View ValuationDometic Group 향후 성장Future 기준 점검 4/6Dometic Group (는) 각각 연간 35.5% 및 2.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 35.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.3% 로 예상됩니다.핵심 정보35.5%이익 성장률35.56%EPS 성장률Auto Components 이익 성장36.3%매출 성장률2.9%향후 자기자본이익률5.26%애널리스트 커버리지Good마지막 업데이트06 May 2026최근 향후 성장 업데이트분석 기사 • Apr 26Earnings Beat: Dometic Group AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsAs you might know, Dometic Group AB (publ) ( STO:DOM ) just kicked off its latest quarterly results with some very...Price Target Changed • Apr 15Price target decreased by 8.5% to kr46.50Down from kr50.80, the current price target is an average from 6 analysts. New target price is 54% above last closing price of kr30.12. Stock is down 7.5% over the past year. The company is forecast to post earnings per share of kr2.50 for next year compared to kr1.34 last year.분석 기사 • Oct 28Earnings Miss: Dometic Group AB (publ) Missed EPS By 42% And Analysts Are Revising Their ForecastsThe analysts might have been a bit too bullish on Dometic Group AB (publ) ( STO:DOM ), given that the company fell...분석 기사 • Jul 18Dometic Group AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowThe analysts might have been a bit too bullish on Dometic Group AB (publ) ( STO:DOM ), given that the company fell...Price Target Changed • Apr 28Price target decreased by 9.7% to kr53.00Down from kr58.71, the current price target is an average from 7 analysts. New target price is 53% above last closing price of kr34.72. Stock is down 56% over the past year. The company is forecast to post earnings per share of kr2.35 next year compared to a net loss per share of kr7.21 last year.Price Target Changed • Apr 12Price target decreased by 8.9% to kr61.57Down from kr67.57, the current price target is an average from 7 analysts. New target price is 89% above last closing price of kr32.56. Stock is down 62% over the past year. The company is forecast to post earnings per share of kr3.18 next year compared to a net loss per share of kr7.21 last year.모든 업데이트 보기Recent updates분석 기사 • Apr 26Earnings Beat: Dometic Group AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsAs you might know, Dometic Group AB (publ) ( STO:DOM ) just kicked off its latest quarterly results with some very...Reported Earnings • Apr 24First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: kr0.53 (down from kr0.57 in 1Q 2025). Revenue: kr5.24b (down 10% from 1Q 2025). Net income: kr170.0m (down 6.1% from 1Q 2025). Profit margin: 3.2% (up from 3.1% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.1%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.공시 • Apr 23Dometic Group AB (publ) to Report Fiscal Year 2026 Results on Jan 28, 2027Dometic Group AB (publ) announced that they will report fiscal year 2026 results on Jan 28, 2027새로운 내러티브 • Apr 19Restructuring Savings And Aftermarket Mix Will Support Steady Margins And Fair Value AheadCatalysts About Dometic Group Dometic Group supplies products and solutions for mobile living across land vehicles, marine, mobile cooling and related aftermarket and service channels. What are the underlying business or industry changes driving this perspective?Price Target Changed • Apr 15Price target decreased by 8.5% to kr46.50Down from kr50.80, the current price target is an average from 6 analysts. New target price is 54% above last closing price of kr30.12. Stock is down 7.5% over the past year. The company is forecast to post earnings per share of kr2.50 for next year compared to kr1.34 last year.공시 • Apr 15Dometic Group AB (Publ) Announces Board of Directors ElectionsDometic Group AB (publ) at the annual shareholders' meeting held on April 14, 2026, approved to elect Tomas Bergendahl and Marcus Hedblom as elected as members of the board of directors for the period up to the end of the 2027 annual shareholders' meeting.새로운 내러티브 • Apr 04Restructuring And Aftermarket Shift Will Reshape Earnings Power Over The Next CycleCatalysts About Dometic Group Dometic Group supplies products and solutions for mobile living across land vehicles, marine, mobile cooling and related aftermarket and service channels. What are the underlying business or industry changes driving this perspective?공시 • Mar 28Dometic Group Appoints Per Carlsson as Acting Chief Financial Officer, Effective April 7, 2026Dometic Group AB (publ) has appointed Per Carlsson as Acting Chief Financial Officer (CFO), effective as of April 7, 2026. He will be based in Stockholm and will report to Juan Vargues, President and CEO. Per Carlsson has extensive experience in leading finance functions in global, decentralized organizations and has previously held CFO roles at companies such as Electrolux, Dometic and Camfil.Per Carlsson succeeds Stefan Fristedt, who has previously announced his intention to leave the company.Reported Earnings • Mar 23Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: kr1.34 (up from kr7.21 loss in FY 2024). Revenue: kr21.0b (down 14% from FY 2024). Net income: kr428.0m (up kr2.73b from FY 2024). Profit margin: 2.0% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 36%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to kr26.80, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Auto Components industry in Europe. Total loss to shareholders of 48% over the past three years.분석 기사 • Feb 05Dometic Group (STO:DOM) Is Paying Out Less In Dividends Than Last YearDometic Group AB (publ)'s ( STO:DOM ) dividend is being reduced from last year's payment covering the same period to...새로운 내러티브 • Feb 01Restructuring And Aftermarket Shift Will Support Long Term Earnings RecoveryCatalysts About Dometic Group Dometic Group supplies equipment and solutions for mobile living across land vehicles, marine, mobile cooling and related aftermarket services. What are the underlying business or industry changes driving this perspective?Declared Dividend • Jan 30Dividend reduced to kr0.50Dividend of kr0.50 is 62% lower than last year. Ex-date: 15th April 2026 Payment date: 21st April 2026 Dividend yield will be 1.3%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (13% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments.Reported Earnings • Jan 29Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: kr1.34 (up from kr7.21 loss in FY 2024). Revenue: kr21.0b (down 14% from FY 2024). Net income: kr428.0m (up kr2.73b from FY 2024). Profit margin: 2.0% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 36%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, while revenues in the Auto Components industry in Europe are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.공시 • Jan 28Dometic Group AB (Publ) Proposes A Dividend for 2025, Payable in April and October, RespectivelyBoard of Directors of Dometic Group AB (publ) proposed a dividend of SEK 1.00 (1.30) per share for 2025, which is to be paid in two installments, SEK 0.50 in April and SEK 0.50 in October. The proposed dividend corresponds to a pay-out ratio of 40%, in line with the Group's policy.공시 • Dec 23Dometic Group AB (publ), Annual General Meeting, Apr 14, 2026Dometic Group AB (publ), Annual General Meeting, Apr 14, 2026.공시 • Dec 22+ 3 more updatesDometic Group AB (publ) to Report Q1, 2026 Results on Apr 23, 2026Dometic Group AB (publ) announced that they will report Q1, 2026 results on Apr 23, 2026분석 기사 • Dec 12Are Investors Undervaluing Dometic Group AB (publ) (STO:DOM) By 47%?Key Insights Dometic Group's estimated fair value is kr88.96 based on 2 Stage Free Cash Flow to Equity Dometic Group is...분석 기사 • Nov 21Market Cool On Dometic Group AB (publ)'s (STO:DOM) Revenues Pushing Shares 27% LowerTo the annoyance of some shareholders, Dometic Group AB (publ) ( STO:DOM ) shares are down a considerable 27% in the...공시 • Nov 01Dometic Announces Departure of Stefan Fristedt as Chief Financial Officer, Effective At the End of April 2026Dometic Group AB (publ) announce that Stefan Fristedt, Chief Financial Officer, has decided to leave Dometic Group for another position outside the company. To ensure a smooth transition he will be leaving at the end of April 2026 and the process to find his successor has been initiated. During his time as CFO of Dometic, Stefan Fristedt has been instrumental in driving several strategic initiatives and guiding the company through important phases of growth and transformation.분석 기사 • Oct 28Earnings Miss: Dometic Group AB (publ) Missed EPS By 42% And Analysts Are Revising Their ForecastsThe analysts might have been a bit too bullish on Dometic Group AB (publ) ( STO:DOM ), given that the company fell...New Risk • Oct 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risk Paying a dividend despite being loss-making.Reported Earnings • Oct 24Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: kr0.35 (up from kr6.01 loss in 3Q 2024). Revenue: kr4.89b (down 14% from 3Q 2024). Net income: kr113.0m (up kr2.03b from 3Q 2024). Profit margin: 2.3% (up from net loss in 3Q 2024). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 42%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, while revenues in the Auto Components industry in Europe are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.분석 기사 • Jul 18Dometic Group AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowThe analysts might have been a bit too bullish on Dometic Group AB (publ) ( STO:DOM ), given that the company fell...분석 기사 • Jul 16Subdued Growth No Barrier To Dometic Group AB (publ) (STO:DOM) With Shares Advancing 33%Despite an already strong run, Dometic Group AB (publ) ( STO:DOM ) shares have been powering on, with a gain of 33% in...분석 기사 • Jun 27Dometic Group (STO:DOM) Has Debt But No Earnings; Should You Worry?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • Jun 04Dometic Introduces ReconDometic introduced Recon -- a smarter, stackable, modular cooling system designed around real people, vehicles, and adventures to make outdoor setup lighter, colder, and way more dialed in. Recon isn't just another box. It's a system. A rethink. A way to pack smarter, ditch the dead weight, and turn every trip -- from roadside pit stops to multi-day missions -- into an easier, colder ride. Built as a System. Not Just a Box. Most coolers are one-offs. Recon's a system. Hard and soft coolers--plus a full line of accessories--engineered to lock in, stack up, and scale with trip. Every piece fits. Every part pulls its weight. Engineered to stay cold for up to 8 days. Injection-molded and welded for strength--up to 30% lighter than rotomolded; More cans per inch of space; Secure stacking and tie-downs that don't block access; Lid opens both ways -- or pops off completely; And a system that grows with adventures. Recon Hard Coolers: Go lighter, chill longer, and fit where others don't. Injection-molded for strength without the bulk. Need water on demand Add a spigot or faucet cap and turn small cooler into a hydration hub. Three sizes. Zero dead space. 16L Small, 41L Medium, 69L Large. Pick basecamp; Injection-molded construction with up to two inches of performance insulation; Removable lid, with non-skid TPR, opens from either side for easy access; Insulated drain plug attaches above the drain with a magnet; Non-skid feet nest into other Recon lids for secure stacking; Lightweight, flip-down handles with comfortable soft-touch grip; Durable die-cast metal latch catchers double as a bottle opener; Space-efficient lock and tie-down points. Soft Coolers (Recon ZL Series): Lighter, tough, and way more flexible than average softside. 25mm FrostCore insulation locks in the chill. A dual-hinge lid, without zippers, opens with one hand, while magnetic handles and straps carry with ease.Price Target Changed • Apr 28Price target decreased by 9.7% to kr53.00Down from kr58.71, the current price target is an average from 7 analysts. New target price is 53% above last closing price of kr34.72. Stock is down 56% over the past year. The company is forecast to post earnings per share of kr2.35 next year compared to a net loss per share of kr7.21 last year.Reported Earnings • Apr 25First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: kr0.57 (down from kr0.85 in 1Q 2024). Revenue: kr5.83b (down 11% from 1Q 2024). Net income: kr181.0m (down 34% from 1Q 2024). Profit margin: 3.1% (down from 4.2% in 1Q 2024). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 6.6%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.공시 • Apr 15Dometic Group AB (Publ) Approves Dividend, Payable on April 24, 2025Dometic Group AB (publ) announced that at its AGM held on April 15, 2025, resolved on a dividend to the shareholders of SEK 1.30 per share. It was further resolved that the record date for the dividend should be April 17, 2025, which means that the dividend is expected to be distributed by Euroclear Sweden AB on April 24, 2025.Price Target Changed • Apr 12Price target decreased by 8.9% to kr61.57Down from kr67.57, the current price target is an average from 7 analysts. New target price is 89% above last closing price of kr32.56. Stock is down 62% over the past year. The company is forecast to post earnings per share of kr3.18 next year compared to a net loss per share of kr7.21 last year.Upcoming Dividend • Apr 09Upcoming dividend of kr1.30 per shareEligible shareholders must have bought the stock before 16 April 2025. Payment date: 24 April 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.1%. Lower than top quartile of Swedish dividend payers (4.5%). In line with average of industry peers (4.3%).분석 기사 • Apr 09Dometic Group's (STO:DOM) Shareholders Will Receive A Smaller Dividend Than Last YearDometic Group AB (publ) ( STO:DOM ) is reducing its dividend from last year's comparable payment to SEK1.30 on the 24th...분석 기사 • Apr 08Why We're Not Concerned Yet About Dometic Group AB (publ)'s (STO:DOM) 28% Share Price PlungeThe Dometic Group AB (publ) ( STO:DOM ) share price has fared very poorly over the last month, falling by a substantial...분석 기사 • Mar 26Dometic Group's (STO:DOM) Dividend Will Be Reduced To SEK1.30Dometic Group AB (publ)'s ( STO:DOM ) dividend is being reduced from last year's payment covering the same period to...Reported Earnings • Mar 24Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: kr7.21 loss per share (down from kr4.17 profit in FY 2023). Revenue: kr24.6b (down 11% from FY 2023). Net loss: kr2.30b (down 273% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.공시 • Mar 22+ 2 more updatesDometic Group AB (publ) to Report Q3, 2025 Results on Oct 23, 2025Dometic Group AB (publ) announced that they will report Q3, 2025 results on Oct 23, 2025Recent Insider Transactions • Mar 20Chief Financial Officer recently bought kr7.9m worth of stockOn the 17th of March, Stefan Fristedt bought around 171k shares on-market at roughly kr46.47 per share. This transaction increased Stefan's direct individual holding by 13x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Stefan's only on-market trade for the last 12 months.분석 기사 • Mar 11Dometic Group's (STO:DOM) Dividend Will Be Reduced To SEK1.30Dometic Group AB (publ) ( STO:DOM ) is reducing its dividend from last year's comparable payment to SEK1.30 on the 24th...분석 기사 • Mar 04These 4 Measures Indicate That Dometic Group (STO:DOM) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Declared Dividend • Feb 01Dividend reduced to kr1.30Dividend of kr1.30 is 32% lower than last year. Ex-date: 16th April 2025 Payment date: 24th April 2025 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (12% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments.Reported Earnings • Jan 30Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: kr7.21 loss per share (down from kr4.17 profit in FY 2023). Revenue: kr24.6b (down 11% from FY 2023). Net loss: kr2.30b (down 273% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.공시 • Jan 30Dometic Group AB (publ), Annual General Meeting, Apr 15, 2025Dometic Group AB (publ), Annual General Meeting, Apr 15, 2025. Location: stockholm. Sweden공시 • Jan 29Dometic Group AB (publ) Proposes Dividend for 2024The Board of Directors of Dometic Group AB (publ) proposed a dividend of SEK 1.30 per share for 2024 against SEK 1.90 per share a year ago, corresponding to 40% of Adjusted earnings per share.Recent Insider Transactions • Dec 18Independent Chairman recently bought kr2.0m worth of stockOn the 13th of December, Ulf Cappelen bought around 37k shares on-market at roughly kr54.97 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Ulf has been a buyer over the last 12 months, purchasing a net total of kr10m worth in shares.Recent Insider Transactions • Nov 22Independent Chairman recently bought kr1.5m worth of stockOn the 20th of November, Ulf Cappelen bought around 28k shares on-market at roughly kr52.41 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth kr2.0m. Ulf has been a buyer over the last 12 months, purchasing a net total of kr5.5m worth in shares.Recent Insider Transactions • Nov 06Independent Chairman recently bought kr2.0m worth of stockOn the 4th of November, Ulf Cappelen bought around 34k shares on-market at roughly kr58.31 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Ulf has been a buyer over the last 12 months, purchasing a net total of kr4.0m worth in shares.Price Target Changed • Oct 29Price target decreased by 8.0% to kr76.83Down from kr83.50, the current price target is an average from 6 analysts. New target price is 30% above last closing price of kr58.95. Stock is down 14% over the past year. The company is forecast to post a net loss per share of kr4.08 compared to earnings per share of kr4.17 last year.Recent Insider Transactions • Oct 28President & CEO recently bought kr963k worth of stockOn the 24th of October, Juan Vargues bought around 16k shares on-market at roughly kr58.70 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr994k. Juan has been a buyer over the last 12 months, purchasing a net total of kr2.0m worth in shares.분석 기사 • Oct 26Dometic Group AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowDometic Group AB (publ) ( STO:DOM ) shareholders are probably feeling a little disappointed, since its shares fell 4.8...Reported Earnings • Oct 24Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: kr6.01 loss per share (down from kr1.29 profit in 3Q 2023). Revenue: kr5.65b (down 17% from 3Q 2023). Net loss: kr1.92b (down kr2.33b from profit in 3Q 2023). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.공시 • Oct 18Dometic Group AB (publ) to Perform Non-Cash Goodwill Impairment for the Third Quarter 2024Dometic Group AB (publ) to perform non-cash goodwill impairment for the third quarter 2024. For the quarter, company will perform a non-cash goodwill impairment of SEK 2.0 billion, negatively impacting the operating profit (EBIT) for segment Land Vehicles Americas in the third quarter 2024.공시 • Sep 27Dometic Group AB (publ) to Report Q4, 2024 Results on Jan 29, 2025Dometic Group AB (publ) announced that they will report Q4, 2024 results at 8:00 AM, Central European Standard Time on Jan 29, 2025Recent Insider Transactions • Sep 23Independent Chairman recently bought kr994k worth of stockOn the 17th of September, Ulf Cappelen bought around 18k shares on-market at roughly kr56.18 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Ulf has been a buyer over the last 12 months, purchasing a net total of kr2.0m worth in shares.Price Target Changed • Sep 18Price target decreased by 9.2% to kr82.14Down from kr90.43, the current price target is an average from 7 analysts. New target price is 46% above last closing price of kr56.20. Stock is down 19% over the past year. The company is forecast to post earnings per share of kr3.21 for next year compared to kr4.17 last year.Major Estimate Revision • Sep 18Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr26.0b to kr25.3b. EPS estimate also fell from kr3.99 per share to kr3.21 per share. Net income forecast to grow 17% next year vs 30% growth forecast for Auto Components industry in Sweden. Consensus price target of kr82.14 unchanged from last update. Share price fell 9.5% to kr56.20 over the past week.분석 기사 • Jul 21Earnings Miss: Dometic Group AB (publ) Missed EPS By 14% And Analysts Are Revising Their ForecastsIt's been a good week for Dometic Group AB (publ) ( STO:DOM ) shareholders, because the company has just released its...Reported Earnings • Jul 19Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: kr1.39 (down from kr1.67 in 2Q 2023). Revenue: kr7.66b (down 8.0% from 2Q 2023). Net income: kr443.0m (down 17% from 2Q 2023). Profit margin: 5.8% (down from 6.4% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • Jul 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr26.4b to kr25.9b. EPS estimate also fell from kr4.42 per share to kr3.86 per share. Net income forecast to grow 10% next year vs 15% growth forecast for Auto Components industry in Sweden. Consensus price target broadly unchanged at kr90.71. Share price rose 6.1% to kr74.30 over the past week.분석 기사 • May 24Investors Aren't Entirely Convinced By Dometic Group AB (publ)'s (STO:DOM) EarningsWhen close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") above 24x, you may consider...Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Patrik Frisk was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Apr 26President & CEO recently bought kr1.0m worth of stockOn the 24th of April, Juan Vargues bought around 13k shares on-market at roughly kr78.00 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr1.3m. Juan has been a buyer over the last 12 months, purchasing a net total of kr1.7m worth in shares.분석 기사 • Apr 22Dometic Group AB (publ) Just Missed EPS By 17%: Here's What Analysts Think Will Happen NextShareholders might have noticed that Dometic Group AB (publ) ( STO:DOM ) filed its first-quarter result this time last...Reported Earnings • Apr 19First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: kr0.85 (down from kr1.05 in 1Q 2023). Revenue: kr6.53b (down 11% from 1Q 2023). Net income: kr273.0m (down 18% from 1Q 2023). Profit margin: 4.2% (down from 4.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.공시 • Apr 11Dometic Group AB (publ) Approves Dividend, Payable on April 18, 2024Dometic Group AB (publ) announced that at its AGM held on April 11, 2024, the annual shareholders' meeting resolved on a dividend to the shareholders of SEK 1.90 per share. It was further resolved that the record date for the dividend should be April 15, 2024, which means that the dividend is expected to be distributed by Euroclear Sweden AB on April 18, 2024.분석 기사 • Apr 06Dometic Group (STO:DOM) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Apr 05Upcoming dividend of kr1.90 per shareEligible shareholders must have bought the stock before 12 April 2024. Payment date: 18 April 2024. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Swedish dividend payers (4.1%). Lower than average of industry peers (3.4%).Reported Earnings • Mar 21Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: kr4.17 (down from kr5.58 in FY 2022). Revenue: kr27.8b (down 6.7% from FY 2022). Net income: kr1.33b (down 25% from FY 2022). Profit margin: 4.8% (down from 6.0% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 2.7%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Mar 18Executive VP & Group General Counsel recently bought kr241k worth of stockOn the 14th of March, Anna Smieszek bought around 3k shares on-market at roughly kr78.30 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr2.7m more in shares than they have sold in the last 12 months.분석 기사 • Mar 08Dometic Group (STO:DOM) Has Announced That It Will Be Increasing Its Dividend To SEK1.90Dometic Group AB (publ) ( STO:DOM ) will increase its dividend from last year's comparable payment on the 18th of April...공시 • Mar 07Dometic Group AB (Publ) Proposes Dividend, Payable on April 18, 2024Dometic Group AB (publ) at its annual shareholders meeting to be held on April 11, 2024, The board of directors proposed that the annual shareholders' meeting resolves on a dividend of SEK 1.90 per share. The record date for the right to receive dividend is proposed to be April 15, 2024. Subject to resolution by the annual shareholders' meeting in accordance with this proposal, dividend is expected to be distributed by Euroclear Sweden AB on April 18, 2024.분석 기사 • Feb 22Dometic Group (STO:DOM) Is Increasing Its Dividend To SEK1.90Dometic Group AB (publ) ( STO:DOM ) has announced that it will be increasing its dividend from last year's comparable...분석 기사 • Feb 04Dometic Group AB (publ) (STO:DOM) Just Released Its Annual Results And Analysts Are Updating Their EstimatesShareholders might have noticed that Dometic Group AB (publ) ( STO:DOM ) filed its annual result this time last week...Declared Dividend • Feb 02Dividend increased to kr1.90Dividend of kr1.90 is 46% higher than last year. Ex-date: 12th April 2024 Payment date: 18th April 2024 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 01Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: kr4.17 (down from kr5.58 in FY 2022). Revenue: kr27.8b (down 6.7% from FY 2022). Net income: kr1.33b (down 25% from FY 2022). Profit margin: 4.8% (down from 6.0% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 2.7%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.공시 • Jan 31Dometic Group AB (Publ) Proposes Dividend for the Year 2023The Board of Directors of Dometic Group AB (publ) proposed a dividend of SEK 1.90 per share for 2023 compared to SEK 1.30 per share paid a year ago, corresponding to a payout ratio of 46%.공시 • Jan 30+ 3 more updatesDometic Group AB (publ) to Report Q2, 2024 Results on Jul 18, 2024Dometic Group AB (publ) announced that they will report Q2, 2024 results at 8:00 AM, Central European Standard Time on Jul 18, 2024분석 기사 • Jan 19Estimating The Intrinsic Value Of Dometic Group AB (publ) (STO:DOM)Key Insights Using the 2 Stage Free Cash Flow to Equity, Dometic Group fair value estimate is kr94.28 With kr83.48...공시 • Jan 02Dometic Group AB (publ) to Report Q4, 2023 Results on Jan 31, 2024Dometic Group AB (publ) announced that they will report Q4, 2023 results on Jan 31, 2024분석 기사 • Nov 08We Think Dometic Group (STO:DOM) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Recent Insider Transactions • Oct 30President & CEO recently bought kr748k worth of stockOn the 27th of October, Juan Vargues bought around 12k shares on-market at roughly kr64.50 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Juan has been a buyer over the last 12 months, purchasing a net total of kr2.0m worth in shares.Reported Earnings • Oct 27Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: kr1.29 (down from kr1.37 in 3Q 2022). Revenue: kr6.83b (down 9.8% from 3Q 2022). Net income: kr412.0m (down 5.5% from 3Q 2022). Profit margin: 6.0% (up from 5.8% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) exceeded analyst estimates by 1.2%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.분석 기사 • Oct 21Should You Think About Buying Dometic Group AB (publ) (STO:DOM) Now?Dometic Group AB (publ) ( STO:DOM ), might not be a large cap stock, but it received a lot of attention from a...분석 기사 • Oct 03Are Investors Undervaluing Dometic Group AB (publ) (STO:DOM) By 32%?Key Insights Dometic Group's estimated fair value is kr101 based on 2 Stage Free Cash Flow to Equity Dometic Group is...분석 기사 • Aug 04Is Dometic Group (STO:DOM) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Jul 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.5% Last year net profit margin: 7.4% 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: Major Risk Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Minor Risk Profit margins are more than 30% lower than last year (4.5% net profit margin).Reported Earnings • Jul 19Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: kr1.67 (down from kr2.59 in 2Q 2022). Revenue: kr8.33b (down 2.0% from 2Q 2022). Net income: kr534.0m (down 35% from 2Q 2022). Profit margin: 6.4% (down from 9.7% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.7%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.분석 기사 • Jul 19Is Dometic Group AB (publ) (STO:DOM) Potentially Undervalued?Dometic Group AB (publ) ( STO:DOM ), is not the largest company out there, but it led the OM gainers with a relatively...분석 기사 • Jul 04Dometic Group AB (publ)'s (STO:DOM) Intrinsic Value Is Potentially 51% Above Its Share PriceKey Insights The projected fair value for Dometic Group is kr109 based on 2 Stage Free Cash Flow to Equity Dometic...Recent Insider Transactions • Jun 11Insider recently sold kr1.0m worth of stockOn the 7th of June, Henrik Fagrenius sold around 15k shares on-market at roughly kr67.77 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr6.6m more than they sold in the last 12 months.이익 및 매출 성장 예측OM:DOM - 애널리스트 향후 추정치 및 과거 재무 데이터 (SEK Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202822,1411,3461,9952,378612/31/202721,3301,1521,9172,133612/31/202620,3728231,6261,87963/31/202620,4514172,6612,990N/A12/31/202521,0424282,4772,839N/A9/30/202521,769-4562,8773,288N/A6/30/202522,531-2,4903,0813,504N/A3/31/202523,923-2,3953,2693,692N/A12/31/202424,620-2,3033,4903,869N/A9/30/202425,162-1,1542,9633,501N/A6/30/202426,3451,1803,8804,427N/A3/31/202427,0131,2714,1744,758N/A12/31/202327,7751,3324,2264,854N/A9/30/202328,6211,3084,8355,407N/A6/30/202329,3661,3313,5084,104N/A3/31/202329,5351,6241,9042,492N/A12/31/202229,7641,7841,2761,869N/A9/30/202229,1331,9539891,515N/A6/30/202227,1041,9976161,098N/A3/31/202224,1761,7309131,360N/A12/31/202121,5161,7267401,153N/A9/30/202120,1881,3709311,265N/A6/30/202119,1081,1711,6131,902N/A3/31/202116,8667371,0891,342N/A12/31/202016,2074511,8142,060N/A9/30/202015,9126582,0202,304N/A6/30/202016,0517492,2962,598N/A3/31/202018,0521,1853,2643,613N/A12/31/201918,5031,325N/A3,553N/A9/30/201918,6541,414N/A3,548N/A6/30/201918,5501,478N/A3,190N/A3/31/201918,4821,545N/A2,804N/A12/31/201818,2741,576N/A2,725N/A9/30/201817,4571,717N/A2,393N/A6/30/201816,3541,729N/A2,192N/A3/31/201815,0431,574N/A1,858N/A12/31/201714,0441,495N/A1,928N/A9/30/201713,5771,521N/A1,743N/A6/30/201713,3211,384N/A1,593N/A3/31/201712,8321,363N/A1,512N/A12/31/201612,3881,362N/A1,414N/A9/30/201612,1261,620N/A1,675N/A6/30/201611,8691,421N/A1,509N/A3/31/201611,6101,166N/A1,378N/A12/31/201511,4861,032N/A1,541N/A9/30/201511,169140N/A1,251N/A6/30/201510,432-27N/A1,247N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: DOM 의 연간 예상 수익 증가율(35.5%)이 saving rate(2%)보다 높습니다.수익 vs 시장: DOM 의 연간 수익(35.5%)이 Swedish 시장(8.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: DOM 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: DOM 의 수익(연간 2.9%)이 Swedish 시장(연간 0.02%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: DOM 의 수익(연간 2.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: DOM의 자본 수익률은 3년 후 5.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YAutomobiles 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 09:11종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Dometic Group AB (publ)는 14명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullABG Sundal CollierAnna PatriceBerenbergTrion ReidBerenberg11명의 분석가 더 보기
분석 기사 • Apr 26Earnings Beat: Dometic Group AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsAs you might know, Dometic Group AB (publ) ( STO:DOM ) just kicked off its latest quarterly results with some very...
Price Target Changed • Apr 15Price target decreased by 8.5% to kr46.50Down from kr50.80, the current price target is an average from 6 analysts. New target price is 54% above last closing price of kr30.12. Stock is down 7.5% over the past year. The company is forecast to post earnings per share of kr2.50 for next year compared to kr1.34 last year.
분석 기사 • Oct 28Earnings Miss: Dometic Group AB (publ) Missed EPS By 42% And Analysts Are Revising Their ForecastsThe analysts might have been a bit too bullish on Dometic Group AB (publ) ( STO:DOM ), given that the company fell...
분석 기사 • Jul 18Dometic Group AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowThe analysts might have been a bit too bullish on Dometic Group AB (publ) ( STO:DOM ), given that the company fell...
Price Target Changed • Apr 28Price target decreased by 9.7% to kr53.00Down from kr58.71, the current price target is an average from 7 analysts. New target price is 53% above last closing price of kr34.72. Stock is down 56% over the past year. The company is forecast to post earnings per share of kr2.35 next year compared to a net loss per share of kr7.21 last year.
Price Target Changed • Apr 12Price target decreased by 8.9% to kr61.57Down from kr67.57, the current price target is an average from 7 analysts. New target price is 89% above last closing price of kr32.56. Stock is down 62% over the past year. The company is forecast to post earnings per share of kr3.18 next year compared to a net loss per share of kr7.21 last year.
분석 기사 • Apr 26Earnings Beat: Dometic Group AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsAs you might know, Dometic Group AB (publ) ( STO:DOM ) just kicked off its latest quarterly results with some very...
Reported Earnings • Apr 24First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: kr0.53 (down from kr0.57 in 1Q 2025). Revenue: kr5.24b (down 10% from 1Q 2025). Net income: kr170.0m (down 6.1% from 1Q 2025). Profit margin: 3.2% (up from 3.1% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.1%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
공시 • Apr 23Dometic Group AB (publ) to Report Fiscal Year 2026 Results on Jan 28, 2027Dometic Group AB (publ) announced that they will report fiscal year 2026 results on Jan 28, 2027
새로운 내러티브 • Apr 19Restructuring Savings And Aftermarket Mix Will Support Steady Margins And Fair Value AheadCatalysts About Dometic Group Dometic Group supplies products and solutions for mobile living across land vehicles, marine, mobile cooling and related aftermarket and service channels. What are the underlying business or industry changes driving this perspective?
Price Target Changed • Apr 15Price target decreased by 8.5% to kr46.50Down from kr50.80, the current price target is an average from 6 analysts. New target price is 54% above last closing price of kr30.12. Stock is down 7.5% over the past year. The company is forecast to post earnings per share of kr2.50 for next year compared to kr1.34 last year.
공시 • Apr 15Dometic Group AB (Publ) Announces Board of Directors ElectionsDometic Group AB (publ) at the annual shareholders' meeting held on April 14, 2026, approved to elect Tomas Bergendahl and Marcus Hedblom as elected as members of the board of directors for the period up to the end of the 2027 annual shareholders' meeting.
새로운 내러티브 • Apr 04Restructuring And Aftermarket Shift Will Reshape Earnings Power Over The Next CycleCatalysts About Dometic Group Dometic Group supplies products and solutions for mobile living across land vehicles, marine, mobile cooling and related aftermarket and service channels. What are the underlying business or industry changes driving this perspective?
공시 • Mar 28Dometic Group Appoints Per Carlsson as Acting Chief Financial Officer, Effective April 7, 2026Dometic Group AB (publ) has appointed Per Carlsson as Acting Chief Financial Officer (CFO), effective as of April 7, 2026. He will be based in Stockholm and will report to Juan Vargues, President and CEO. Per Carlsson has extensive experience in leading finance functions in global, decentralized organizations and has previously held CFO roles at companies such as Electrolux, Dometic and Camfil.Per Carlsson succeeds Stefan Fristedt, who has previously announced his intention to leave the company.
Reported Earnings • Mar 23Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: kr1.34 (up from kr7.21 loss in FY 2024). Revenue: kr21.0b (down 14% from FY 2024). Net income: kr428.0m (up kr2.73b from FY 2024). Profit margin: 2.0% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 36%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to kr26.80, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Auto Components industry in Europe. Total loss to shareholders of 48% over the past three years.
분석 기사 • Feb 05Dometic Group (STO:DOM) Is Paying Out Less In Dividends Than Last YearDometic Group AB (publ)'s ( STO:DOM ) dividend is being reduced from last year's payment covering the same period to...
새로운 내러티브 • Feb 01Restructuring And Aftermarket Shift Will Support Long Term Earnings RecoveryCatalysts About Dometic Group Dometic Group supplies equipment and solutions for mobile living across land vehicles, marine, mobile cooling and related aftermarket services. What are the underlying business or industry changes driving this perspective?
Declared Dividend • Jan 30Dividend reduced to kr0.50Dividend of kr0.50 is 62% lower than last year. Ex-date: 15th April 2026 Payment date: 21st April 2026 Dividend yield will be 1.3%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (13% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments.
Reported Earnings • Jan 29Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: kr1.34 (up from kr7.21 loss in FY 2024). Revenue: kr21.0b (down 14% from FY 2024). Net income: kr428.0m (up kr2.73b from FY 2024). Profit margin: 2.0% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 36%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, while revenues in the Auto Components industry in Europe are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
공시 • Jan 28Dometic Group AB (Publ) Proposes A Dividend for 2025, Payable in April and October, RespectivelyBoard of Directors of Dometic Group AB (publ) proposed a dividend of SEK 1.00 (1.30) per share for 2025, which is to be paid in two installments, SEK 0.50 in April and SEK 0.50 in October. The proposed dividend corresponds to a pay-out ratio of 40%, in line with the Group's policy.
공시 • Dec 23Dometic Group AB (publ), Annual General Meeting, Apr 14, 2026Dometic Group AB (publ), Annual General Meeting, Apr 14, 2026.
공시 • Dec 22+ 3 more updatesDometic Group AB (publ) to Report Q1, 2026 Results on Apr 23, 2026Dometic Group AB (publ) announced that they will report Q1, 2026 results on Apr 23, 2026
분석 기사 • Dec 12Are Investors Undervaluing Dometic Group AB (publ) (STO:DOM) By 47%?Key Insights Dometic Group's estimated fair value is kr88.96 based on 2 Stage Free Cash Flow to Equity Dometic Group is...
분석 기사 • Nov 21Market Cool On Dometic Group AB (publ)'s (STO:DOM) Revenues Pushing Shares 27% LowerTo the annoyance of some shareholders, Dometic Group AB (publ) ( STO:DOM ) shares are down a considerable 27% in the...
공시 • Nov 01Dometic Announces Departure of Stefan Fristedt as Chief Financial Officer, Effective At the End of April 2026Dometic Group AB (publ) announce that Stefan Fristedt, Chief Financial Officer, has decided to leave Dometic Group for another position outside the company. To ensure a smooth transition he will be leaving at the end of April 2026 and the process to find his successor has been initiated. During his time as CFO of Dometic, Stefan Fristedt has been instrumental in driving several strategic initiatives and guiding the company through important phases of growth and transformation.
분석 기사 • Oct 28Earnings Miss: Dometic Group AB (publ) Missed EPS By 42% And Analysts Are Revising Their ForecastsThe analysts might have been a bit too bullish on Dometic Group AB (publ) ( STO:DOM ), given that the company fell...
New Risk • Oct 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risk Paying a dividend despite being loss-making.
Reported Earnings • Oct 24Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: kr0.35 (up from kr6.01 loss in 3Q 2024). Revenue: kr4.89b (down 14% from 3Q 2024). Net income: kr113.0m (up kr2.03b from 3Q 2024). Profit margin: 2.3% (up from net loss in 3Q 2024). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 42%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, while revenues in the Auto Components industry in Europe are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
분석 기사 • Jul 18Dometic Group AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowThe analysts might have been a bit too bullish on Dometic Group AB (publ) ( STO:DOM ), given that the company fell...
분석 기사 • Jul 16Subdued Growth No Barrier To Dometic Group AB (publ) (STO:DOM) With Shares Advancing 33%Despite an already strong run, Dometic Group AB (publ) ( STO:DOM ) shares have been powering on, with a gain of 33% in...
분석 기사 • Jun 27Dometic Group (STO:DOM) Has Debt But No Earnings; Should You Worry?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • Jun 04Dometic Introduces ReconDometic introduced Recon -- a smarter, stackable, modular cooling system designed around real people, vehicles, and adventures to make outdoor setup lighter, colder, and way more dialed in. Recon isn't just another box. It's a system. A rethink. A way to pack smarter, ditch the dead weight, and turn every trip -- from roadside pit stops to multi-day missions -- into an easier, colder ride. Built as a System. Not Just a Box. Most coolers are one-offs. Recon's a system. Hard and soft coolers--plus a full line of accessories--engineered to lock in, stack up, and scale with trip. Every piece fits. Every part pulls its weight. Engineered to stay cold for up to 8 days. Injection-molded and welded for strength--up to 30% lighter than rotomolded; More cans per inch of space; Secure stacking and tie-downs that don't block access; Lid opens both ways -- or pops off completely; And a system that grows with adventures. Recon Hard Coolers: Go lighter, chill longer, and fit where others don't. Injection-molded for strength without the bulk. Need water on demand Add a spigot or faucet cap and turn small cooler into a hydration hub. Three sizes. Zero dead space. 16L Small, 41L Medium, 69L Large. Pick basecamp; Injection-molded construction with up to two inches of performance insulation; Removable lid, with non-skid TPR, opens from either side for easy access; Insulated drain plug attaches above the drain with a magnet; Non-skid feet nest into other Recon lids for secure stacking; Lightweight, flip-down handles with comfortable soft-touch grip; Durable die-cast metal latch catchers double as a bottle opener; Space-efficient lock and tie-down points. Soft Coolers (Recon ZL Series): Lighter, tough, and way more flexible than average softside. 25mm FrostCore insulation locks in the chill. A dual-hinge lid, without zippers, opens with one hand, while magnetic handles and straps carry with ease.
Price Target Changed • Apr 28Price target decreased by 9.7% to kr53.00Down from kr58.71, the current price target is an average from 7 analysts. New target price is 53% above last closing price of kr34.72. Stock is down 56% over the past year. The company is forecast to post earnings per share of kr2.35 next year compared to a net loss per share of kr7.21 last year.
Reported Earnings • Apr 25First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: kr0.57 (down from kr0.85 in 1Q 2024). Revenue: kr5.83b (down 11% from 1Q 2024). Net income: kr181.0m (down 34% from 1Q 2024). Profit margin: 3.1% (down from 4.2% in 1Q 2024). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 6.6%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
공시 • Apr 15Dometic Group AB (Publ) Approves Dividend, Payable on April 24, 2025Dometic Group AB (publ) announced that at its AGM held on April 15, 2025, resolved on a dividend to the shareholders of SEK 1.30 per share. It was further resolved that the record date for the dividend should be April 17, 2025, which means that the dividend is expected to be distributed by Euroclear Sweden AB on April 24, 2025.
Price Target Changed • Apr 12Price target decreased by 8.9% to kr61.57Down from kr67.57, the current price target is an average from 7 analysts. New target price is 89% above last closing price of kr32.56. Stock is down 62% over the past year. The company is forecast to post earnings per share of kr3.18 next year compared to a net loss per share of kr7.21 last year.
Upcoming Dividend • Apr 09Upcoming dividend of kr1.30 per shareEligible shareholders must have bought the stock before 16 April 2025. Payment date: 24 April 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.1%. Lower than top quartile of Swedish dividend payers (4.5%). In line with average of industry peers (4.3%).
분석 기사 • Apr 09Dometic Group's (STO:DOM) Shareholders Will Receive A Smaller Dividend Than Last YearDometic Group AB (publ) ( STO:DOM ) is reducing its dividend from last year's comparable payment to SEK1.30 on the 24th...
분석 기사 • Apr 08Why We're Not Concerned Yet About Dometic Group AB (publ)'s (STO:DOM) 28% Share Price PlungeThe Dometic Group AB (publ) ( STO:DOM ) share price has fared very poorly over the last month, falling by a substantial...
분석 기사 • Mar 26Dometic Group's (STO:DOM) Dividend Will Be Reduced To SEK1.30Dometic Group AB (publ)'s ( STO:DOM ) dividend is being reduced from last year's payment covering the same period to...
Reported Earnings • Mar 24Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: kr7.21 loss per share (down from kr4.17 profit in FY 2023). Revenue: kr24.6b (down 11% from FY 2023). Net loss: kr2.30b (down 273% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.
공시 • Mar 22+ 2 more updatesDometic Group AB (publ) to Report Q3, 2025 Results on Oct 23, 2025Dometic Group AB (publ) announced that they will report Q3, 2025 results on Oct 23, 2025
Recent Insider Transactions • Mar 20Chief Financial Officer recently bought kr7.9m worth of stockOn the 17th of March, Stefan Fristedt bought around 171k shares on-market at roughly kr46.47 per share. This transaction increased Stefan's direct individual holding by 13x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Stefan's only on-market trade for the last 12 months.
분석 기사 • Mar 11Dometic Group's (STO:DOM) Dividend Will Be Reduced To SEK1.30Dometic Group AB (publ) ( STO:DOM ) is reducing its dividend from last year's comparable payment to SEK1.30 on the 24th...
분석 기사 • Mar 04These 4 Measures Indicate That Dometic Group (STO:DOM) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Declared Dividend • Feb 01Dividend reduced to kr1.30Dividend of kr1.30 is 32% lower than last year. Ex-date: 16th April 2025 Payment date: 24th April 2025 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (12% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments.
Reported Earnings • Jan 30Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: kr7.21 loss per share (down from kr4.17 profit in FY 2023). Revenue: kr24.6b (down 11% from FY 2023). Net loss: kr2.30b (down 273% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.
공시 • Jan 30Dometic Group AB (publ), Annual General Meeting, Apr 15, 2025Dometic Group AB (publ), Annual General Meeting, Apr 15, 2025. Location: stockholm. Sweden
공시 • Jan 29Dometic Group AB (publ) Proposes Dividend for 2024The Board of Directors of Dometic Group AB (publ) proposed a dividend of SEK 1.30 per share for 2024 against SEK 1.90 per share a year ago, corresponding to 40% of Adjusted earnings per share.
Recent Insider Transactions • Dec 18Independent Chairman recently bought kr2.0m worth of stockOn the 13th of December, Ulf Cappelen bought around 37k shares on-market at roughly kr54.97 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Ulf has been a buyer over the last 12 months, purchasing a net total of kr10m worth in shares.
Recent Insider Transactions • Nov 22Independent Chairman recently bought kr1.5m worth of stockOn the 20th of November, Ulf Cappelen bought around 28k shares on-market at roughly kr52.41 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth kr2.0m. Ulf has been a buyer over the last 12 months, purchasing a net total of kr5.5m worth in shares.
Recent Insider Transactions • Nov 06Independent Chairman recently bought kr2.0m worth of stockOn the 4th of November, Ulf Cappelen bought around 34k shares on-market at roughly kr58.31 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Ulf has been a buyer over the last 12 months, purchasing a net total of kr4.0m worth in shares.
Price Target Changed • Oct 29Price target decreased by 8.0% to kr76.83Down from kr83.50, the current price target is an average from 6 analysts. New target price is 30% above last closing price of kr58.95. Stock is down 14% over the past year. The company is forecast to post a net loss per share of kr4.08 compared to earnings per share of kr4.17 last year.
Recent Insider Transactions • Oct 28President & CEO recently bought kr963k worth of stockOn the 24th of October, Juan Vargues bought around 16k shares on-market at roughly kr58.70 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr994k. Juan has been a buyer over the last 12 months, purchasing a net total of kr2.0m worth in shares.
분석 기사 • Oct 26Dometic Group AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowDometic Group AB (publ) ( STO:DOM ) shareholders are probably feeling a little disappointed, since its shares fell 4.8...
Reported Earnings • Oct 24Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: kr6.01 loss per share (down from kr1.29 profit in 3Q 2023). Revenue: kr5.65b (down 17% from 3Q 2023). Net loss: kr1.92b (down kr2.33b from profit in 3Q 2023). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
공시 • Oct 18Dometic Group AB (publ) to Perform Non-Cash Goodwill Impairment for the Third Quarter 2024Dometic Group AB (publ) to perform non-cash goodwill impairment for the third quarter 2024. For the quarter, company will perform a non-cash goodwill impairment of SEK 2.0 billion, negatively impacting the operating profit (EBIT) for segment Land Vehicles Americas in the third quarter 2024.
공시 • Sep 27Dometic Group AB (publ) to Report Q4, 2024 Results on Jan 29, 2025Dometic Group AB (publ) announced that they will report Q4, 2024 results at 8:00 AM, Central European Standard Time on Jan 29, 2025
Recent Insider Transactions • Sep 23Independent Chairman recently bought kr994k worth of stockOn the 17th of September, Ulf Cappelen bought around 18k shares on-market at roughly kr56.18 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Ulf has been a buyer over the last 12 months, purchasing a net total of kr2.0m worth in shares.
Price Target Changed • Sep 18Price target decreased by 9.2% to kr82.14Down from kr90.43, the current price target is an average from 7 analysts. New target price is 46% above last closing price of kr56.20. Stock is down 19% over the past year. The company is forecast to post earnings per share of kr3.21 for next year compared to kr4.17 last year.
Major Estimate Revision • Sep 18Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr26.0b to kr25.3b. EPS estimate also fell from kr3.99 per share to kr3.21 per share. Net income forecast to grow 17% next year vs 30% growth forecast for Auto Components industry in Sweden. Consensus price target of kr82.14 unchanged from last update. Share price fell 9.5% to kr56.20 over the past week.
분석 기사 • Jul 21Earnings Miss: Dometic Group AB (publ) Missed EPS By 14% And Analysts Are Revising Their ForecastsIt's been a good week for Dometic Group AB (publ) ( STO:DOM ) shareholders, because the company has just released its...
Reported Earnings • Jul 19Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: kr1.39 (down from kr1.67 in 2Q 2023). Revenue: kr7.66b (down 8.0% from 2Q 2023). Net income: kr443.0m (down 17% from 2Q 2023). Profit margin: 5.8% (down from 6.4% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • Jul 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr26.4b to kr25.9b. EPS estimate also fell from kr4.42 per share to kr3.86 per share. Net income forecast to grow 10% next year vs 15% growth forecast for Auto Components industry in Sweden. Consensus price target broadly unchanged at kr90.71. Share price rose 6.1% to kr74.30 over the past week.
분석 기사 • May 24Investors Aren't Entirely Convinced By Dometic Group AB (publ)'s (STO:DOM) EarningsWhen close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") above 24x, you may consider...
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Patrik Frisk was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Apr 26President & CEO recently bought kr1.0m worth of stockOn the 24th of April, Juan Vargues bought around 13k shares on-market at roughly kr78.00 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr1.3m. Juan has been a buyer over the last 12 months, purchasing a net total of kr1.7m worth in shares.
분석 기사 • Apr 22Dometic Group AB (publ) Just Missed EPS By 17%: Here's What Analysts Think Will Happen NextShareholders might have noticed that Dometic Group AB (publ) ( STO:DOM ) filed its first-quarter result this time last...
Reported Earnings • Apr 19First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: kr0.85 (down from kr1.05 in 1Q 2023). Revenue: kr6.53b (down 11% from 1Q 2023). Net income: kr273.0m (down 18% from 1Q 2023). Profit margin: 4.2% (down from 4.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
공시 • Apr 11Dometic Group AB (publ) Approves Dividend, Payable on April 18, 2024Dometic Group AB (publ) announced that at its AGM held on April 11, 2024, the annual shareholders' meeting resolved on a dividend to the shareholders of SEK 1.90 per share. It was further resolved that the record date for the dividend should be April 15, 2024, which means that the dividend is expected to be distributed by Euroclear Sweden AB on April 18, 2024.
분석 기사 • Apr 06Dometic Group (STO:DOM) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Apr 05Upcoming dividend of kr1.90 per shareEligible shareholders must have bought the stock before 12 April 2024. Payment date: 18 April 2024. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Swedish dividend payers (4.1%). Lower than average of industry peers (3.4%).
Reported Earnings • Mar 21Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: kr4.17 (down from kr5.58 in FY 2022). Revenue: kr27.8b (down 6.7% from FY 2022). Net income: kr1.33b (down 25% from FY 2022). Profit margin: 4.8% (down from 6.0% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 2.7%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Mar 18Executive VP & Group General Counsel recently bought kr241k worth of stockOn the 14th of March, Anna Smieszek bought around 3k shares on-market at roughly kr78.30 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr2.7m more in shares than they have sold in the last 12 months.
분석 기사 • Mar 08Dometic Group (STO:DOM) Has Announced That It Will Be Increasing Its Dividend To SEK1.90Dometic Group AB (publ) ( STO:DOM ) will increase its dividend from last year's comparable payment on the 18th of April...
공시 • Mar 07Dometic Group AB (Publ) Proposes Dividend, Payable on April 18, 2024Dometic Group AB (publ) at its annual shareholders meeting to be held on April 11, 2024, The board of directors proposed that the annual shareholders' meeting resolves on a dividend of SEK 1.90 per share. The record date for the right to receive dividend is proposed to be April 15, 2024. Subject to resolution by the annual shareholders' meeting in accordance with this proposal, dividend is expected to be distributed by Euroclear Sweden AB on April 18, 2024.
분석 기사 • Feb 22Dometic Group (STO:DOM) Is Increasing Its Dividend To SEK1.90Dometic Group AB (publ) ( STO:DOM ) has announced that it will be increasing its dividend from last year's comparable...
분석 기사 • Feb 04Dometic Group AB (publ) (STO:DOM) Just Released Its Annual Results And Analysts Are Updating Their EstimatesShareholders might have noticed that Dometic Group AB (publ) ( STO:DOM ) filed its annual result this time last week...
Declared Dividend • Feb 02Dividend increased to kr1.90Dividend of kr1.90 is 46% higher than last year. Ex-date: 12th April 2024 Payment date: 18th April 2024 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 01Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: kr4.17 (down from kr5.58 in FY 2022). Revenue: kr27.8b (down 6.7% from FY 2022). Net income: kr1.33b (down 25% from FY 2022). Profit margin: 4.8% (down from 6.0% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 2.7%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
공시 • Jan 31Dometic Group AB (Publ) Proposes Dividend for the Year 2023The Board of Directors of Dometic Group AB (publ) proposed a dividend of SEK 1.90 per share for 2023 compared to SEK 1.30 per share paid a year ago, corresponding to a payout ratio of 46%.
공시 • Jan 30+ 3 more updatesDometic Group AB (publ) to Report Q2, 2024 Results on Jul 18, 2024Dometic Group AB (publ) announced that they will report Q2, 2024 results at 8:00 AM, Central European Standard Time on Jul 18, 2024
분석 기사 • Jan 19Estimating The Intrinsic Value Of Dometic Group AB (publ) (STO:DOM)Key Insights Using the 2 Stage Free Cash Flow to Equity, Dometic Group fair value estimate is kr94.28 With kr83.48...
공시 • Jan 02Dometic Group AB (publ) to Report Q4, 2023 Results on Jan 31, 2024Dometic Group AB (publ) announced that they will report Q4, 2023 results on Jan 31, 2024
분석 기사 • Nov 08We Think Dometic Group (STO:DOM) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Recent Insider Transactions • Oct 30President & CEO recently bought kr748k worth of stockOn the 27th of October, Juan Vargues bought around 12k shares on-market at roughly kr64.50 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Juan has been a buyer over the last 12 months, purchasing a net total of kr2.0m worth in shares.
Reported Earnings • Oct 27Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: kr1.29 (down from kr1.37 in 3Q 2022). Revenue: kr6.83b (down 9.8% from 3Q 2022). Net income: kr412.0m (down 5.5% from 3Q 2022). Profit margin: 6.0% (up from 5.8% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) exceeded analyst estimates by 1.2%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
분석 기사 • Oct 21Should You Think About Buying Dometic Group AB (publ) (STO:DOM) Now?Dometic Group AB (publ) ( STO:DOM ), might not be a large cap stock, but it received a lot of attention from a...
분석 기사 • Oct 03Are Investors Undervaluing Dometic Group AB (publ) (STO:DOM) By 32%?Key Insights Dometic Group's estimated fair value is kr101 based on 2 Stage Free Cash Flow to Equity Dometic Group is...
분석 기사 • Aug 04Is Dometic Group (STO:DOM) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Jul 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.5% Last year net profit margin: 7.4% 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: Major Risk Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Minor Risk Profit margins are more than 30% lower than last year (4.5% net profit margin).
Reported Earnings • Jul 19Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: kr1.67 (down from kr2.59 in 2Q 2022). Revenue: kr8.33b (down 2.0% from 2Q 2022). Net income: kr534.0m (down 35% from 2Q 2022). Profit margin: 6.4% (down from 9.7% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.7%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
분석 기사 • Jul 19Is Dometic Group AB (publ) (STO:DOM) Potentially Undervalued?Dometic Group AB (publ) ( STO:DOM ), is not the largest company out there, but it led the OM gainers with a relatively...
분석 기사 • Jul 04Dometic Group AB (publ)'s (STO:DOM) Intrinsic Value Is Potentially 51% Above Its Share PriceKey Insights The projected fair value for Dometic Group is kr109 based on 2 Stage Free Cash Flow to Equity Dometic...
Recent Insider Transactions • Jun 11Insider recently sold kr1.0m worth of stockOn the 7th of June, Henrik Fagrenius sold around 15k shares on-market at roughly kr67.77 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr6.6m more than they sold in the last 12 months.
