Callaway Golf Company

NYSE:CALY 주식 리포트

시가총액: US$2.7b

Callaway Golf 배당 및 자사주 매입

배당 기준 점검 0/6

Callaway Golf 현재 배당금을 지급하지 않습니다.

핵심 정보

0%

배당 수익률

0.1%

자사주 매입 수익률

총 주주 수익률0.1%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향0%

최근 배당 및 자사주 매입 업데이트

업데이트 없음

Recent updates

내러티브 업데이트 • May 01

CALY: Healthy Golf Spending And Higher Future P/E Could Drive Rerating

Analysts have recently adjusted their models on Callaway Golf and, with a series of revised price targets around $15, are linking the change in target to more modest revenue and margin assumptions, balanced against a higher future P/E multiple. Analyst Commentary Recent Street research on Callaway Golf centers on price targets converging around US$15, with analysts refining their models after the latest quarterly update.
내러티브 업데이트 • Apr 16

CALY: Healthier Golf Spending And New Models Will Support Future Share Recovery

Analysts have collectively nudged their average price target for Callaway Golf higher by $4, citing healthier golf spending trends, a steadier profit outlook, and recent model updates that focus on stabilizing market share and reinforcing revenue and earnings trajectories. Analyst Commentary Recent research on Callaway Golf points to a mixed but constructive tone, with several firms adjusting models and price targets as they reassess golf demand, market share trends, and the company’s earnings profile.
내러티브 업데이트 • Apr 02

CALY: Healthy Golf Demand And Entertainment Venues Will Support Future Share Recovery

Analysts have nudged their Callaway Golf fair value estimate higher to $16.75 from $16.35. They point to updated models that reflect healthier revenue growth expectations, a slightly lower discount rate and a higher assumed future P/E multiple, alongside a series of recent price target increases and rating upgrades on the stock.
내러티브 업데이트 • Mar 19

CALY: Healthy Golf Spending And Integrated Platform Will Drive Future Rerating

Analysts have recently lifted Callaway Golf's average price target toward $15, reflecting updated models that incorporate healthier golf spending, a lower discount rate, more moderate revenue and margin assumptions, and a higher future P/E of about 25.5x. Analyst Commentary Recent Street research around Callaway Golf clusters around the US$15 price target, with several bullish analysts raising their estimates and some introducing higher upside scenarios for Topgolf Callaway as a combined platform.
내러티브 업데이트 • Mar 05

CALY: Healthy Golf Demand And Entertainment Venues Will Drive Share Recovery

The analyst price target for Callaway Golf has shifted modestly higher. Our fair value estimate has moved from $16.05 to $16.35 as analysts point to a steady golf consumer, ongoing sector interest, and the need for the company to address market share pressure while working to get revenue and earnings growth back on track.
내러티브 업데이트 • Feb 18

CALY: Topgolf Entertainment Integration Will Shape Deleveraging And Core Golf Focus Narrative

The analyst fair value estimate for Callaway Golf has been revised from $12.50 to $16.05, reflecting updated Street price targets in the range of $15 to $17.50, as well as analyst expectations for improved revenue growth, stronger profit margins, and a more conventional forward P/E multiple. Analyst Commentary Recent Street research around Callaway Golf and Topgolf Callaway highlights a mix of optimism on execution and growth potential, alongside some caution on valuation and near term earnings risk.
내러티브 업데이트 • Feb 04

CALY: Pure Play Focus And Topgolf Stake Sale Will Drive Rerating

The analyst price target for Callaway Golf has been lifted from US$10.50 to US$19.00, with analysts pointing to recent upgrades, higher targets across the Street, and support for the Topgolf transaction and pure-play golf focus as key reasons for the reassessment. Analyst Commentary Recent research highlights a clear shift in tone around Callaway Golf and the Topgolf transaction, with several bullish analysts pointing to a cleaner focus on core golf equipment and clearer value for the Topgolf stake as key supports for higher price targets.
Seeking Alpha • Jan 15

Topgolf Callaway Brands Stunning Rise Necessitates A Recalibration

Summary Topgolf Callaway Brands surged 79.4% in a year, driven by a $1.1 billion Topgolf stake sale and balance sheet transformation. MODG used $800 million in cash proceeds to eliminate net debt, now holding a $200 million net cash position and launching a $200 million buyback. MODG trades at a 0.92x EV/revenue multiple, a steep discount to Acushnet, supporting continued upside despite recent gains. I maintain a "Strong Buy" on MODG but have sold covered calls to lock in gains and manage risk after historic appreciation. Read the full article on Seeking Alpha
분석 기사 • Jan 15

Revenues Not Telling The Story For Topgolf Callaway Brands Corp. (NYSE:MODG) After Shares Rise 27%

Despite an already strong run, Topgolf Callaway Brands Corp. ( NYSE:MODG ) shares have been powering on, with a gain of...
내러티브 업데이트 • Jan 07

MODG: Planned Topgolf Stake Sale Will Likely Expose Downside Risk

Analysts have lifted their fair value estimate for Topgolf Callaway Brands from about $7.00 to roughly $10.00 per share, citing recent price target increases to as high as $17.50, supportive views on the planned $1.1b Topgolf stake sale, and a focus on the core golf equipment business. Analyst Commentary Recent research has centered on the planned sale of a 60% stake in the Topgolf and Toptracer businesses at an implied valuation of about $1.1b and what that means for Topgolf Callaway Brands' equity story.
내러티브 업데이트 • Dec 24

MODG: Topgolf Stake Sale Will Shape Deleveraging And Core Golf Focus Narrative

Analysts have nudged their blended price target on Topgolf Callaway Brands modestly higher to the low teens per share, supported by views that the planned $1.1B Topgolf stake sale, the resulting $770M in net proceeds, and the strategic refocus on core golf equipment enhance balance sheet flexibility and preserve upside participation in future growth. Analyst Commentary Recent Street commentary on Topgolf Callaway highlights a generally constructive stance on the announced Topgolf stake sale, with debate centering on valuation, capital allocation, and the durability of growth in the core golf franchise.
내러티브 업데이트 • Dec 09

MODG: Topgolf Stake Sale Will Define Future Focus On Core Franchise

Analysts have raised their fair value estimate for Topgolf Callaway Brands from approximately $11.72 to $12.50, citing the recently announced $1.1B Topgolf stake sale, associated balance sheet de-risking, and the company’s refocus on its core golf equipment franchise as key drivers supporting higher price targets across recent research. Analyst Commentary Bullish analysts view the announced Topgolf stake sale as a pivotal step that simplifies the business model, sharpens focus on the higher margin, core equipment franchise, and removes an overhang related to capital intensity and valuation uncertainty around the entertainment assets.
분석 기사 • Nov 27

Topgolf Callaway Brands Corp.'s (NYSE:MODG) Shares Climb 27% But Its Business Is Yet to Catch Up

The Topgolf Callaway Brands Corp. ( NYSE:MODG ) share price has done very well over the last month, posting an...
내러티브 업데이트 • Nov 25

MODG: Business Simplification And Asset Sale Will Define Forward Outlook

Analysts have raised their price target for Topgolf Callaway Brands from approximately $11.06 to $11.72 per share. They cite transaction-driven business simplification and improved strategic clarity as key factors behind the modest increase.
내러티브 업데이트 • Nov 11

MODG: Continued Equipment Demand And Asset Monetization Will Shape Future Performance

Analysts have raised their price target for Topgolf Callaway Brands to $14 from $13, citing continued healthy demand in the core equipment business and positive developments at Topgolf SVS as key reasons for their updated outlook. Analyst Commentary Recent research from Wall Street highlights a mix of optimism and caution surrounding Topgolf Callaway Brands, with updated ratings and price targets reflecting both company execution and broader consumer trends.
내러티브 업데이트 • Aug 08

Expanded Value Offerings And New Venues Will Drive Active Leisure

The significant upward revision in analyst price target for Topgolf Callaway Brands is primarily driven by improved consensus revenue growth forecasts and a higher future P/E multiple, resulting in a fair value increase from $9.00 to $10.14. What's in the News Topgolf Callaway Brands lowered its FY2025 consolidated net revenue guidance to $3.80–$3.92 billion, down from prior guidance of $4.00–$4.185 billion.
분석 기사 • Jul 26

Topgolf Callaway Brands Corp. (NYSE:MODG) Held Back By Insufficient Growth Even After Shares Climb 26%

Despite an already strong run, Topgolf Callaway Brands Corp. ( NYSE:MODG ) shares have been powering on, with a gain of...
분석 기사 • May 13

Topgolf Callaway Brands Corp.'s (NYSE:MODG) Shares Leap 26% Yet They're Still Not Telling The Full Story

Topgolf Callaway Brands Corp. ( NYSE:MODG ) shares have had a really impressive month, gaining 26% after a shaky period...
분석 기사 • May 08

Is Topgolf Callaway Brands (NYSE:MODG) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 • Apr 01

Why Topgolf Callaway Brands Corp. (NYSE:MODG) Could Be Worth Watching

Topgolf Callaway Brands Corp. ( NYSE:MODG ), is not the largest company out there, but it saw a double-digit share...
Seeking Alpha • Mar 06

Topgolf Callaway: Why Investors Should Take A Swing

Summary Topgolf and Callaway will separate into two independent companies, potentially unlocking value. Callaway will focus on golf equipment, while Topgolf will operate as a debt-free entertainment brand. The stock has plunged 84% since its peak, largely due to the challenges of merging golf equipment manufacturing with entertainment. However, at $6 per share it is undervalued. Callaway is positioned for stable growth with its premium golf gear and Toptracer technology, while Topgolf presents a higher-risk, high-reward opportunity through international expansion and innovation. The split provides clarity for both businesses, making Callaway a safer bet and Topgolf a speculative growth play. At current levels, the stock is a strong buy. Read the full article on Seeking Alpha
Seeking Alpha • Feb 22

Topgolf Callaway: Q4 Preview, A Costly Mistake With No Clear Turnaround - 'Sell'

Summary The merger of Topgolf and Callaway was a strategic mistake, leading to high debt and damaging Callaway's premium brand image. Topgolf's revenue growth has slowed due to economic normalization, with declining consumer spending and rising interest rates. The combined company faces significant financial challenges, and even the intended spin-off carries substantial uncertainties. I initiate a "SELL" rating for Topgolf Callaway, estimating the fair value at $2 per share. Read the full article on Seeking Alpha
분석 기사 • Feb 16

Market Cool On Topgolf Callaway Brands Corp.'s (NYSE:MODG) Revenues

When close to half the companies operating in the Leisure industry in the United States have price-to-sales ratios (or...
Seeking Alpha • Dec 29

Topgolf Callaway Brands: A Bogey At These Prices Looks Improbable

Summary Topgolf Callaway Brands' shares have plummeted 47% in 2024 and 79.3% from their peak, but the decline seems extreme given the company's fundamentals. Management plans to split Topgolf and Callaway Golf Company, aiming to unlock value despite recent financial struggles and increased debt. Topgolf's growth strategy involves expanding venues, while Callaway Golf Company will inherit the debt, potentially offering investors Topgolf at a low valuation. Despite market skepticism, I maintain a strong buy rating, believing the separation will reveal undervalued assets and present a compelling investment opportunity. Read the full article on Seeking Alpha
분석 기사 • Dec 07

Topgolf Callaway Brands (NYSE:MODG) Use Of Debt Could Be Considered Risky

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Nov 24

Topgolf Callaway Brands: No Signs Of Recovery In Sight

Summary I maintain a sell rating on Topgolf Callaway Brands due to poor revenue performance, weak consumer spending, and ineffective growth initiatives. MODG's 3Q24 earnings showed a 2.7% y/y revenue decline, with EBIT margin compressing by 400 bps and net income plummeting to $4.3 million. Topgolf's SVS declined for the fourth consecutive quarter, with both consumer and corporate segments showing significant drops. MODG's leverage ratio increased to 4.1x, raising concerns about its balance sheet. Read the full article on Seeking Alpha
User avatar
새 내러티브 • Sep 12

Critical Review And Digital Investments Poised To Propel Future Growth And Market Leadership

Strategic review and investments in digital capabilities at Topgolf aim to enhance shareholder value and increase revenue through higher venue traffic.
Seeking Alpha • Aug 16

Topgolf Callaway: Concerning Traffic Decline At Topgolf

Summary Topgolf Callaway's Q2 report showed mixed financial performance with fine surface-level financial results across segments. Underneath, Topgolf's traffic is deteriorating rapidly, also leading to a 2024 guidance shift and a strategic alternative review process. The weakness seems to show structurally weak demand. Topgolf Callaway's stock remains unattractive even at the lower stock level as the financial performance looks to deteriorate from lower traffic. Read the full article on Seeking Alpha
분석 기사 • Aug 01

Topgolf Callaway Brands Corp.'s (NYSE:MODG) P/E Still Appears To Be Reasonable

With a price-to-earnings (or "P/E") ratio of 39.6x Topgolf Callaway Brands Corp. ( NYSE:MODG ) may be sending very...
분석 기사 • Jul 11

Why Topgolf Callaway Brands Corp. (NYSE:MODG) Could Be Worth Watching

Topgolf Callaway Brands Corp. ( NYSE:MODG ), might not be a large cap stock, but it received a lot of attention from a...

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 CALY 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: CALY 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.

배당 수익률 vs 시장

Callaway Golf 배당 수익률 vs 시장
CALY의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (CALY)0%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Leisure)2.6%
분석가 예측 (CALY) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 CALY 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 CALY 의 배당 수익률을 평가할 수 없습니다.

주주 대상 이익 배당

수익 보장: CALY US 시장에서 주목할만한 배당금을 지급하지 않습니다.

주주 현금 배당

현금 흐름 범위: CALY 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.

높은 배당을 제공하는 우량 기업 찾기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 09:58
종가2026/05/07 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 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 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Callaway Golf Company는 26명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Craig KennisonBaird
Derek LeckowBarrington Research Associates, Inc.
Alexander MarocciaBerenberg