Cronos Group 배당 및 자사주 매입
배당 기준 점검 0/6
Cronos Group 배당금을 지급한 기록이 없습니다.
핵심 정보
n/a
배당 수익률
2.9%
자사주 매입 수익률
| 총 주주 수익률 | 2.9% |
| 미래 배당 수익률 | 0% |
| 배당 성장률 | n/a |
| 다음 배당 지급일 | n/a |
| 배당락일 | n/a |
| 주당 배당금 | n/a |
| 배당 성향 | n/a |
최근 배당 및 자사주 매입 업데이트
Recent updates
Cronos: Excellent M&A And Favorable Valuation Make This A Buy (Upgrade)
Summary Cronos Group Inc. reported Q1 '26 revenue up 40% to $45 million, exceeding estimates. Despite strong top-line growth, CRON posted a small operating loss of $1.8 million, with net income driven by interest and FX gains. CapEx dropped sharply by 87% year-over-year to $1.9 million, reflecting tighter capital discipline. The acquisition of CanAdelaar will be a game changer for the company's European expansion, as it is extremely strong in both sales and production. Read the full article on Seeking AlphaCronos Reports Improved Q4-2024 Financials With Revenues From GrowCo
Summary Cronos reported 27% increase in revenues YOY for Q4-2024. The company is now reporting revenues from its 50% ownership of GrowCo. The company reported increasing profits and free cash flow for the quarter. Cronos’ stock price is up 4.6% over the last twelve months. I rate the company as a Hold for now due to sector weakness. Read the full article on Seeking AlphaCronos Group Is Probably Undervalued As Liquidity Swells
Summary CRON's financials show strong liquidity with a sequential increase in cash and cash equivalents, no debt, and positive free cash flow. Despite unprofitability, CRON's assets dwarf liabilities, and it trades at a price-to-book value of 0.71x. CRON's fiscal 2024 third-quarter revenue growth was driven by a 38.1% revenue increase and expanding international operations. The stock's near-term performance hinges on pending cannabis policy changes. Read the full article on Seeking AlphaBuy Cronos Stock Before It Surges Higher
Summary Initiating coverage on Cronos stock with a "Strong Buy" rating. Cannabis industry tailwinds, conservative growth approach, and geographic expansion support Cronos' growth acceleration and EBITDA margin improvement. A strong cash buffer of $848 million coupled with a zero-debt balance sheet provides flexibility for organic and acquisition-driven growth. Read the full article on Seeking AlphaCronos Group: An Intriguing Value Opportunity
Summary Cronos Group Inc. operates in Canada's recreational market and focuses on medicinal cannabis in lucrative markets like Germany and the U.K. The company is experiencing rapid revenue growth in Canada and Israel, with plans to enter new markets in the near future. Despite facing risks related to regulations and profitability, Cronos Group's low valuation makes it an attractive investment opportunity for long-term growth. Read the full article on Seeking AlphaCronos Stock: Attractive Now With Cannabis Legalization In Germany
Summary Cronos Group's Q4 and FY23 results were disappointing, with missed earnings and revenue targets. Cronos has a strong cash position and potential for cost savings, but has yet to decide how to allocate its funds. The German market could be an important growth engine for CRON and contribute to exceeding estimates. Read the full article on Seeking AlphaCronos Group: Flush With Cash And Trading Below Book Value
Summary Cronos Group has a cash position of $840 million, which is over 100% of its market cap, and zero debt. The company is trading at a discount to book value, with a potential 36% upside if the stock trades in line with book value. Cronos Group's operational losses are a factor in the current discount, but the company has seen improvements in revenue and gross profit. Read the full article on Seeking AlphaCronos Group GAAP EPS of -$0.05 beats by $0.01, revenue of $23.1M misses by $5.25M
Cronos Group press release (NASDAQ:CRON): Q2 GAAP EPS of -$0.05 beats by $0.01. Revenue of $23.1M (+47.9% Y/Y) misses by $5.25M. The increase year-over-year was primarily driven by an increase in net revenue in the Rest of World (“ROW”) segment driven by growth in the Israeli medical market and the Canadian adult-use market. Israel net revenue increased by 212% year-over-year to $7.2 million in Q2 2022. Shares -2% PM.Cronos Group: Too Much Cash, Too Soon - Making The Bear Case
Cronos was the first "pot stock" to list on the Nasdaq. The company has a strong cash position of ~$1bn, but losses in FY21 were $395m. Net loss in Q122 was a more modest $32.6m, while revenues were $25m. The issue is that Cronos has few options to deploy funds successfully in a market that remains largely on hold owing to US reluctance to legalise marijuana at the federal level. As such, I can see Cronos' market cap valuation shrinking at the same pace as its funds. Meanwhile, lead investor Altria could exercise an option and increase its ownership >50%. Investment Thesis Most listed companies involved in the business of cannabis cultivation and distribution, whether for recreational or medicinal purposes, trading on the Nasdaq, have seen their share prices nosedive over the past 12 months, and Cronos Group (CRON) is no exception. The Toronto, Canada based company was the first "Pot Stock" to uplist from the Toronto stock exchange (TSX) to the Nasdaq, in March 2018. Early investors would have been delighted with the initial rise in the company' stock price, from ~$7 shortly after the uplisting, to a "high" of nearly $22 in February 2019, but sadly, the gains were short-lived. Barring a brief spike to $10 in January 2021, it has been all downhill for the stock price, which currently trades at a value of $3.15 - down 58% across the past 12 months. Share price performance of Canadian Cannabis companies - past 12 months. (TradingView) As we can see below, rival Canada based cannabis stocks Tilray (TLRY), SNDL (SNDL), Aurora Cannabis (ACB), and Canopy Growth (CGC) have fared even worse. Of these companies, Aurora and Sundial Growers are relative minnow, with market caps of $320m and $535m respectively, Canopy Growth and Cronos are both valued ~$1.2bn, and Tilray is the largest, with a market cap of $1.6bn. Whilst Cronos, Canopy and Tilray boast impressively high cash positions of ~$1bn, $1.4bn, and $803m, the trouble is the companies are reluctant to deploy capital when the market opportunity is so small, and that is chiefly down to the US' refusal to legalise marijuana at the Federal level. A statement in Cronos 2021 10-K submission to the SEC explains: Though a number of states in the U.S. have authorized the cultivation, distribution or possession of U.S. Schedule I cannabis and U.S. Schedule I cannabis containing products to various degrees and subject to various requirements or conditions, U.S. Schedule I cannabis continues to be a Schedule I controlled substance under the CSA. Therefore, the cultivation, manufacture, distribution and possession of U.S. Schedule I cannabis violates federal law in the U.S. unless a U.S. federal agency, such as the DEA, grants a registration for a specific activity, such as research, with U.S. Schedule I cannabis. Cronos Group's Portfolio of Brands. (Cronos investor presentation) The US does permit trade in hemp related products, and as we can see above, Cronos is able to sell its Spinach cannabis brand in Canada, for mainstream adult use thanks to Canada's legalisation of marijuana, and also sells cannabis products for "Wellness" i.e. medicinal use in Australia, Canada, Germany and Israel, and 2 hemp-derived product portfolios in the US, under the Lord Jones and Happy Dance brands. These products don't generate strong revenue streams however - Cronos earned just $25m of revenues in Q122 - which is admittedly up 123% year-on-year - but posted a loss of $32.6m, and earned just $2.3m of revenues from the US. In FY21, 3 major customers - Ontario Cannabis Retail Corporation, Société Québécoise du Cannabis (the "SQDC"), and Alberta Gaming, Liquor and Cannabis Commission - accounted for 26%, 15%, and 15% of the company's revenues of $74.4m. The company's net loss in 2021 was $395.6m. With >600 employees on its payroll, and markets stubbornly refusing to open up, with only limited opportunities internationally in countries authorising cannabis for medicinal use, it's easy to make the bear case for Cronos, given its funds look likely to be exhausted by the end of 2023 at the current burn rate. The only thing likely to save the company is if the US legalises marijuana at the federal level - it is already decriminalised, but that is of no use to companies attempting to ship a schedule I product - defined by the FDA and DEA as having "no therapeutic value" meaning it "therefore cannot be lawfully possessed or prescribed". With all that said, however, in the event that the US does change the classification of marijuana, shareholders in companies like Cronos are likely to realise substantial triple digit gains, positioned as they are to capitalise on any positive developments, and these companies are trading at historical lows. In the rest of this post, I will take a closer look at the situation that Cronos currently finds itself in, and try to discuss whether there is a rewarding opportunity in investing in Cronos stock at a historically low price. Recent Developments in US There are many and persuasive reasons why the US may want to decriminalise cannabis, and these were discussed at a Senate Judiciary Committee Subcommittee on Criminal Justice and Counterterrorism hearing as recently as last week. The Cannabis Administration and Opportunity Act was also introduced by Senate Majority Leader Chuck Schumer last week, which, if passed, would deschedule marijuana as a Schedule I controlled substance. Senator Cory Booker chaired the discussion, highlighting issues such as social injustice, and the amount of police time that may be wasted on hunting down cannabis smokers - he told the senate that in 2019, there were more arrests for cannabis than for all violent crimes combined. Booker also noted that 91% of Americans are in favour of medical marijuana, and 68% support adult use. Despite some persuasive arguments, the "COAC" is unlikely to become because, apparently, it is viewed as too far reaching, and faces strong Republican opposition, whilst President Biden is not thought to favour legalisation at the federal level, preferring an "incremental" approach. The COAC certainly seems to represent praiseworthy progress, but it would be a stretch to claim that it is going to benefit a company like Cronos, firstly because it is unlikely to be passed, and secondly because its main thrust is towards providing social justice, rather than commercial opportunities. COAC may represent progress, but probably not fast enough to stem the flow of losses at Cronos. The Altria Question Meanwhile, Cronos reveals in its 2021 10-K submission that it is ~42% owned by Altria (MO), which made a $1.8bn investment into Cronos back in 2018. Altria is a $79bn market cap holding company, which engages in the manufacture and sale of cigarettes in the United States, and clearly the company saw an opportunity in the cannabis market that it sought to exploit by investing in Cronos. Altria also has the option to increase its stake in Cronos above 50%, at which point the company would effectively own Cronos and have the right to appoint an entirely new board, sell the business, or sell a significant amount of its shares in Cronos, resulting in further share price losses or issue more shares, resulting in investor dilution. Altria and Cronos initially felt there may have been an opportunity in the cannabis vaping market, but no such opportunity has arisen (to the best of my knowledge) and it's tempting to wonder if the much larger Altria intends to cut its losses in Cronos. As such, investors believing that it is only a matter of time before Cronos is in a position to exploit changes in cannabis legislation may be disappointed. Conclusion - Cronos' Bet On Cannabis Markets May Have Come Too Early Cronos' current business would actually look reasonably well organised and successful, based on its differentiated product offering, tailored to suit different markets, most notably Israel and Canada, were it not for the outrageous - for a company of its size - cash burn and meagre return of just $25m in Q122.Cronos Group: High Hurdles
Cronos Group is starting to make progress towards building a business warranting the original big Altria investment. The company is still reporting massive EBITDA losses for a business with quarterly revenues of just $25 million. The stock isn't appealing until Cronos leaps the large loss hurdle and finally invests the $1 billion cash balance in productive cannabis assets.Cronos Earnings: Cannabis Stock With 65% Net Cash And 51% Revenue Growth
After a long delay, Cronos releases both its third quarter and fourth quarter earnings results. Cronos Group's revenues grew 51%, but the adjusted EBITDA loss was more than revenues. Cronos is investing heavily in R&D, specifically, using synthetic biology to produce expensive cannabinoid compounds. CRON stock trades at a premium to Canadian peers, but that looks justified on account of the more rapid growth rate.Cronos Group Late-Filed Q3-2021 Earnings Show Revenues From Synthetic Cannabinoids
Cronos Group delayed filing of Q3-2021 earnings due to a revision and audit of Q2 reports. Cronos Group beat revenue (+$2.212 million) and EPS (+0.32) consensus on its Q3-2021 report. Revenues are increasing Cronos Group and it currently has synthetic cannabinoid products to market. CRON stock has been on a downtrend along with other cannabis stocks. I rate CRON as a hold and recommend investors watch for a new cannabis stock rally to emerge.Cronos Group: Still No Reason To Own
Cronos Group still hasn't launched a meaningful business. The Canadian cannabis LP still hasn't filed Q3'21 results. The stock isn't even investable with a $1.1 billion cash position due to massive ongoing EBITDA losses.Cronos Group Strategic Investor Altria May Be About To Buy The Balance
Altria owns 42% of Cronos Group. Its warrants to take a majority stake are way out of the money and approaching expiration in early 2023. Cronos Group has an enterprise value of just $900 million and would not have a material impact on Altria's financials. Buying the balance of Cronos Group would fit strategically with Altria. The lack of a scheduled conference call ahead of a filing deadline for Q3 financials points to a potential imminent bid.After Cronos Finally Invests In U.S. Cannabis, Is The Stock A Buy?
CRON is a Canadian licensed producer of cannabis. How much did it pay for PharmaCann? I give my estimate for the valuation that it paid for its investment in the US cannabis operator PharmaCann. CRON trades at a huge premium to Canadian peers like Canopy Growth and Tilray, but I explain why the premium may be warranted. Would Altria still invest in CRON if it made its investment today? I analyze the company's financials and investment prospects as compared to US peers.Is Cronos Stock Worth Buying? Probably, But Patience Remains A Requirement
Cronos has taken a "slow and steady wins the race" approach to cannabis, with an obvious eye on a fully legalized American market. The case is slowly (and unevenly) playing out, with fermentation efforts progressing and the PharmaCann deal providing a first step into the U.S. At $8, CRON still looks attractive from a long-term perspective, but a key word there is "long-term."지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: 과거에 CRON 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.
배당금 증가: CRON 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.
배당 수익률 vs 시장
| Cronos Group 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (CRON) | n/a |
| 시장 하위 25% (US) | 1.4% |
| 시장 상위 25% (US) | 4.3% |
| 업계 평균 (Pharmaceuticals) | 2.1% |
| 분석가 예측 (CRON) (최대 3년) | 0% |
주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 CRON 의 배당 수익률을 평가할 수 없습니다.
고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 CRON 의 배당 수익률을 평가할 수 없습니다.
주주 대상 이익 배당
수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 CRON 의 지급 비율을 계산하기에는 데이터가 부족합니다.
주주 현금 배당
현금 흐름 범위: CRON 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 22:42 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Cronos Group Inc.는 16명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jesse Pytlak | ATB Cormark Historical (Cormark Securities) |
| Vahan Ajamian | Beacon Securities Limited |
| Nadine Sarwat | Bernstein |