON:CKN ) shareholders, because the company has just released its latest...
Major Estimate Revision • Jan 10Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from UK£543.6m to UK£568.3m. EPS estimate increased from UK£2.08 to UK£2.31 per share. Net income forecast to grow 19% next year vs 3.1% decline forecast for Shipping industry in the United Kingdom. Consensus price target broadly unchanged at UK£41.70. Share price fell 6.2% to UK£29.35 over the past week.
Price Target Changed • Dec 19Price target increased to UK£43.50Up from UK£40.26, the current price target is an average from 4 analysts. New target price is 47% above last closing price of UK£29.65. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.08 for next year compared to UK£1.65 last year.
New Risk • May 18New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£3.9m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (UK£3.9m sold).
Recent Insider Transactions • May 18CFO, COO & Executive Director recently sold UK£3.9m worth of stockOn the 14th of May, Jeffrey Woyda sold around 82k shares on-market at roughly UK£47.82 per share. This transaction amounted to 59% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jeffrey's only on-market trade for the last 12 months.
Upcoming Dividend • Apr 30Upcoming dividend of UK£0.79 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.9%).
Recent Insider Transactions Derivative • Apr 24CEO & Executive Director exercised options and sold UK£302k worth of stockOn the 20th of April, Andi Case exercised options to acquire 6k shares at no cost and sold these for an average price of UK£47.96 per share. This trade did not impact their existing holding. For the year to December 2019, Andi's total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Andi has owned 614.99k shares directly. Company insiders have collectively sold UK£167k more than they bought, via options and on-market transactions in the last 12 months.
분석 기사 • Apr 06Clarkson's (LON:CKN) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite Clarkson PLC's ( LON:CKN ) recent earnings report having lackluster headline numbers, the market responded...
공시 • Mar 31Clarkson PLC, Annual General Meeting, May 07, 2026Clarkson PLC, Annual General Meeting, May 07, 2026.
Declared Dividend • Mar 11Final dividend increased to UK£0.79Dividend of UK£0.79 is 2.6% higher than last year. Ex-date: 7th May 2026 Payment date: 22nd May 2026 Dividend yield will be 2.5%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Mar 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Mar 10Full year 2025 earnings released: EPS: UK£2.14 (vs UK£2.77 in FY 2024)Full year 2025 results: EPS: UK£2.14 (down from UK£2.77 in FY 2024). Revenue: UK£631.4m (down 4.5% from FY 2024). Net income: UK£65.7m (down 23% from FY 2024). Profit margin: 10% (down from 13% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Price Target Changed • Mar 09Price target increased by 15% to UK£47.43Up from UK£41.21, the current price target is an average from 7 analysts. New target price is 5.0% above last closing price of UK£45.15. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.16 for next year compared to UK£2.77 last year.
공시 • Jan 09+ 1 more updateClarkson PLC to Report Fiscal Year 2025 Results on Mar 09, 2026Clarkson PLC announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Mar 09, 2026
분석 기사 • Oct 25Is Clarkson PLC (LON:CKN) Potentially Undervalued?Clarkson PLC ( LON:CKN ), is not the largest company out there, but it maintained its current share price over the past...
공시 • Sep 17+ 1 more updateClarkson plc Announces Retirement of Jeff Woyda as COOClarkson PLC announced that COO, Jeff Woyda, has informed the Board of his intention to retire, having served over 18 years with the Company. The Board will now proceed with a formal search for a successor, considering internal and external candidates. Jeff will support the Board in ensuring an orderly transition during his 12-month notice period.
Upcoming Dividend • Aug 21Upcoming dividend of UK£0.33 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 12 September 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.4%). Lower than average of industry peers (7.3%).
분석 기사 • Aug 07Clarkson (LON:CKN) Will Pay A Dividend Of £0.33The board of Clarkson PLC ( LON:CKN ) has announced that it will pay a dividend of £0.33 per share on the 12th of...
Declared Dividend • Aug 06First half dividend increased to UK£0.33Dividend of UK£0.33 is 3.1% higher than last year. Ex-date: 28th August 2025 Payment date: 12th September 2025 Dividend yield will be 3.0%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 04First half 2025 earnings released: EPS: UK£0.93 (vs UK£1.25 in 1H 2024)First half 2025 results: EPS: UK£0.93 (down from UK£1.25 in 1H 2024). Revenue: UK£297.8m (down 4.0% from 1H 2024). Net income: UK£28.5m (down 25% from 1H 2024). Profit margin: 9.6% (down from 12% in 1H 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.
공시 • Aug 04Clarkson PLC Declares Interim Dividend, Payable on 12 September 2025The Board of Clarkson PLC declared an interim dividend of 33 pence per share (2024: 32 pence per share) which will be paid on 12 September 2025 to shareholders on the register at the close of business on 29 August 2025.
공시 • May 22Clarkson PLC to Report First Half, 2025 Results on Aug 04, 2025Clarkson PLC announced that they will report first half, 2025 results on Aug 04, 2025
Recent Insider Transactions • May 04Independent Chairman of the Board recently bought UK£178k worth of stockOn the 1st of May, Laurence David Hollingworth bought around 6k shares on-market at roughly UK£29.65 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Laurence David's only on-market trade for the last 12 months.
New Risk • May 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change).
Price Target Changed • May 02Price target decreased by 9.4% to UK£43.11Down from UK£47.58, the current price target is an average from 7 analysts. New target price is 35% above last closing price of UK£31.90. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.35 for next year compared to UK£2.77 last year.
Upcoming Dividend • May 01Upcoming dividend of UK£0.77 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (7.5%).
분석 기사 • Apr 05Why Investors Shouldn't Be Surprised By Clarkson PLC's (LON:CKN) 26% Share Price PlungeClarkson PLC ( LON:CKN ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
분석 기사 • Mar 27Clarkson (LON:CKN) Is Paying Out A Larger Dividend Than Last YearClarkson PLC's ( LON:CKN ) dividend will be increasing from last year's payment of the same period to £0.77 on 23rd of...
공시 • Mar 27Clarkson PLC, Annual General Meeting, May 01, 2025Clarkson PLC, Annual General Meeting, May 01, 2025.
분석 기사 • Mar 17Why Clarkson's (LON:CKN) Earnings Are Better Than They SeemThe stock was sluggish on the back of Clarkson PLC's ( LON:CKN ) recent earnings report. Along with the solid headline...
분석 기사 • Mar 13Clarkson's (LON:CKN) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Clarkson PLC ( LON:CKN ) has announced that it will be paying its dividend of £0.77 on the 23rd of May, an...
Declared Dividend • Mar 12Final dividend increased to UK£0.77Dividend of UK£0.77 is 6.9% higher than last year. Ex-date: 8th May 2025 Payment date: 23rd May 2025 Dividend yield will be 3.0%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 4.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Mar 11What Does Clarkson PLC's (LON:CKN) Share Price Indicate?Clarkson PLC ( LON:CKN ), is not the largest company out there, but it received a lot of attention from a substantial...
Reported Earnings • Mar 10First half 2024 earnings released: EPS: UK£1.25 (vs UK£1.31 in 1H 2023)First half 2024 results: EPS: UK£1.25 (down from UK£1.31 in 1H 2023). Revenue: UK£310.1m (down 3.4% from 1H 2023). Net income: UK£38.2m (down 3.8% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 4.0% p.a. on average during the next 4 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to UK£34.55, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 12% over the past three years.
공시 • Mar 10Clarkson PLC Recommends Final Dividend in Respect of 2024, Payable on 23 May 2025The Board of Clarkson PLC is recommending a final dividend in respect of 2024 of 77 pence (2023: 72 pence) which, subject to shareholder approval, will be paid on 23 May 2025 to shareholders on the register at the close of business on 9 May 2025.
분석 기사 • Feb 24Clarkson PLC's (LON:CKN) Intrinsic Value Is Potentially 38% Above Its Share PriceKey Insights Clarkson's estimated fair value is UK£62.14 based on 2 Stage Free Cash Flow to Equity Current share price...
공시 • Jan 10Clarkson PLC to Report Fiscal Year 2024 Results on Mar 10, 2025Clarkson PLC announced that they will report fiscal year 2024 results on Mar 10, 2025
분석 기사 • Dec 19Some Confidence Is Lacking In Clarkson PLC's (LON:CKN) P/EWith a median price-to-earnings (or "P/E") ratio of close to 16x in the United Kingdom, you could be forgiven for...
분석 기사 • Nov 21Clarkson (LON:CKN) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
분석 기사 • Oct 22Are Investors Undervaluing Clarkson PLC (LON:CKN) By 45%?Key Insights Clarkson's estimated fair value is UK£63.19 based on 2 Stage Free Cash Flow to Equity Current share price...
Upcoming Dividend • Aug 22Upcoming dividend of UK£0.32 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 13 September 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (5.8%).
분석 기사 • Aug 12Clarkson's (LON:CKN) Conservative Accounting Might Explain Soft EarningsInvestors were disappointed with the weak earnings posted by Clarkson PLC ( LON:CKN ). While the headline numbers were...
분석 기사 • Aug 08Clarkson (LON:CKN) Is Due To Pay A Dividend Of £0.32The board of Clarkson PLC ( LON:CKN ) has announced that it will pay a dividend on the 13th of September, with...
Declared Dividend • Aug 07First half dividend increased to UK£0.32Dividend of UK£0.32 is 6.7% higher than last year. Ex-date: 29th August 2024 Payment date: 13th September 2024 Dividend yield will be 2.7%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 06First half 2024 earnings released: EPS: UK£1.25 (vs UK£1.31 in 1H 2023)First half 2024 results: EPS: UK£1.25 (down from UK£1.31 in 1H 2023). Revenue: UK£310.1m (down 3.4% from 1H 2023). Net income: UK£38.2m (down 3.8% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£37.30, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£48.68 per share.
Buy Or Sell Opportunity • Aug 06Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to UK£37.30. The fair value is estimated to be UK£48.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.
공시 • Aug 05+ 1 more updateClarkson plc Appoints Constantin Cotzias as an Independent Non-Executive Director, Effective ImmediatelyClarkson PLC announced the appointment of Constantin Cotzias as an independent Non-Executive Director with immediate effect. Constantin will join the Board and be appointed as a member of the Audit and Risk Committee. Constantin is European Director at Bloomberg LP. He is the Global Head of External Affairs, the Chair of Bloomberg Tradebook and a Director of Bloomberg Multilateral Trading Facility. Constantin sits on the Mayor of London's Economic Advisory Board and, previously, on Prime Minister May's Business Advisory Council. He was previously CEO of Bloomberg's legal and regulatory news and research division. Constantin joined Bloomberg in 2001 as Chief Counsel. Prior to Bloomberg, Constantin was a senior mergers and acquisitions lawyer at Denton Wilde Sapte (presently Dentons), where he advised on mergers, acquisitions, joint ventures, and IPOs across industries including media, telecoms, technology, and energy. From 1998-2000, he was Chief Counsel of Denton Wilde Sapte's Moscow office. Constantin holds a bachelor's degree in Modern History and Politics and is a Law graduate from the London School of Economics (University of London). Constantin is a solicitor of the Supreme Court of England and Wales. Following Constantin's appointment to the Audit and Risk Committee, Heike Truol will be resigning from the Committee which will now comprise the following members: Sue Harris (Chair), Martine Bond, Constantin Cotzias, Dr Tim Miller.
분석 기사 • Jul 31Clarkson PLC's (LON:CKN) Shareholders Might Be Looking For ExitThere wouldn't be many who think Clarkson PLC's ( LON:CKN ) price-to-earnings (or "P/E") ratio of 16.8x is worth a...
분석 기사 • Jul 16Here's Why Clarkson (LON:CKN) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
공시 • Jun 06Clarkson PLC to Report First Half, 2024 Results on Aug 05, 2024Clarkson PLC announced that they will report first half, 2024 results on Aug 05, 2024
분석 기사 • May 23Why The 20% Return On Capital At Clarkson (LON:CKN) Should Have Your AttentionThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
New Risk • May 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (UK£2.0m sold).
Price Target Changed • May 10Price target increased by 7.1% to UK£47.49Up from UK£44.35, the current price target is an average from 5 analysts. New target price is 21% above last closing price of UK£39.25. Stock is up 31% over the past year. The company is forecast to post earnings per share of UK£2.60 for next year compared to UK£2.75 last year.
New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (UK£2.0m sold).
분석 기사 • Apr 25Clarkson (LON:CKN) Will Pay A Larger Dividend Than Last Year At £0.72Clarkson PLC's ( LON:CKN ) dividend will be increasing from last year's payment of the same period to £0.72 on 24th of...
Recent Insider Transactions • Apr 19CEO & Executive Director recently sold UK£1.2m worth of stockOn the 15th of April, Andi Case sold around 30k shares on-market at roughly UK£40.75 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Andi's only on-market trade for the last 12 months.
Reported Earnings • Apr 04Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: UK£2.75 (up from UK£2.48 in FY 2022). Revenue: UK£639.4m (up 5.9% from FY 2022). Net income: UK£83.8m (up 11% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.8%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 07Earnings Beat: Clarkson PLC Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for Clarkson PLC ( LON:CKN ) shareholders, because the company has just released its latest...
Declared Dividend • Mar 07Final dividend increased to UK£0.72Dividend of UK£0.72 is 13% higher than last year. Ex-date: 9th May 2024 Payment date: 24th May 2024 Dividend yield will be 2.6%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 26% over the next 3 years. However, it would need to fall by 59% to increase the payout ratio to a potentially unsustainable range.
공시 • Mar 05Clarkson PLC Recommends Final Dividend, Payable on 24 May 2024Clarkson PLC has recommended a final dividend of 72 pence per share, bringing the total dividend for 2023 to 102 pence per share, an increase of 10% compared to 2022. Subject to shareholder approval, will be paid on 24 May 2024 to shareholders on the register at the close of business on 10 May 2024.
Reported Earnings • Mar 04Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: UK£2.75 (up from UK£2.48 in FY 2022). Revenue: UK£639.4m (up 5.9% from FY 2022). Net income: UK£83.8m (up 11% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.8%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공시 • Mar 04+ 1 more updateClarkson PLC, Annual General Meeting, May 09, 2024Clarkson PLC, Annual General Meeting, May 09, 2024. Agenda: To consider Birger Nergaard not to stand for re-election as Non-Executive Director.
분석 기사 • Mar 02A Look At The Fair Value Of Clarkson PLC (LON:CKN)Key Insights Clarkson's estimated fair value is UK£43.86 based on 2 Stage Free Cash Flow to Equity With UK£36.75 share...
Buy Or Sell Opportunity • Feb 20Now 21% undervaluedOver the last 90 days, the stock has risen 22% to UK£34.70. The fair value is estimated to be UK£44.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 1.6% in 2 years. Earnings are forecast to decline by 14% in the next 2 years.
Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 38% to UK£35.40. The fair value is estimated to be UK£44.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 2.0% in 2 years. Earnings are forecast to decline by 15% in the next 2 years.
분석 기사 • Jan 07Clarkson (LON:CKN) Is Very Good At Capital AllocationWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
공시 • Jan 05Clarkson PLC to Report Fiscal Year 2023 Results on Mar 04, 2024Clarkson PLC announced that they will report fiscal year 2023 results on Mar 04, 2024
분석 기사 • Dec 12Does Clarkson (LON:CKN) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Nov 03What Does Clarkson PLC's (LON:CKN) Share Price Indicate?Clarkson PLC ( LON:CKN ), is not the largest company out there, but it saw significant share price movement during...
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Martine Bond was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • Sep 29A Look At The Intrinsic Value Of Clarkson PLC (LON:CKN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Clarkson fair value estimate is UK£25.54 Current share price...
분석 기사 • Aug 29Clarkson (LON:CKN) Will Pay A Larger Dividend Than Last Year At £0.30The board of Clarkson PLC ( LON:CKN ) has announced that it will be paying its dividend of £0.30 on the 15th of...
Upcoming Dividend • Aug 24Upcoming dividend of UK£0.30 per share at 3.5% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (18%).
분석 기사 • Aug 10Clarkson's (LON:CKN) Shareholders Will Receive A Bigger Dividend Than Last YearClarkson PLC's ( LON:CKN ) periodic dividend will be increasing on the 15th of September to £0.30, with investors...
Reported Earnings • Aug 08First half 2023 earnings released: EPS: UK£1.31 (vs UK£0.98 in 1H 2022)First half 2023 results: EPS: UK£1.31 (up from UK£0.98 in 1H 2022). Revenue: UK£321.1m (up 20% from 1H 2022). Net income: UK£39.7m (up 32% from 1H 2022). Profit margin: 12% (up from 11% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is expected to fall by 1.2% p.a. on average during the next 3 years compared to a 7.5% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 18If EPS Growth Is Important To You, Clarkson (LON:CKN) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
공시 • Jun 27Clarkson PLC to Report First Half, 2023 Results on Aug 07, 2023Clarkson PLC announced that they will report first half, 2023 results on Aug 07, 2023
분석 기사 • Jun 27Estimating The Fair Value Of Clarkson PLC (LON:CKN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Clarkson fair value estimate is UK£32.64 Current share price...
Upcoming Dividend • May 04Upcoming dividend of UK£0.64 per share at 3.1% yieldEligible shareholders must have bought the stock before 11 May 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (16%).
Recent Insider Transactions • Apr 25CEO & Executive Director recently sold UK£130k worth of stockOn the 18th of April, Andi Case sold around 4k shares on-market at roughly UK£30.85 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Andi's only on-market trade for the last 12 months.
분석 기사 • Apr 05Clarkson (LON:CKN) Is Paying Out A Larger Dividend Than Last YearClarkson PLC ( LON:CKN ) will increase its dividend from last year's comparable payment on the 26th of May to £0.64...
분석 기사 • Mar 09Clarkson (LON:CKN) Is Paying Out A Larger Dividend Than Last YearClarkson PLC's ( LON:CKN ) dividend will be increasing from last year's payment of the same period to £0.64 on 26th of...
Reported Earnings • Mar 07Third quarter 2022 earnings released: EPS: UK£0.75 (vs UK£0.51 in 3Q 2021)Third quarter 2022 results: EPS: UK£0.75 (up from UK£0.51 in 3Q 2021). Revenue: UK£168.6m (up 33% from 3Q 2021). Net income: UK£22.8m (up 48% from 3Q 2021). Profit margin: 14% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 4 years, compared to a 11% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jan 10Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from UK£543.6m to UK£568.3m. EPS estimate increased from UK£2.08 to UK£2.31 per share. Net income forecast to grow 19% next year vs 3.1% decline forecast for Shipping industry in the United Kingdom. Consensus price target broadly unchanged at UK£41.70. Share price fell 6.2% to UK£29.35 over the past week.
공시 • Jan 06Clarkson PLC to Report Fiscal Year 2022 Results on Mar 06, 2023Clarkson PLC announced that they will report fiscal year 2022 results on Mar 06, 2023
공시 • Jan 04Clarkson PLC Announces Resignation of Peter Backhouse as Non-Executive DirectorClarkson PLC confirmed that Peter Backhouse has stepped down as a Non-Executive Director with effect from 31 December 2022.
Price Target Changed • Dec 19Price target increased to UK£43.50Up from UK£40.26, the current price target is an average from 4 analysts. New target price is 47% above last closing price of UK£29.65. Stock is down 19% over the past year. The company is forecast to post earnings per share of UK£2.08 for next year compared to UK£1.65 last year.
분석 기사 • Dec 07Is It Time To Consider Buying Clarkson PLC (LON:CKN)?While Clarkson PLC ( LON:CKN ) might not be the most widely known stock at the moment, it saw a decent share price...
분석 기사 • Nov 12We Like These Underlying Return On Capital Trends At Clarkson (LON:CKN)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Upcoming Dividend • Aug 25Upcoming dividend of UK£0.29 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (10%).
분석 기사 • Aug 11Clarkson (LON:CKN) Shareholders Will Want The ROCE Trajectory To ContinueIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Aug 08First half 2022 earnings released: EPS: UK£0.98 (vs UK£0.64 in 1H 2021)First half 2022 results: EPS: UK£0.98 (up from UK£0.64 in 1H 2021). Revenue: UK£266.7m (up 40% from 1H 2021). Net income: UK£30.0m (up 55% from 1H 2021). Profit margin: 11% (up from 10% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 4.6% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to UK£34.10, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 41% over the past three years.
분석 기사 • Jul 14Is Clarkson PLC (LON:CKN) Potentially Undervalued?Clarkson PLC ( LON:CKN ), might not be a large cap stock, but it saw a decent share price growth in the teens level on...
Major Estimate Revision • Jul 13Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from UK£472.5m to UK£514.7m. EPS estimate increased from UK£1.83 to UK£2.09 per share. Net income forecast to grow 9.4% next year vs 15% growth forecast for Shipping industry in the United Kingdom. Consensus price target broadly unchanged at UK£43.04. Share price rose 12% to UK£32.25 over the past week.
Recent Insider Transactions Derivative • May 21CEO & Executive Director exercised options and sold UK£156k worth of stockOn the 17th of May, Andi Case exercised options to acquire 5k shares at no cost and sold these for an average price of UK£32.54 per share. This trade did not impact their existing holding. For the year to December 2015, Andi's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2021, Andi's direct individual holding has increased from 533.31k shares to 556.47k. Company insiders have collectively sold UK£1.8m more than they bought, via options and on-market transactions in the last 12 months.