View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsWincanton 향후 성장Future 기준 점검 2/6Wincanton은 연간 수입과 매출이 각각 15.2%와 3.1% 증가할 것으로 예상되고 EPS는 연간 13.9%만큼 증가할 것으로 예상됩니다.핵심 정보15.2%이익 성장률13.91%EPS 성장률Logistics 이익 성장17.1%매출 성장률3.1%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트22 Feb 2024최근 향후 성장 업데이트Major Estimate Revision • Nov 16Consensus EPS estimates fall by 22%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from UK£1.39b to UK£1.40b. EPS estimate fell from UK£0.344 to UK£0.268 per share. Net income forecast to grow 38% next year vs 8.0% growth forecast for Logistics industry in the United Kingdom. Consensus price target broadly unchanged at UK£3.93. Share price was steady at UK£2.74 over the past week.Price Target Changed • Sep 20Price target increased by 8.1% to UK£3.88Up from UK£3.59, the current price target is an average from 6 analysts. New target price is 37% above last closing price of UK£2.83. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of UK£0.33 for next year compared to UK£0.27 last year.분석 기사 • May 22Wincanton plc (LON:WIN) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a good week for Wincanton plc ( LON:WIN ) shareholders, because the company has just released its latest...Price Target Changed • May 21Price target increased to UK£5.07Up from UK£4.62, the current price target is an average from 5 analysts. New target price is 12% above last closing price of UK£4.54. Stock is up 143% over the past year.모든 업데이트 보기Recent updates공시 • Apr 30Wincanton Announces Delisting and Cancellation of Trading of SharesFurther to the announcement made by Wincanton plc on 29 April 2024 that the Scheme for the acquisition of the entire issued and to be issued share capital of Wincanton by GXO Logistics Inc. (‘GXO’) has become effective in accordance with its terms, Wincanton announced that, following an application by Wincanton, the Financial Conduct Authority has cancelled the listing of Wincanton Shares on the premium listing segment of the Official List and the London Stock Exchange has cancelled the trading of Wincanton Shares on the London Stock Exchange's main market for listed securities, in each case with effect from 7:30 a.m. 30 April 2024. Unless otherwise defined, capitalised terms used in this announcement shall have the meanings given to them in the scheme document published and made available to Wincanton Shareholders on 14 March 2024 (the ‘Scheme Document’) in relation to the recommended cash acquisition by GXO of the entire issued and to be issued share capital of Wincanton, effected by means of a scheme of arrangement under Part 26 of the Companies Act (such scheme of arrangement having become effective on 29 April 2024) (the ‘Acquisition’). All references to times in this announcement are to London, United Kingdom times unless otherwise stated.공시 • Apr 29+ 3 more updatesWincanton plc(LSE:WIN) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)Wincanton plc(LSE:WIN) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)공시 • Mar 08Wincanton plc (LSE:WIN) agreed to acquire Invar Group Limited.Wincanton plc (LSE:WIN) agreed to acquire Invar Group Limited on March 8, 2024. Invar will remain as a stand-alone business within the Wincanton Group.공시 • Mar 07Wincanton to Cancel of Trading of its Shares on the London Stock Exchange's Main MarketOn 26 February 2024, the boards of directors of Wincanton plc and CEVA Logistics UK Rose Limited ("CMA CGM"), a wholly-owned subsidiary of CEVA Logistics S.A. (itself a subsidiary of CMA CGM S.A.) made an announcement (the "Supplementary Scheme Announcement") that they had reached agreement on the terms of an increased and final recommended cash offer for the entire issued and to be issued ordinary share capital of Wincanton, for an offer price of 480 pence in cash for each Wincanton Share (the "CMA CGM Revised Offer"). Prior to the Scheme becoming Effective, it is intended that Wincanton will make applications to the London Stock Exchange for the cancellation of trading of Wincanton Shares on the London Stock Exchange's main market for listed securities and to the FCA for the cancellation of listing of Wincanton Shares on the Official List. It is expected that such cancellation of admission to trading and listing would take effect from or shortly after the Effective Date. On the Effective Date, share certificates in respect of Wincanton Shares will cease to be valid and should be destroyed. In addition, entitlements to Wincanton Shares held within the CREST system will be cancelled. It is also proposed that, following the Effective Date and after the cancellation of the admission of the Wincanton Shares to trading on the Main Market and the listing of Wincanton Shares on the Official List, Wincanton will be re-registered as a private limited company under the relevant provisions of the Companies Act.공시 • Jan 19Wincanton Intends to Apply to LSE & FCA for Cancelation of Shares TradingThe Boards of Wincanton plc ("Wincanton") and CEVA Logistics UK Rose Limited ("Bidco"), a wholly-owned subsidiary of CEVA Logistics S.A. ("CEVA"), itself a subsidiary of CMA CGM S.A. ("CMA CGM"), announced that they have reached agreement on the terms of a recommended cash offer for the entire issued and to be issued share capital of Wincanton by Bidco (the "Acquisition"). The Acquisition is intended to be effected by means of a scheme of arrangement under Part 26 of the Companies Act. Prior to the Scheme becoming Effective, it is intended that Wincanton will make applications to the London Stock Exchange and the FCA for the cancellation of the admission of the Wincanton Shares to trading on the Main Market and the listing of the Wincanton Shares on the Official List. It is expected that such cancellation of admission to trading and de-listing would take effect from or shortly after the Effective Date. On the Effective Date, share certificates in respect of Wincanton Shares will cease to be valid and should be destroyed. In addition, entitlements to Wincanton Shares held within the CREST system will be cancelled. It is also proposed that, following the Effective Date and after the cancellation of the admission of the Wincanton Shares to trading on the Main Market and the listing of the Wincanton Shares on the Official List, Wincanton will be re-registered as a private limited company.공시 • Dec 20Windward Launches Route Deviation Alerts to Improve Supply Chain Management Amidst Red Sea CrisisWindward has announced the launch of Route Deviation (RDV) exception, a new capability part of Windward's Ocean Freight Visibility solution, to flag route changes caused due to the geopolitical crisis in the Red Sea. The new capability provides stakeholders with early alerts of changes to container shipments that have shifted away from entering the Red Sea,enhancing visibility and enabling them to efficiently adapt to changes and mitigate negative outcomes. As of the week of December 17th, 2023, Windward's data shows a two-year low of area visits in Bab-el-Mandeb for container vessels, which marks a decrease of 27% compared to the weekly average in 2023. The newly launched route deviation capability will provide stakeholders with enhanced visibility, enabling them to anticipate challenges and develop contingency plans, thus minimizing disruptions to the supply chain and allowing them to manage costs more effectively. Early knowledge of impacted shipments enables companies to optimize their operations, whether it's adjusting timelines or reallocating resources to ensure timely delivery. Windward's models, developed by maritime and AI specialists, are specifically trained to understand the multitude of factors affecting the movement of goods at sea. Windward's models, develop by maritime and AI specialists, is specifically trained to understand the multitude the movement of goods at sea". Windward's models, developed By maritime and AI specialists, are specific trained to understand the multitude of factor affecting the movement of goods at Sea. Windward's AI-powered decision support platform and exception management offers a 360deg view of the maritime ecosystem and allows stakeholders including ocean freight forwarders, shipping companies, insurers, energy companies, banks, and governments to make real time, predictive intelligence-driven decisions to achieve business and operational readiness.Major Estimate Revision • Nov 16Consensus EPS estimates fall by 22%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from UK£1.39b to UK£1.40b. EPS estimate fell from UK£0.344 to UK£0.268 per share. Net income forecast to grow 38% next year vs 8.0% growth forecast for Logistics industry in the United Kingdom. Consensus price target broadly unchanged at UK£3.93. Share price was steady at UK£2.74 over the past week.Reported Earnings • Nov 13First half 2024 earnings released: EPS: UK£0.12 (vs UK£0.17 in 1H 2023)First half 2024 results: EPS: UK£0.12 (down from UK£0.17 in 1H 2023). Revenue: UK£694.7m (down 7.8% from 1H 2023). Net income: UK£14.2m (down 34% from 1H 2023). Profit margin: 2.0% (down from 2.9% in 1H 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공시 • Nov 01Wincanton plc Announces Board ChangesWincanton confirmed that previously announced changes to its Board of Directors took place 31 October 2023. As announced in the Company's Preliminary Results on 22 May 2023, Stewart Oades, Senior Independent Director (SID), retired from the Board. With effect from 1 November 2023, Ms Gill Barr, a Non-executive Director of Wincanton since 2017 who has had considerable interaction with shareholders as Chair of the Remuneration Committee, became the SID. Ms Debbie Lentz replaced Ms Barr as Chair of the Remuneration Committee, having served on the Committee since 2019. Ms Barr remains a member of the Remuneration Committee. As announced on 18 July 2023, Mr. John Pattullo OBE has joined the Board as a Non-executive Director of the Company. He is also appointed as a member of the Company's Audit and Nomination Committees.Board Change • Oct 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. 6 experienced directors. 1 highly experienced director. CFO & Director Tom Hinton was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Sep 20Price target increased by 8.1% to UK£3.88Up from UK£3.59, the current price target is an average from 6 analysts. New target price is 37% above last closing price of UK£2.83. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of UK£0.33 for next year compared to UK£0.27 last year.Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£2.83, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Logistics industry in Europe. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.10 per share.공시 • Jul 18Wincanton plc Appoints John Pattullo OBE as A Non-Executive Director, Effective 1 November 2023Wincanton plc announced the appointment of Mr. John Pattullo OBE as a Non-executive director of the company with effect from 1 November 2023. Mr. Pattullo will also be appointed as a member of the company's audit and nomination committees. John Pattullo is currently Senior Independent Director of Redde Northgate plc, a position he has held since 2019. He was previously Chair of V Group until December 2020 and has served as Senior Independent Director and Remuneration Committee Chair of Electrocomponents plc (now RS Group plc), Chair of NHS Blood & Transplant, Chair of Marken Logistics and Chair of In Kind Direct, a Prince's charity. John was Chief Executive Officer of Ceva Logistics Ltd, between 2007 and 2012. Before that, he worked for Exel plc/DHL where he led the EMEA logistics business and earlier held a number of senior global supply chain appointments with Procter & Gamble.Upcoming Dividend • Jul 06Upcoming dividend of UK£0.088 per share at 5.2% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (2.7%).분석 기사 • May 25Wincanton's (LON:WIN) Shareholders Will Receive A Bigger Dividend Than Last YearWincanton plc's ( LON:WIN ) dividend will be increasing from last year's payment of the same period to £0.088 on 11th...Reported Earnings • May 22Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: UK£0.27 (down from UK£0.39 in FY 2022). Revenue: UK£1.46b (up 2.9% from FY 2022). Net income: UK£33.2m (down 31% from FY 2022). Profit margin: 2.3% (down from 3.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.공시 • May 22+ 1 more updateWincanton plc Announces Board ChangesWincanton plc announced that Stewart Oades, Senior Independent Director (SID), completes his third three-year term as a director of Wincanton in October 2023. He will retire from the Board at the conclusion of the meeting scheduled to be held on 5 October 2023. Ms Gill Barr will become the SID when Mr. Oades steps down. Ms Barr is an experienced NED and has had considerable interaction with shareholders in her role as Chair of the Remuneration Committee of Wincanton and other listed companies. Ms Debbie Lentz will replace Ms Barr as Chair of the Remuneration Committee, having served on the Committee since 2019.분석 기사 • Mar 08A Look At The Fair Value Of Wincanton plc (LON:WIN)Key Insights Wincanton's estimated fair value is UK£2.06 based on 2 Stage Free Cash Flow to Equity Wincanton's UK£2.23...Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to UK£2.23, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 1.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.06 per share.공시 • Feb 15Wincanton plc to Report First Half, 2024 Results on Nov 09, 2023Wincanton plc announced that they will report first half, 2024 results on Nov 09, 2023공시 • Feb 09+ 1 more updateWincanton plc to Report Fiscal Year 2023 Results on May 22, 2023Wincanton plc announced that they will report fiscal year 2023 results on May 22, 2023Upcoming Dividend • Nov 24Upcoming dividend of UK£0.044 per shareEligible shareholders must have bought the stock before 01 December 2022. Payment date: 30 December 2022. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.7%). In line with average of industry peers (3.5%).분석 기사 • Nov 23Why Wincanton's (LON:WIN) Earnings Are Better Than They SeemWincanton plc's ( LON:WIN ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...분석 기사 • Nov 18Wincanton (LON:WIN) Has Affirmed Its Dividend Of £0.044Wincanton plc ( LON:WIN ) has announced that it will pay a dividend of £0.044 per share on the 30th of December. This...Reported Earnings • Nov 17First half 2023 earnings released: EPS: UK£0.17 (vs UK£0.17 in 1H 2022)First half 2023 results: EPS: UK£0.17 (up from UK£0.17 in 1H 2022). Revenue: UK£753.6m (up 9.2% from 1H 2022). Net income: UK£21.5m (up 2.4% from 1H 2022). Profit margin: 2.9% (in line with 1H 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.4% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.분석 기사 • Sep 30Does Wincanton (LON:WIN) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Buying Opportunity • Sep 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be UK£3.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 4.7%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.분석 기사 • Jul 13Wincanton (LON:WIN) Has Announced That It Will Be Increasing Its Dividend To £0.08Wincanton plc ( LON:WIN ) will increase its dividend on the 5th of August to £0.08, which is 6.7% higher than last...Upcoming Dividend • Jul 07Upcoming dividend of UK£0.08 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (3.8%).분석 기사 • Jun 16Wincanton (LON:WIN) Is Increasing Its Dividend To UK£0.08The board of Wincanton plc ( LON:WIN ) has announced that it will be increasing its dividend by 6.7% on the 5th of...분석 기사 • Jun 14With EPS Growth And More, Wincanton (LON:WIN) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...분석 기사 • May 24Wincanton's (LON:WIN) Upcoming Dividend Will Be Larger Than Last Year'sWincanton plc ( LON:WIN ) has announced that it will be increasing its dividend on the 5th of August to UK£0.08, which...Reported Earnings • May 22Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: UK£0.39 (up from UK£0.33 in FY 2021). Revenue: UK£1.42b (up 16% from FY 2021). Net income: UK£47.9m (up 16% from FY 2021). Profit margin: 3.4% (in line with FY 2021). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Over the next year, revenue is forecast to grow 5.2% while the industry in the United Kingdom is not expected to grow. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Interim CFO & Director James Clarke was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Interim CFO & Director James Clarke was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 01Now 22% undervaluedOver the last 90 days, the stock is up 2.6%. The fair value is estimated to be UK£4.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 8.9% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to UK£3.04, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Logistics industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.63 per share.Recent Insider Transactions Derivative • Mar 05CEO & Executive Director exercised options and sold UK£65k worth of stockOn the 1st of March, James Wroath exercised options to acquire 18k shares at no cost and sold these for an average price of UK£3.60 per share. This trade did not impact their existing holding. For the year to March 2021, James' total compensation was 52% salary and 48% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2021, James has owned 10.00k shares directly. Company insiders have collectively sold UK£37k more than they bought, via options and on-market transactions in the last 12 months.분석 기사 • Mar 03Wincanton plc (LON:WIN) Shares Could Be 29% Below Their Intrinsic Value EstimateHow far off is Wincanton plc ( LON:WIN ) from its intrinsic value? Using the most recent financial data, we'll take a...분석 기사 • Jan 20Is Wincanton (LON:WIN) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Buying Opportunity • Jan 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.5%. The fair value is estimated to be UK£4.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Upcoming Dividend • Nov 25Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 02 December 2021. Payment date: 31 December 2021. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.8%).Reported Earnings • Nov 21First half 2022 earnings released: EPS UK£0.17 (vs UK£0.13 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£690.3m (up 19% from 1H 2021). Net income: UK£21.0m (up 31% from 1H 2021). Profit margin: 3.0% (up from 2.8% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 01Upcoming dividend of UK£0.075 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 06 August 2021. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.7%).Recent Insider Transactions • May 29Senior Independent Director recently sold UK£45k worth of stockOn the 25th of May, Stewart Oades sold around 10k shares on-market at roughly UK£4.47 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought UK£51k more than they sold in the last 12 months.분석 기사 • May 22Wincanton plc (LON:WIN) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a good week for Wincanton plc ( LON:WIN ) shareholders, because the company has just released its latest...Reported Earnings • May 21Full year 2021 earnings released: EPS UK£0.33 (vs UK£0.31 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£1.22b (up 1.7% from FY 2020). Net income: UK£41.3m (up 7.3% from FY 2020). Profit margin: 3.4% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Price Target Changed • May 21Price target increased to UK£5.07Up from UK£4.62, the current price target is an average from 5 analysts. New target price is 12% above last closing price of UK£4.54. Stock is up 143% over the past year.Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£4.06, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Logistics industry in Europe. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£6.53 per share.분석 기사 • Mar 11Is Wincanton plc (LON:WIN) Trading At A 48% Discount?Does the March share price for Wincanton plc ( LON:WIN ) reflect what it's really worth? Today, we will estimate the...Executive Departure • Mar 01Independent Non-Executive Director has left the companyOn the 28th of February, Paul Dean's tenure as Independent Non-Executive Director ended after 6.1 years in the role. As of December 2020, Paul personally held only 10.00k shares (UK£26k worth at the time). Paul is the only executive to leave the company over the last 12 months.Is New 90 Day High Low • Feb 22New 90-day high: UK£3.16The company is up 25% from its price of UK£2.53 on 24 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.61 per share.Is New 90 Day High Low • Jan 26New 90-day high: UK£3.15The company is up 50% from its price of UK£2.10 on 28 October 2020. The British market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.73 per share.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£3.07, the stock is trading at a trailing P/E ratio of 12.6x, up from the previous P/E ratio of 10.9x. This compares to an average P/E of 22x in the Logistics industry in Europe. Total returns to shareholders over the past three years are 59%.Is New 90 Day High Low • Jan 06New 90-day high: UK£2.66The company is up 19% from its price of UK£2.24 on 08 October 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.57 per share.이익 및 매출 성장 예측LSE:WIN - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20261,50941588733/31/20251,45437608643/31/20241,40334447249/30/20231,4032688102N/A6/30/20231,4333085100N/A3/31/20231,462338197N/A12/31/20221,4734184101N/A9/30/20221,4854887104N/A6/30/20221,453488397N/A3/31/20221,421487990N/A12/31/20211,377463646N/A9/30/20211,33444-63N/A6/30/20211,278422837N/A3/31/20211,222396372N/A12/31/20201,2043594102N/A9/30/20201,18730125132N/A6/30/20201,1943493101N/A3/31/20201,201396170N/A12/31/20191,177405161N/A9/30/20191,153414151N/A6/30/20191,147422838N/A3/31/20191,142431525N/A12/31/20181,157421928N/A9/30/20181,173412231N/A6/30/20181,172361729N/A3/31/20181,172311226N/A12/31/20171,155371029N/A9/30/20171,13743831N/A6/30/20171,12842N/A41N/A3/31/20171,11842N/A51N/A12/31/20161,12254N/A24N/A9/30/20161,12667N/A-3N/A6/30/20161,13764N/A-11N/A3/31/20161,14761N/A-19N/A12/31/20151,14341N/A4N/A9/30/20151,13920N/A27N/A6/30/20151,12320N/A29N/A3/31/20151,10719N/A30N/A12/31/20141,10725N/AN/AN/A9/30/20141,10730N/A40N/A6/30/20141,10229N/A48N/A3/31/20141,09827N/A56N/A12/31/20131,08820N/AN/AN/A9/30/20131,07812N/A50N/A6/30/20131,08211N/A37N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: WIN 의 연간 예상 수익 증가율(15.2%)이 saving rate(1.6%)보다 높습니다.수익 vs 시장: WIN 의 연간 수익(15.2%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: WIN 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: WIN 의 수익(연간 3.1%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: WIN 의 수익(연간 3.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: WIN의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/04/30 08:44종가2024/04/30 00:00수익2023/09/30연간 수익2023/03/31데이터 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 소스Wincanton plc는 9명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Calum BattersbyBerenbergJamie AitkenheadEdison Investment ResearchAnand DateHSBC6명의 분석가 더 보기
Major Estimate Revision • Nov 16Consensus EPS estimates fall by 22%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from UK£1.39b to UK£1.40b. EPS estimate fell from UK£0.344 to UK£0.268 per share. Net income forecast to grow 38% next year vs 8.0% growth forecast for Logistics industry in the United Kingdom. Consensus price target broadly unchanged at UK£3.93. Share price was steady at UK£2.74 over the past week.
Price Target Changed • Sep 20Price target increased by 8.1% to UK£3.88Up from UK£3.59, the current price target is an average from 6 analysts. New target price is 37% above last closing price of UK£2.83. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of UK£0.33 for next year compared to UK£0.27 last year.
분석 기사 • May 22Wincanton plc (LON:WIN) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a good week for Wincanton plc ( LON:WIN ) shareholders, because the company has just released its latest...
Price Target Changed • May 21Price target increased to UK£5.07Up from UK£4.62, the current price target is an average from 5 analysts. New target price is 12% above last closing price of UK£4.54. Stock is up 143% over the past year.
공시 • Apr 30Wincanton Announces Delisting and Cancellation of Trading of SharesFurther to the announcement made by Wincanton plc on 29 April 2024 that the Scheme for the acquisition of the entire issued and to be issued share capital of Wincanton by GXO Logistics Inc. (‘GXO’) has become effective in accordance with its terms, Wincanton announced that, following an application by Wincanton, the Financial Conduct Authority has cancelled the listing of Wincanton Shares on the premium listing segment of the Official List and the London Stock Exchange has cancelled the trading of Wincanton Shares on the London Stock Exchange's main market for listed securities, in each case with effect from 7:30 a.m. 30 April 2024. Unless otherwise defined, capitalised terms used in this announcement shall have the meanings given to them in the scheme document published and made available to Wincanton Shareholders on 14 March 2024 (the ‘Scheme Document’) in relation to the recommended cash acquisition by GXO of the entire issued and to be issued share capital of Wincanton, effected by means of a scheme of arrangement under Part 26 of the Companies Act (such scheme of arrangement having become effective on 29 April 2024) (the ‘Acquisition’). All references to times in this announcement are to London, United Kingdom times unless otherwise stated.
공시 • Apr 29+ 3 more updatesWincanton plc(LSE:WIN) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)Wincanton plc(LSE:WIN) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)
공시 • Mar 08Wincanton plc (LSE:WIN) agreed to acquire Invar Group Limited.Wincanton plc (LSE:WIN) agreed to acquire Invar Group Limited on March 8, 2024. Invar will remain as a stand-alone business within the Wincanton Group.
공시 • Mar 07Wincanton to Cancel of Trading of its Shares on the London Stock Exchange's Main MarketOn 26 February 2024, the boards of directors of Wincanton plc and CEVA Logistics UK Rose Limited ("CMA CGM"), a wholly-owned subsidiary of CEVA Logistics S.A. (itself a subsidiary of CMA CGM S.A.) made an announcement (the "Supplementary Scheme Announcement") that they had reached agreement on the terms of an increased and final recommended cash offer for the entire issued and to be issued ordinary share capital of Wincanton, for an offer price of 480 pence in cash for each Wincanton Share (the "CMA CGM Revised Offer"). Prior to the Scheme becoming Effective, it is intended that Wincanton will make applications to the London Stock Exchange for the cancellation of trading of Wincanton Shares on the London Stock Exchange's main market for listed securities and to the FCA for the cancellation of listing of Wincanton Shares on the Official List. It is expected that such cancellation of admission to trading and listing would take effect from or shortly after the Effective Date. On the Effective Date, share certificates in respect of Wincanton Shares will cease to be valid and should be destroyed. In addition, entitlements to Wincanton Shares held within the CREST system will be cancelled. It is also proposed that, following the Effective Date and after the cancellation of the admission of the Wincanton Shares to trading on the Main Market and the listing of Wincanton Shares on the Official List, Wincanton will be re-registered as a private limited company under the relevant provisions of the Companies Act.
공시 • Jan 19Wincanton Intends to Apply to LSE & FCA for Cancelation of Shares TradingThe Boards of Wincanton plc ("Wincanton") and CEVA Logistics UK Rose Limited ("Bidco"), a wholly-owned subsidiary of CEVA Logistics S.A. ("CEVA"), itself a subsidiary of CMA CGM S.A. ("CMA CGM"), announced that they have reached agreement on the terms of a recommended cash offer for the entire issued and to be issued share capital of Wincanton by Bidco (the "Acquisition"). The Acquisition is intended to be effected by means of a scheme of arrangement under Part 26 of the Companies Act. Prior to the Scheme becoming Effective, it is intended that Wincanton will make applications to the London Stock Exchange and the FCA for the cancellation of the admission of the Wincanton Shares to trading on the Main Market and the listing of the Wincanton Shares on the Official List. It is expected that such cancellation of admission to trading and de-listing would take effect from or shortly after the Effective Date. On the Effective Date, share certificates in respect of Wincanton Shares will cease to be valid and should be destroyed. In addition, entitlements to Wincanton Shares held within the CREST system will be cancelled. It is also proposed that, following the Effective Date and after the cancellation of the admission of the Wincanton Shares to trading on the Main Market and the listing of the Wincanton Shares on the Official List, Wincanton will be re-registered as a private limited company.
공시 • Dec 20Windward Launches Route Deviation Alerts to Improve Supply Chain Management Amidst Red Sea CrisisWindward has announced the launch of Route Deviation (RDV) exception, a new capability part of Windward's Ocean Freight Visibility solution, to flag route changes caused due to the geopolitical crisis in the Red Sea. The new capability provides stakeholders with early alerts of changes to container shipments that have shifted away from entering the Red Sea,enhancing visibility and enabling them to efficiently adapt to changes and mitigate negative outcomes. As of the week of December 17th, 2023, Windward's data shows a two-year low of area visits in Bab-el-Mandeb for container vessels, which marks a decrease of 27% compared to the weekly average in 2023. The newly launched route deviation capability will provide stakeholders with enhanced visibility, enabling them to anticipate challenges and develop contingency plans, thus minimizing disruptions to the supply chain and allowing them to manage costs more effectively. Early knowledge of impacted shipments enables companies to optimize their operations, whether it's adjusting timelines or reallocating resources to ensure timely delivery. Windward's models, developed by maritime and AI specialists, are specifically trained to understand the multitude of factors affecting the movement of goods at sea. Windward's models, develop by maritime and AI specialists, is specifically trained to understand the multitude the movement of goods at sea". Windward's models, developed By maritime and AI specialists, are specific trained to understand the multitude of factor affecting the movement of goods at Sea. Windward's AI-powered decision support platform and exception management offers a 360deg view of the maritime ecosystem and allows stakeholders including ocean freight forwarders, shipping companies, insurers, energy companies, banks, and governments to make real time, predictive intelligence-driven decisions to achieve business and operational readiness.
Major Estimate Revision • Nov 16Consensus EPS estimates fall by 22%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from UK£1.39b to UK£1.40b. EPS estimate fell from UK£0.344 to UK£0.268 per share. Net income forecast to grow 38% next year vs 8.0% growth forecast for Logistics industry in the United Kingdom. Consensus price target broadly unchanged at UK£3.93. Share price was steady at UK£2.74 over the past week.
Reported Earnings • Nov 13First half 2024 earnings released: EPS: UK£0.12 (vs UK£0.17 in 1H 2023)First half 2024 results: EPS: UK£0.12 (down from UK£0.17 in 1H 2023). Revenue: UK£694.7m (down 7.8% from 1H 2023). Net income: UK£14.2m (down 34% from 1H 2023). Profit margin: 2.0% (down from 2.9% in 1H 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공시 • Nov 01Wincanton plc Announces Board ChangesWincanton confirmed that previously announced changes to its Board of Directors took place 31 October 2023. As announced in the Company's Preliminary Results on 22 May 2023, Stewart Oades, Senior Independent Director (SID), retired from the Board. With effect from 1 November 2023, Ms Gill Barr, a Non-executive Director of Wincanton since 2017 who has had considerable interaction with shareholders as Chair of the Remuneration Committee, became the SID. Ms Debbie Lentz replaced Ms Barr as Chair of the Remuneration Committee, having served on the Committee since 2019. Ms Barr remains a member of the Remuneration Committee. As announced on 18 July 2023, Mr. John Pattullo OBE has joined the Board as a Non-executive Director of the Company. He is also appointed as a member of the Company's Audit and Nomination Committees.
Board Change • Oct 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. 6 experienced directors. 1 highly experienced director. CFO & Director Tom Hinton was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Sep 20Price target increased by 8.1% to UK£3.88Up from UK£3.59, the current price target is an average from 6 analysts. New target price is 37% above last closing price of UK£2.83. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of UK£0.33 for next year compared to UK£0.27 last year.
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£2.83, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Logistics industry in Europe. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.10 per share.
공시 • Jul 18Wincanton plc Appoints John Pattullo OBE as A Non-Executive Director, Effective 1 November 2023Wincanton plc announced the appointment of Mr. John Pattullo OBE as a Non-executive director of the company with effect from 1 November 2023. Mr. Pattullo will also be appointed as a member of the company's audit and nomination committees. John Pattullo is currently Senior Independent Director of Redde Northgate plc, a position he has held since 2019. He was previously Chair of V Group until December 2020 and has served as Senior Independent Director and Remuneration Committee Chair of Electrocomponents plc (now RS Group plc), Chair of NHS Blood & Transplant, Chair of Marken Logistics and Chair of In Kind Direct, a Prince's charity. John was Chief Executive Officer of Ceva Logistics Ltd, between 2007 and 2012. Before that, he worked for Exel plc/DHL where he led the EMEA logistics business and earlier held a number of senior global supply chain appointments with Procter & Gamble.
Upcoming Dividend • Jul 06Upcoming dividend of UK£0.088 per share at 5.2% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (2.7%).
분석 기사 • May 25Wincanton's (LON:WIN) Shareholders Will Receive A Bigger Dividend Than Last YearWincanton plc's ( LON:WIN ) dividend will be increasing from last year's payment of the same period to £0.088 on 11th...
Reported Earnings • May 22Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: UK£0.27 (down from UK£0.39 in FY 2022). Revenue: UK£1.46b (up 2.9% from FY 2022). Net income: UK£33.2m (down 31% from FY 2022). Profit margin: 2.3% (down from 3.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.
공시 • May 22+ 1 more updateWincanton plc Announces Board ChangesWincanton plc announced that Stewart Oades, Senior Independent Director (SID), completes his third three-year term as a director of Wincanton in October 2023. He will retire from the Board at the conclusion of the meeting scheduled to be held on 5 October 2023. Ms Gill Barr will become the SID when Mr. Oades steps down. Ms Barr is an experienced NED and has had considerable interaction with shareholders in her role as Chair of the Remuneration Committee of Wincanton and other listed companies. Ms Debbie Lentz will replace Ms Barr as Chair of the Remuneration Committee, having served on the Committee since 2019.
분석 기사 • Mar 08A Look At The Fair Value Of Wincanton plc (LON:WIN)Key Insights Wincanton's estimated fair value is UK£2.06 based on 2 Stage Free Cash Flow to Equity Wincanton's UK£2.23...
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to UK£2.23, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 1.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.06 per share.
공시 • Feb 15Wincanton plc to Report First Half, 2024 Results on Nov 09, 2023Wincanton plc announced that they will report first half, 2024 results on Nov 09, 2023
공시 • Feb 09+ 1 more updateWincanton plc to Report Fiscal Year 2023 Results on May 22, 2023Wincanton plc announced that they will report fiscal year 2023 results on May 22, 2023
Upcoming Dividend • Nov 24Upcoming dividend of UK£0.044 per shareEligible shareholders must have bought the stock before 01 December 2022. Payment date: 30 December 2022. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.7%). In line with average of industry peers (3.5%).
분석 기사 • Nov 23Why Wincanton's (LON:WIN) Earnings Are Better Than They SeemWincanton plc's ( LON:WIN ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
분석 기사 • Nov 18Wincanton (LON:WIN) Has Affirmed Its Dividend Of £0.044Wincanton plc ( LON:WIN ) has announced that it will pay a dividend of £0.044 per share on the 30th of December. This...
Reported Earnings • Nov 17First half 2023 earnings released: EPS: UK£0.17 (vs UK£0.17 in 1H 2022)First half 2023 results: EPS: UK£0.17 (up from UK£0.17 in 1H 2022). Revenue: UK£753.6m (up 9.2% from 1H 2022). Net income: UK£21.5m (up 2.4% from 1H 2022). Profit margin: 2.9% (in line with 1H 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.4% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.
분석 기사 • Sep 30Does Wincanton (LON:WIN) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Buying Opportunity • Sep 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be UK£3.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 4.7%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.
분석 기사 • Jul 13Wincanton (LON:WIN) Has Announced That It Will Be Increasing Its Dividend To £0.08Wincanton plc ( LON:WIN ) will increase its dividend on the 5th of August to £0.08, which is 6.7% higher than last...
Upcoming Dividend • Jul 07Upcoming dividend of UK£0.08 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (3.8%).
분석 기사 • Jun 16Wincanton (LON:WIN) Is Increasing Its Dividend To UK£0.08The board of Wincanton plc ( LON:WIN ) has announced that it will be increasing its dividend by 6.7% on the 5th of...
분석 기사 • Jun 14With EPS Growth And More, Wincanton (LON:WIN) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
분석 기사 • May 24Wincanton's (LON:WIN) Upcoming Dividend Will Be Larger Than Last Year'sWincanton plc ( LON:WIN ) has announced that it will be increasing its dividend on the 5th of August to UK£0.08, which...
Reported Earnings • May 22Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: UK£0.39 (up from UK£0.33 in FY 2021). Revenue: UK£1.42b (up 16% from FY 2021). Net income: UK£47.9m (up 16% from FY 2021). Profit margin: 3.4% (in line with FY 2021). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Over the next year, revenue is forecast to grow 5.2% while the industry in the United Kingdom is not expected to grow. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Interim CFO & Director James Clarke was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Interim CFO & Director James Clarke was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 01Now 22% undervaluedOver the last 90 days, the stock is up 2.6%. The fair value is estimated to be UK£4.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 8.9% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to UK£3.04, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Logistics industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.63 per share.
Recent Insider Transactions Derivative • Mar 05CEO & Executive Director exercised options and sold UK£65k worth of stockOn the 1st of March, James Wroath exercised options to acquire 18k shares at no cost and sold these for an average price of UK£3.60 per share. This trade did not impact their existing holding. For the year to March 2021, James' total compensation was 52% salary and 48% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2021, James has owned 10.00k shares directly. Company insiders have collectively sold UK£37k more than they bought, via options and on-market transactions in the last 12 months.
분석 기사 • Mar 03Wincanton plc (LON:WIN) Shares Could Be 29% Below Their Intrinsic Value EstimateHow far off is Wincanton plc ( LON:WIN ) from its intrinsic value? Using the most recent financial data, we'll take a...
분석 기사 • Jan 20Is Wincanton (LON:WIN) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Buying Opportunity • Jan 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.5%. The fair value is estimated to be UK£4.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Upcoming Dividend • Nov 25Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 02 December 2021. Payment date: 31 December 2021. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.8%).
Reported Earnings • Nov 21First half 2022 earnings released: EPS UK£0.17 (vs UK£0.13 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£690.3m (up 19% from 1H 2021). Net income: UK£21.0m (up 31% from 1H 2021). Profit margin: 3.0% (up from 2.8% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 01Upcoming dividend of UK£0.075 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 06 August 2021. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.7%).
Recent Insider Transactions • May 29Senior Independent Director recently sold UK£45k worth of stockOn the 25th of May, Stewart Oades sold around 10k shares on-market at roughly UK£4.47 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought UK£51k more than they sold in the last 12 months.
분석 기사 • May 22Wincanton plc (LON:WIN) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a good week for Wincanton plc ( LON:WIN ) shareholders, because the company has just released its latest...
Reported Earnings • May 21Full year 2021 earnings released: EPS UK£0.33 (vs UK£0.31 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£1.22b (up 1.7% from FY 2020). Net income: UK£41.3m (up 7.3% from FY 2020). Profit margin: 3.4% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Price Target Changed • May 21Price target increased to UK£5.07Up from UK£4.62, the current price target is an average from 5 analysts. New target price is 12% above last closing price of UK£4.54. Stock is up 143% over the past year.
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£4.06, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Logistics industry in Europe. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£6.53 per share.
분석 기사 • Mar 11Is Wincanton plc (LON:WIN) Trading At A 48% Discount?Does the March share price for Wincanton plc ( LON:WIN ) reflect what it's really worth? Today, we will estimate the...
Executive Departure • Mar 01Independent Non-Executive Director has left the companyOn the 28th of February, Paul Dean's tenure as Independent Non-Executive Director ended after 6.1 years in the role. As of December 2020, Paul personally held only 10.00k shares (UK£26k worth at the time). Paul is the only executive to leave the company over the last 12 months.
Is New 90 Day High Low • Feb 22New 90-day high: UK£3.16The company is up 25% from its price of UK£2.53 on 24 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.61 per share.
Is New 90 Day High Low • Jan 26New 90-day high: UK£3.15The company is up 50% from its price of UK£2.10 on 28 October 2020. The British market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.73 per share.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£3.07, the stock is trading at a trailing P/E ratio of 12.6x, up from the previous P/E ratio of 10.9x. This compares to an average P/E of 22x in the Logistics industry in Europe. Total returns to shareholders over the past three years are 59%.
Is New 90 Day High Low • Jan 06New 90-day high: UK£2.66The company is up 19% from its price of UK£2.24 on 08 October 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.57 per share.