View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsTOD'S 향후 성장Future 기준 점검 3/6TOD'S (는) 각각 연간 16% 및 4.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 15.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.7% 로 예상됩니다.핵심 정보16.0%이익 성장률15.36%EPS 성장률Luxury 이익 성장13.3%매출 성장률4.5%향후 자기자본이익률6.71%애널리스트 커버리지Good마지막 업데이트07 Jun 2024최근 향후 성장 업데이트Major Estimate Revision • Sep 13Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €1.14b to €1.15b. EPS estimate increased from €1.36 to €1.50 per share. Net income forecast to grow 7.3% next year vs 22% growth forecast for Luxury industry in Italy. Consensus price target up from €41.48 to €42.46. Share price rose 3.6% to €39.18 over the past week.Major Estimate Revision • Feb 03Consensus estimates of losses per share improve by 22%The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €846.9m to €864.7m. EPS estimate increased from -€0.73 per share to -€0.57 per share. Luxury industry in Italy expected to see average net income growth of 16% next year. Consensus price target of €44.94 unchanged from last update. Share price rose 5.5% to €49.16 over the past week.Major Estimate Revision • Jan 27Consensus estimates of losses per share improve by 18%The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €847.4m to €862.9m. EPS estimate increased from -€0.73 per share to -€0.59 per share. Luxury industry in Italy expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at €44.94. Share price rose 6.3% to €47.50 over the past week.Price Target Changed • Nov 29Price target increased to €44.97Up from €41.58, the current price target is an average from 15 analysts. New target price is 9.3% below last closing price of €49.60. Stock is up 92% over the past year. The company is forecast to post a net loss per share of €0.74 next year compared to a net loss per share of €2.21 last year.Major Estimate Revision • Nov 25Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 losses forecast to reduce from -€0.83 to -€0.74 per share. Revenue forecast steady at €844.3m. Luxury industry in Italy expected to see average net income growth of 12% next year. Consensus price target of €44.47 unchanged from last update. Share price rose 3.8% to €53.90 over the past week.Price Target Changed • Sep 09Price target increased to €41.67Up from €38.47, the current price target is an average from 15 analysts. New target price is 21% below last closing price of €53.00. Stock is up 132% over the past year.모든 업데이트 보기Recent updates공시 • Feb 13Tod's Rises 17% on L Catterton Bids to Help Owner's Delisting PlanShares in TOD'S S.p.A. rose 17.4%, after private equity firm L Catterton offered to buy 36% of the luxury shoemaker and take it private, in agreement with the Della Valle founding family. Shares rose to EUR 42.7 each by 08:35 GMT, just below the EUR 43 per share offered by the investment firm backed by France's LVMH, which values Tod's at just over EUR 1.4 billion. The move follows a failed attempt in 2022 by the Della Valles, who own 64.5% of Tod's, to take the company private. In addition to the eponymous brand, famous for its Gommino loafers, Tod's also owns the iconic Roger Vivier shoe brand, as well as the Fay and Hogan labels. The Della Valle family refrained however from still taking Tod's private, as they had said they could do, by merging it into their DeVa Finance vehicle. But L Catterton said it plans to merge Tod's into the vehicle used to launch the offer if the bid fails to reach the delisting threshold. CEO and founder Diego Della Valle is tendering its 10.45% stake in Tod's, while retaining another 54% together with his brother Andrea. LVMH will keep its 10% stake and L Catterton will own the remainder of Tod's if the offer is successful.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €43.04, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Luxury industry in Italy. Total returns to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €43.95 per share.분석 기사 • Jan 04There's Reason For Concern Over TOD'S S.p.A.'s (BIT:TOD) PriceWhen close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 14x, you may consider TOD'S...공시 • Nov 17+ 4 more updatesTOD'S S.p.A. to Report Nine Months, 2024 Results on Oct 30, 2024TOD'S S.p.A. announced that they will report nine months, 2024 results on Oct 30, 2024분석 기사 • Nov 11Capital Allocation Trends At TOD'S (BIT:TOD) Aren't IdealIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...분석 기사 • Oct 27Are Investors Undervaluing TOD'S S.p.A. (BIT:TOD) By 34%?Key Insights The projected fair value for TOD'S is €45.91 based on 2 Stage Free Cash Flow to Equity TOD'S is estimated...분석 기사 • Sep 20Is TOD'S (BIT:TOD) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Sep 13Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €1.14b to €1.15b. EPS estimate increased from €1.36 to €1.50 per share. Net income forecast to grow 7.3% next year vs 22% growth forecast for Luxury industry in Italy. Consensus price target up from €41.48 to €42.46. Share price rose 3.6% to €39.18 over the past week.분석 기사 • Aug 04Returns On Capital Signal Tricky Times Ahead For TOD'S (BIT:TOD)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...분석 기사 • Jul 05Is It Time To Consider Buying TOD'S S.p.A. (BIT:TOD)?While TOD'S S.p.A. ( BIT:TOD ) might not be the most widely known stock at the moment, it saw a significant share price...Reported Earnings • Mar 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €0.70 (up from €0.18 loss in FY 2021). Revenue: €1.03b (up 14% from FY 2021). Net income: €23.1m (up €29.0m from FY 2021). Profit margin: 2.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 14Is It Time To Consider Buying TOD'S S.p.A. (BIT:TOD)?While TOD'S S.p.A. ( BIT:TOD ) might not be the most widely known stock at the moment, it saw a double-digit share...공시 • Nov 15+ 4 more updatesTOD'S S.p.A. to Report Fiscal Year 2022 Results on Mar 13, 2023TOD'S S.p.A. announced that they will report fiscal year 2022 results on Mar 13, 2023분석 기사 • Oct 27Here's Why TOD'S (BIT:TOD) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €31.90, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 21x in the Luxury industry in Italy. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.62 per share.Reported Earnings • Sep 09First half 2022 earnings released: EPS: €0.02 (vs €0.63 loss in 1H 2021)First half 2022 results: EPS: €0.02 (up from €0.63 loss in 1H 2021). Revenue: €476.0m (up 18% from 1H 2021). Net income: €755.0k (up €21.5m from 1H 2021). Profit margin: 0.2% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has fallen by 26% 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.분석 기사 • Aug 03Are Investors Undervaluing TOD'S S.p.A. (BIT:TOD) By 43%?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of TOD'S S.p.A. ( BIT:TOD...분석 기사 • May 28TOD'S (BIT:TOD) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Apr 29We Think TOD'S (BIT:TOD) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Mar 12Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: €0.18 loss per share (up from €2.21 loss in FY 2020). Revenue: €900.4m (up 39% from FY 2020). Net loss: €5.94m (loss narrowed 92% from FY 2020). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 64%. Over the next year, revenue is forecast to grow 9.3%, compared to a 16% growth forecast for the industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Major Estimate Revision • Feb 03Consensus estimates of losses per share improve by 22%The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €846.9m to €864.7m. EPS estimate increased from -€0.73 per share to -€0.57 per share. Luxury industry in Italy expected to see average net income growth of 16% next year. Consensus price target of €44.94 unchanged from last update. Share price rose 5.5% to €49.16 over the past week.Major Estimate Revision • Jan 27Consensus estimates of losses per share improve by 18%The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €847.4m to €862.9m. EPS estimate increased from -€0.73 per share to -€0.59 per share. Luxury industry in Italy expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at €44.94. Share price rose 6.3% to €47.50 over the past week.Price Target Changed • Nov 29Price target increased to €44.97Up from €41.58, the current price target is an average from 15 analysts. New target price is 9.3% below last closing price of €49.60. Stock is up 92% over the past year. The company is forecast to post a net loss per share of €0.74 next year compared to a net loss per share of €2.21 last year.Major Estimate Revision • Nov 25Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 losses forecast to reduce from -€0.83 to -€0.74 per share. Revenue forecast steady at €844.3m. Luxury industry in Italy expected to see average net income growth of 12% next year. Consensus price target of €44.47 unchanged from last update. Share price rose 3.8% to €53.90 over the past week.분석 기사 • Nov 02TOD'S (BIT:TOD) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Sep 12First half 2021 earnings released: €0.63 loss per share (vs €2.44 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: €405.1m (up 55% from 1H 2020). Net loss: €20.7m (loss narrowed 74% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.Price Target Changed • Sep 09Price target increased to €41.67Up from €38.47, the current price target is an average from 15 analysts. New target price is 21% below last closing price of €53.00. Stock is up 132% over the past year.Price Target Changed • Apr 25Price target increased to €26.40Up from €23.87, the current price target is an average from 14 analysts. New target price is 33% below last closing price of €39.32. Stock is up 40% over the past year.Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €647.0m (down 30% from FY 2019). Net loss: €73.2m (down 258% from profit in FY 2019).Is New 90 Day High Low • Mar 13New 90-day high: €31.54The company is up 5.0% from its price of €29.98 on 11 December 2020. The Italian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.08 per share.Is New 90 Day High Low • Dec 15New 90-day high: €30.32The company is up 29% from its price of €23.56 on 15 September 2020. The Italian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €35.55 per share.Is New 90 Day High Low • Nov 24New 90-day high: €26.30The company is up 6.0% from its price of €24.84 on 26 August 2020. The Italian market is also up 6.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Luxury industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.54 per share.Is New 90 Day High Low • Oct 14New 90-day low: €22.74The company is down 7.0% from its price of €24.50 on 16 July 2020. The Italian market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.85 per share.이익 및 매출 성장 예측BIT:TOD - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20261,32780N/A387512/31/20251,25370116254812/31/20241,1805588222712/31/20231,1455077133N/A9/30/20231,1365278131N/A6/30/20231,1275378129N/A3/31/20231,0773881129N/A12/31/20221,0272383129N/A9/30/202299919113158N/A6/30/202297116143186N/A3/31/20229365149193N/A12/31/2021900-6154199N/A9/30/2021846-10134174N/A6/30/2021791-13114148N/A3/31/2021719-434173N/A12/31/2020647-73-32-2N/A9/30/2020688-51-77-40N/A6/30/2020730-29-121-77N/A3/31/20208289-3711N/A12/31/2019927464899N/A9/30/20199282753100N/A6/30/2019929859102N/A3/31/2019940272264N/A12/31/201895147-1625N/A9/30/2018964591050N/A6/30/2018976703574N/A3/31/20189797074111N/A12/31/201798371112148N/A9/30/201799277N/A156N/A6/30/20171,00084N/A164N/A3/31/20171,00885N/A157N/A12/31/20161,01586N/A150N/A9/30/20161,02383N/A147N/A6/30/20161,03180N/A144N/A3/31/20161,04086N/A126N/A12/31/20151,04893N/A108N/A9/30/20151,03192N/A86N/A6/30/20151,01491N/A65N/A3/31/201599594N/A77N/A12/31/201497697N/A90N/A9/30/2014973106N/A122N/A6/30/2014970114N/A154N/A3/31/2014976124N/A180N/A12/31/2013983134N/A207N/A9/30/2013988140N/A179N/A6/30/2013992147N/A151N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TOD 의 연간 예상 수익 증가율(16%)이 saving rate(2.3%)보다 높습니다.수익 vs 시장: TOD 의 연간 수익(16%)이 Italian 시장(11.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: TOD 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: TOD 의 수익(연간 4.5%)이 Italian 시장(연간 5.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: TOD 의 수익(연간 4.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TOD의 자본 수익률은 3년 후 6.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/06/07 19:31종가2024/06/07 00:00수익2023/12/31연간 수익2023/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스TOD'S S.p.A.는 25명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Giada CabrinoBanca Akros S.p.A. (ESN)Julian EasthopeBarclaysMariana Horn UribeBerenberg22명의 분석가 더 보기
Major Estimate Revision • Sep 13Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €1.14b to €1.15b. EPS estimate increased from €1.36 to €1.50 per share. Net income forecast to grow 7.3% next year vs 22% growth forecast for Luxury industry in Italy. Consensus price target up from €41.48 to €42.46. Share price rose 3.6% to €39.18 over the past week.
Major Estimate Revision • Feb 03Consensus estimates of losses per share improve by 22%The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €846.9m to €864.7m. EPS estimate increased from -€0.73 per share to -€0.57 per share. Luxury industry in Italy expected to see average net income growth of 16% next year. Consensus price target of €44.94 unchanged from last update. Share price rose 5.5% to €49.16 over the past week.
Major Estimate Revision • Jan 27Consensus estimates of losses per share improve by 18%The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €847.4m to €862.9m. EPS estimate increased from -€0.73 per share to -€0.59 per share. Luxury industry in Italy expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at €44.94. Share price rose 6.3% to €47.50 over the past week.
Price Target Changed • Nov 29Price target increased to €44.97Up from €41.58, the current price target is an average from 15 analysts. New target price is 9.3% below last closing price of €49.60. Stock is up 92% over the past year. The company is forecast to post a net loss per share of €0.74 next year compared to a net loss per share of €2.21 last year.
Major Estimate Revision • Nov 25Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 losses forecast to reduce from -€0.83 to -€0.74 per share. Revenue forecast steady at €844.3m. Luxury industry in Italy expected to see average net income growth of 12% next year. Consensus price target of €44.47 unchanged from last update. Share price rose 3.8% to €53.90 over the past week.
Price Target Changed • Sep 09Price target increased to €41.67Up from €38.47, the current price target is an average from 15 analysts. New target price is 21% below last closing price of €53.00. Stock is up 132% over the past year.
공시 • Feb 13Tod's Rises 17% on L Catterton Bids to Help Owner's Delisting PlanShares in TOD'S S.p.A. rose 17.4%, after private equity firm L Catterton offered to buy 36% of the luxury shoemaker and take it private, in agreement with the Della Valle founding family. Shares rose to EUR 42.7 each by 08:35 GMT, just below the EUR 43 per share offered by the investment firm backed by France's LVMH, which values Tod's at just over EUR 1.4 billion. The move follows a failed attempt in 2022 by the Della Valles, who own 64.5% of Tod's, to take the company private. In addition to the eponymous brand, famous for its Gommino loafers, Tod's also owns the iconic Roger Vivier shoe brand, as well as the Fay and Hogan labels. The Della Valle family refrained however from still taking Tod's private, as they had said they could do, by merging it into their DeVa Finance vehicle. But L Catterton said it plans to merge Tod's into the vehicle used to launch the offer if the bid fails to reach the delisting threshold. CEO and founder Diego Della Valle is tendering its 10.45% stake in Tod's, while retaining another 54% together with his brother Andrea. LVMH will keep its 10% stake and L Catterton will own the remainder of Tod's if the offer is successful.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €43.04, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Luxury industry in Italy. Total returns to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €43.95 per share.
분석 기사 • Jan 04There's Reason For Concern Over TOD'S S.p.A.'s (BIT:TOD) PriceWhen close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 14x, you may consider TOD'S...
공시 • Nov 17+ 4 more updatesTOD'S S.p.A. to Report Nine Months, 2024 Results on Oct 30, 2024TOD'S S.p.A. announced that they will report nine months, 2024 results on Oct 30, 2024
분석 기사 • Nov 11Capital Allocation Trends At TOD'S (BIT:TOD) Aren't IdealIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
분석 기사 • Oct 27Are Investors Undervaluing TOD'S S.p.A. (BIT:TOD) By 34%?Key Insights The projected fair value for TOD'S is €45.91 based on 2 Stage Free Cash Flow to Equity TOD'S is estimated...
분석 기사 • Sep 20Is TOD'S (BIT:TOD) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Sep 13Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €1.14b to €1.15b. EPS estimate increased from €1.36 to €1.50 per share. Net income forecast to grow 7.3% next year vs 22% growth forecast for Luxury industry in Italy. Consensus price target up from €41.48 to €42.46. Share price rose 3.6% to €39.18 over the past week.
분석 기사 • Aug 04Returns On Capital Signal Tricky Times Ahead For TOD'S (BIT:TOD)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 • Jul 05Is It Time To Consider Buying TOD'S S.p.A. (BIT:TOD)?While TOD'S S.p.A. ( BIT:TOD ) might not be the most widely known stock at the moment, it saw a significant share price...
Reported Earnings • Mar 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €0.70 (up from €0.18 loss in FY 2021). Revenue: €1.03b (up 14% from FY 2021). Net income: €23.1m (up €29.0m from FY 2021). Profit margin: 2.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 14Is It Time To Consider Buying TOD'S S.p.A. (BIT:TOD)?While TOD'S S.p.A. ( BIT:TOD ) might not be the most widely known stock at the moment, it saw a double-digit share...
공시 • Nov 15+ 4 more updatesTOD'S S.p.A. to Report Fiscal Year 2022 Results on Mar 13, 2023TOD'S S.p.A. announced that they will report fiscal year 2022 results on Mar 13, 2023
분석 기사 • Oct 27Here's Why TOD'S (BIT:TOD) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €31.90, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 21x in the Luxury industry in Italy. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.62 per share.
Reported Earnings • Sep 09First half 2022 earnings released: EPS: €0.02 (vs €0.63 loss in 1H 2021)First half 2022 results: EPS: €0.02 (up from €0.63 loss in 1H 2021). Revenue: €476.0m (up 18% from 1H 2021). Net income: €755.0k (up €21.5m from 1H 2021). Profit margin: 0.2% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has fallen by 26% 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.
분석 기사 • Aug 03Are Investors Undervaluing TOD'S S.p.A. (BIT:TOD) By 43%?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of TOD'S S.p.A. ( BIT:TOD...
분석 기사 • May 28TOD'S (BIT:TOD) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • Apr 29We Think TOD'S (BIT:TOD) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Mar 12Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: €0.18 loss per share (up from €2.21 loss in FY 2020). Revenue: €900.4m (up 39% from FY 2020). Net loss: €5.94m (loss narrowed 92% from FY 2020). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 64%. Over the next year, revenue is forecast to grow 9.3%, compared to a 16% growth forecast for the industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Major Estimate Revision • Feb 03Consensus estimates of losses per share improve by 22%The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €846.9m to €864.7m. EPS estimate increased from -€0.73 per share to -€0.57 per share. Luxury industry in Italy expected to see average net income growth of 16% next year. Consensus price target of €44.94 unchanged from last update. Share price rose 5.5% to €49.16 over the past week.
Major Estimate Revision • Jan 27Consensus estimates of losses per share improve by 18%The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €847.4m to €862.9m. EPS estimate increased from -€0.73 per share to -€0.59 per share. Luxury industry in Italy expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at €44.94. Share price rose 6.3% to €47.50 over the past week.
Price Target Changed • Nov 29Price target increased to €44.97Up from €41.58, the current price target is an average from 15 analysts. New target price is 9.3% below last closing price of €49.60. Stock is up 92% over the past year. The company is forecast to post a net loss per share of €0.74 next year compared to a net loss per share of €2.21 last year.
Major Estimate Revision • Nov 25Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 losses forecast to reduce from -€0.83 to -€0.74 per share. Revenue forecast steady at €844.3m. Luxury industry in Italy expected to see average net income growth of 12% next year. Consensus price target of €44.47 unchanged from last update. Share price rose 3.8% to €53.90 over the past week.
분석 기사 • Nov 02TOD'S (BIT:TOD) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Sep 12First half 2021 earnings released: €0.63 loss per share (vs €2.44 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: €405.1m (up 55% from 1H 2020). Net loss: €20.7m (loss narrowed 74% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
Price Target Changed • Sep 09Price target increased to €41.67Up from €38.47, the current price target is an average from 15 analysts. New target price is 21% below last closing price of €53.00. Stock is up 132% over the past year.
Price Target Changed • Apr 25Price target increased to €26.40Up from €23.87, the current price target is an average from 14 analysts. New target price is 33% below last closing price of €39.32. Stock is up 40% over the past year.
Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €647.0m (down 30% from FY 2019). Net loss: €73.2m (down 258% from profit in FY 2019).
Is New 90 Day High Low • Mar 13New 90-day high: €31.54The company is up 5.0% from its price of €29.98 on 11 December 2020. The Italian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.08 per share.
Is New 90 Day High Low • Dec 15New 90-day high: €30.32The company is up 29% from its price of €23.56 on 15 September 2020. The Italian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €35.55 per share.
Is New 90 Day High Low • Nov 24New 90-day high: €26.30The company is up 6.0% from its price of €24.84 on 26 August 2020. The Italian market is also up 6.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Luxury industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.54 per share.
Is New 90 Day High Low • Oct 14New 90-day low: €22.74The company is down 7.0% from its price of €24.50 on 16 July 2020. The Italian market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.85 per share.