View Financial HealthAllHome 배당 및 자사주 매입배당 기준 점검 3/6AllHome 은(는) 현재 수익률이 13.26% 인 배당금 지급 회사입니다.핵심 정보13.3%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률13.3%배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트Declared Dividend • Nov 15Dividend reduced to ₱0.031Dividend of ₱0.031 is 17% lower than last year. Ex-date: 26th November 2024 Payment date: 12th December 2024 Dividend yield will be 4.5%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 13AllHome Corp. Approves Declaration of Cash Dividend, Payable on December 12, 2024AllHome Corp. at the meeting of the Board of Directors held on November 13, 2024, the Board approved the declaration of cash dividends which shall be payable in cash to all its stockholders on the basis of outstanding stocks held by them. Amount: PHP 0.0309 per share. Record Date: November 27, 2024. Payment Date: December 12, 2024.Upcoming Dividend • Nov 22Upcoming dividend of ₱0.037 per share at 3.0% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Filipino dividend payers (5.7%). Higher than average of industry peers (2.3%).공시 • Nov 16Allhome Corp. Announces Declaration of Cash Dividend, Payable on December 15, 2023AllHome Corp. at its meeting of the Board of Directors held on November 14, 2023, approved the declaration of PHP 0.0374 per share of cash dividends which shall be payable in cash to all its stockholders on the basis of outstanding stocks held by them. Record Date is November 30, 2023. Payment Date is December 15, 2023.Upcoming Dividend • Dec 05Upcoming dividend of ₱0.077 per shareEligible shareholders must have bought the stock before 12 December 2022. Payment date: 29 December 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 4.6%. Lower than top quartile of Filipino dividend payers (5.6%). Higher than average of industry peers (2.3%).공시 • Nov 30AllHome Corp. Declares Cash Dividends, Payable on December 29, 2022At the meeting of the Board of Directors of AllHome Corp. held on November 29, 2022 the Board approved the declaration of cash dividends which shall be payable in cash to all its stockholders on the basis of outstanding stocks heldby them. Date of Approval by November 29, 2022. Board of Directors Amount of Cash is PHP. 0.0770 Dividend Per Share. Record Date is December 15, 2022. Payment Date is December 29, 2022.모든 업데이트 보기Recent updates공시 • May 06AllHome Corp., Annual General Meeting, Aug 07, 2026AllHome Corp., Annual General Meeting, Aug 07, 2026.New Risk • Jan 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Filipino stocks, typically moving 14% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 23% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (₱1.37b market cap, or US$23.0m).New Risk • Nov 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Filipino stocks, typically moving 8.3% 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: Major Risk Earnings have declined by 23% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.3% average weekly change). Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (₱975.0m market cap, or US$16.6m).Reported Earnings • Nov 18Third quarter 2025 earnings released: ₱0.04 loss per share (vs ₱0.02 profit in 3Q 2024)Third quarter 2025 results: ₱0.04 loss per share (down from ₱0.02 profit in 3Q 2024). Revenue: ₱1.60b (down 26% from 3Q 2024). Net loss: ₱150.4m (down 352% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year whereas the company’s share price has fallen by 48% per year.Reported Earnings • Aug 21Second quarter 2025 earnings released: EPS: ₱0.04 (vs ₱0.04 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.04 (in line with 2Q 2024). Revenue: ₱2.23b (down 22% from 2Q 2024). Net income: ₱71.8m (down 50% from 2Q 2024). Profit margin: 3.2% (down from 5.0% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has fallen by 52% per year, which means it is performing significantly worse than earnings.공시 • Jul 02+ 1 more updateAllHome Corp. Announces Reconstitution of Committees, Effective June 27, 2025AllHome Corp. at its Annual Stockholders' Meeting and Organizational Meeting held on June 27, 2025, approved members of the Management Committee of the Company: Frances Rosalie T. Coloma; Robirose M. Abbot and Louella M. Fernandez. Nomination Committee: Manuel B. Villar Jr. as Chairman and Camille A. Villar and Raul Juan N. Esteban (Independent Director) as Members.New Risk • Jun 17New major risk - Revenue and earnings growthEarnings have declined by 13% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.4% net profit margin). Market cap is less than US$100m (₱1.91b market cap, or US$33.7m).공시 • May 14AllHome Corp., Annual General Meeting, Jun 27, 2025AllHome Corp., Annual General Meeting, Jun 27, 2025, at 10:00 W. Australia Standard Time.Reported Earnings • May 03Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₱0.11 (down from ₱0.21 in FY 2023). Revenue: ₱9.89b (down 18% from FY 2023). Net income: ₱400.8m (down 50% from FY 2023). Profit margin: 4.1% (down from 6.6% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has fallen by 57% per year, which means it is performing significantly worse than earnings.Price Target Changed • Jan 14Price target decreased by 18% to ₱1.67Down from ₱2.03, the current price target is an average from 3 analysts. New target price is 198% above last closing price of ₱0.56. Stock is down 52% over the past year. The company is forecast to post earnings per share of ₱0.14 for next year compared to ₱0.21 last year.Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: ₱0.02 (vs ₱0.04 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.02 (down from ₱0.04 in 3Q 2023). Revenue: ₱2.16b (down 21% from 3Q 2023). Net income: ₱59.6m (down 57% from 3Q 2023). Profit margin: 2.8% (down from 5.1% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 57% per year, which means it is performing significantly worse than earnings.Declared Dividend • Nov 15Dividend reduced to ₱0.031Dividend of ₱0.031 is 17% lower than last year. Ex-date: 26th November 2024 Payment date: 12th December 2024 Dividend yield will be 4.5%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 13AllHome Corp. Approves Declaration of Cash Dividend, Payable on December 12, 2024AllHome Corp. at the meeting of the Board of Directors held on November 13, 2024, the Board approved the declaration of cash dividends which shall be payable in cash to all its stockholders on the basis of outstanding stocks held by them. Amount: PHP 0.0309 per share. Record Date: November 27, 2024. Payment Date: December 12, 2024.공시 • Sep 10Allhome Corp. Announces Demise of Ms. Benjamarie Therese N. Serrano, PresidentAllHome Corp. has been informed that its President, Ms. Benjamarie Therese N. Serrano, has passed away on September 5, 2024. Ms. Serrano had been the President of the Company since 2019. The Company shall disclose in due course the election of a new President as her replacement.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ₱0.04 (vs ₱0.06 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.04 (down from ₱0.06 in 2Q 2023). Revenue: ₱2.86b (down 8.3% from 2Q 2023). Net income: ₱142.1m (down 38% from 2Q 2023). Profit margin: 5.0% (down from 7.4% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 54% per year, which means it is performing significantly worse than earnings.공시 • Jun 28AllHome Corp. Announces Committee AppointmentsAllHome Corp. announced that organizational meeting of the Board of Directors held on June 28, 2024 the following directors were nominated and elected as members of the following committees of the Company: Nomination Committee: Manuel B. Villar Jr. – Chairman; Camille A. Villar – Member; Raul Juan N. Esteban (Independent Director) – Member. Compensation and Remuneration Committee: Manuel Paolo A. Villar – Chairman; Frances Rosalie T. Coloma – Member; Jessie D. Cabaluna (Independent Director) – Member. Audit Committee: Raul Juan N. Esteban (Independent Director) – Chairman; Jessie D. Cabaluna (Independent Director) – Member; Manuel Paolo A. Villar – Member. Corporate Governance Committee: Jessie D. Cabaluna (Independent Director) – Chairman; Raul Juan N. Esteban (Independent Director) – Member; Camille A. Villar – Member. Board Risk Oversight Committee: Jessie D. Cabaluna (Independent Director) – Chairman; Raul Juan N. Esteban (Independent Director) – Member; Benjamarie Therese N. Serrano – Member. Related Party Transaction Committee: Raul Juan N. Esteban (Independent Director) – Chairman; Jessie D. Cabaluna (Independent Director) – Member; Camille A. Villar – Member.Major Estimate Revision • Jun 08Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₱12.3b to ₱11.6b. EPS estimate also fell from ₱0.234 per share to ₱0.20 per share. Net income forecast to shrink 17% next year vs 18% growth forecast for Specialty Retail industry in Philippines . Consensus price target down from ₱2.57 to ₱2.43. Share price rose 2.3% to ₱0.89 over the past week.공시 • May 29AllHome Corp. Announces Executive ChangesDuring the Special Meeting of the Board of Directors of AllHome Corp. (the "Company") held on May 27, 2024, the Board accepted the resignation of Marianita N. Domingo as the Chief Operating Officer of the Company, due to Personal Reasons and elected Frances Rosalie T. Coloma as the new Chief Operating Officer, effective May 27, 2024. In the same meeting, the Board accepted the resignation of Joselito A. Rivamonte as the Chief Audit Executive of the Company due to Transfer to another company within the Villar Group and elected Vanessa L. Bauzon-Crisol as the new Chief Audit Executive of the Company, effective May 27, 2024.New Risk • May 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.1% Last year net profit margin: 9.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. 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. Profit margins are more than 30% lower than last year (6.1% net profit margin). Market cap is less than US$100m (₱3.41b market cap, or US$59.1m).공시 • May 09AllHome Corp., Annual General Meeting, Jun 28, 2024AllHome Corp., Annual General Meeting, Jun 28, 2024, at 10:00 Singapore Standard Time.Reported Earnings • May 01Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₱0.21 (down from ₱0.25 in FY 2022). Revenue: ₱12.1b (down 4.0% from FY 2022). Net income: ₱797.3m (down 15% from FY 2022). Profit margin: 6.6% (down from 7.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 49% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Apr 24Now 24% overvaluedOver the last 90 days, the stock has fallen 17% to ₱0.94. The fair value is estimated to be ₱0.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.Major Estimate Revision • Apr 05Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₱12.7b to ₱12.0b. EPS estimate also fell from ₱0.29 per share to ₱0.215 per share. Net income forecast to shrink 6.7% next year vs 17% growth forecast for Specialty Retail industry in Philippines . Consensus price target down from ₱2.80 to ₱2.57. Share price was steady at ₱0.98 over the past week.Upcoming Dividend • Nov 22Upcoming dividend of ₱0.037 per share at 3.0% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Filipino dividend payers (5.7%). Higher than average of industry peers (2.3%).Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: ₱0.04 (vs ₱0.05 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.04 (down from ₱0.05 in 3Q 2022). Revenue: ₱2.74b (down 3.5% from 3Q 2022). Net income: ₱139.5m (down 21% from 3Q 2022). Profit margin: 5.1% (down from 6.2% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 46% per year, which means it is significantly lagging earnings.공시 • Nov 16Allhome Corp. Announces Declaration of Cash Dividend, Payable on December 15, 2023AllHome Corp. at its meeting of the Board of Directors held on November 14, 2023, approved the declaration of PHP 0.0374 per share of cash dividends which shall be payable in cash to all its stockholders on the basis of outstanding stocks held by them. Record Date is November 30, 2023. Payment Date is December 15, 2023.New Risk • Oct 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₱5.55b (US$97.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. 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. Market cap is less than US$100m (₱5.55b market cap, or US$97.5m).Price Target Changed • Sep 18Price target decreased by 9.7% to ₱3.15Down from ₱3.49, the current price target is an average from 4 analysts. New target price is 97% above last closing price of ₱1.60. Stock is down 57% over the past year. The company is forecast to post earnings per share of ₱0.27 for next year compared to ₱0.25 last year.Major Estimate Revision • Aug 22Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₱13.8b to ₱12.7b. EPS estimate also fell from ₱0.313 per share to ₱0.271 per share. Net income forecast to grow 4.1% next year vs 15% growth forecast for Specialty Retail industry in Philippines. Consensus price target broadly unchanged at ₱3.42. Share price fell 2.5% to ₱1.58 over the past week.Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ₱0.06 (vs ₱0.07 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.06 (down from ₱0.07 in 2Q 2022). Revenue: ₱3.12b (up 3.0% from 2Q 2022). Net income: ₱229.9m (down 8.1% from 2Q 2022). Profit margin: 7.4% (down from 8.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.공시 • Aug 15AllHome Corp. to Report Q2, 2023 Results on Aug 14, 2023AllHome Corp. announced that they will report Q2, 2023 results on Aug 14, 2023공시 • Jun 24Allhome Corp. Appoints Mr. Esteban as Independent DirectorsAllHome Corp. in its Annual Stockholders' Meeting held on June 23, 2023 elected Mr. Esteban as independent directors.Valuation Update With 7 Day Price Move • May 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₱1.60, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 13x in the Specialty Retail industry in Asia. Total loss to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₱0.84 per share.Major Estimate Revision • May 30Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₱14.6b to ₱14.3b. EPS estimate also fell from ₱0.363 per share to ₱0.311 per share. Net income forecast to grow 7.9% next year vs 15% growth forecast for Specialty Retail industry in Philippines. Consensus price target down from ₱4.18 to ₱3.82. Share price fell 11% to ₱1.70 over the past week.Price Target Changed • May 25Price target decreased by 8.6% to ₱3.82Down from ₱4.18, the current price target is an average from 5 analysts. New target price is 128% above last closing price of ₱1.68. Stock is down 69% over the past year. The company is forecast to post earnings per share of ₱0.28 for next year compared to ₱0.25 last year.공시 • May 04AllHome Corp. Announces Demise of Laura Suarez Acuzar, Independent DirectorAllHome Corp. has been informed that one of its independent directors, Ms. Laura Suarez Acuzar, has passed away on April 29, 2023. Ms. Acuzar had been one of independent directors of the Company since 2019.Reported Earnings • May 03Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₱0.25 (down from ₱0.39 in FY 2021). Revenue: ₱12.6b (down 12% from FY 2021). Net income: ₱933.8m (down 35% from FY 2021). Profit margin: 7.4% (down from 10% in FY 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 3.2%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₱2.71, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Specialty Retail industry in Asia. Total loss to shareholders of 73% over the past three years.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ₱3.22, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Specialty Retail industry in Asia. Total loss to shareholders of 66% over the past three years.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₱1.69, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 14x in the Specialty Retail industry in Asia. Total loss to shareholders of 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₱1.33 per share.Valuation Update With 7 Day Price Move • Dec 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₱1.38, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 13x in the Specialty Retail industry in Asia. Total loss to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₱1.25 per share.Upcoming Dividend • Dec 05Upcoming dividend of ₱0.077 per shareEligible shareholders must have bought the stock before 12 December 2022. Payment date: 29 December 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 4.6%. Lower than top quartile of Filipino dividend payers (5.6%). Higher than average of industry peers (2.3%).공시 • Nov 30AllHome Corp. Declares Cash Dividends, Payable on December 29, 2022At the meeting of the Board of Directors of AllHome Corp. held on November 29, 2022 the Board approved the declaration of cash dividends which shall be payable in cash to all its stockholders on the basis of outstanding stocks heldby them. Date of Approval by November 29, 2022. Board of Directors Amount of Cash is PHP. 0.0770 Dividend Per Share. Record Date is December 15, 2022. Payment Date is December 29, 2022.Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to ₱1.85, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 13x in the Specialty Retail industry in Asia. Total loss to shareholders of 84% over the past three years.Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: ₱0.05 (vs ₱0.09 in 3Q 2021)Third quarter 2022 results: EPS: ₱0.05 (down from ₱0.09 in 3Q 2021). Revenue: ₱2.84b (down 17% from 3Q 2021). Net income: ₱176.5m (down 47% from 3Q 2021). Profit margin: 6.2% (down from 9.8% in 3Q 2021). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.Price Target Changed • Nov 16Price target decreased to ₱6.50Down from ₱8.74, the current price target is an average from 5 analysts. New target price is 160% above last closing price of ₱2.50. Stock is down 72% over the past year. The company is forecast to post earnings per share of ₱0.34 for next year compared to ₱0.39 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Laura Suarez Acuzar was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Nov 14AllHome Corp. to Report Nine Months, 2022 Results on Nov 14, 2022AllHome Corp. announced that they will report nine months, 2022 results on Nov 14, 2022Buying Opportunity • Aug 24Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be ₱5.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has declined by 3.5%. Revenue is forecast to grow by 45% in 2 years. Earnings is forecast to grow by 118% in the next 2 years.Price Target Changed • Aug 19Price target decreased to ₱7.75Down from ₱8.74, the current price target is an average from 3 analysts. New target price is 65% above last closing price of ₱4.69. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₱0.35 for next year compared to ₱0.39 last year.Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: ₱0.07 (vs ₱0.08 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.07 (down from ₱0.08 in 2Q 2021). Revenue: ₱3.03b (down 3.4% from 2Q 2021). Net income: ₱250.0m (down 16% from 2Q 2021). Profit margin: 8.3% (down from 9.5% in 2Q 2021). Over the next year, revenue is forecast to grow 24%, compared to a 18% growth forecast for the Specialty Retail industry in Philippines.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱5.36, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Specialty Retail industry in Asia. Total loss to shareholders of 25% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₱5.79 per share.Buying Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 39%. The fair value is estimated to be ₱5.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 42% in 2 years. Earnings is forecast to grow by 102% in the next 2 years.공시 • Jun 25Allhome Corp. Approves the Election of Paul D. Estañero Compliance Officer and ControllerAllHome Corp. approved the election of Paul D. Estañero Compliance Officer and Controller, at its AGM held on June 24, 2022. Management Committee shall be composed of the following officers of the Company: Benjamarie Therese N. Serrano, Robirose M. Abbot, Mary Lee S. Sadiasa and Paul D. Estañero. In the same meeting, the following directors were nominated and elected as members of the following committees of theCompany: Nomination Committee: Manuel B. Villar Jr. - Chairman - Camille A. Villar - Member - Laura Suarez Acuzar (Independent Director) - Member. Compensation and Remuneration Committee: Manuel Paolo A. Villar - Chairman - Frances Rosalie T. Coloma - Member - Jessie D. Cabaluna (Independent Director) - Member. Audit Committee: Laura Suarez Acuzar (Independent Director) - Chairman - Jessie D. Cabaluna (Independent Director) - Member - Manuel Paolo A. Villar - Member. Corporate Governance Committee: Jessie D. Cabaluna (Independent Director) - Chairman - Laura Suarez Acuzar (Independent Director) - Member - Camille A. Villar - Member. Board Risk Oversight Committee: Jessie D. Cabaluna (Independent Director) - Chairman - Laura Suarez Acuzar (Independent Director) - Member - Benjamarie Therese N. Serrano - Member. Related Party Transaction Committee: Laura Suarez Acuzar (Independent Director) - Chairman - Jessie D. Cabaluna (Independent Director) - Member - Camille A. Villar - Member.Price Target Changed • Jun 21Price target decreased to ₱8.88Down from ₱10.65, the current price target is an average from 3 analysts. New target price is 95% above last closing price of ₱4.55. Stock is down 43% over the past year. The company is forecast to post earnings per share of ₱0.38 for next year compared to ₱0.39 last year.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₱4.75, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Specialty Retail industry in Asia. Total loss to shareholders of 40% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₱7.85 per share.Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to ₱5.90, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Specialty Retail industry in Asia. Total loss to shareholders of 19% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₱8.00 per share.Buying Opportunity • May 18Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be ₱7.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 61% in 2 years. Earnings is forecast to grow by 137% in the next 2 years.Reported Earnings • May 17First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: ₱0.01 loss per share (down from ₱0.092 profit in 1Q 2021). Revenue: ₱3.24b (down 9.8% from 1Q 2021). Net loss: ₱27.9m (down 108% from profit in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 31%, compared to a 18% growth forecast for the industry in Philippines.공시 • May 12AllHome Corp. Announces Corporate Secretary ChangesThe special meeting of the board of directors of AllHome Corp. held on May 6, 2022, Atty. Arbin Omar P. Cariño was duly nominated and elected as Corporate Secretary of the company due to resignation of Atty. Jo Marie Lazaro-Lim. Mr. Cariño is the Corporate Secretary of All Bank Inc.공시 • May 02AllHome Corp., Annual General Meeting, Jun 24, 2022AllHome Corp., Annual General Meeting, Jun 24, 2022, at 10:00 Singapore Standard Time.Board Change • Apr 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Vice Chairman Camille Villar is the most experienced director on the board, commencing their role in 2019. Independent Director Laura Suarez Acuzar was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Apr 01Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ₱0.39 (up from ₱0.26 in FY 2020). Revenue: ₱14.3b (up 15% from FY 2020). Net income: ₱1.44b (up 46% from FY 2020). Profit margin: 10% (up from 8.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 200%. Over the next year, revenue is forecast to grow 24%, compared to a 18% growth forecast for the retail industry in Philippines.공시 • Mar 31AllHome Corp. to Report Fiscal Year 2021 Results on Mar 30, 2022AllHome Corp. announced that they will report fiscal year 2021 results on Mar 30, 2022Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ₱0.09 (vs ₱0.08 in 3Q 2020)The company reported a mediocre third quarter result with weaker revenues, although profit margins were flat and earnings improved. Third quarter 2021 results: Revenue: ₱3.40b (down 2.0% from 3Q 2020). Net income: ₱331.7m (up 6.1% from 3Q 2020). Profit margin: 9.8% (in line with 3Q 2020).Upcoming Dividend • Nov 17Upcoming dividend of ₱0.053 per shareEligible shareholders must have bought the stock before 24 November 2021. Payment date: 14 December 2021. Trailing yield: 0.6%. Lower than top quartile of Filipino dividend payers (4.0%). Lower than average of industry peers (1.8%).Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱10.10, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 16x in the Specialty Retail industry in Asia. Total returns to shareholders of 76% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₱12.34 per share.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ₱0.08 (vs ₱0.001 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₱3.13b (up 110% from 2Q 2020). Net income: ₱296.8m (up ₱291.3m from 2Q 2020). Profit margin: 9.5% (up from 0.4% in 2Q 2020). The increase in margin was driven by higher revenue.Executive Departure • Jul 06Compliance Officer & Controller Maria Cristina Barao has left the companyOn the 25th of June, Maria Cristina Barao's tenure as Compliance Officer & Controller ended. We don't have any record of a personal shareholding under Maria Cristina's name. Maria Cristina 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.Major Estimate Revision • May 31Consensus EPS estimates increase to ₱0.39The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ₱15.0b to ₱15.5b. EPS estimate increased from ₱0.34 to ₱0.39 per share. Net income forecast to grow 36% next year vs 28% growth forecast for Specialty Retail industry in Philippines. Consensus price target up from ₱10.68 to ₱10.90. Share price rose 5.2% to ₱7.68 over the past week.Reported Earnings • May 18First quarter 2021 earnings released: EPS ₱0.09 (vs ₱0.072 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₱3.59b (up 6.7% from 1Q 2020). Net income: ₱344.2m (up 27% from 1Q 2020). Profit margin: 9.6% (up from 8.0% in 1Q 2020). The increase in margin was driven by higher revenue.Major Estimate Revision • Apr 07Consensus EPS estimates fall to ₱0.37The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₱16.0b to ₱15.5b. EPS estimate also fell from ₱0.44 to ₱0.37. Net income forecast to grow 33% next year vs 31% growth forecast for Specialty Retail industry in Philippines. Consensus price target down from ₱11.40 to ₱10.68. Share price was steady at ₱8.08 over the past week.Reported Earnings • Mar 30Full year 2020 earnings released: EPS ₱0.26 (vs ₱0.39 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₱12.4b (up 2.9% from FY 2019). Net income: ₱987.7m (down 5.9% from FY 2019). Profit margin: 8.0% (down from 8.7% in FY 2019). The decrease in margin was driven by higher expenses. Like-for-like sales growth: 3.5% vs FY 2019Is New 90 Day High Low • Feb 24New 90-day low: ₱8.00The company is down 1.0% from its price of ₱8.09 on 26 November 2020. The Filipino market is also down 1.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Specialty Retail industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱15.35 per share.Is New 90 Day High Low • Dec 30New 90-day high: ₱9.15The company is up 59% from its price of ₱5.75 on 01 October 2020. The Filipino market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱16.49 per share.Is New 90 Day High Low • Dec 10New 90-day high: ₱8.59The company is up 48% from its price of ₱5.82 on 11 September 2020. The Filipino market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱16.31 per share.Major Estimate Revision • Dec 01Analysts update estimatesThe 2020 consensus revenue estimate increased from ₱9.99b to ₱12.0b. Earning per share (EPS) estimate was unchanged from the last update at ₱0.22. The Specialty Retail industry in Philippines is expected to see an average net income growth of 28% next year. The consensus price target increased from ₱9.87 to ₱11.33. Share price is up 5.8% to ₱8.52 over the past week.Price Target Changed • Nov 26Price target raised to ₱12.00Up from ₱9.87, the current price target is an average from 3 analysts. The new target price is 49% above the current share price of ₱8.05. As of last close, the stock is down 30% over the past year.Is New 90 Day High Low • Nov 16New 90-day high: ₱8.00The company is up 25% from its price of ₱6.39 on 18 August 2020. The Filipino market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱5.36 per share.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS ₱0.08The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues were improved. Third quarter 2020 results: Revenue: ₱3.47b (up 11% from 3Q 2019). Net income: ₱312.5m (flat on 3Q 2019). Profit margin: 9.0% (down from 10.0% in 3Q 2019). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 16% share price gain to ₱7.82, the stock is trading at a trailing P/E ratio of 40x, up from the previous P/E ratio of 34.5x. This compares to an average P/E of 17x in the Specialty Retail industry in Asia. Total return to shareholders over the past year is a loss of 31%.Is New 90 Day High Low • Oct 25New 90-day high: ₱6.88The company is up 1.0% from its price of ₱6.83 on 27 July 2020. The Filipino market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱5.37 per share.Is New 90 Day High Low • Oct 02New 90-day low: ₱5.73The company is down 20% from its price of ₱7.20 on 03 July 2020. The Filipino market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱5.14 per share.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: HOME 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.배당금 증가: HOME 의 배당금 지급이 증가했지만 회사는 5 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장AllHome 배당 수익률 vs 시장HOME의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (HOME)13.3%시장 하위 25% (PH)2.7%시장 상위 25% (PH)6.4%업계 평균 (Specialty Retail)3.0%분석가 예측 (HOME) (최대 3년)13.3%주목할만한 배당금: HOME 의 배당금( 13.26% )은 PH 시장에서 배당금 지급자의 하위 25%( 2.74% )보다 높습니다.고배당: HOME 의 배당금( 13.26% )은 PH 시장( 6.41% )주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 HOME 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 7.8% )이 낮기 때문에 HOME 의 배당금 지급은 현금 흐름으로 완전히 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YPH 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 10:48종가2026/05/22 00:00수익2025/09/30연간 수익2024/12/31데이터 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 소스AllHome Corp.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullCLSADenise JoaquinCOL Financial Group, Inc
Declared Dividend • Nov 15Dividend reduced to ₱0.031Dividend of ₱0.031 is 17% lower than last year. Ex-date: 26th November 2024 Payment date: 12th December 2024 Dividend yield will be 4.5%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 13AllHome Corp. Approves Declaration of Cash Dividend, Payable on December 12, 2024AllHome Corp. at the meeting of the Board of Directors held on November 13, 2024, the Board approved the declaration of cash dividends which shall be payable in cash to all its stockholders on the basis of outstanding stocks held by them. Amount: PHP 0.0309 per share. Record Date: November 27, 2024. Payment Date: December 12, 2024.
Upcoming Dividend • Nov 22Upcoming dividend of ₱0.037 per share at 3.0% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Filipino dividend payers (5.7%). Higher than average of industry peers (2.3%).
공시 • Nov 16Allhome Corp. Announces Declaration of Cash Dividend, Payable on December 15, 2023AllHome Corp. at its meeting of the Board of Directors held on November 14, 2023, approved the declaration of PHP 0.0374 per share of cash dividends which shall be payable in cash to all its stockholders on the basis of outstanding stocks held by them. Record Date is November 30, 2023. Payment Date is December 15, 2023.
Upcoming Dividend • Dec 05Upcoming dividend of ₱0.077 per shareEligible shareholders must have bought the stock before 12 December 2022. Payment date: 29 December 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 4.6%. Lower than top quartile of Filipino dividend payers (5.6%). Higher than average of industry peers (2.3%).
공시 • Nov 30AllHome Corp. Declares Cash Dividends, Payable on December 29, 2022At the meeting of the Board of Directors of AllHome Corp. held on November 29, 2022 the Board approved the declaration of cash dividends which shall be payable in cash to all its stockholders on the basis of outstanding stocks heldby them. Date of Approval by November 29, 2022. Board of Directors Amount of Cash is PHP. 0.0770 Dividend Per Share. Record Date is December 15, 2022. Payment Date is December 29, 2022.
공시 • May 06AllHome Corp., Annual General Meeting, Aug 07, 2026AllHome Corp., Annual General Meeting, Aug 07, 2026.
New Risk • Jan 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Filipino stocks, typically moving 14% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 23% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (₱1.37b market cap, or US$23.0m).
New Risk • Nov 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Filipino stocks, typically moving 8.3% 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: Major Risk Earnings have declined by 23% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.3% average weekly change). Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (₱975.0m market cap, or US$16.6m).
Reported Earnings • Nov 18Third quarter 2025 earnings released: ₱0.04 loss per share (vs ₱0.02 profit in 3Q 2024)Third quarter 2025 results: ₱0.04 loss per share (down from ₱0.02 profit in 3Q 2024). Revenue: ₱1.60b (down 26% from 3Q 2024). Net loss: ₱150.4m (down 352% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year whereas the company’s share price has fallen by 48% per year.
Reported Earnings • Aug 21Second quarter 2025 earnings released: EPS: ₱0.04 (vs ₱0.04 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.04 (in line with 2Q 2024). Revenue: ₱2.23b (down 22% from 2Q 2024). Net income: ₱71.8m (down 50% from 2Q 2024). Profit margin: 3.2% (down from 5.0% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has fallen by 52% per year, which means it is performing significantly worse than earnings.
공시 • Jul 02+ 1 more updateAllHome Corp. Announces Reconstitution of Committees, Effective June 27, 2025AllHome Corp. at its Annual Stockholders' Meeting and Organizational Meeting held on June 27, 2025, approved members of the Management Committee of the Company: Frances Rosalie T. Coloma; Robirose M. Abbot and Louella M. Fernandez. Nomination Committee: Manuel B. Villar Jr. as Chairman and Camille A. Villar and Raul Juan N. Esteban (Independent Director) as Members.
New Risk • Jun 17New major risk - Revenue and earnings growthEarnings have declined by 13% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.4% net profit margin). Market cap is less than US$100m (₱1.91b market cap, or US$33.7m).
공시 • May 14AllHome Corp., Annual General Meeting, Jun 27, 2025AllHome Corp., Annual General Meeting, Jun 27, 2025, at 10:00 W. Australia Standard Time.
Reported Earnings • May 03Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₱0.11 (down from ₱0.21 in FY 2023). Revenue: ₱9.89b (down 18% from FY 2023). Net income: ₱400.8m (down 50% from FY 2023). Profit margin: 4.1% (down from 6.6% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has fallen by 57% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Jan 14Price target decreased by 18% to ₱1.67Down from ₱2.03, the current price target is an average from 3 analysts. New target price is 198% above last closing price of ₱0.56. Stock is down 52% over the past year. The company is forecast to post earnings per share of ₱0.14 for next year compared to ₱0.21 last year.
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: ₱0.02 (vs ₱0.04 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.02 (down from ₱0.04 in 3Q 2023). Revenue: ₱2.16b (down 21% from 3Q 2023). Net income: ₱59.6m (down 57% from 3Q 2023). Profit margin: 2.8% (down from 5.1% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 57% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Nov 15Dividend reduced to ₱0.031Dividend of ₱0.031 is 17% lower than last year. Ex-date: 26th November 2024 Payment date: 12th December 2024 Dividend yield will be 4.5%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 13AllHome Corp. Approves Declaration of Cash Dividend, Payable on December 12, 2024AllHome Corp. at the meeting of the Board of Directors held on November 13, 2024, the Board approved the declaration of cash dividends which shall be payable in cash to all its stockholders on the basis of outstanding stocks held by them. Amount: PHP 0.0309 per share. Record Date: November 27, 2024. Payment Date: December 12, 2024.
공시 • Sep 10Allhome Corp. Announces Demise of Ms. Benjamarie Therese N. Serrano, PresidentAllHome Corp. has been informed that its President, Ms. Benjamarie Therese N. Serrano, has passed away on September 5, 2024. Ms. Serrano had been the President of the Company since 2019. The Company shall disclose in due course the election of a new President as her replacement.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ₱0.04 (vs ₱0.06 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.04 (down from ₱0.06 in 2Q 2023). Revenue: ₱2.86b (down 8.3% from 2Q 2023). Net income: ₱142.1m (down 38% from 2Q 2023). Profit margin: 5.0% (down from 7.4% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 54% per year, which means it is performing significantly worse than earnings.
공시 • Jun 28AllHome Corp. Announces Committee AppointmentsAllHome Corp. announced that organizational meeting of the Board of Directors held on June 28, 2024 the following directors were nominated and elected as members of the following committees of the Company: Nomination Committee: Manuel B. Villar Jr. – Chairman; Camille A. Villar – Member; Raul Juan N. Esteban (Independent Director) – Member. Compensation and Remuneration Committee: Manuel Paolo A. Villar – Chairman; Frances Rosalie T. Coloma – Member; Jessie D. Cabaluna (Independent Director) – Member. Audit Committee: Raul Juan N. Esteban (Independent Director) – Chairman; Jessie D. Cabaluna (Independent Director) – Member; Manuel Paolo A. Villar – Member. Corporate Governance Committee: Jessie D. Cabaluna (Independent Director) – Chairman; Raul Juan N. Esteban (Independent Director) – Member; Camille A. Villar – Member. Board Risk Oversight Committee: Jessie D. Cabaluna (Independent Director) – Chairman; Raul Juan N. Esteban (Independent Director) – Member; Benjamarie Therese N. Serrano – Member. Related Party Transaction Committee: Raul Juan N. Esteban (Independent Director) – Chairman; Jessie D. Cabaluna (Independent Director) – Member; Camille A. Villar – Member.
Major Estimate Revision • Jun 08Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₱12.3b to ₱11.6b. EPS estimate also fell from ₱0.234 per share to ₱0.20 per share. Net income forecast to shrink 17% next year vs 18% growth forecast for Specialty Retail industry in Philippines . Consensus price target down from ₱2.57 to ₱2.43. Share price rose 2.3% to ₱0.89 over the past week.
공시 • May 29AllHome Corp. Announces Executive ChangesDuring the Special Meeting of the Board of Directors of AllHome Corp. (the "Company") held on May 27, 2024, the Board accepted the resignation of Marianita N. Domingo as the Chief Operating Officer of the Company, due to Personal Reasons and elected Frances Rosalie T. Coloma as the new Chief Operating Officer, effective May 27, 2024. In the same meeting, the Board accepted the resignation of Joselito A. Rivamonte as the Chief Audit Executive of the Company due to Transfer to another company within the Villar Group and elected Vanessa L. Bauzon-Crisol as the new Chief Audit Executive of the Company, effective May 27, 2024.
New Risk • May 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.1% Last year net profit margin: 9.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. 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. Profit margins are more than 30% lower than last year (6.1% net profit margin). Market cap is less than US$100m (₱3.41b market cap, or US$59.1m).
공시 • May 09AllHome Corp., Annual General Meeting, Jun 28, 2024AllHome Corp., Annual General Meeting, Jun 28, 2024, at 10:00 Singapore Standard Time.
Reported Earnings • May 01Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₱0.21 (down from ₱0.25 in FY 2022). Revenue: ₱12.1b (down 4.0% from FY 2022). Net income: ₱797.3m (down 15% from FY 2022). Profit margin: 6.6% (down from 7.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 49% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Apr 24Now 24% overvaluedOver the last 90 days, the stock has fallen 17% to ₱0.94. The fair value is estimated to be ₱0.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.
Major Estimate Revision • Apr 05Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₱12.7b to ₱12.0b. EPS estimate also fell from ₱0.29 per share to ₱0.215 per share. Net income forecast to shrink 6.7% next year vs 17% growth forecast for Specialty Retail industry in Philippines . Consensus price target down from ₱2.80 to ₱2.57. Share price was steady at ₱0.98 over the past week.
Upcoming Dividend • Nov 22Upcoming dividend of ₱0.037 per share at 3.0% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Filipino dividend payers (5.7%). Higher than average of industry peers (2.3%).
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: ₱0.04 (vs ₱0.05 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.04 (down from ₱0.05 in 3Q 2022). Revenue: ₱2.74b (down 3.5% from 3Q 2022). Net income: ₱139.5m (down 21% from 3Q 2022). Profit margin: 5.1% (down from 6.2% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 46% per year, which means it is significantly lagging earnings.
공시 • Nov 16Allhome Corp. Announces Declaration of Cash Dividend, Payable on December 15, 2023AllHome Corp. at its meeting of the Board of Directors held on November 14, 2023, approved the declaration of PHP 0.0374 per share of cash dividends which shall be payable in cash to all its stockholders on the basis of outstanding stocks held by them. Record Date is November 30, 2023. Payment Date is December 15, 2023.
New Risk • Oct 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₱5.55b (US$97.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. 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. Market cap is less than US$100m (₱5.55b market cap, or US$97.5m).
Price Target Changed • Sep 18Price target decreased by 9.7% to ₱3.15Down from ₱3.49, the current price target is an average from 4 analysts. New target price is 97% above last closing price of ₱1.60. Stock is down 57% over the past year. The company is forecast to post earnings per share of ₱0.27 for next year compared to ₱0.25 last year.
Major Estimate Revision • Aug 22Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₱13.8b to ₱12.7b. EPS estimate also fell from ₱0.313 per share to ₱0.271 per share. Net income forecast to grow 4.1% next year vs 15% growth forecast for Specialty Retail industry in Philippines. Consensus price target broadly unchanged at ₱3.42. Share price fell 2.5% to ₱1.58 over the past week.
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ₱0.06 (vs ₱0.07 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.06 (down from ₱0.07 in 2Q 2022). Revenue: ₱3.12b (up 3.0% from 2Q 2022). Net income: ₱229.9m (down 8.1% from 2Q 2022). Profit margin: 7.4% (down from 8.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
공시 • Aug 15AllHome Corp. to Report Q2, 2023 Results on Aug 14, 2023AllHome Corp. announced that they will report Q2, 2023 results on Aug 14, 2023
공시 • Jun 24Allhome Corp. Appoints Mr. Esteban as Independent DirectorsAllHome Corp. in its Annual Stockholders' Meeting held on June 23, 2023 elected Mr. Esteban as independent directors.
Valuation Update With 7 Day Price Move • May 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₱1.60, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 13x in the Specialty Retail industry in Asia. Total loss to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₱0.84 per share.
Major Estimate Revision • May 30Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₱14.6b to ₱14.3b. EPS estimate also fell from ₱0.363 per share to ₱0.311 per share. Net income forecast to grow 7.9% next year vs 15% growth forecast for Specialty Retail industry in Philippines. Consensus price target down from ₱4.18 to ₱3.82. Share price fell 11% to ₱1.70 over the past week.
Price Target Changed • May 25Price target decreased by 8.6% to ₱3.82Down from ₱4.18, the current price target is an average from 5 analysts. New target price is 128% above last closing price of ₱1.68. Stock is down 69% over the past year. The company is forecast to post earnings per share of ₱0.28 for next year compared to ₱0.25 last year.
공시 • May 04AllHome Corp. Announces Demise of Laura Suarez Acuzar, Independent DirectorAllHome Corp. has been informed that one of its independent directors, Ms. Laura Suarez Acuzar, has passed away on April 29, 2023. Ms. Acuzar had been one of independent directors of the Company since 2019.
Reported Earnings • May 03Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₱0.25 (down from ₱0.39 in FY 2021). Revenue: ₱12.6b (down 12% from FY 2021). Net income: ₱933.8m (down 35% from FY 2021). Profit margin: 7.4% (down from 10% in FY 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 3.2%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₱2.71, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Specialty Retail industry in Asia. Total loss to shareholders of 73% over the past three years.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ₱3.22, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Specialty Retail industry in Asia. Total loss to shareholders of 66% over the past three years.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₱1.69, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 14x in the Specialty Retail industry in Asia. Total loss to shareholders of 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₱1.33 per share.
Valuation Update With 7 Day Price Move • Dec 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₱1.38, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 13x in the Specialty Retail industry in Asia. Total loss to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₱1.25 per share.
Upcoming Dividend • Dec 05Upcoming dividend of ₱0.077 per shareEligible shareholders must have bought the stock before 12 December 2022. Payment date: 29 December 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 4.6%. Lower than top quartile of Filipino dividend payers (5.6%). Higher than average of industry peers (2.3%).
공시 • Nov 30AllHome Corp. Declares Cash Dividends, Payable on December 29, 2022At the meeting of the Board of Directors of AllHome Corp. held on November 29, 2022 the Board approved the declaration of cash dividends which shall be payable in cash to all its stockholders on the basis of outstanding stocks heldby them. Date of Approval by November 29, 2022. Board of Directors Amount of Cash is PHP. 0.0770 Dividend Per Share. Record Date is December 15, 2022. Payment Date is December 29, 2022.
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to ₱1.85, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 13x in the Specialty Retail industry in Asia. Total loss to shareholders of 84% over the past three years.
Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: ₱0.05 (vs ₱0.09 in 3Q 2021)Third quarter 2022 results: EPS: ₱0.05 (down from ₱0.09 in 3Q 2021). Revenue: ₱2.84b (down 17% from 3Q 2021). Net income: ₱176.5m (down 47% from 3Q 2021). Profit margin: 6.2% (down from 9.8% in 3Q 2021). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Nov 16Price target decreased to ₱6.50Down from ₱8.74, the current price target is an average from 5 analysts. New target price is 160% above last closing price of ₱2.50. Stock is down 72% over the past year. The company is forecast to post earnings per share of ₱0.34 for next year compared to ₱0.39 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Laura Suarez Acuzar was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Nov 14AllHome Corp. to Report Nine Months, 2022 Results on Nov 14, 2022AllHome Corp. announced that they will report nine months, 2022 results on Nov 14, 2022
Buying Opportunity • Aug 24Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be ₱5.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has declined by 3.5%. Revenue is forecast to grow by 45% in 2 years. Earnings is forecast to grow by 118% in the next 2 years.
Price Target Changed • Aug 19Price target decreased to ₱7.75Down from ₱8.74, the current price target is an average from 3 analysts. New target price is 65% above last closing price of ₱4.69. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₱0.35 for next year compared to ₱0.39 last year.
Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: ₱0.07 (vs ₱0.08 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.07 (down from ₱0.08 in 2Q 2021). Revenue: ₱3.03b (down 3.4% from 2Q 2021). Net income: ₱250.0m (down 16% from 2Q 2021). Profit margin: 8.3% (down from 9.5% in 2Q 2021). Over the next year, revenue is forecast to grow 24%, compared to a 18% growth forecast for the Specialty Retail industry in Philippines.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱5.36, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Specialty Retail industry in Asia. Total loss to shareholders of 25% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₱5.79 per share.
Buying Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 39%. The fair value is estimated to be ₱5.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 42% in 2 years. Earnings is forecast to grow by 102% in the next 2 years.
공시 • Jun 25Allhome Corp. Approves the Election of Paul D. Estañero Compliance Officer and ControllerAllHome Corp. approved the election of Paul D. Estañero Compliance Officer and Controller, at its AGM held on June 24, 2022. Management Committee shall be composed of the following officers of the Company: Benjamarie Therese N. Serrano, Robirose M. Abbot, Mary Lee S. Sadiasa and Paul D. Estañero. In the same meeting, the following directors were nominated and elected as members of the following committees of theCompany: Nomination Committee: Manuel B. Villar Jr. - Chairman - Camille A. Villar - Member - Laura Suarez Acuzar (Independent Director) - Member. Compensation and Remuneration Committee: Manuel Paolo A. Villar - Chairman - Frances Rosalie T. Coloma - Member - Jessie D. Cabaluna (Independent Director) - Member. Audit Committee: Laura Suarez Acuzar (Independent Director) - Chairman - Jessie D. Cabaluna (Independent Director) - Member - Manuel Paolo A. Villar - Member. Corporate Governance Committee: Jessie D. Cabaluna (Independent Director) - Chairman - Laura Suarez Acuzar (Independent Director) - Member - Camille A. Villar - Member. Board Risk Oversight Committee: Jessie D. Cabaluna (Independent Director) - Chairman - Laura Suarez Acuzar (Independent Director) - Member - Benjamarie Therese N. Serrano - Member. Related Party Transaction Committee: Laura Suarez Acuzar (Independent Director) - Chairman - Jessie D. Cabaluna (Independent Director) - Member - Camille A. Villar - Member.
Price Target Changed • Jun 21Price target decreased to ₱8.88Down from ₱10.65, the current price target is an average from 3 analysts. New target price is 95% above last closing price of ₱4.55. Stock is down 43% over the past year. The company is forecast to post earnings per share of ₱0.38 for next year compared to ₱0.39 last year.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₱4.75, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Specialty Retail industry in Asia. Total loss to shareholders of 40% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₱7.85 per share.
Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to ₱5.90, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Specialty Retail industry in Asia. Total loss to shareholders of 19% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₱8.00 per share.
Buying Opportunity • May 18Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be ₱7.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 61% in 2 years. Earnings is forecast to grow by 137% in the next 2 years.
Reported Earnings • May 17First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: ₱0.01 loss per share (down from ₱0.092 profit in 1Q 2021). Revenue: ₱3.24b (down 9.8% from 1Q 2021). Net loss: ₱27.9m (down 108% from profit in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 31%, compared to a 18% growth forecast for the industry in Philippines.
공시 • May 12AllHome Corp. Announces Corporate Secretary ChangesThe special meeting of the board of directors of AllHome Corp. held on May 6, 2022, Atty. Arbin Omar P. Cariño was duly nominated and elected as Corporate Secretary of the company due to resignation of Atty. Jo Marie Lazaro-Lim. Mr. Cariño is the Corporate Secretary of All Bank Inc.
공시 • May 02AllHome Corp., Annual General Meeting, Jun 24, 2022AllHome Corp., Annual General Meeting, Jun 24, 2022, at 10:00 Singapore Standard Time.
Board Change • Apr 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Vice Chairman Camille Villar is the most experienced director on the board, commencing their role in 2019. Independent Director Laura Suarez Acuzar was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Apr 01Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ₱0.39 (up from ₱0.26 in FY 2020). Revenue: ₱14.3b (up 15% from FY 2020). Net income: ₱1.44b (up 46% from FY 2020). Profit margin: 10% (up from 8.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 200%. Over the next year, revenue is forecast to grow 24%, compared to a 18% growth forecast for the retail industry in Philippines.
공시 • Mar 31AllHome Corp. to Report Fiscal Year 2021 Results on Mar 30, 2022AllHome Corp. announced that they will report fiscal year 2021 results on Mar 30, 2022
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ₱0.09 (vs ₱0.08 in 3Q 2020)The company reported a mediocre third quarter result with weaker revenues, although profit margins were flat and earnings improved. Third quarter 2021 results: Revenue: ₱3.40b (down 2.0% from 3Q 2020). Net income: ₱331.7m (up 6.1% from 3Q 2020). Profit margin: 9.8% (in line with 3Q 2020).
Upcoming Dividend • Nov 17Upcoming dividend of ₱0.053 per shareEligible shareholders must have bought the stock before 24 November 2021. Payment date: 14 December 2021. Trailing yield: 0.6%. Lower than top quartile of Filipino dividend payers (4.0%). Lower than average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱10.10, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 16x in the Specialty Retail industry in Asia. Total returns to shareholders of 76% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₱12.34 per share.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ₱0.08 (vs ₱0.001 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₱3.13b (up 110% from 2Q 2020). Net income: ₱296.8m (up ₱291.3m from 2Q 2020). Profit margin: 9.5% (up from 0.4% in 2Q 2020). The increase in margin was driven by higher revenue.
Executive Departure • Jul 06Compliance Officer & Controller Maria Cristina Barao has left the companyOn the 25th of June, Maria Cristina Barao's tenure as Compliance Officer & Controller ended. We don't have any record of a personal shareholding under Maria Cristina's name. Maria Cristina 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.
Major Estimate Revision • May 31Consensus EPS estimates increase to ₱0.39The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ₱15.0b to ₱15.5b. EPS estimate increased from ₱0.34 to ₱0.39 per share. Net income forecast to grow 36% next year vs 28% growth forecast for Specialty Retail industry in Philippines. Consensus price target up from ₱10.68 to ₱10.90. Share price rose 5.2% to ₱7.68 over the past week.
Reported Earnings • May 18First quarter 2021 earnings released: EPS ₱0.09 (vs ₱0.072 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₱3.59b (up 6.7% from 1Q 2020). Net income: ₱344.2m (up 27% from 1Q 2020). Profit margin: 9.6% (up from 8.0% in 1Q 2020). The increase in margin was driven by higher revenue.
Major Estimate Revision • Apr 07Consensus EPS estimates fall to ₱0.37The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₱16.0b to ₱15.5b. EPS estimate also fell from ₱0.44 to ₱0.37. Net income forecast to grow 33% next year vs 31% growth forecast for Specialty Retail industry in Philippines. Consensus price target down from ₱11.40 to ₱10.68. Share price was steady at ₱8.08 over the past week.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS ₱0.26 (vs ₱0.39 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₱12.4b (up 2.9% from FY 2019). Net income: ₱987.7m (down 5.9% from FY 2019). Profit margin: 8.0% (down from 8.7% in FY 2019). The decrease in margin was driven by higher expenses. Like-for-like sales growth: 3.5% vs FY 2019
Is New 90 Day High Low • Feb 24New 90-day low: ₱8.00The company is down 1.0% from its price of ₱8.09 on 26 November 2020. The Filipino market is also down 1.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Specialty Retail industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱15.35 per share.
Is New 90 Day High Low • Dec 30New 90-day high: ₱9.15The company is up 59% from its price of ₱5.75 on 01 October 2020. The Filipino market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱16.49 per share.
Is New 90 Day High Low • Dec 10New 90-day high: ₱8.59The company is up 48% from its price of ₱5.82 on 11 September 2020. The Filipino market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱16.31 per share.
Major Estimate Revision • Dec 01Analysts update estimatesThe 2020 consensus revenue estimate increased from ₱9.99b to ₱12.0b. Earning per share (EPS) estimate was unchanged from the last update at ₱0.22. The Specialty Retail industry in Philippines is expected to see an average net income growth of 28% next year. The consensus price target increased from ₱9.87 to ₱11.33. Share price is up 5.8% to ₱8.52 over the past week.
Price Target Changed • Nov 26Price target raised to ₱12.00Up from ₱9.87, the current price target is an average from 3 analysts. The new target price is 49% above the current share price of ₱8.05. As of last close, the stock is down 30% over the past year.
Is New 90 Day High Low • Nov 16New 90-day high: ₱8.00The company is up 25% from its price of ₱6.39 on 18 August 2020. The Filipino market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱5.36 per share.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS ₱0.08The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues were improved. Third quarter 2020 results: Revenue: ₱3.47b (up 11% from 3Q 2019). Net income: ₱312.5m (flat on 3Q 2019). Profit margin: 9.0% (down from 10.0% in 3Q 2019). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 16% share price gain to ₱7.82, the stock is trading at a trailing P/E ratio of 40x, up from the previous P/E ratio of 34.5x. This compares to an average P/E of 17x in the Specialty Retail industry in Asia. Total return to shareholders over the past year is a loss of 31%.
Is New 90 Day High Low • Oct 25New 90-day high: ₱6.88The company is up 1.0% from its price of ₱6.83 on 27 July 2020. The Filipino market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱5.37 per share.
Is New 90 Day High Low • Oct 02New 90-day low: ₱5.73The company is down 20% from its price of ₱7.20 on 03 July 2020. The Filipino market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱5.14 per share.