Cairn Homes (C5H) 주식 개요아일랜드에서 주택 건설업체로 활동하는 Cairn Homes plc. 자세히 보기C5H 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장2/6과거 실적4/6재무 건전성5/6배당2/6강점공정 가치 추정치보다 낮은 39.1% 에서 거래수익은 매년 8.37% 증가할 것으로 예상됩니다.지난 1년간 수익이 15.8% 증가했습니다.위험 분석지난 3개월 동안 주가 변동성이 Irish 시장과 비교해 높았습니다.지난 3개월 동안 상당한 내부자 매도가 있었습니다.4.12% 의 배당금은 잉여현금흐름으로 잘 충당되지 않습니다.모든 위험 점검 보기C5H Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€2.4310.0% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-32m2b2016201920222025202620282031Revenue €1.5bEarnings €212.6mAdvancedSet Fair ValueView all narrativesCairn Homes plc 경쟁사Glenveagh PropertiesSymbol: ISE:GVRMarket cap: €1.3bDom DevelopmentSymbol: WSE:DOMMarket cap: zł6.3bCyrela Brazil Realty Empreendimentos e ParticipaçõesSymbol: BOVESPA:CYRE3Market cap: R$9.7bDream Finders HomesSymbol: NYSE:DFHMarket cap: US$1.4b가격 이력 및 성과Cairn Homes 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가UK£2.4352주 최고가UK£2.4452주 최저가UK£1.86베타0.751개월 변동4.74%3개월 변동14.89%1년 변동14.62%3년 변동111.67%5년 변동127.96%IPO 이후 변동54.78%최근 뉴스 및 업데이트공시 • May 16DCC plc Announces Appointment of Alan Ralph as Non-Executive Director of Cairn Homes Plc, Effective July 1, 2026DCC plc announced that Mr. Alan Ralph, a non-executive Director of the Company, has been appointed non-executive director of Cairn Homes plc with effect from July 1, 2026. Mr. Alan Ralph is independent Non-Executive Director of Origin Enterprises plc.Upcoming Dividend • Apr 16Upcoming dividend of €0.059 per shareEligible shareholders must have bought the stock before 23 April 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 47% and the cash payout ratio is 91%. Trailing yield: 4.5%. Lower than top quartile of Irish dividend payers (4.6%). Lower than average of industry peers (5.5%).New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Irish stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Share price has been volatile over the past 3 months (4.9% average weekly change). Significant insider selling over the past 3 months (€7.7m sold).Recent Insider Transactions • Apr 07Co-Founder recently bought €210k worth of stockOn the 1st of April, Michael Stanley bought around 98k shares on-market at roughly €2.15 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Michael has been a net seller over the last 12 months, reducing personal holdings by €7.8m.Recent Insider Transactions • Mar 23Co-Founder recently sold €7.7m worth of stockOn the 19th of March, Michael Stanley sold around 4m shares on-market at roughly €2.20 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by €7.8m.Declared Dividend • Mar 06Final dividend of €0.059 announcedShareholders will receive a dividend of €0.059. Ex-date: 23rd April 2026 Payment date: 29th May 2026 Dividend yield will be 4.2%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.더 많은 업데이트 보기Recent updates공시 • May 16DCC plc Announces Appointment of Alan Ralph as Non-Executive Director of Cairn Homes Plc, Effective July 1, 2026DCC plc announced that Mr. Alan Ralph, a non-executive Director of the Company, has been appointed non-executive director of Cairn Homes plc with effect from July 1, 2026. Mr. Alan Ralph is independent Non-Executive Director of Origin Enterprises plc.Upcoming Dividend • Apr 16Upcoming dividend of €0.059 per shareEligible shareholders must have bought the stock before 23 April 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 47% and the cash payout ratio is 91%. Trailing yield: 4.5%. Lower than top quartile of Irish dividend payers (4.6%). Lower than average of industry peers (5.5%).New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Irish stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Share price has been volatile over the past 3 months (4.9% average weekly change). Significant insider selling over the past 3 months (€7.7m sold).Recent Insider Transactions • Apr 07Co-Founder recently bought €210k worth of stockOn the 1st of April, Michael Stanley bought around 98k shares on-market at roughly €2.15 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Michael has been a net seller over the last 12 months, reducing personal holdings by €7.8m.Recent Insider Transactions • Mar 23Co-Founder recently sold €7.7m worth of stockOn the 19th of March, Michael Stanley sold around 4m shares on-market at roughly €2.20 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by €7.8m.Declared Dividend • Mar 06Final dividend of €0.059 announcedShareholders will receive a dividend of €0.059. Ex-date: 23rd April 2026 Payment date: 29th May 2026 Dividend yield will be 4.2%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 05Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: €0.21 (up from €0.18 in FY 2024). Revenue: €944.6m (up 9.9% from FY 2024). Net income: €132.7m (up 16% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.공시 • Mar 05Cairn Homes plc, Annual General Meeting, Apr 30, 2026Cairn Homes plc, Annual General Meeting, Apr 30, 2026.Buy Or Sell Opportunity • Mar 04Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to €2.35. The fair value is estimated to be €1.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.공시 • Jan 22Cairn Homes plc Reaffirms Financial Guidance for the Fiscal Year 2026Cairn Homes plc reaffirmed financial guidance for the fiscal year 2026. For the period, the company expected Revenue of c.€1.02 billion to c.€1.05 billion and Operating profit of c.€175 million to c.€180 million.공시 • Nov 18+ 1 more updateCairn Homes plc to Report Fiscal Year 2025 Results on Mar 05, 2026Cairn Homes plc announced that they will report fiscal year 2025 results on Mar 05, 2026Buy Or Sell Opportunity • Sep 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €2.17. The fair value is estimated to be €2.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.Reported Earnings • Sep 08First half 2025 earnings released: EPS: €0.051 (vs €0.072 in 1H 2024)First half 2025 results: EPS: €0.051 (down from €0.072 in 1H 2024). Revenue: €284.5m (down 22% from 1H 2024). Net income: €31.7m (down 32% from 1H 2024). Profit margin: 11% (down from 13% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Irish stocks, typically moving 4.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (4.5% average weekly change).Upcoming Dividend • Apr 17Upcoming dividend of €0.044 per shareEligible shareholders must have bought the stock before 24 April 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Irish dividend payers (5.8%). In line with average of industry peers (4.6%).Recent Insider Transactions • Apr 14Co-Founder recently sold €323k worth of stockOn the 8th of April, Michael Stanley sold around 177k shares on-market at roughly €1.82 per share. This trade did not impact their existing holding. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by €118k.Recent Insider Transactions • Mar 30Co-Founder recently bought €205k worth of stockOn the 25th of March, Michael Stanley bought around 97k shares on-market at roughly €2.12 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of €2.9k worth in shares.공시 • Mar 26Cairn Homes plc Announces Retirement of Giles Davies as Independent, Non-Executive Director, on 31 December 2025Cairn Homes plc announced that Giles Davies, who has served as a non-executive Director since the Company’s IPO in 2015, has informed the Board of his intention to step down from his role as an independent, non-executive Director, on 31 December 2025. During his tenure and reflecting his professional background, Giles played a pivotal role in ensuring sustainability considerations were central to strategic discussions at Board level, supporting the development of Cairn’s sustainability strategy, and culminating in his appointment as the Director responsible for Sustainability & Environmental Impact.Declared Dividend • Mar 02First half dividend of €0.044 announcedShareholders will receive a dividend of €0.044. Ex-date: 24th April 2025 Payment date: 16th May 2025 Dividend yield will be 3.8%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Feb 28Cairn Homes plc, Annual General Meeting, May 08, 2025Cairn Homes plc, Annual General Meeting, May 08, 2025.New Risk • Feb 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Irish stocks, typically moving 4.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (4.2% average weekly change).공시 • Dec 06+ 1 more updateCairn Homes plc to Report Fiscal Year 2024 Results on Feb 27, 2025Cairn Homes plc announced that they will report fiscal year 2024 results on Feb 27, 2025Board Change • Dec 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. 3 experienced directors. 4 highly experienced directors. CFO & Director Richard Ball was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Nov 21Cairn Homes plc Announces Director and Committee ChangesCairn Homes plc announced the appointment of Ms. Orla O’Connor as an independent non-executive Director, effective 1 January 2025. Following her appointment to the Board, Orla will become a member of the Audit & Risk Committee and the Remuneration Committee. Orla is the Chair of Arthur Cox, one of Ireland’s leading law firms, and a Partner in their Finance Department. She was appointed as Chair of Arthur Cox in 2019 for a term running until 2025 and previously served on the firm’s Management Committee for five years. Orla brings over 25 years’ experience in financial transactions across the finance, property, and private equity sectors to the Board. She is a member of the Electoral Committee at the Football Association of Ireland, a member of the Board at AsIAm and Focus Ireland, and a member of the Council of Chartered Accountants Ireland. Orla has an LL.B degree from Trinity College and a B.C.L. degree from Oxford University. The appointment of Orla is another positive step in ensuring the orderly succession of the Board to support the business in its next stage of growth, following the appointment of Mr. Bernard Byrne as an independent non-executive Director and Chair-Designate, which will also be effective 1 January 2025. As previously announced, Gary Britton, who has been on the Board since the Company’s IPO, will step down as a non-executive Director at the end of this year. There will also be orderly succession on Board Committees, with Orla joining two Board Committees, the Audit & Risk Committee and the Remuneration Committee. The below tablereflects the new composition of each Committee following the changes and will be effective 1 January 2025.Recent Insider Transactions • Oct 15Insider recently sold €485k worth of stockOn the 8th of October, Tara Grimley sold around 238k shares on-market at roughly €2.04 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €925k more than they bought in the last 12 months.Buy Or Sell Opportunity • Sep 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €1.91. The fair value is estimated to be €1.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Reported Earnings • Sep 09First half 2024 earnings released: EPS: €0.072 (vs €0.03 in 1H 2023)First half 2024 results: EPS: €0.072 (up from €0.03 in 1H 2023). Revenue: €366.1m (up 67% from 1H 2023). Net income: €46.9m (up 126% from 1H 2023). Profit margin: 13% (up from 9.4% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.공시 • Aug 29Cairn Homes plc Announces Board ChangesCairn Homes plc announced the appointment of Mr. Bernard Byrne as an independent non-executive Director and Chair-Designate, effective 1 January 2025. Bernard will succeed current Chair, John Reynolds, who will retire at the end of April 2025, having served as non-executive Chair since Cairn’s IPO in 2015. Bernard will join as a non-executive Director from 1 January 2025 and work closely with John Reynolds and the Board to ensure a seamless transition of Board leadership. Bernard is a Chartered Accountant and brings a wealth of leadership, finance and commercial experience to Cairn as well as a deep understanding of the Irish market and economy. Bernard most recently served as CEO of J+E Davy, Ireland’s largest independent stockbroking and wealth management business and lead the subsequent sale of the business and its integration into the Bank of Ireland Group plc. Prior to this, Bernard served as CEO of AIB Group plc leading the successful rationalisation and IPO of the bank. Before joining AIB Group, Bernard was Group Finance and Commercial Director at ESB, Deputy CEO and Finance Director of IWP International plc and Commercial Director of ESB International.Buy Or Sell Opportunity • Aug 06Now 21% undervaluedOver the last 90 days, the stock has risen 9.7% to €1.78. The fair value is estimated to be €2.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.82, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Consumer Durables industry in Europe. Total returns to shareholders of 99% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.07 per share.Buy Or Sell Opportunity • Jul 01Now 22% undervaluedOver the last 90 days, the stock has risen 3.1% to €1.59. The fair value is estimated to be €2.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Buy Or Sell Opportunity • Jun 07Now 21% undervaluedOver the last 90 days, the stock has risen 13% to €1.70. The fair value is estimated to be €2.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Buy Or Sell Opportunity • May 20Now 20% undervaluedOver the last 90 days, the stock has risen 17% to €1.72. The fair value is estimated to be €2.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.공시 • May 12Cairn Homes plc to Report First Half, 2024 Results on Sep 04, 2024Cairn Homes plc announced that they will report first half, 2024 results on Sep 04, 2024Upcoming Dividend • Apr 18Upcoming dividend of €0.032 per shareEligible shareholders must have bought the stock before 25 April 2024. Payment date: 17 May 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Irish dividend payers (5.3%). In line with average of industry peers (4.4%).Recent Insider Transactions • Apr 12Executive Director recently sold €446k worth of stockOn the 5th of April, Shane Doherty sold around 283k shares on-market at roughly €1.58 per share. This transaction amounted to 51% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €440k more than they bought in the last 12 months.Recent Insider Transactions • Mar 29Co-Founder recently bought €208k worth of stockOn the 25th of March, Michael Stanley bought around 130k shares on-market at roughly €1.60 per share. This transaction amounted to less than 1% 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 Michael's only on-market trade for the last 12 months.Declared Dividend • Mar 03Final dividend of €0.032 announcedShareholders will receive a dividend of €0.032. Ex-date: 25th April 2024 Payment date: 17th May 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 5.5% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: €0.13 (vs €0.12 in FY 2022)Full year 2023 results: EPS: €0.13 (up from €0.12 in FY 2022). Revenue: €666.8m (up 8.0% from FY 2022). Net income: €85.4m (up 5.4% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.공시 • Dec 15Cairn Homes plc to Report Fiscal Year 2023 Results on Feb 29, 2024Cairn Homes plc announced that they will report fiscal year 2023 results on Feb 29, 2024공시 • Dec 07Cairn Homes plc, Annual General Meeting, May 10, 2024Cairn Homes plc, Annual General Meeting, May 10, 2024.공시 • Oct 10Cairn Homes Plc's Chief Financial Officer, Shane Doherty to Step Down in 2024Cairn Homes plc announced that Shane Doherty has informed the Board of his intention to step down from his role as Executive Director and Chief Financial Officer of Cairn. Shane will leave Cairn in the second half of 2024, after serving more than four years in his role. He will remain with Cairn for a transition period of up to six months beyond his contractual six month notice period, to ensure an orderly succession and support the Company with a smooth transition of responsibilities to his successor after their commencement in the role. The Board will commence a search process for a new CFO imminently.Reported Earnings • Sep 11First half 2023 earnings released: EPS: €0.03 (vs €0.038 in 1H 2022)First half 2023 results: EPS: €0.03 (down from €0.038 in 1H 2022). Revenue: €219.5m (down 8.7% from 1H 2022). Net income: €20.7m (down 24% from 1H 2022). Profit margin: 9.4% (down from 11% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공시 • Jul 06Cairn Homes plc Provides Earnings Guidance for the Year 2023Cairn Homes plc provided earnings guidance for the year 2023. The company expected turnover in excess of €650 million from 1,750 – 1,800 closed new home sales, with second half sales closings including new developments at Parkleigh, Clonburris and Sorrel Wood, Blessington. Within this, Cairn remains on target to deliver over 800 Social & Affordable new homes nationwide; core housebuilding gross margin of c. 21%; and operating profit growth to €105 - €110 million.공시 • May 12+ 1 more updateCairn Homes plc Provides Dividend Guidance for 2023Cairn Homes plc reaffirmed dividend guidance for the year 2023. Progressive ordinary dividends, by way of both an interim and final dividend, of between 40% – 50% of 2023 profit after tax.Upcoming Dividend • Apr 13Upcoming dividend of €0.031 per share at 6.2% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 16 May 2023. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 6.2%. Within top quartile of Irish dividend payers (4.4%). Higher than average of industry peers (5.0%).Recent Insider Transactions • Mar 18Co-Founder recently bought €104k worth of stockOn the 15th of March, Michael Stanley bought around 102k shares on-market at roughly €1.02 per share. This transaction amounted to less than 1% 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 Michael's only on-market trade for the last 12 months.Reported Earnings • Mar 03Full year 2022 earnings released: EPS: €0.12 (vs €0.058 in FY 2021)Full year 2022 results: EPS: €0.12 (up from €0.058 in FY 2021). Revenue: €617.4m (up 46% from FY 2021). Net income: €81.0m (up 87% from FY 2021). Profit margin: 13% (up from 10% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 1.1% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Sep 09First half 2022 earnings released: EPS: €0 (vs €0.009 in 1H 2021)First half 2022 results: EPS: €0. Revenue: €240.4m (up 84% from 1H 2021). Net income: €27.1m (up 322% from 1H 2021). Profit margin: 11% (up from 4.9% in 1H 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Durables industry in Europe.Upcoming Dividend • Apr 14Upcoming dividend of €0.028 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 17 May 2022. Payout ratio is on the higher end at 95%, however this is supported by cash flows. Trailing yield: 4.6%. Within top quartile of Irish dividend payers (4.1%). Lower than average of industry peers (5.5%).Recent Insider Transactions • Mar 11Co-Founder recently bought €106k worth of stockOn the 4th of March, Michael Stanley bought around 87k shares on-market at roughly €1.22 per share. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.058 (up from €0.017 in FY 2020). Revenue: €424.0m (up 62% from FY 2020). Net income: €43.2m (up 240% from FY 2020). Profit margin: 10% (up from 4.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 42%, compared to a 11% growth forecast for the industry in Ireland. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Board Change • Jan 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Orla O'Gorman was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Orla O'Gorman was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 11First half 2021 earnings released: EPS €0.009 (vs €0.002 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €130.6m (up 61% from 1H 2020). Net income: €6.41m (up 434% from 1H 2020). Profit margin: 4.9% (up from 1.5% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year.Executive Departure • Sep 04Independent Non-Executive Director Jayne McGivern has left the companyOn the 3rd of September, Jayne McGivern's tenure as Independent Non-Executive Director ended after 2.5 years in the role. We don't have any record of a personal shareholding under Jayne's name. Jayne is the only executive to leave the company over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Reported Earnings • Apr 11Full year 2020 earnings released: EPS €0.017 (vs €0.065 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €261.9m (down 40% from FY 2019). Net income: €12.7m (down 75% from FY 2019). Profit margin: 4.9% (down from 12% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.08, the stock is trading at a trailing P/E ratio of 60.8x, up from the previous P/E ratio of 52.6x. This compares to an average P/E of 18x in the Consumer Durables industry in Europe. Total return to shareholders over the past three years is a loss of 41%.Reported Earnings • Mar 05Full year 2020 earnings released: EPS €0.017 (vs €0.065 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €261.9m (down 40% from FY 2019). Net income: €12.7m (down 75% from FY 2019). Profit margin: 4.9% (down from 12% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 42%, compared to a 16% growth forecast for the Consumer Durables industry in Ireland.Is New 90 Day High Low • Feb 26New 90-day low: €0.91The company is down 5.0% from its price of €0.95 on 27 November 2020. The Irish market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.99 per share.Is New 90 Day High Low • Jan 09New 90-day high: €1.02The company is up 24% from its price of €0.82 on 09 October 2020. The Irish market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables 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 €4.95 per share.Is New 90 Day High Low • Dec 04New 90-day high: €1.02The company is up 29% from its price of €0.79 on 04 September 2020. The Irish market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.53 per share.Is New 90 Day High Low • Nov 11New 90-day high: €0.96The company is up 10.0% from its price of €0.88 on 13 August 2020. The Irish market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Consumer Durables industry, which is also up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.38 per share.주주 수익률C5HIE Consumer DurablesIE 시장7D5.7%0.8%1.4%1Y14.6%-27.1%24.9%전체 주주 수익률 보기수익률 대 산업: C5H은 지난 1년 동안 -27.1%의 수익을 기록한 Irish Consumer Durables 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: C5H은 지난 1년 동안 24.9%를 기록한 Irish 시장보다 저조한 성과를 냈습니다.주가 변동성Is C5H's price volatile compared to industry and market?C5H volatilityC5H Average Weekly Movement4.6%Consumer Durables Industry Average Movement4.8%Market Average Movement3.7%10% most volatile stocks in IE Market5.6%10% least volatile stocks in IE Market1.4%안정적인 주가: C5H의 주가는 지난 3개월 동안 Irish 시장보다 변동성이 컸습니다.시간에 따른 변동성: C5H의 주간 변동성(5%)은 지난 1년 동안 안정적이었지만 Irish 종목 중 상위 75%보다 높습니다.회사 소개설립직원 수CEO웹사이트2014581Michael Stanleywww.cairnhomes.com케언 홈즈는 아일랜드에서 주택 건설업체로 운영되고 있습니다. 이 회사는 주택, 듀플렉스, 아파트를 포함한 주거용 부동산과 상업 및 소매 공간을 건설, 개발 및 판매합니다. 또한 부동산 보유 및 임대, 금융 활동에도 관여합니다.더 보기Cairn Homes plc 기초 지표 요약Cairn Homes의 순이익과 매출은 시가총액과 어떻게 비교됩니까?C5H 기초 통계시가총액€1.50b순이익 (TTM)€132.72m매출 (TTM)€944.61m11.3x주가수익비율(P/E)1.6x주가매출비율(P/S)C5H는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표C5H 손익계산서 (TTM)매출€944.61m매출원가€735.84m총이익€208.77m기타 비용€76.05m순이익€132.72m최근 보고된 실적Dec 31, 2025다음 실적 발표일Sep 09, 2026주당순이익(EPS)0.21총이익률22.10%순이익률14.05%부채/자본 비율27.1%C5H의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당4.1%현재 배당 수익률47%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/24 09:42종가2026/06/24 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Cairn Homes plc는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Edward Hugh PrestBerenbergArnaud LehmannBofA Global ResearchColin SheridanDavy3명의 분석가 더 보기
공시 • May 16DCC plc Announces Appointment of Alan Ralph as Non-Executive Director of Cairn Homes Plc, Effective July 1, 2026DCC plc announced that Mr. Alan Ralph, a non-executive Director of the Company, has been appointed non-executive director of Cairn Homes plc with effect from July 1, 2026. Mr. Alan Ralph is independent Non-Executive Director of Origin Enterprises plc.
Upcoming Dividend • Apr 16Upcoming dividend of €0.059 per shareEligible shareholders must have bought the stock before 23 April 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 47% and the cash payout ratio is 91%. Trailing yield: 4.5%. Lower than top quartile of Irish dividend payers (4.6%). Lower than average of industry peers (5.5%).
New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Irish stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Share price has been volatile over the past 3 months (4.9% average weekly change). Significant insider selling over the past 3 months (€7.7m sold).
Recent Insider Transactions • Apr 07Co-Founder recently bought €210k worth of stockOn the 1st of April, Michael Stanley bought around 98k shares on-market at roughly €2.15 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Michael has been a net seller over the last 12 months, reducing personal holdings by €7.8m.
Recent Insider Transactions • Mar 23Co-Founder recently sold €7.7m worth of stockOn the 19th of March, Michael Stanley sold around 4m shares on-market at roughly €2.20 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by €7.8m.
Declared Dividend • Mar 06Final dividend of €0.059 announcedShareholders will receive a dividend of €0.059. Ex-date: 23rd April 2026 Payment date: 29th May 2026 Dividend yield will be 4.2%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 16DCC plc Announces Appointment of Alan Ralph as Non-Executive Director of Cairn Homes Plc, Effective July 1, 2026DCC plc announced that Mr. Alan Ralph, a non-executive Director of the Company, has been appointed non-executive director of Cairn Homes plc with effect from July 1, 2026. Mr. Alan Ralph is independent Non-Executive Director of Origin Enterprises plc.
Upcoming Dividend • Apr 16Upcoming dividend of €0.059 per shareEligible shareholders must have bought the stock before 23 April 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 47% and the cash payout ratio is 91%. Trailing yield: 4.5%. Lower than top quartile of Irish dividend payers (4.6%). Lower than average of industry peers (5.5%).
New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Irish stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Share price has been volatile over the past 3 months (4.9% average weekly change). Significant insider selling over the past 3 months (€7.7m sold).
Recent Insider Transactions • Apr 07Co-Founder recently bought €210k worth of stockOn the 1st of April, Michael Stanley bought around 98k shares on-market at roughly €2.15 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Michael has been a net seller over the last 12 months, reducing personal holdings by €7.8m.
Recent Insider Transactions • Mar 23Co-Founder recently sold €7.7m worth of stockOn the 19th of March, Michael Stanley sold around 4m shares on-market at roughly €2.20 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by €7.8m.
Declared Dividend • Mar 06Final dividend of €0.059 announcedShareholders will receive a dividend of €0.059. Ex-date: 23rd April 2026 Payment date: 29th May 2026 Dividend yield will be 4.2%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 05Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: €0.21 (up from €0.18 in FY 2024). Revenue: €944.6m (up 9.9% from FY 2024). Net income: €132.7m (up 16% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Mar 05Cairn Homes plc, Annual General Meeting, Apr 30, 2026Cairn Homes plc, Annual General Meeting, Apr 30, 2026.
Buy Or Sell Opportunity • Mar 04Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to €2.35. The fair value is estimated to be €1.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
공시 • Jan 22Cairn Homes plc Reaffirms Financial Guidance for the Fiscal Year 2026Cairn Homes plc reaffirmed financial guidance for the fiscal year 2026. For the period, the company expected Revenue of c.€1.02 billion to c.€1.05 billion and Operating profit of c.€175 million to c.€180 million.
공시 • Nov 18+ 1 more updateCairn Homes plc to Report Fiscal Year 2025 Results on Mar 05, 2026Cairn Homes plc announced that they will report fiscal year 2025 results on Mar 05, 2026
Buy Or Sell Opportunity • Sep 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €2.17. The fair value is estimated to be €2.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.
Reported Earnings • Sep 08First half 2025 earnings released: EPS: €0.051 (vs €0.072 in 1H 2024)First half 2025 results: EPS: €0.051 (down from €0.072 in 1H 2024). Revenue: €284.5m (down 22% from 1H 2024). Net income: €31.7m (down 32% from 1H 2024). Profit margin: 11% (down from 13% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Irish stocks, typically moving 4.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (4.5% average weekly change).
Upcoming Dividend • Apr 17Upcoming dividend of €0.044 per shareEligible shareholders must have bought the stock before 24 April 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Irish dividend payers (5.8%). In line with average of industry peers (4.6%).
Recent Insider Transactions • Apr 14Co-Founder recently sold €323k worth of stockOn the 8th of April, Michael Stanley sold around 177k shares on-market at roughly €1.82 per share. This trade did not impact their existing holding. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by €118k.
Recent Insider Transactions • Mar 30Co-Founder recently bought €205k worth of stockOn the 25th of March, Michael Stanley bought around 97k shares on-market at roughly €2.12 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of €2.9k worth in shares.
공시 • Mar 26Cairn Homes plc Announces Retirement of Giles Davies as Independent, Non-Executive Director, on 31 December 2025Cairn Homes plc announced that Giles Davies, who has served as a non-executive Director since the Company’s IPO in 2015, has informed the Board of his intention to step down from his role as an independent, non-executive Director, on 31 December 2025. During his tenure and reflecting his professional background, Giles played a pivotal role in ensuring sustainability considerations were central to strategic discussions at Board level, supporting the development of Cairn’s sustainability strategy, and culminating in his appointment as the Director responsible for Sustainability & Environmental Impact.
Declared Dividend • Mar 02First half dividend of €0.044 announcedShareholders will receive a dividend of €0.044. Ex-date: 24th April 2025 Payment date: 16th May 2025 Dividend yield will be 3.8%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Feb 28Cairn Homes plc, Annual General Meeting, May 08, 2025Cairn Homes plc, Annual General Meeting, May 08, 2025.
New Risk • Feb 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Irish stocks, typically moving 4.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (4.2% average weekly change).
공시 • Dec 06+ 1 more updateCairn Homes plc to Report Fiscal Year 2024 Results on Feb 27, 2025Cairn Homes plc announced that they will report fiscal year 2024 results on Feb 27, 2025
Board Change • Dec 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. 3 experienced directors. 4 highly experienced directors. CFO & Director Richard Ball was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Nov 21Cairn Homes plc Announces Director and Committee ChangesCairn Homes plc announced the appointment of Ms. Orla O’Connor as an independent non-executive Director, effective 1 January 2025. Following her appointment to the Board, Orla will become a member of the Audit & Risk Committee and the Remuneration Committee. Orla is the Chair of Arthur Cox, one of Ireland’s leading law firms, and a Partner in their Finance Department. She was appointed as Chair of Arthur Cox in 2019 for a term running until 2025 and previously served on the firm’s Management Committee for five years. Orla brings over 25 years’ experience in financial transactions across the finance, property, and private equity sectors to the Board. She is a member of the Electoral Committee at the Football Association of Ireland, a member of the Board at AsIAm and Focus Ireland, and a member of the Council of Chartered Accountants Ireland. Orla has an LL.B degree from Trinity College and a B.C.L. degree from Oxford University. The appointment of Orla is another positive step in ensuring the orderly succession of the Board to support the business in its next stage of growth, following the appointment of Mr. Bernard Byrne as an independent non-executive Director and Chair-Designate, which will also be effective 1 January 2025. As previously announced, Gary Britton, who has been on the Board since the Company’s IPO, will step down as a non-executive Director at the end of this year. There will also be orderly succession on Board Committees, with Orla joining two Board Committees, the Audit & Risk Committee and the Remuneration Committee. The below tablereflects the new composition of each Committee following the changes and will be effective 1 January 2025.
Recent Insider Transactions • Oct 15Insider recently sold €485k worth of stockOn the 8th of October, Tara Grimley sold around 238k shares on-market at roughly €2.04 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €925k more than they bought in the last 12 months.
Buy Or Sell Opportunity • Sep 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €1.91. The fair value is estimated to be €1.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Reported Earnings • Sep 09First half 2024 earnings released: EPS: €0.072 (vs €0.03 in 1H 2023)First half 2024 results: EPS: €0.072 (up from €0.03 in 1H 2023). Revenue: €366.1m (up 67% from 1H 2023). Net income: €46.9m (up 126% from 1H 2023). Profit margin: 13% (up from 9.4% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
공시 • Aug 29Cairn Homes plc Announces Board ChangesCairn Homes plc announced the appointment of Mr. Bernard Byrne as an independent non-executive Director and Chair-Designate, effective 1 January 2025. Bernard will succeed current Chair, John Reynolds, who will retire at the end of April 2025, having served as non-executive Chair since Cairn’s IPO in 2015. Bernard will join as a non-executive Director from 1 January 2025 and work closely with John Reynolds and the Board to ensure a seamless transition of Board leadership. Bernard is a Chartered Accountant and brings a wealth of leadership, finance and commercial experience to Cairn as well as a deep understanding of the Irish market and economy. Bernard most recently served as CEO of J+E Davy, Ireland’s largest independent stockbroking and wealth management business and lead the subsequent sale of the business and its integration into the Bank of Ireland Group plc. Prior to this, Bernard served as CEO of AIB Group plc leading the successful rationalisation and IPO of the bank. Before joining AIB Group, Bernard was Group Finance and Commercial Director at ESB, Deputy CEO and Finance Director of IWP International plc and Commercial Director of ESB International.
Buy Or Sell Opportunity • Aug 06Now 21% undervaluedOver the last 90 days, the stock has risen 9.7% to €1.78. The fair value is estimated to be €2.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.82, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Consumer Durables industry in Europe. Total returns to shareholders of 99% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.07 per share.
Buy Or Sell Opportunity • Jul 01Now 22% undervaluedOver the last 90 days, the stock has risen 3.1% to €1.59. The fair value is estimated to be €2.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Buy Or Sell Opportunity • Jun 07Now 21% undervaluedOver the last 90 days, the stock has risen 13% to €1.70. The fair value is estimated to be €2.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Buy Or Sell Opportunity • May 20Now 20% undervaluedOver the last 90 days, the stock has risen 17% to €1.72. The fair value is estimated to be €2.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
공시 • May 12Cairn Homes plc to Report First Half, 2024 Results on Sep 04, 2024Cairn Homes plc announced that they will report first half, 2024 results on Sep 04, 2024
Upcoming Dividend • Apr 18Upcoming dividend of €0.032 per shareEligible shareholders must have bought the stock before 25 April 2024. Payment date: 17 May 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Irish dividend payers (5.3%). In line with average of industry peers (4.4%).
Recent Insider Transactions • Apr 12Executive Director recently sold €446k worth of stockOn the 5th of April, Shane Doherty sold around 283k shares on-market at roughly €1.58 per share. This transaction amounted to 51% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €440k more than they bought in the last 12 months.
Recent Insider Transactions • Mar 29Co-Founder recently bought €208k worth of stockOn the 25th of March, Michael Stanley bought around 130k shares on-market at roughly €1.60 per share. This transaction amounted to less than 1% 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 Michael's only on-market trade for the last 12 months.
Declared Dividend • Mar 03Final dividend of €0.032 announcedShareholders will receive a dividend of €0.032. Ex-date: 25th April 2024 Payment date: 17th May 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 5.5% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: €0.13 (vs €0.12 in FY 2022)Full year 2023 results: EPS: €0.13 (up from €0.12 in FY 2022). Revenue: €666.8m (up 8.0% from FY 2022). Net income: €85.4m (up 5.4% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
공시 • Dec 15Cairn Homes plc to Report Fiscal Year 2023 Results on Feb 29, 2024Cairn Homes plc announced that they will report fiscal year 2023 results on Feb 29, 2024
공시 • Dec 07Cairn Homes plc, Annual General Meeting, May 10, 2024Cairn Homes plc, Annual General Meeting, May 10, 2024.
공시 • Oct 10Cairn Homes Plc's Chief Financial Officer, Shane Doherty to Step Down in 2024Cairn Homes plc announced that Shane Doherty has informed the Board of his intention to step down from his role as Executive Director and Chief Financial Officer of Cairn. Shane will leave Cairn in the second half of 2024, after serving more than four years in his role. He will remain with Cairn for a transition period of up to six months beyond his contractual six month notice period, to ensure an orderly succession and support the Company with a smooth transition of responsibilities to his successor after their commencement in the role. The Board will commence a search process for a new CFO imminently.
Reported Earnings • Sep 11First half 2023 earnings released: EPS: €0.03 (vs €0.038 in 1H 2022)First half 2023 results: EPS: €0.03 (down from €0.038 in 1H 2022). Revenue: €219.5m (down 8.7% from 1H 2022). Net income: €20.7m (down 24% from 1H 2022). Profit margin: 9.4% (down from 11% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공시 • Jul 06Cairn Homes plc Provides Earnings Guidance for the Year 2023Cairn Homes plc provided earnings guidance for the year 2023. The company expected turnover in excess of €650 million from 1,750 – 1,800 closed new home sales, with second half sales closings including new developments at Parkleigh, Clonburris and Sorrel Wood, Blessington. Within this, Cairn remains on target to deliver over 800 Social & Affordable new homes nationwide; core housebuilding gross margin of c. 21%; and operating profit growth to €105 - €110 million.
공시 • May 12+ 1 more updateCairn Homes plc Provides Dividend Guidance for 2023Cairn Homes plc reaffirmed dividend guidance for the year 2023. Progressive ordinary dividends, by way of both an interim and final dividend, of between 40% – 50% of 2023 profit after tax.
Upcoming Dividend • Apr 13Upcoming dividend of €0.031 per share at 6.2% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 16 May 2023. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 6.2%. Within top quartile of Irish dividend payers (4.4%). Higher than average of industry peers (5.0%).
Recent Insider Transactions • Mar 18Co-Founder recently bought €104k worth of stockOn the 15th of March, Michael Stanley bought around 102k shares on-market at roughly €1.02 per share. This transaction amounted to less than 1% 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 Michael's only on-market trade for the last 12 months.
Reported Earnings • Mar 03Full year 2022 earnings released: EPS: €0.12 (vs €0.058 in FY 2021)Full year 2022 results: EPS: €0.12 (up from €0.058 in FY 2021). Revenue: €617.4m (up 46% from FY 2021). Net income: €81.0m (up 87% from FY 2021). Profit margin: 13% (up from 10% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 1.1% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Sep 09First half 2022 earnings released: EPS: €0 (vs €0.009 in 1H 2021)First half 2022 results: EPS: €0. Revenue: €240.4m (up 84% from 1H 2021). Net income: €27.1m (up 322% from 1H 2021). Profit margin: 11% (up from 4.9% in 1H 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Durables industry in Europe.
Upcoming Dividend • Apr 14Upcoming dividend of €0.028 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 17 May 2022. Payout ratio is on the higher end at 95%, however this is supported by cash flows. Trailing yield: 4.6%. Within top quartile of Irish dividend payers (4.1%). Lower than average of industry peers (5.5%).
Recent Insider Transactions • Mar 11Co-Founder recently bought €106k worth of stockOn the 4th of March, Michael Stanley bought around 87k shares on-market at roughly €1.22 per share. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.
Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.058 (up from €0.017 in FY 2020). Revenue: €424.0m (up 62% from FY 2020). Net income: €43.2m (up 240% from FY 2020). Profit margin: 10% (up from 4.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 42%, compared to a 11% growth forecast for the industry in Ireland. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Board Change • Jan 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Orla O'Gorman was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Orla O'Gorman was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 11First half 2021 earnings released: EPS €0.009 (vs €0.002 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €130.6m (up 61% from 1H 2020). Net income: €6.41m (up 434% from 1H 2020). Profit margin: 4.9% (up from 1.5% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year.
Executive Departure • Sep 04Independent Non-Executive Director Jayne McGivern has left the companyOn the 3rd of September, Jayne McGivern's tenure as Independent Non-Executive Director ended after 2.5 years in the role. We don't have any record of a personal shareholding under Jayne's name. Jayne is the only executive to leave the company over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Reported Earnings • Apr 11Full year 2020 earnings released: EPS €0.017 (vs €0.065 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €261.9m (down 40% from FY 2019). Net income: €12.7m (down 75% from FY 2019). Profit margin: 4.9% (down from 12% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.08, the stock is trading at a trailing P/E ratio of 60.8x, up from the previous P/E ratio of 52.6x. This compares to an average P/E of 18x in the Consumer Durables industry in Europe. Total return to shareholders over the past three years is a loss of 41%.
Reported Earnings • Mar 05Full year 2020 earnings released: EPS €0.017 (vs €0.065 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €261.9m (down 40% from FY 2019). Net income: €12.7m (down 75% from FY 2019). Profit margin: 4.9% (down from 12% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 42%, compared to a 16% growth forecast for the Consumer Durables industry in Ireland.
Is New 90 Day High Low • Feb 26New 90-day low: €0.91The company is down 5.0% from its price of €0.95 on 27 November 2020. The Irish market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.99 per share.
Is New 90 Day High Low • Jan 09New 90-day high: €1.02The company is up 24% from its price of €0.82 on 09 October 2020. The Irish market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables 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 €4.95 per share.
Is New 90 Day High Low • Dec 04New 90-day high: €1.02The company is up 29% from its price of €0.79 on 04 September 2020. The Irish market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.53 per share.
Is New 90 Day High Low • Nov 11New 90-day high: €0.96The company is up 10.0% from its price of €0.88 on 13 August 2020. The Irish market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Consumer Durables industry, which is also up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.38 per share.
